Measure it. Build one. Scale it.
Most people start with the audit, because it costs the least and tells you whether the rest is worth doing.
Four steps, in order.
I measure before we talk about money
Response times on your phone and your web forms, how estimates get followed up, and what happens to a lead that shows up at night. Real observations from outside, not a questionnaire.
We pick the one worth the most
Not the most interesting workflow — the one carrying the biggest number and the shortest path to running. Everything else waits its turn.
It gets built into what you already run
Your CRM stays. Your people stay. The system fits around how the work already happens, and your team keeps every decision that touches a customer.
You see what came back
Every recovered job traces to the thing that caught it. If the number isn't there, you'll know before I tell you.
How we’d work together.
Three stages. Most people start at the first one and decide from there. Scope and cost get set for your operation on the call.
Where your volume has outrun your process.
- Response-time baseline across phone, web, and estimate follow-up
- The upside figure built from your volume, not industry averages
- A design for the workflow worth building first
- Yours to keep, whether or not you hire me
One workflow, running in production.
- Built into the systems you already pay for
- Your team trained on the handoff, not routed around it
- Reporting that shows what it returned
- I stay on the account — there's no one to hand you off to
It scales with you as the season changes.
- Tuning as your volume and crews grow
- Monthly reporting on what the system captured
- More locations onto the same system
- Usually I notice before you do