Meeting questions

18/09/26 · Tom Varney · For the meeting on 25 September

How many builds a year, and how many live at once? How many enquiries a month, and what proportion convert?
Typical build length from deposit to leaving the factory? How many factory stages really, and are they the same for every product?
How many people touch a project: sales, design, graphics, factory, accounts? Who's the internal owner of this project?

Walk me through the current quote builder. What are the options and how are prices worked out? Any rules (this fit-out needs that wheelbase)?
How often does a quote change after it's sent, and what does that cost you today?
What's the deposit and milestone structure? Fixed percentages or per-project?

A full list of every piece of software the business runs on: pipeline/CRM, quote builder, customer portal, CAD, Easfix, accounting, email, file storage, messaging, anything on the factory floor. For each: who uses it, what it costs, what data is in it, and whether you like it. Ideally sent over before the meeting.
Easfix: what is it exactly, and does it have an API or a login only?
What in Shopify needs to stay in Shopify?

What share of revenue is the online shop (equipment, DIY kits) versus custom builds? Do you care about keeping it?
Which Shopify plan are you on, and what's it costing monthly with apps?
Are you open to us building the whole site, with Shopify shrunk to a shop-only subdomain or dropped for Stripe checkout?
What does the current "Get a Quote" form capture, and where does it go? What would you want a smart enquiry to ask (product type, wheelbase, budget, timeline)?
Do kit buyers ever become trailer buyers? Is that worth tracking?

Who made the 3D models and who owns them? Can you get GLB / glTF exports with named parts?
Which products should have a configurator: step van, HY Retro, containers, kiosks?
What options should it drive: wheelbase, fit-out, lighting, colour, equipment? Which of those change the price?
What's it meant to end in: a quote request, a deposit, or add to cart?
Is Angle 3D on a paid plan, and is there a modelling contract with them?

Do the floor team have tablets today? Wi-Fi in the workshop? Will they actually tap a button?
Who decides what's next when two jobs compete for a bay?