30 minutes.
One actionable plan.
We walk through how leads come in, how they get followed up and how clients are kept and grown. After the call you get a written plan with tangible advice: where revenue is leaking, what it's costing, and what to fix first.
- Free
- 30 minutes
- Video or phone
- No prep needed
- The plan is yours to keep
- Map how leads come in
- Find where they go cold
- Check how clients are kept and grown
- Size each leak in dollars
- List quick wins for this week
- Recommend the next step
Not a sales pitch. A plan you can act on tomorrow, with or without us.
Your top 3 leaks, sized in dollars
Where leads go cold, quotes stall, clients wait and renewals slip, with a rough monthly cost for each.
Quick wins for this week
Two or three changes your team can make in the tools you already pay for. No new software.
Where automation saves the most hours
The repetitive tasks eating your team's week, and which ones a system or AI can safely take over.
A recommended next step
Honest advice on what to do next, even when the answer is "do it yourself" or "it isn't us".
What are slow replies costing you?
Move the sliders to match your business. Best guesses are fine.
Rough estimate that assumes slow leads would have closed at your normal rate. In the diagnostic we swap these guesses for your real numbers.
One page. Plain English. Ranked by payoff.
Here is the shape of a plan for an example home services company. Yours is built from your call and your numbers.
| # | LEAK | EST. COST | THE FIX | EFFORT |
|---|---|---|---|---|
| 1 | After-hours calls go to voicemail | ~$9,000/mo | Missed-call text-back plus an AI receptionist after 6pm that books into the calendar | Low · 1 week |
| 2 | Estimates never followed up | ~$7,500/mo | Three-touch follow-up on every open estimate: text on day 2, call on day 5, email on day 10 | Low · 3 days |
| 3 | Maintenance plans lapse quietly | ~$4,000/mo | Renewal reminders at 11 months, with a named owner for every plan | Medium · 2 weeks |
- Turn on missed-call text-back in the phone system you already have.
- Sort open estimates by "last contacted" and call the ten oldest.
- Ask your last 20 happy customers for a Google review.
- Re-keying signed quotes into accounting: about 4 hours a week.
- Appointment confirmations by phone: about 3 hours a week.
- Building the Monday report by hand: about 2 hours a week.
How it works
Pick a time
Grab any open 30-minute slot. Video or phone, whichever is easier for you.
Talk it through
How leads come in, who follows up, how clients are kept. Share your screen if you like. No prep needed.
Get your plan
A one-page action plan lands in your inbox after the call. It's yours, whether or not we work together.
Diagnostic questions
Is it really free?
Yes. No card, no contract, no obligation. The plan is yours to keep and use however you like.
Do I need to prepare anything?
No. If you know roughly how many inquiries you get a month and your average job or deal size, bring those. If not, we'll estimate together.
Is this a sales pitch in disguise?
The call is about your business, not our services. If something we offer fits, we'll say so at the end. If it doesn't, the plan will tell you what to do instead.
We're not a tech company. Is this for us?
Yes. Most of the leaks we find are in phones, follow-ups and spreadsheets, not fancy software. We speak plain English.
What happens after the call?
You get the written plan. If you'd like help with it, the next step is usually a fixed-price Revenue Audit. Retainers are month to month, with no long-term contract.
Find your leaks in 30 minutes.
Leave with an actionable plan to improve your outcomes and win back your team's time.