In 45 minutes, we review where intake and follow-up get messy. You get a written blueprint showing where leads may be leaking, what to ignore, and the first practical fix worth considering.
Secure checkout via Stripe. Calendar booking opens immediately after payment.
Money-back guarantee: if we cannot identify at least one practical intake or follow-up opportunity likely to save or recover more than $999, we refund the Assessment.
You need to know whether follow-up is actually costing you money. Most owners are stuck between ignoring the leak and letting someone sell them a giant system. This is the middle path: a practical teardown of where intake and follow-up may pay for themselves.
A roadmap. A workshop. A long PDF. A vague promise that your business needs a new system.
A practical teardown of your operations with costs, savings, and a short list of fixes worth doing first.
Generic ideas that sound plausible because they apply to almost every business.
Specific recommendations based on your numbers, tools, team, and bottlenecks. Example: "You are losing around 8 after-hours leads per month. Here is the math."
You run a real business. You don't have time for software fads.
You are not buying a pep talk. You are buying the decision layer before anyone builds software.
“You are losing after-hours leads because no one follows up until morning. First fix: capture, qualify, and text back within 2 minutes.”
“Four missed jobs per month at $450 average value is $1,800/month. A simple follow-up workflow may pay back in the first month.”
“Do not build a custom chatbot yet. Your intake process is not clean enough. Fix forms and follow-up first.”
Not a brainstorming session. A decision document.
A 45-minute call where we walk through how sales intake actually happens: new requests, scheduling, estimates, callbacks, follow-up, handoffs, and the tools you already use.
A written blueprint ranking your best intake/follow-up fixes by likely value, cost, difficulty, and speed to implement.
Not a list of 25 ideas. The top 3 fixes worth doing first, with the tool, estimated setup cost, monthly cost, and why each one matters.
A plain answer: build now, wait, or skip it. If there is no meaningful intake/follow-up leak, the report will say so.
If we cannot identify at least one practical intake or follow-up opportunity likely to save or recover more than $999, we refund the Assessment. You should not pay for a blueprint that says "there is nothing here."
No 6-month engagement. No retainer.
Pay $999 through Stripe. After checkout, you are redirected to Google Calendar to choose your 45-minute teardown slot. Company name and website are collected at checkout so we can spend the call on the useful stuff.
We get on a video call. You walk us through how new requests, callbacks, estimates, and follow-up actually work. We look for missed leads, slow replies, stale estimates, and handoffs that depend on memory.
A written document: where intake/follow-up can improve, what it may cost, what to ignore, and our honest recommendation. No jargon. No filler. Actionable from day one.
You're buying a decision. If the report saves you from one bad software project, it paid for itself.
The Assessment comes first. If the blueprint shows a clear business case, we can scope the next step. If not, you leave with the answer and no obligation.
We implement one high-leverage workflow from your blueprint: intake, follow-up, reporting, agent setup, or internal knowledge flow.
If the first workflow works, we can discuss ongoing Chief of Staff support for monitoring, reporting, and continuous improvements.
Secure checkout via Stripe. Calendar booking opens immediately after payment.
If there are no practical intake or follow-up opportunities likely to clear the $999 cost, we refund you. If there are opportunities but the recommendation is "wait" or "do this later," you still get the written blueprint and the reasoning.
No. That is why this exists. We translate the problem into plain language — leads, response time, follow-up, dollars, and the first fix worth considering.
No. The Assessment is the front door because it tells us what is worth building. Implementation is an add-on only if the blueprint shows a clear business case.
Local services, construction, trades, home services, and other businesses where calls, estimates, scheduling, and follow-up affect booked work. If intake is not the issue, we'll tell you.
Most consultants sell you a roadmap. We sell you an answer. No retainer, no 6-month engagement, no 60-page PDF. Just: here is what is leaking, here is what is not, and here is what the first fix is worth.
You get the blueprint and 7 days of follow-up Q&A. From there, you can implement it yourself, hire a developer, or hire us. No obligation either way.
45 minutes. A written blueprint. An honest answer.
Pay & Schedule — $999 →