Know exactly what to fix first, and what it is worth.
A 60-minute working session on your numbers, then a plain-language report showing where your business is losing customers, revenue, and hours, in dollars.
Credited in full toward your first project if you sign within 14 days.
Your results report arrives within
Each opportunity in monthly dollars and hours, low estimate first, ranked by what it is worth.
Example data
One session. One report. One clear next step.
A 60-minute working session
We go through how you win customers, serve them, and get paid, using your own numbers. No sales pitch.
Your results report within 48 hours
Estimated monthly dollars and hours for each opportunity, low estimate first, with every number traced back to what you told us.
A proposal for your first project
One recommended project, the outcome it delivers, and its price. Sign within 14 days of receiving it and the $798 comes off.
From booking to report in four steps.
Pick a time and pay
Choose a time that works for you. Your session is confirmed as soon as payment goes through.
Fill in what you can ahead of time
Optional. Answer the factual questions in your client portal before the call, so the session is spent on discussion, not an interview.
The working session
Sixty minutes on where things slow down, slip through, or get typed twice, and what each one costs you.
Your report and proposal
Both arrive in your client portal within 48 hours. Your answers and your report stay there for you to come back to.
Your client portal after the audit: what we are working on, and anything that needs your input. Shown with example data.
Here is what your report looks like.
This example uses a plumbing company. Every estimate starts from the business's own numbers and shows a low and a high case, low first.
Before you book.
Is my business big enough?
There is no size or revenue requirement. If you have customers, quotes, and invoices, there is something to measure.
What happens to the $798 if I start a project?
Sign within 14 days of receiving your proposal and the full $798 comes off the project price.
What if I need to cancel or reschedule?
You can reschedule at no cost, or cancel for a full refund, up to one business day before your session.
What do I need to prepare?
Nothing is required. If you can, fill in the factual questions in your client portal ahead of time, and have your main software open during the call.
What if I am not ready for a project?
Keep the report and act on it whenever you are ready. There is no obligation.
Where do my answers go?
Into your own client portal, where you can see your answers and your report at any time.
Pick a time, pay, and you are booked.
$798, credited in full toward your first project if you sign within 14 days.