02 Worked examples
Prospective workflows, not retrospective results.
Each example states its operating assumptions, the workflow Lumomatics would test, the
decision that stays with a person and the measurements that would determine whether the
change helped. None is presented as work already delivered.
Trades and contractors
Turn missed enquiries into an owned callback queue
Hypothetical worked example — not a client case study.
Assumptions
- — The owner regularly misses calls while working on site.
- — The current process does not reliably capture job type, location and urgency.
Workflow we would test
- 01 Capture the enquiry and required job details in one structured record.
- 02 Acknowledge the caller and create a prioritised callback task for the owner.
Human control
The owner decides whether the job is suitable and confirms every quote or booking.
What we would measure
- Missed enquiries captured
- Median callback time
- Enquiries that reach a quote
See the trades workflow guide → Clinics and allied health
Make routine intake complete before the appointment
Hypothetical worked example — not a client case study.
Assumptions
- — Reception repeatedly chases non-clinical intake details and appointment confirmations.
- — The practice system remains the source of truth for patient and appointment data.
Workflow we would test
- 01 Send a privacy-conscious intake request and reminder before the first visit.
- 02 Flag missing information for reception instead of silently guessing or filling gaps.
Human control
Staff review exceptions; clinicians retain every clinical decision.
What we would measure
- Forms complete before arrival
- Manual reminder touches
- Reschedules caught early
See the clinic workflow guide → Professional services
Standardise client onboarding without removing judgement
Hypothetical worked example — not a client case study.
Assumptions
- — The same emails, file setup and hand-offs are recreated for each new client.
- — A responsible staff member can approve the onboarding record before work begins.
Workflow we would test
- 01 Collect required information once and create the approved project structure.
- 02 Draft the standard welcome, task list and internal hand-off from that record.
Human control
A person approves scope, advice, commitments and any client-facing message.
What we would measure
- Time to complete onboarding
- Missing-information follow-ups
- On-time hand-offs
See the professional-services guide →