Free · 30 Minutes · No Commitment
In 30 minutes, we'll review how your business handles leads, follow-ups, and reviews — and show you exactly where you're losing revenue. You'll walk away with a clear picture of what's working, what's not, and what AI automation can fix. No sales pitch, no commitment, no credit card.
This isn't a generic demo of our software. We look at your specific business and give you specific answers. Here's what we analyze:
How quickly are you responding to incoming calls and inquiries? We'll test your actual response time and compare it to the 60-second benchmark that captures 78% of jobs.
What happens when you can't answer? We'll map your current call flow — voicemail, callback timing, and whether leads are falling through the cracks.
How many reviews do you have? What's your rating? How do you compare to the top 5 competitors in your area? We pull the actual numbers.
How many quotes are you sending vs. closing? We'll identify whether follow-up gaps are costing you jobs and calculate the revenue impact.
Are customers forgetting appointments? We'll look at whether automated reminders could reduce your wasted drive-outs.
Based on your call volume, estimate count, and review gap, we'll calculate a dollar estimate of monthly revenue you're currently losing to manual processes.
Within 48 hours of the assessment call, we deliver a custom AI Assessment Report — a professional document that covers your current state, the specific automations we recommend for your business, an implementation timeline, and the projected financial impact. This isn't a generic brochure. It's built from the data we reviewed on the call, with your business name, your numbers, and your competitive landscape.
You keep the report whether you work with us or not. If you decide to move forward, the assessment becomes the blueprint for your build. If not, you still have a clear picture of where your business stands and what to prioritize.
Who this is for: HVAC contractors, plumbers, electricians, and general contractors on Florida's Emerald Coast. Solo operators, 2-3 truck companies, and growing businesses up to 10 employees. If you're using QuickBooks for invoicing and a phone for everything else, this assessment was designed for you.
No catch. The assessment is how we start every client relationship. We learn about your business, you learn about what we do. If there's a fit, we'll tell you what it costs and you decide. If there's not a fit, you walk away with useful information. We'd rather have a 30-minute conversation than send you a cold sales email.
Not much. Just know your approximate monthly call volume, how many estimates you send per month, and how many Google reviews you currently have. We'll pull the rest during the call. If you have your QuickBooks open during the call, that's helpful but not required.
We respond to every booking request within 24 hours. Usually faster. We'll confirm your appointment time and send you a brief questionnaire to make the most of our 30 minutes together.
Great — we'll review what's working and what isn't. Many contractors have tools they're paying for but not using effectively. The assessment helps you figure out whether to optimize what you have or switch to something that fits better.
Yes. Our core system works for any home services contractor — plumbers, electricians, roofers, general contractors. The automations (missed call text-back, review requests, estimate follow-up) apply across all trades. We started with HVAC because that's what we know best in this market, but the system is the same.
Solo operators are actually our best fit. You're the one who can't answer the phone while you're on a job. You're the one who forgets to follow up on estimates because you're doing the work. Automation does the most good for the people who have the least time to do it manually.
Pick a time that works for you. 30 minutes, no commitment. We'll review your business and show you exactly where AI automation can help.
Or call us directly: (850) 684-4652
Email: [email protected]