Is this for a business like yours?
I work with working owners. If you run a local service, a trade, or a professional practice, the Profit Leak Assessment is built for you.
Local Service Businesses
Cleaning, landscaping, automotive service, pest control, repair.
The phone rings during a job. The call goes to voicemail. The customer calls the next company on the list. Estimates get promised and forgotten. Nobody asks for reviews.
What's typical to find:
- Losing jobs to competitors who answer the phone faster.
- Spending evening hours writing quotes instead of resting.
- Missing out on easy revenue because past customers are never contacted again.
The assessment surfaces exactly how many leads you miss and gives you a system to capture them automatically.

Contractors & Home-Service Pros
HVAC, plumbing, electrical, roofing, remodeling, general contracting.
High-value quotes sit in a truck or a text thread. There is no follow-up system. Jobs are won or lost on who called back first. A single lost roof job is thousands of dollars.
What's typical to find:
- A $9,000 job lost because nobody called the lead back for two days.
- Valuable customer data trapped in the owner's head or personal phone.
- Time wasted driving to unqualified leads who were never going to buy.
The assessment identifies where your high-value jobs are leaking out and builds a roadmap to seal the pipeline.

Real Estate & Property Professionals
Agents, brokers, property managers.
Leads are scattered across portals, email, and text. Nurture cycles are long but there is no system holding them. Past clients are never contacted again despite referrals being the main source of business.
What's typical to find:
- Zillow leads go cold because the response took ten minutes instead of one.
- Past buyers buy their next house with someone else because you lost touch.
- Hours spent manually typing the same emails to new prospects.
The assessment shows you how to automate the long-term nurture so you stay top of mind without the manual work.

Consultants & Professional Services
Agencies, coaches, B2B services.
Proposals and follow-up are handled manually. The pipeline is inconsistent. Admin time eats billable hours. The owner is the bottleneck for everything.
What's typical to find:
- Working 60 hours a week but only billing for 20.
- Inconsistent revenue because you stop selling when you are busy delivering.
- Clients waiting days for a proposal because you have to write it from scratch.
The assessment uncovers how to decouple your time from your operations so the business can actually scale.

Appointment-Based Businesses
Salons, clinics, barbers, specialty services.
No-shows kill your daily revenue. Scheduling and rescheduling is handled manually. Reminder calls are made by hand. There are gaps in the calendar nobody fills.
What's typical to find:
- Losing 15% of weekly revenue to unconfirmed appointments that don't show.
- Front desk staff spending half their shift playing phone tag.
- Last-minute cancellations leaving empty slots that could have been filled.
The assessment provides a concrete plan to automate your calendar and eliminate the manual back-and-forth.

Growing Small Teams
Businesses crossing the 3 to 10 employee mark.
Processes that lived in the owner's head no longer work with four people. Nobody knows who is handling what. Things fall through the cracks that never used to.
What's typical to find:
- The owner answering the same questions from staff ten times a day.
- Customer service slipping because the new hire doesn't know the process.
- Four hours a week spent copying information between two systems.
The assessment maps your undocumented processes and gives you the blueprint to standardize them.

Who this is not for
I do not sell to everyone. If you fall into these categories, the assessment is not right for you.
You just want software installed
If you are looking for someone to just install a tool without examining your process first, I am not a fit. Tools do not fix broken processes.
You already have tight systems
If your processes are well-documented, running smoothly, and you have a clear, real-time view of your numbers, you likely do not need this assessment.
You want guaranteed revenue
I guarantee I will identify time and cost saving opportunities. I do not promise guaranteed revenue increases, because revenue depends on you closing the leads I help you catch.
You are a massive enterprise
Very large operations with dedicated internal operations staff and complex legacy enterprise software are outside my focus. I serve small businesses with working owners.
What is the same for everyone
Regardless of your trade, the process is identical. You complete a survey. We hold an assessment call. I'll build your report. We walk through the findings together. The price is always $997, and the guarantee always applies.
See exactly how the assessment works100% 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.
Stop guessing where the leaks are.
Find 5 hours/week or $1,000/month in savings, or get a full refund.
