What we look for in your free audit.
Read this before your call. It'll make your 30 minutes more productive.
Five questions we answer on every call.
How fast do you respond to new inquiries? Every hour of delay cuts your connect rate by 10x. We look at where leads come in and what happens in the first 5 minutes.
Do customers get confirmation, reminders, and follow-up automatically? No-show rates above 8% are almost always a reminder problem, not a customer problem.
How long does it take to get paid after a job is complete? Manual invoice follow-up is one of the highest-ROI automations we build for service businesses.
Are you systematically requesting Google reviews after every job? Businesses that automate this average 30+ new reviews per month from the same customer base.
How many past customers haven't come back in 90+ days with no outreach? Most businesses have hundreds sitting in their system. Reactivation campaigns average 8-12% conversion.
Not everything is worth automating. Here's how we decide.
Repeatable, consistent processes are automatable. One-offs, judgment calls, and exceptions aren't. If you can describe the steps the same way twice, it can run automatically.
New booking, completed job, unpaid invoice, lapsed customer -- if there's a clear trigger, there's an automation. If the action depends on someone deciding to start it, that's a different conversation.
If someone on your team does it on a schedule or by hand, it can almost certainly run automatically. We look for the tasks that eat time without requiring judgment.
Come prepared. You'll get more out of it.
- 1 The software you currently use -- CRM, scheduling, invoicing, communication. Knowing your stack before the call lets us move faster.
- 2 Your biggest time sink -- the one thing you do manually that you hate most. This is usually where the highest ROI lives.
- 3 Rough monthly volume: appointments, invoices, leads, and jobs per month. This helps us size the impact of each automation.
- 4 Any automations you've tried before and what happened. Knowing what didn't work saves us from recommending the same thing twice.
- 5 Access to your current tools -- not required, but helpful if you want to show us your workflow live during the call.