Free · 3 minutes · No pitch

Where are you missing opportunities: jobs and time with family?

A missed opportunity isn’t only a call that walked to a competitor. It’s the night spent on admin instead of dinner, or a lead you already paid for that never got a real follow-up. This scorecard ranks five areas so you know what to fix first. It’s a quick self-check. A free live audit is the next step if you want us to walk it with you. Full Diagnose after that is a multi-day deep dive, not a one-call chat.

Ranked leaks: which gaps cost you the most work and hours
Overall score: honest snapshot of how protected your operation is
First step: clear Diagnose → Repair → Protect direction (not a product dump)

Take the Free Scorecard Prefer a live audit call?

Built for electrical, HVAC, plumbing, and home-service owners

10 quick questions

Answer honestly. The score only helps if you do.

Yes / mostly / no. Takes about three minutes. Results stay on this page; optional email if you want a copy.

Call coverage

When a customer calls during a job, do they usually reach a person who can help, or voicemail / “call you back”?

Usually a real answer or live booking Mixed: depends on the day Mostly voicemail or “I’ll call back later”

Call coverage

After hours and weekends: can a new job still get booked or a clear next step, without you personally answering?

Yes: covered without me Sometimes / partial No: they wait until I’m free

Speed & follow-up

When a lead comes in (call, form, or referral), how fast does someone respond on a typical busy day?

Under ~5–15 minutes most of the time Same day, but not always fast Often next day or longer, or it slips

Speed & follow-up

Quotes that go quiet: do you have a simple, consistent follow-up path, or does it depend on memory?

Clear follow-up process we actually use Sometimes we follow up Mostly hope they call back

Scheduling

Can a customer book (or change) a visit without a long game of phone tag?

Yes: live or same-day booking most of the time Half the time No: lots of back-and-forth

Scheduling

Cancel / reschedule requests: handled cleanly, or do they create chaos and missed slots?

Clean process: calendar stays accurate Workable but messy Chaos: gaps and double-books

Systems & tools

Do your main tools (phone notes, calendar, Jobber/Housecall/Sheets, invoicing) actually talk to each other, or are you the integration?

Tools connect; I’m not the glue Some connection, lots of manual copy I’m the system: copy/paste and memory

Systems & tools

If you took a week off, would inbound leads and booking still work at a solid level?

Yes: coverage holds Partially No: it falls on me or stops

Owner time & life

In a typical week, how often do phone / admin / follow-up steal evenings or weekends that should be family or rest?

Rarely: boundaries mostly hold A few times a week Most weeks: I’m the after-hours line

Owner time & life

If you had 5–10 hours back per week, would they go to billable work, growth, or life, or would the same chaos eat them again?

Systems would keep the time free Some of it would stick Chaos would eat it again

Your results

Missed Opportunity Score: -/100

What this means (Diagnose → Repair → Protect)

Diagnose: you just did a first pass. The lowest categories are your priority leaks (jobs and life).
Repair: fix process and tools so the same leak doesn’t steal another quarter of revenue or evenings.
Protect: put systems in place so coverage holds without you babysitting every call and follow-up.

Get a live read with us

Book a free Missed Opportunity Audit. We’ll walk your scores, map Repair and Protect, and be straight about fit. No product pitch first.

Book Free Audit Optional phone proof

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Email me a copy of these results

Optional we’ll also reply if you want to schedule the audit.

1. DiagnoseWhere work and life leak

2. RepairProcess and tools fixed

3. ProtectCoverage that sticks