The Operations Audit

For owners losing money and unsure where. Get the numbers first.

You can feel it. Revenue is leaving the table somewhere.

Invoices aren't going out on time. Leads are cold by the time you follow up.

Dispatching is chaos. Collections lag.

But you don't know what's really costing you.

The Operations Audit is what happens when someone with operational expertise actually sits inside your business and looks at what's broken.

I get access to your systems. I talk to your team. I look at your invoicing, your lead flow, your job dispatching, your tech stack. Then I quantify what each leak is costing you each month. Not guesses. Real numbers.

You get a written Operations Blueprint. Every leak named. Every cost quantified. Every opportunity mapped. Phased timelines for how to fix it. Which systems to optimize. What gets built first.

Then you decide. Sit with the Blueprint on your own. Or move into the full engagement where I build it with you.

Best For: Owners who need an outsider to find what they can't see, backed by actual data

What's included:

• 90-Minute Initial Meeting

• 1-2 Follow-Up Meetings (60 minutes each) with you and your team

• 4-6 Hours of Systems Investigation

• Access to your actual tools and data (CRM, invoicing, scheduling)

• Quantified Cost Analysis (losses and opportunities)

• Written Operations Blueprint (detailed, phased, actionable)

• Working Session to Walk Through Your Blueprint

• Delivered within 2-3 weeks

• Investment: $1,500: For contractors ready to move directly into the full engagement, the Audit fee credits fully toward your first month.