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Services / How It Works

We find the leaks, then we
build the thing that closes them.

No retainer for 'strategy'. No dashboard you will never open. A diagnosis, a written plan, a build inside your own systems, and a scoreboard that tells the truth every month.

01The diagnosis

Five places revenue quietly walks out of a contracting business.

None of these are marketing problems. Every one of them happens after the lead has already been generated and paid for — which is exactly why they are the cheapest revenue in your business to recover.

Homeowners with a dead furnace or an active leak do not leave voicemails. They hang up and dial the next company on the list. Every ring you miss is a job you paid to generate and handed to a competitor for free.

What we install

Every missed call is caught, texted back within seconds, and logged as a real opportunity — not a blank line in the call log.

Speed is the single largest lever in contractor sales, and it is almost never owned by anyone. The company that responds first sets the frame, books the slot, and gets the estimate. Everyone after that is a price comparison.

What we install

A response goes out in minutes, every time, without depending on who happens to be free.

Interested homeowners fall out between the first call and a confirmed appointment because nobody owns the space in between. No confirmation, no reminder, no reschedule path when life gets in the way.

What we install

A booking and confirmation sequence that turns interest into a slot on the calendar and keeps it there.

Most contractors follow up on a quote once, maybe twice, then move on. The homeowner was never a no — they were waiting on a spouse, a payday, or a second opinion. Nobody was there when they were finally ready.

What we install

A structured multi-touch follow-up on every open quote until you get a yes, a no, or a date.

The cheapest revenue you will ever generate is already in your CRM: last summer's tune-ups, the quotes that went cold, the customers whose systems are now eight years older than when you met them. Most of it is never touched again.

What we install

Systematic reactivation campaigns that turn a dormant list into booked work without spending a dollar on new traffic.

How it works

How our audit works.

Thirty minutes, five steps, and a written findings document at the end of it. You keep everything we find whether or not you ever hire us.

01

Reviewing your lead sources

We start with where the demand actually comes from, and what happens to it once it arrives.

Sources we look at

  • Google Ads
  • Google Business Profile
  • Website forms
  • Facebook / Instagram
  • Phone calls
  • Referrals

Questions we answer

  • How many enquiries came in last month?
  • How many were answered?
  • How quickly were they contacted?
  • How many booked estimates?
  • How many estimates closed?

A roofing company tells us: 200 leads a month, average job $12,000

  • 200 enquiries
  • 140 answered
  • 80 estimates booked
  • 35 jobs closed

$360,000

Their close rate looks healthy at 43.75%. But 60 leads were never properly followed up. If only half of those converted, that is 30 extra jobs at $12,000 — missed revenue, from demand they had already paid for.

02

Your missed call problem

This one is enormous for HVAC and plumbing companies, and almost nobody is measuring it.

What most companies do not track

  • Calls received
  • Calls missed
  • Calls returned
  • Time to response

The question that usually lands

  • “You received 87 calls after hours last month. How many became booked appointments?”

Most owners do not know. And a missed emergency plumbing call can be a $5,000–$20,000 customer walking to whoever picked up.

03

Mystery-shopping your business

The most useful thirty minutes of the audit. We come at your business the way a homeowner does, and time what happens.

What we test

  • Website form response
  • Phone response
  • Text response
  • Appointment scheduling

Typical result

  • No response after 24 hours
  • Or a response that takes 6 hours

We tested your customer experience. A potential customer could comfortably reach a competitor before you got back to them.

04

Your gaps in follow-up

Most home service companies follow up badly. Not because they do not care — because nobody owns it.

What usually happens

  • Day 1 — estimate sent
  • Then nothing
  • Meanwhile they are comparing three roofers, three HVAC companies, three plumbers

What a real cadence looks like

  • Day 1 — “Just checking if you had any questions…”
  • Day 3 — “Here is another example of our work…”
  • Day 7 — “Are you still considering this project?”
  • Day 14 — “Would you like to schedule another visit?”

05

Done-for-you sales dashboard

Most owners have never had this visibility. One scoreboard, updated without anyone maintaining it.

This month

  • Leads: 245
  • Calls: 180
  • Missed calls: 34
  • Estimates booked: 90
  • Estimates completed: 75
  • Jobs won: 38
  • Revenue generated: $420,000

Illustrative dashboard. Yours is built from your own numbers.

The whole path

What a lead actually travels through once this is built.

Four gates between an enquiry and a decision, each one owned by the system rather than by whoever happens to be free. Nothing falls through because nothing depends on memory.

Everything in

Phone callsWeb formsPaid leadsReferralsDoor knocks

01

Answered

Every enquiry gets a real response in minutes, day or night.

Closes leaks 01 & 02

02

Booked

Interest becomes a confirmed slot, with reminders holding it.

Closes leak 03

03

Pursued

Every open quote worked to a yes, a no, or a date.

Closes leak 04

04

Measured

Speed, booking rate and quote-to-close on one scoreboard.

Keeps all four shut

Out the other end

A booked jobOr a clear no, on the record

The loop

Database reactivation feeds the front of the system

Past customers, cold quotes and lapsed agreements are pushed back through the same four gates on a schedule — which is why the cheapest booked job you get next month is one you already paid for last year.

Our packages

Start with the audit. Scale from there.

The audit is free and it is the only free offer we run. Everything past it is priced on how much needs building and how much of the running you want us to own.

Free Audit

Best for finding out what is actually leaking

  • Reviewing your lead sources
  • Your missed call problem
  • Mystery-shopping your business
  • Your gaps in follow-up
  • Done-for-you sales dashboard

Essential

Best for getting your leaks fixed

  • CRM management
  • Automation maintenance (Google lead form → CRM → email → calendar)
  • Basic support
  • Monthly reporting
Most popular

Growth

Best for scaling the system

  • CRM management
  • Automation maintenance (Google lead form → CRM → email → calendar)
  • Basic support
  • Weekly reporting
  • Lead management
  • Email and form responses
  • Strategy meetings
  • Pipeline optimization

Partner

Best for full sales partnerships

  • CRM management
  • Automation maintenance (Google lead form → CRM → email → calendar)
  • Basic support
  • Weekly reporting
  • Lead management
  • Email and form responses
  • Strategy meetings
  • Pipeline optimization
  • Inbound call handling
  • Appointment scheduling
  • Customer reactivation (old clients)
  • Continuous process improvements
  • Priority support and staff accountability
  • KPI dashboards (real-time sales and CRM metrics)
  • Sales analytics (monthly performance analysis with actionable recommendations)

Pricing depends on how much needs building and whether you want the ongoing running of it. We quote after the audit, once we both know the size of the leak — quoting before that would be a guess.

Start here

Every engagement starts with the same 30 minutes.

We will not quote you before we have seen how your leads are actually handled. The audit is free, the findings are yours, and there is no obligation attached to either.