How it works
Three steps. The first one costs you an hour.
No software for your team to learn, no platform to manage. We install proven AI tools behind the phone number and CRM you already run, then stay accountable for what they book.
Week 1
Revenue Leak Review
We work from exports, screenshots, or a walkthrough — no system access needed. You get a leak map across calls, forms, and estimates, a dollar estimate of what's slipping, and the first fix to make.
What you get
- Where calls, forms, texts, and estimates enter the business
- Where response time and follow-up currently break
- Which missed opportunities are most likely to become booked jobs
- A dollar estimate of what's slipping, from your own records
Weeks 2–3
Install
We set up the tools behind your existing phone number and CRM: forwarding rules, text-back, follow-up sequences, compliance registration. Test calls with you on the line before anything goes live.
What you get
- Rules for missed calls, after-hours demand, and new inquiries
- Routing and ownership for office staff and dispatch
- Follow-up sequences for new leads and old estimates
- A2P 10DLC registration and TCPA / FTSA compliant setup
Monthly
Run and report
We monitor it, tune it, and send a monthly report: calls caught, leads worked, estimates revived, jobs booked. If a tool stops earning its keep, we replace it.
What you get
- Daily monitoring with a human escalation path
- A monthly report: calls caught, leads worked, jobs booked
- Tuning as seasonality, staffing, and campaigns change
- Vendor swaps when something better exists — at no relearning cost to your team
The first 30 days
From first call to first report in a month.
Days 1–3
Review intake — exports, screenshots, or a walkthrough.
Days 4–7
Leak map delivered with dollar estimates and the first fix.
Days 8–14
Tools installed behind your phone and CRM. Compliance registered.
Days 15–21
Test calls with you on the line. Then it goes live.
Days 22–30
First report: what was caught, worked, and booked.
Find out what you're losing before you spend another dollar on leads.
The Revenue Leak Review shows where calls, leads, and estimates are slipping away — with numbers from your own records, not industry averages.