Pick a time.
That's it.
Fifteen minutes on Google Meet before the audit. We use it to make the 90 minutes count — the right people on the next call, the right tools pulled, the right workflows in focus. The quick questions at booking feed straight into that prep.
What the 15 minutes sets up
- 01 Who should be on the audit
You plus whoever actually runs your office or dispatch. Getting this right is what makes the 90 minutes pay off.
- 02 Which tools to have credentials for
Your CRM, booking software, invoicing, whatever's in the stack. Pulled before the audit so we're not troubleshooting logins.
- 03 Which workflows go under the microscope first
You already know where your biggest leak is. We start there and work out.
- 04 Whether we're a fit
Fast fit check. If your business isn't something we can actually help, we say so before you block 90 minutes.
Then, what the 90-minute audit covers
- 01 A walk-through of every workflow in your operation (lead intake, quoting, scheduling, dispatch, invoicing, follow-up, reviews)
- 02 The tools you currently use and where they disconnect
- 03 Your biggest revenue leak — usually leads, usually obvious in 20 minutes
- 04 Which automations are easiest, which are highest-ROI, and which aren’t worth it
- 05 An honest read on your data and tech readiness — or lack of it
The audit itself costs you nothing and commits you to nothing.
If we don't find enough to automate, you get the written plan anyway and we don't pitch.
Your info stays with us. Never shared, never sold.
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