Four ways to work together, from a free 30-minute call to full implementation and ongoing support. Start wherever makes sense, nothing here requires a long-term commitment.
30-minute call
We walk through how your current process actually works, not how it's supposed to. You leave knowing whether a paid audit is worth it. No pitch, no pressure.
Flat fee · 1–2 week turnaround
Credited in full toward your Implementation Sprint if you move forward.
A full diagnostic of your current workflow: where leads or jobs get stuck, where ownership is unclear, and what's costing you the most time or money right now.
Scoped after the audit
I build and deploy the fix, CRM cleanup, automations, AI tooling, new intake or reporting process, and train your team so it actually gets used.
One-time session
A focused training session for your team on a specific tool, workflow, or AI use case, useful on its own or as a refresher after an Implementation Sprint.
Keep the new workflow tuned as your team, volume, and tools change. Month-to-month, cancel anytime, most clients use this for the first two to three months after a sprint, then step down as things stabilize.
Ask About Ongoing SupportA full map of your current process, interviews with the people doing the work, identification of every breakdown point, and a written report ranking fixes by impact and effort. Delivered within one to two weeks.
You get the report either way, there's no obligation to continue. If you want the fixes built, that's the Implementation Sprint, scoped and quoted based on what the audit found.
No. It's optional and month-to-month. Many clients don't need it after the first few months once the new workflow is stable.
Yes, the workflow problems (unclear ownership, lost follow-up, no visibility) look similar across home services, sales teams, and multi-location operations. See Use Cases for specifics.
Start with the free assessment. We'll figure out the right next step together.
Book a Free Workflow Assessment →Not sure what an audit involves? Read What Is an AI Workflow Audit? or run through the AI Workflow Audit Checklist first.
