Revenue leaks we target
Quotes · Follow‑up · Scheduling friction
- 7‑day follow‑up sequence after quote
- Simple booking link + reminders
- Owner vs dispatcher script clarity
Case: Home services
Example audit output (template). Replace with real client data once you have it.
Week‑1 implementation
- Follow‑up messages (day 0/1/3/7)
- Missed call recovery for peak hours
- Dispatcher script: qualify, schedule, confirm
- Weekly KPI sheet: contact rate, booked jobs, show rate
Want this for your business?
Generate your audit plan and book a 15‑minute walkthrough.