The Profit Leak Assessment
A complete analysis of how your business actually runs, where it leaks time and money, and exactly how to fix it.
$997
Guaranteed to find 5 hours/week or $1,000/month in saving opportunities, or your money back.
What the assessment actually is
I will examine how your business actually runs day to day, not how you think it runs.
I'll look at how leads come in, how fast they get answered, how customer information is stored, how follow-up happens, how reviews get requested, and where your team spends repetitive time. I'll find the gaps where money is falling through the cracks.
I'll use AI tooling to analyze these patterns quickly and thoroughly. But a human reviews everything. The recommendations are made by a person who understands your business, not a machine.
You end with a specific, prioritized plan. You will know exactly what to fix first, second, and third.
How the process works
Stage 1: Booking and Pre-Assessment Survey
You book your assessment and pay the $997. After that, you receive an email to a multi-part survey covering your business, your customers, your current tools, your lead flow, and your daily operations.
This exists so our assessment call is spent going deep rather than collecting basics. This survey takes real effort to complete. The quality of the assessment depends directly on the quality of your answers.
- You secure your spot and pay
- You complete the detailed operational survey
- I'll review your answers before we meet
- The pre-assessment survey must be completed 12 hours prior to the assessment call
Stage 2: The Assessment Call
A 45 to 60 minute meeting. We walk through how work actually moves through your business from first contact to completed job to follow-up.
I'll ask about the things that annoy you, and what you would fix first if you could. You should have whoever actually does the day to day work on this call, not just the owner.
- 45 to 60 minute deep dive
- We will map your actual daily workflow
- We will identify the biggest bottlenecks
Stage 3: Analysis and Report
I will take everything we learned and map your current process. I'll identify exactly where time and money leak out, and quantify what those leaks cost you.
I will build a prioritized roadmap. Recommendations are ranked by impact against effort, so you know exactly what provides the highest return on your time.
- I map the process and find the leaks
- I quantify the cost of inefficiency
- I build your prioritized roadmap
Stage 4: The Walkthrough Meeting
A 45 to 60 minute meeting where I deliver the report and walk through it together. You ask questions. I'll explain the reasoning behind each recommendation.
You leave with a document you can act on. This roadmap is yours whether you hire me to implement it or not.
- 45 to 60 minute review meeting
- I will explain the reasoning behind the plan
- You keep the roadmap
What I look at
How quickly do new leads actually get a response, and what does the delay cost you?
I measure the real time between a customer reaching out and your team replying. We calculate how many deals are lost to competitors who answer the phone faster.
Where does customer information live and who can find it?
I look at your notebooks, spreadsheets, and software. I'll find out how much time is wasted looking for project details or asking someone else for a phone number.
What happens to a lead that does not buy immediately?
I trace the path of the people who say "not right now", and find out if they are being followed up with or if you are throwing away expensive leads.
How much repetitive work does your team do by hand?
I look for copy-pasting, manual data entry, and sending the same email over and over. I'll quantify how many hours this costs you every week.
Are reviews getting requested consistently?
I look at your actual process for asking happy customers for reviews. I'll see if it happens every time, sometimes, or never.
Does your website turn visitors into conversations?
I look at how easy it is for someone to hire you once they find you. I'll find the friction points stopping people from calling.
What can you actually see about your own sales pipeline?
I look at how you track active quotes and open jobs. I'll find out if you know exactly how much money is sitting on the table at any given moment.
What you receive
The Written Findings Report
A detailed, plain-language document that explains exactly how your business operates today. It highlights the bottlenecks, the missing follow-ups, and the manual work. It shows the math on what these inefficiencies cost you in dollars and hours.
The Prioritized Roadmap
A clear plan of action. I do not just give you a list of problems. I'll rank the solutions based on what will save you the most time and make you the most money with the least effort. You'll know exactly what to do first.
The Walkthrough Meeting
I will not just email you a PDF and disappear. I'll sit down with you for 45 to 60 minutes to review the findings, explain the reasoning behind the roadmap, and answer your questions.
The Guarantee
100% Money-Back Guarantee
I will find at least 5 hours/week in time or $1000/month in cost saving opportunities. If I don't, you get your $997 back. No forms, no argument, no questions.
If the assessment does not identify at least 5 hours/week in time or $1,000/month in cost saving opportunities, you get a full refund.
This is not a judgment call or a trick. The findings are documented in the report with the math shown. I'll prove the savings. If the math does not add up to 5 hours/week or $1,000/month, I will refund your $997 immediately.
I offer this because these inefficiencies exist in almost every business. I'm confident I will find them.
Pricing
$997
This is a fraction of what a single missed opportunity costs. A single lost lead, a single delayed invoice, or a single negative review costs more than this assessment. The roadmap you receive is yours to keep regardless of whether you hire me.
Is this just a sales pitch for your services?
No. The roadmap is yours. It is written to be implementable by you or any competent provider. The guarantee only pays out on findings, not on hiring me.
What happens after
Some clients take the roadmap and implement it themselves. Some take it to their current IT team. Some hire us to build it for them.
Both are fine. There is no obligation and no automatic upsell. You buy clarity, and you get exactly that.
Stop guessing. Start fixing.
Guaranteed to find 5 hours/week or $1,000/month in saving opportunities, or your money back.