Find out exactly where your business is losing leads and money.

Most contractors know something is off. Leads aren't converting, follow-up slips when things get busy, the website looks dated. But they don't know which problem to fix first — or whether fixing it will actually move the needle.

The Operations Audit is a structured review of your entire lead capture and operations workflow. You get a written report, a recorded video walkthrough, and a live review call. No vague recommendations. Specific findings, specific fixes.

Scoped to your business

We agree the scope and fee in writing before the audit begins.

Turnaround5–7 business days

FormatWritten report + video

Review call60 minutes, live

Book Your Audit

Tell us about your business and we will confirm the scope.

Five deliverables. One clear picture.

Every audit covers the same five areas. The findings are specific to your business — not a template with your name swapped in.

45-Minute Kickoff Interview

We map your current workflow end-to-end: how leads come in, how you respond, what falls through, what you track. No assumptions.

8–12 Page Written Report

Findings organized by priority. Each issue gets a plain-language explanation, the business impact, and a specific recommendation — not a list of options.

20–30 Minute Recorded Walkthrough

A screen-recorded video walking through the report finding by finding. Watch it once, share it with a business partner, or rewatch it later.

60-Minute Live Review Call

Go through the report together. Ask questions, push back, dig deeper into anything that isn't clear. This is where decisions get made.

A Clear Next Step

The audit ends with a specific recommendation for what to fix first. If you decide to move forward, we scope that work with you in writing.

This audit is the right first step if:

Yes

You know leads are slipping but can't pinpoint where in the process it's happening.

Yes

You've tried a CRM or automation tool and it didn't stick — you want to know why before spending more.

Yes

You're getting traffic and calls but your close rate is lower than it should be.

Yes

You're thinking about a website rebuild or new system and want a clear scope before committing to a budget.

Yes

You've been burned by an agency that overpromised and want a second opinion before your next move.

Yes

You want someone who has worked with contractors specifically — not a generalist running a template audit.

Ready to see exactly what's leaking?

Fill out the contact form and mention the Operations Audit. We'll confirm your slot and send a short pre-audit questionnaire within one business day.

Book Your Operations Audit