Why this audit exists
Most contractors do not lose opportunities because they lack one magic tool. Leads leak because the workflow has open loops: a call comes in while the crew is on a job, a text reply never makes it into the job system, an estimate goes out and nobody owns the follow-up, or the owner cannot see which leads still need action.
What we review
| Area | Audit question |
|---|---|
| Lead intake | Where do calls, forms, texts, referrals, and ad leads enter the business? |
| Missed calls | What happens when no one answers? |
| Speed to lead | How quickly does the prospect get an acknowledgment or next step? |
| Qualification | Are job type, location, timing, photos, and urgency collected cleanly? |
| CRM or job system | Are notes, tasks, stages, reminders, and owner visibility consistent? |
| Estimates | What follow-up happens after a quote is sent? |
| Scheduling | Where do office-to-field handoffs slow down? |
| Reviews | Are happy customers prompted at the right point in the job cycle? |
| Reporting | Can the owner see open loops each week? |
What you leave with
- The top workflow gaps in your current lead and follow-up process.
- A practical first automation recommendation.
- A separation between what your current tools can already do and what needs custom setup.
- A next-step path if you want done-for-you implementation.
Best fit and not a fit
Good fit
You run a contractor, trade, or home-service business, miss calls or respond slower than you want, use or plan to use a CRM or job system, and want AI connected to real office and field workflows.
Not a fit
You want guaranteed booked jobs, guaranteed ranking, a one-click AI tool, or strategy talk without looking at your actual workflow.
Book the workflow audit
Send the basics. Do not submit private customer data in this form. If the lead endpoint is not configured yet, the page will fail safely instead of pretending the submission was captured.