The Discovery Audit.
Every engagement begins here. A paid, structured assessment of how your business actually runs: observed, documented, and quantified. You leave with a custom Discovery Report and a prioritized list of automations ranked by ROI.
Six to eight hours of our time. Five business days to your report.
No vague "discovery call." We come prepared, observe how things actually work, and turn what we see into a deliverable that does the selling for itself.
We come in already knowing your shop.
You complete a short intake questionnaire, about ten to fifteen minutes. We review it, look up your business online (website, reviews, social presence, public-facing tools), and research industry norms before we ever sit down with you.
By the time the audit starts, we've already written the questions we want to dig into. You don't waste a minute on background.
We observe, document, and quantify.
On-site or virtual, structured into five blocks: kickoff, workflow deep-dive across eight core areas of your business, team interviews, live observation of how a task actually gets done, and a wrap-up where we share two or three early findings.
This is intelligence-gathering, not pitching. The report does the selling. We're here to find the leaks.
A custom report you'd want to show your accountant.
Six to ten pages. Executive summary, current-state snapshot, workflow findings with current-process and pain-point analysis, prioritized recommendations on a high/medium/low impact-vs-effort grid, ROI projections you can defend, and a recommended tier with a clear next step.
We walk you through it on a thirty-minute call. Email-only delivery is for vendors. We're a partner.
Where the time and money actually leak.
Every service business has the same eight surfaces where revenue and time slip out. We walk all of them, time the steps, and rank what's worth automating first.
Incoming leads
How leads arrive, who handles them, response time, what gets logged, what falls through.
Phone handling
Who answers, what happens after hours, voicemail, calls per day, calls missed.
Scheduling
How jobs are booked, who confirms, reminders sent, double-bookings, no-shows.
Estimates & proposals
How estimates get built, time per estimate, how they're delivered, follow-up cadence.
Invoicing & payment
How invoices are generated, when they're sent, how unpaid invoices get chased, average collection.
Customer follow-up
What happens after the job. Reviews, thank-yous, repeat-customer outreach.
Internal communication
How office talks to field. How job details get shared. Paperwork flow.
Marketing & social
Who handles social, post cadence, ad spend, how performance is tracked.
What's inside the Discovery Report.
A document you could hand to your accountant, your spouse, or your operations manager and they'd understand exactly what's broken, what's worth fixing, and what it pays back.
Six to ten pages. Custom, professional, and useful from page one.
We're conservative on every number. The playbook says: if you think ten hours saved, put seven. We do.
It builds trust. It means our clients are happily surprised, never let down. And the $500 fee is credited toward setup the moment you say yes.
Want the audit, or want a number first?
If you'd like to see a ballpark before committing $500, run the free 60-second Quick Audit. If you already know you want it, book the real thing.