Built for trades and home-service companies, dental and medical offices, and busy service businesses. We Diagnose missed opportunities, Repair the process and tools, and Protect against future leakage: phone, follow-up, scheduling, cash flow, integrations. Ranked by impact, not by a product menu.
No theory, marketing, or lead gen.
Step 1: the paid first engagement.
A multi-day deep dive into how your business actually runs: inbound calls and leads, scheduling and dispatch, communication, job visibility, invoicing, and the tools you already use. You get the biggest leaks ranked by what they cost, and a plan for Repair and Protect. Not sure yet? The free scorecard takes about 3 minutes.
Step 2: fix the root cause.
After Diagnose ranks the leaks, we fix underlying issues so the same problem doesn’t reappear next quarter: process design, CRM cleanup, lead follow-up paths, integrations, and automation. Repair is where most of the real work lives, not a product install alone.
Step 3: stop future leakage.
Protect is scoped to what Diagnose ranked highest: call coverage, lead follow-up, scheduling visibility, cash-flow loops, or integrations. When the leak is missed calls, that can include an AI receptionist you can test live on our demo line. Phone is one Protect path, not the whole engagement.
The paid first engagement. A clear picture of where money and time leak, ranked by cost, and an honest read on fit.
Process, tools, and handoffs fixed so the same leak doesn’t reappear under a new name.
Systems that stop future leakage: phone, follow-up, scheduling, cash flow. Ranked by impact. Then the next leak, the same way.
About 3 minutes, free. Your results show which leak to fix first.