Ruhan Upadhyaya Book the audit

Quotes die between the yes and the purchase order.

I set up one screen that shows every quote, approval, purchase order and delivery date, and chases the late ones for you. For importers, manufacturers and contractors with 5 to 50 people who still quote from spreadsheets and email.

Fixed prices. The audit fee comes off the setup.

Job traveler Example data
    Quote > Approval > PO > Production > Delivery

    What you get

    One fixed product, set up on your own quotes and orders. Your team keeps quoting the way it does now; the tracker keeps count.

    Everything on one screen

    Every quote, approval, purchase order and delivery date in one place. Nobody digs through email threads or spreadsheet tabs to find where a job stands.

    Five stages, one row per job

    Late ones get chased

    A quote with no reply or a purchase order running late gets a reminder automatically. It does not depend on someone remembering.

    Example rule: no reply in 5 days, remind

    A summary every week

    One email that tells you what is open, what you won, what you lost and what is overdue, so the week starts with the numbers in front of you.

    Example: 6 open, 2 won, 1 lost, 2 overdue

    Three steps, three fixed prices

    You can stop after the audit and keep what it produced.

    Audit

    $750

    A 90-minute call and a written map of where your quotes and orders stall. The map is yours whether or not we go further, and the $750 is credited to the setup.

    Setup

    $3,000fixed

    The tracker configured on your own quotes, purchase orders and delivery dates, and your team trained to use it.

    Support

    $800a month

    Hosting, fixes and up to 4 hours of changes each month. Anything bigger is quoted before the work starts.

    Other work I take on

    Stone tops and casegoods for your project

    Through Apollo Designs: natural stone vanity tops, countertops and tub surrounds, and casegoods built in Winston-Salem. Send the finish schedule and unit count and I will come back with a supply quote. You approve a mock-up before anything goes into production.

    Underwriting for small sponsors

    Contract modeling on real deals: ground-up development pro formas, equity waterfalls and investment memos. Billed by the hour or by the model, with every formula audited before it reaches you.

    I built it for my own shop first

    I run operations at Apollo Designs, a manufacturer and importer in Winston-Salem that makes stone tops, tub surrounds and casegoods for hotels.

    We kept losing track of jobs between the quote, the approval and the purchase order. So I built a tracker that shows all of it on one screen and chases the late ones. Apollo's quoting, purchasing and job tracking run on it now.

    I set the same thing up for other small manufacturers, importers and contractors. It starts with the audit.

    Based in
    Winston-Salem, North Carolina
    Day job
    Operations, Apollo Designs
    Works with
    Importers, manufacturers and contractors, 5 to 50 people
    Email

    Tell me where it stalls

    Four fields and a line about your shop. I reply by email with times for the audit call.

    Or write directly:

    What is this about?