On a 30-minute call, we walk through how leads, estimates and invoices actually move through your business. Afterward you get a one-page written summary: where things slip, and what to fix first. There's no charge, and no obligation to hire me.
What's inside
- A 30-minute call, on your schedule
- A one-page written summary afterward
- Where things slip, ranked by what's costing you most
What we cover
- Leads: where they come from, who answers, how fast, and what happens when no one can.
- Estimates: how they go out, how they're followed up, and how many quietly die.
- Invoices: how they're sent, how you know who's late, and who chases whom.
What you get
A single page: the three places your follow-up most likely leaks, in order of cost, with a suggested first fix for each. Some of the fixes will be things you can do yourself with the tools in this kit. Some may be worth talking about. I'll tell you honestly which is which.
What it isn't
- A sales pitch. If I can't help, I'll say so.
- A software demo or a pitch for another tool.
- A technical audit of your systems. It's a conversation about how work flows.