Find Where Your Business Is Losing Time and Revenue
For service businesses that run on calls, quotes, and appointments. We look at how work actually moves from first contact to final invoice, then tell you what is worth fixing — including where automation is not worth it.
A Good Fit If
- Owner-led service businesses, such as contractors and home or exterior service teams
- Leads arrive by phone, web form, or referral
- Quoting, scheduling, and follow-up depend on a few busy people
- You suspect leads or hours are slipping, but are not sure where
Probably Not the Right Fit If
- You are planning a broader AI program across an organization — see our AI Readiness Assessment
- You already know exactly what you want built — see Custom AI Software
- You want a general AI strategy rather than a look at day-to-day operations
What We Look At
Leads & Calls
How calls, forms, and messages are answered, captured, and routed — including after hours.
Follow-Up
Response times, quote follow-up, and older inquiries that never turned into work.
Quoting, Scheduling & Admin
Where staff time goes on quotes, booking, data entry, and handoffs between people and systems.
Systems You Already Use
Your phone system, CRM or job software, calendar, and forms — including features you may already pay for.
What You Get
- A short written report with prioritized findings
- Evidence for each finding, from your own numbers and simple tests we run with your permission
- Estimated impact shown as a range, with the assumptions written down
- A clear call on what is not worth automating
- A recommended first step — which may be something you can do yourself
- A 30-minute findings call to walk through the results
What a Finding Looks Like
Illustrative examples to show the format — not results from a real client.
Example: After-hours calls
Worth fixing- Problem
- After-hours calls go to a voicemail box that is checked the next morning.
- Evidence
- Two of three test calls placed after 5 p.m. reached voicemail, and neither got a same-day callback.
- Estimated impact
- Roughly 15–25 after-hours calls a month. If even a few would have booked, the lost work likely outweighs the cost of fixing it. Range based on the business’s own call volume and job value.
- Opportunity
- Answer after-hours calls, capture the caller’s details, and text a confirmation that someone will follow up.
- Effort
- Low to moderate.
- Next step
- First, turn on the missed-call text-back already included in the current phone plan. If that is not enough, pilot after-hours call answering.
Example: Complex quotes
Not worth automating- Problem
- Quotes for larger restoration jobs take two to three days.
- Finding
- The delay comes from site visits and judgment calls, not paperwork. Automation would add cost without speeding things up.
- Next step
- A simple quote template for common line items. No AI needed.
How It Works
Request
Tell us about your business and what feels slow or leaky. We reply within one business day.
Intake
A short questionnaire about your lead volume, tools, and where time goes. Estimates are fine.
Review
We analyze your numbers and, with your permission, run simple tests such as an after-hours call or a web inquiry.
Findings
You get a written report and a 30-minute call on what is worth fixing first.
What Happens After the Audit
Sometimes the answer is not to automate. When it is worth it, we can implement the recommendation — or you can take the report and act on it yourself.
Lead Capture & Follow-Up
Answer and capture inquiries, respond faster, book appointments, and follow up — with handoff to your team.
Workflow Automation
Automate repetitive work across the systems you already use, with human review where it matters.
Learn moreFrequently Asked Questions
Find Out What Is Worth Fixing First
Tell us a little about your business. We reply within one business day.