From free assessment to booked jobs
A managed engagement is simple to start and does not require your team to adopt a new platform.
Free assessment
We start with your data, not a pitch deck. Call logs, missed-call patterns, response times, estimate history, and how inquiries are handled today. The output is a clear picture of where opportunities are being lost and roughly what they are worth.
Usually a single working session plus a follow-up review. No cost.
Systems and access
We connect to your existing phone system, CRM, and scheduling tools. Nothing is migrated or replaced. You keep ownership of your systems and your customer data, and we agree exactly what we are allowed to touch before anything goes live.
You approve the scope, the access, and the usage limits in writing.
Follow-up goes live
Missed-call text-back, speed-to-lead response, estimate follow-up, and reactivation are configured around how your business actually operates, then switched on and monitored by our team.
We start with the highest-value leaks first, then expand.
Ongoing management and reporting
This is not a set-and-forget setup. We monitor response, adjust cadences, and produce a recurring report of opportunities captured, conversations worked, jobs booked, and revenue attributable to follow-up.
Reviewed with you on a monthly cadence.
What we need from you
- Access to your phone system or call records
- Access to your CRM or scheduling software
- A named person on your team for escalation
- Agreed scope, usage limits, and onboarding steps
We ask for the minimum access needed to do the work. You keep ownership of your systems, your data, and your customer relationships.
What you get
- A written picture of where opportunities are lost
- Follow-up running on your existing systems
- Consistent coverage without adding headcount
- Monthly reporting measured against an agreed baseline
Three steps, 30 days, nothing to cancel
- Step 1
Free assessment
We review your call handling and open estimates, and check there is enough volume to measure.
- Step 2
30 days of managed follow-up
Follow-up goes live on the workflow we agree. The 30 days start at go-live, not at signature.
- Step 3
Results review
At day 30 we walk through what we reached and what happened next. The trial ends automatically.
Phone and messaging usage inside the agreed scope is covered. Any carrier or messaging-provider charges outside that scope are disclosed in writing before they apply.
Ready to see where your revenue is going?
Start with a free assessment. You will get an honest picture of the gap and a written scope before you commit to anything.