// pilot
Welding certification
& consulting modernization.
A regional welding inspection and consulting practice operating at capacity, constrained not by demand but by the operational systems holding it together.
// 05Pilot — Welding Certification
From whiteboard
to operational system.
A welding certification & consulting practice running on phone tag, spreadsheets, and a paper certification log. We rebuilt the operational spine — intake, scheduling, follow-up, certification tracking, and a single record of every client engagement.
Inbound capture rate
47%→98%
Avg. quote turnaround
11d→2d
Certification tracking
Manual→Automated
Operational surface area
3 tools→1 system
// before — operational state
- Inbound calls handled by whoever happened to be near the phone.
- Certification log maintained on paper and in a shared spreadsheet.
- Quote follow-up dependent on whether the owner remembered.
- Scheduling negotiated over text, then re-entered into a calendar.
- Client history scattered across email threads and phone notes.
// after — system deployed
- AI-assisted intake captures and routes every inbound contact.
- Certification ledger with automated renewal and expiry alerts.
- Quote pipeline with structured follow-up sequences.
- Scheduling system with confirmations, reminders, and reschedules.
- Single client record covering every engagement and certification.