Construction
Energy renovation: complete grant files the first time
Every project depends on a file: missing documents, rejected paperwork, blocked payments. The team spends its time chasing clients and agencies.
Documents received by email as they come in, tracked in a spreadsheet, manual follow-ups, rejection causes not analyzed.
A space where every document has a status, every file has a checklist, and every follow-up has a clear trigger.
Problem
An energy renovation company (insulation, heat pumps, joinery) whose projects depend on grant files.
Documents received by email as they come in, tracked in a spreadsheet, manual follow-ups, rejection causes not analyzed.
Scoping
The file is the real product. Approach taken: every document has a status, every file has a checklist based on the type of work, and follow-ups go out automatically.
The tool
Client side
- Document submission space with a clear list of what's missing.
- Notifications at every step.
Office side
- File tracker by status.
- Checklist by type of work.
- Automatic follow-ups.
- Deadline alerts.
- Pending grant amounts.
- Rejection causes.
Decisions
Profitability
See pending grant amounts and their age.
Sales
Identify the types of work whose files succeed most often.
Risk
Fix recurring rejection causes upstream.
Organization
Know who follows up on what, and when.
Management
Measure the average time to unlock grants.
What it delivers
Complete files from the start, cash flow unlocked sooner, and less administrative time.
Describe your problem.
Your role. Your business problem. Your current workflow.
Working remotely across France, Belgium, Switzerland, Luxembourg, Quebec, North Africa and West Africa, in French, English and Arabic.
me@karimmesloub.com