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Free Operations Audit

Find Out Exactly Where Your Business Is Leaking Revenue

The average specialty trade company loses $95K+ per year to operational gaps they can't see. Our free audit scores your business across 9 categories and shows you the dollar amount — in under 5 minutes.

Start my free audit

No credit card · No sales call · Takes under 5 minutes

The Problem Nobody Talks About

68%of trade companies lose their best leads to voicemail after hours
47%of quotes never get a single follow-up — the easiest money left on the table
3.2 daysaverage time to quote in the trades — every day of delay drops your close rate by 10%
5+ hoursper week spent on paperwork that should be automated — at $45/hr burdened, that is $11,700/year

Most owners know something is off — they just don't know where the biggest leaks are or how much they're actually costing. That's what the audit shows you.

What the Audit Checks

We score your business across 9 operational categories. Each one gets a letter grade, a dollar estimate of what the gap is costing you, and a specific recommendation.

Call Handling

Are after-hours calls going to voicemail? 68% of trade companies lose their best leads this way. We check how calls are routed when your team is busy or off the clock.

Estimating & Quoting

The average specialty contractor takes 3.2 days to quote. Every day of delay drops your close rate. We measure your quote speed and identify the bottleneck.

Documentation & Compliance

Paper forms, clipboard inspections, and manual data entry cost 5+ hours per week. We check whether your field documentation is costing you money.

Follow-up & Retention

47% of quotes in the trades never get a single follow-up. We check whether your open quotes are being tracked and whether past customers are being retained.

Scheduling & Dispatch

Poorly routed teams waste 20–30% of their day driving instead of working. We assess how jobs get assigned and whether your routing is optimized.

Reporting & Intelligence

Companies that review KPIs weekly grow 30% faster. We check whether you have real-time visibility into the numbers that matter.

Inventory & Materials

Untracked inventory costs $8K–$15K per year in waste, rush orders, and stockouts. We check whether your parts and materials are managed or just ordered on the fly.

AI Adoption

72% of businesses are experimenting with AI but most have no plan. We assess where your team stands and what the highest-impact next step is.

Data Security

One data breach costs a company your size $150K+ on average. We check whether customer data, pricing, and employee records are protected.

How It Works

1

Enter your business

30 seconds

Type your company name and select your trade. We scan your online presence — Google reviews, website technology, and digital footprint.

2

Answer 9 questions

3 minutes

Quick multiple-choice questions about how your operations actually work today. No trick questions — just honest assessment of where things stand.

3

Get your report

Instant

A scored report across all 9 categories with dollar estimates for each gap, prioritized recommendations, and a comparison to industry benchmarks.

What You Get

Overall operations score

A single number that tells you how your business stacks up operationally — with a letter grade from A to F.

Dollar estimate per category

Each of the 9 categories gets a specific dollar range showing how much that gap is costing you annually.

Prioritized recommendations

The report ranks your gaps by impact so you know exactly where to focus first for the biggest return.

Industry benchmarks

See how your scores compare to other companies in your trade and size bracket.

Downloadable PDF report

Share the full report with your partner, GM, or operations manager. No login required.

Ready to see where the money is going?

It takes under 5 minutes. You'll get a scored report with dollar estimates and prioritized recommendations — completely free.

Frequently Asked Questions

Is this really free?

Yes. No credit card, no obligation, no sales call required. You get the full report immediately. We built this so trade business owners can see their operational gaps without committing to anything.

How accurate is the dollar estimate?

The estimates are based on burdened labor rates, industry benchmarks, and the specific answers you provide. They are directional — accurate enough to prioritize where to focus, not precise enough to replace a full assessment.

What happens after I get my report?

You can download it as a PDF and share it with your team. If you want help acting on the findings, you can book a discovery call — but there is zero pressure to do so. Most people just use the report internally.

How long does it take?

Under 5 minutes from start to finish. The business scan runs in the background while you answer the assessment questions, so there is no waiting.

Will you spam me after?

We send one email with your report PDF. That is it. No drip campaigns, no daily emails, no cold calls. If you want to hear from us, you will need to reach out.

What size company is this for?

The audit is calibrated for specialty trade companies with 5–100+ employees and $500K–$15M+ in revenue. The scoring adjusts based on your company size.

Stop guessing. Start measuring.

The audit is free, takes under 5 minutes, and shows you exactly where your operations are costing you money. No sales call required.

Built for specialty contractors: fire protection, industrial service, biohazard, generators, HVAC, and more.

Free AI Operations Audit