New inquiries
Calls, website forms, and who responds.
ILLUSTRATIVE BUSINESSMaple Street Home Services
01 THE BUSINESS REVIEW
A closer look at your
everyday work.
Where do customers get stuck? What keeps you at your desk after hours? A focused review turns those everyday frustrations into a short, useful plan.
EXAMPLE, NOT A LIVE AUDIT
This report shows what a review could look like for a local home-service business. The company, findings, and numbers are fictional.
5 days
Suggested review window
90 minutes
Estimated team involvement
6 areas
From first call to follow-up
3 priorities
A manageable place to start
01
Start with how your business actually runs
A short conversation. A few real examples. No technical homework.
THE EXAMPLE BUSINESS
A good local reputation.
A very busy owner.
Maple Street’s owner works alongside three technicians and one office coordinator. New work comes from phone calls, website inquiries, and referrals.
The team uses a business phone, email, a shared calendar, and invoicing software. Follow-up often lives in someone’s head.
“I want to spend less time chasing messages and more time taking care of customers.”Illustrative owner goal
WHAT SUCCESS WOULD LOOK LIKE
- Every new inquiry has someone responsible for it.
- Customers know when they’ll hear back.
- Estimates get a timely follow-up.
- The owner gets some evenings back.
The first question is what needs fixing. Then we decide whether a checklist, a setting in your existing software, or AI would help.
02
A simple, five-day review
Example schedule; timing is agreed with each business.
DAY 1
Talk through a normal week30 minutes with the owner
Pick the biggest frustration and walk through how a customer becomes a booked job. Agree on what a better result would look like.
DAYS 2–3
Follow a few real customer journeys30 minutes with the office lead
Look at a small, agreed sample of calls, inquiries, estimates, and bookings. Note who does each step and where work waits.
DAY 4
Check the tools you already have15 minutes with the owner
Review the relevant phone, calendar, and invoicing settings together. Check whether existing features can solve the problem before adding another subscription.
DAY 5
Choose the first three improvements15-minute review together
Walk through the findings, agree on priorities, and outline a 30-day pilot with an owner, budget, and success measure for each change.
03
The six areas we look at
Follow the customer, from finding you to coming back.
Estimates & follow-up
Quotes sent, reminders, and next steps.
Booking & reminders
Appointments, confirmations, and changes.
Customer questions
Repeat questions and clear handoffs.
Invoices & office work
Duplicate typing and payment reminders.
Reviews & repeat business
Honest feedback and helpful follow-up.
BEFORE THE CONVERSATION
Bring examples,
not a perfect process.
- A typical busy week and your biggest recurring frustration.
- A few recent inquiries, estimates, and bookings, with customer details removed.
- A list of the tools you use and what you pay for them.
A screen share is enough to start. Don’t send passwords or private customer records through this public example.