Technology
Overhaul.
We audit your entire tech stack — CRM, website, phones, automation, reporting — and show you exactly where you're losing money. Then we fix it.
Most contractors are paying for 3-5 tools that overlap, losing leads because nobody answers after 5pm, and have no idea what their cost per lead is. This audit finds all of it.
Wasted Spend
Most contractors pay for 3-5 overlapping tools. CRM features you don't use, marketing software you forgot about, phone systems that don't integrate.
Lost Leads
How many calls go to voicemail after 5pm? How many estimates never get followed up on? Every missed lead is money you already paid to generate.
No Visibility
If you can't tell me your cost per lead, close rate, or which marketing channel brings the best jobs — you're flying blind.
The average contractor we audit finds $2,000-$5,000/month in waste or missed revenue.
That's not a sales pitch — it's what happens when you actually look at the numbers. Most businesses have never had someone audit their technology objectively.
The 5 Pillars
What We Audit.
We don't just look at your software. We look at how your entire operation flows — from the first lead to the final invoice.
CRM & Software Audit
Three Levels of Engagement.
Every engagement starts with the audit. You decide how far to take it.
Audit Only
Full assessment + detailed report with recommendations.
- Full 5-pillar technology assessment
- 50+ page assessment report
- Priority matrix (impact vs. effort)
- Vendor comparison if switching tools
- 90-day implementation roadmap
- 1-hour findings review call
Audit + Fix
We audit everything, then implement the top 3 fixes.
- Everything in Audit Only
- Implementation of top 3 recommendations
- CRM migration or reconfiguration
- Website fixes or rebuild
- Automation setup (missed-call, follow-up)
- 30-day post-implementation support
Full Overhaul
We rebuild your entire technology infrastructure.
- Everything in Audit + Fix
- Complete implementation of ALL recommendations
- Full website build or migration
- Reporting dashboard setup
- Team training sessions
- 90-day support + strategy calls
The Process
How It Works.
Discovery Call
30-minute call to understand your business, current tools, pain points, and goals. We determine if the audit makes sense for you.
Deep Dive Audit
We get access to your tools, run diagnostics, interview your team, and document everything. Takes 1-2 weeks depending on complexity.
Findings & Roadmap
You get a detailed report with scores, screenshots, benchmarks, and a prioritized 90-day roadmap. We walk through it together on a call.
Implementation
If you choose Audit + Fix or Full Overhaul, we execute the recommendations. You focus on running your business while we handle the tech.
This isn't a sales pitch disguised as an audit.
Most “free audits” from marketing agencies are just lead magnets to sell you their services. Our audit is the service. You pay for objectivity.
Vendor Neutral
We don't get kickbacks from CRM companies. If ServiceTitan is wrong for you, we'll tell you.
You Keep the Report
The audit report is yours. Use it to implement yourself, hire someone else, or have us do it. No strings.
ROI Focused
Every recommendation includes estimated savings or revenue impact. You'll know exactly what each fix is worth.
Common Findings
Paying for features in 3 different tools that do the same thing
No missed-call text-back, no after-hours answering service
Estimates go out and nobody follows up — closing 10-15% more jobs is free money
Paying for Google Ads → sending traffic to a slow, outdated site
Typical waste + lost revenue identified per audit
Frequently Asked Questions.
Who is this for?
HVAC, plumbing, electrical, and other home service contractors doing $500K-$10M+ in revenue who feel like their technology isn't working as hard as they are. If you're paying for tools but not seeing results, this is built for you.
How long does the audit take?
The audit itself takes 1-2 weeks. We need access to your tools, some time with your team, and a few days to compile findings. You'll have the full report within 2 weeks of kickoff.
What if I just want the report and implement myself?
That's exactly what the $5,000 Audit Only tier is for. You get the full report, roadmap, and recommendations. You can implement it yourself, hire your own people, or come back to us later. No pressure.
Will you try to sell me software?
No. We're vendor neutral. We don't get referral fees or kickbacks from any CRM or software company. If your current tools are right for you, we'll tell you to keep them.
Is $5,000 worth it?
If the audit finds even $1,000/month in savings or missed revenue (and it usually finds more), it pays for itself in 5 months. Most clients see the value in the first month after implementing recommendations.
Tell us about your business.
Fill out the form and we'll get back to you within one business day.