The Operational Plan outlines the day-to-day activities and responsibilities of BB Smart Living, ensuring smooth service delivery, customer satisfaction, and compliance with industry standards.
| Department | Operational Task | Detailed Duties | Responsible Person | Frequency | Notes |
| Customer Service | Schedule consultations | Manage bookings via website/phone; confirm appointments; sync with technician calendar | Owner | Weekly | Use online booking tool with calendar integration |
| Customer Service | Post-install support | Provide user tutorials, troubleshoot device issues, and conduct follow-up check-ins | Owner | Ongoing | Offering 30-day post-installation support |
| Installation | Device setup | Installing smart devices (lights, locks, thermostats); ensure proper configuration | Trained Technicians | Per job | Follow standardized installation checklist |
| Installation | Quality assurance | Test device connectivity, safety, and user control; document results | Supervisor (TBD) | Per job | Maintain install logs for each job |
| Marketing | Social media posts | Create and schedule posts with tips, promotions, and testimonials | Manager | 3x/week | Using Canva and scheduling tools |
| Marketing | Local outreach | Build partnerships with realtors, builders, and community groups | Owner | Monthly | Provide referral incentives |
| Sales | Quote generation | Prepare personalized quotes based on customer needs and property specs | Supervisor | Per lead | Use pricing calculator template |
| Sales | Package upselling | Recommend bundled services to enhance customer value | Technicians | Per lead | Train team on value-based selling |
| Operations | Inventory tracking | Monitor stock levels, reorder low inventory, and manage storage | Manager | Weekly | Use Excel or POS system |
| Operations | Supplier coordination | Communicate with vendors, manage delivery timelines, and negotiate terms | Manager | Monthly | Build long-term supplier relationships |
| Finance | Invoice generation | Issue invoices after installation completion | Owner | Per job | Use accounting software |
| Finance | Expense tracking | Record and categorize business expenses (tools, travel, subscriptions) | Owner | Weekly | Categorized by department for budgeting |
| Admin | Contract management | Maintain service agreements, privacy policies, and ensure legal compliance | CRM Specialist | Quarterly | Review contracts with legal advisor |
| Admin | CRM updates | Log leads, customer interactions, and follow-ups | Owner, Manager | Weekly | Use HubSpot or Zoho CRM |