Included in Retainer

Where Is Your Business Losing Money Without Knowing It?

A structured financial analysis of every operational inefficiency in your business — with dollar costs attached to each one. Not vague recommendations. Specific numbers: 'Your missed calls are costing $3,200/month. Here's the math.'

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What You Get

Every deliverable included in this engagement.

  • Missed call analysis: volume, estimated job value, monthly and annual cost
  • No-show and cancellation analysis: frequency, revenue impact, recovery rate
  • Invoice timing analysis: current days-to-invoice, cash flow impact, DSO calculation
  • AR aging analysis: overdue invoices, collection rate, revenue at risk
  • Admin time audit: hours spent on automatable tasks, cost per hour, annual total
  • Quote follow-up analysis: sent vs. followed up vs. won vs. gone cold
  • Total revenue leak summary: ranked by dollar impact with automation solutions mapped to each
🛡️
Our GuaranteeWe identify at least $50,000 in annual revenue leakage, or the AI Operations Assessment is refunded in full.

How It Works

1

Data collection 1 week before assessment

30-min pre-assessment questionnaire + access to scheduling, CRM, and accounting systems

2

Assessment day analysis Assessment day

Team interviews + workflow observation to validate and fill gaps in data analysis

3

Analysis 3 days post-assessment

Dollar calculation of each identified leak using your actual numbers and industry benchmarks

4

Delivery Delivery session

Written Revenue Leak Analysis + prioritized automation roadmap with projected ROI per automation

Investment

Included in AI Operations AssessmentBook discovery call

Available For

Fire Sprinkler CompaniesFire Suppression & Hood Cleaning CompaniesCompressed Air Service CompaniesCommercial Boiler Service CompaniesStandby Generator Service CompaniesMobile Hydraulic Repair CompaniesEmergency Tree & Crane Service CompaniesCommercial Garage Door & Dock Repair CompaniesBiohazard & Crime Scene Cleanup CompaniesMobile Heavy Equipment Repair CompaniesMobile Equine Veterinary PracticesLuxury Hardscaping & Pool CompaniesMarine Diesel & Yacht Repair CompaniesAviation AOG Mobile Repair CompaniesCommercial Aquatics & Pool Service Companies

Frequently Asked Questions

Why does this cost $7,500?

The $7,500 is for the full AI Operations Assessment, of which the Revenue Leak Analysis is the primary output. The analysis typically identifies $50,000–200,000 in annual leakage. At worst, it's a 6.6× return in year one. Most clients see 10–20× returns in year one.

What if our business is too small?

We work with businesses from $2M–$15M in revenue. Below $2M, the operational complexity is usually not sufficient to generate enough findings to justify the assessment fee.

We think we're already running pretty efficiently. Is this still worth it?

The businesses that think they're efficient are often the ones we find the most in. Efficiency feels subjective — until you have actual numbers. The average business we assess finds $85,000 in annual leakage they didn't know about.

Can you do this for multiple locations?

Yes. Multi-location businesses require more assessment time (we charge accordingly), but the analysis is even more valuable because inefficiencies compound across locations.

Do you share our financial data with anyone?

No. All analysis is confidential. We sign an NDA before the assessment. Your data is used exclusively to generate your Revenue Leak Analysis and is not shared with other clients.

Ready to get started? Let's talk.

Book a free 30-minute discovery call. No pitch, no pressure — just a conversation about your operation and whether this engagement is the right fit.

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