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STRATABook Audit

We diagnose before we prescribe.

You built it. Now it runs you.

For independent owners running insurance agencies, HVAC operations, dental groups, plumbing, accounting, optometry, funeral homes, and 22 more. The customers you paid for go cold. The leads you bought never get followed up on. The growth that should be compounding has stalled. We exist to fix that math: recover the revenue that's leaking, make more from the work you're already doing, and grow without breaking what you've built.

Fifteen minutes. Your data. A specific dollar figure. $5,000 to $25,000 audit fee, sized to the number we find.

The Performance Guarantee

If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.

We get paid out of the revenue we recover. Not before. The Performance Guarantee governs every engagement.

The gap nobody sees

Every business has a layer nobody sees.

Above the line: the sales calls, the client relationships, the deals you closed. The work that shows up on your P&L.

Below the line: the follow-up that was supposed to go out Tuesday afternoon and didn't go out until Thursday. The renewal that should have fired at day 45 and never did. The Saturday-night call at 6:12 that rolled to voicemail while a homeowner booked the competitor at 6:13. The customers you already paid to acquire, sitting in your database unworked for twelve or thirty-six months.

That below-the-line work has a dollar value. For most businesses your size, it's $30,000 to $90,000 leaking out every year. Yours is specific to your data. The audit calculates it in fifteen minutes.

The cost of doing nothing

Twelve months from now, with no change.

The lapsed renewals still lapse. The Saturday calls still roll to voicemail. The Monday morning still costs your team two hours of spreadsheet stitching. The bigger shop down the street still has 412 reviews and you still have 38. The reactivation plan that's been sitting in your folder for two years stays there for a third.

The number you could be recovering does not recover itself. It compounds. Against you.

Or you know your specific number before the end of the day.

The Revenue Audit

Know your number before you commit to anything.

Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue. You decide what to do with it. The audit runs $5,000 to $25,000 depending on the depth of your operation; the fee is sized to the number we find.

  1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
  2. 02A diagnosis named in plain English, not industry jargon.
  3. 03A reference conversation with another business owner who has been through this.
  4. 04A fee sized to the number we found, or an honest answer on why this is not for you.

Fifteen minutes. Your data. Your number. Yours regardless of what you decide next.

Whether you engage with us after the audit or not, you walk away with:

  • A 90-day revenue-recovery roadmap delivered after the call.
  • A pain checklist you can use to evaluate any other firm that comes through your door.
  • The Performance Guarantee. If our work does not recover more than our fee inside 60 days, we stop billing until it does.

Sixty seconds. No email.

A rough number, against your own inputs.

Pick your business type. Tell us the size of your database. We do the math here, in the browser.

Pick a vertical, enter your book size, choose an average value. The number renders here.

The work

Six systems. Installed in sequence.

Each one closes a specific thing that is costing you money. The first one creates a visible result inside thirty days. Each one that lands deepens what we already installed, without your team learning a new dashboard.

Click any one below to see exactly what it does and what it changes for you.

Where we've installed

We know your operation because we've built systems inside it.

Insurance agencies. HVAC operations. Dental groups. Plumbing. Accounting firms. Optometry practices. Funeral homes. Trade contractors. Auto shops. RIAs. Title companies. And more. The audit math is the same diagnostic against every business; your number is specific to your data.

Professional services

Accounting and Bookkeeping

Manual data entry and unworked client follow-up sequences.

See the audit for your operation

Healthcare

DSOs and Group Dental

Dormant patient database and hygiene rebook gaps across offices.

See the audit for your operation

Financial services

P&C Insurance Agencies

Lapsed renewals and after-hours leakage in the AMS.

See the audit for your operation

Professional services

Staffing and Recruiting

Manual document processing and candidate follow-up gaps.

See the audit for your operation

Trades

Licensed Trade Contractors

Missed dispatch calls and inconsistent post-job follow-up.

See the audit for your operation

Real estate

Commercial Real Estate and Property Management

Inconsistent reporting and document processing across the portfolio.

See the audit for your operation

Financial services

Specialty Finance and Hard Money

Loan-document intake bottlenecks and borrower follow-up gaps.

See the audit for your operation

Real estate

HOA and Community Management

Resident communication follow-up and violation documentation.

See the audit for your operation

Logistics

Trucking and Freight Brokerage

Dispatch documents, carrier follow-up, and invoice matching.

See the audit for your operation

Healthcare

Veterinary Groups and VSOs

Patient recall sequencing and referral follow-up.

See the audit for your operation

Multi-unit operations

Franchise Support Offices

Reporting inconsistency across franchisees.

See the audit for your operation

Financial services

RIAs and Wealth Management

Compliance documentation burden and stalled AI pilots.

See the audit for your operation

Healthcare

Senior Living and Assisted Living

Resident intake documentation and family communication follow-up.

See the audit for your operation

Real estate

Title Companies and Closing Operations

Closing-document intake and lender follow-up.

See the audit for your operation

Local services

Auto Repair

Service-write-up workflow and recall follow-up.

See the audit for your operation

Trades

Electrical

Permit intake bottlenecks and post-job review velocity.

See the audit for your operation

Local services

Funeral Home

Pre-need follow-up and post-service documentation.

See the audit for your operation

Trades

HVAC

After-hours dispatch leakage and dormant customer reactivation.

See the audit for your operation

Local services

Landscaping

Maintenance-contract renewals and seasonal sequencing.

See the audit for your operation

Healthcare

Med Spa

Lead response time and treatment-plan follow-up.

See the audit for your operation

Healthcare

Optometry

Patient recall sequencing and insurance verification.

See the audit for your operation

Local services

Pest Control

Recurring-service rebook gaps and route documentation.

See the audit for your operation

Healthcare

Physical Therapy

Patient-visit sequencing and authorization renewal.

See the audit for your operation

Trades

Plumbing

After-hours capture and post-job review sequencing.

See the audit for your operation

Trades

Restoration

After-hours intake and insurance-document processing.

See the audit for your operation

Trades

Roofing

Estimate follow-up and claims-process documentation.

See the audit for your operation

Local services

Security and Alarm

Lead response time and contract-renewal follow-up.

See the audit for your operation

Professional services

Tax Preparation

Document intake and post-season retention sequencing.

See the audit for your operation

Sprint

Post-PE Acquisition Integration Sprint

Non-standardized operations across the acquired portfolio.

See the audit for your operation

Proof

On the audits we've run, the typical business your size is leaking $30,000 to $90,000 a year.

Your figure is specific to your book. We are quiet about engagements in flight; case studies publish when the owner is ready to be named. The audit call includes a reference conversation with a business owner who has been through this. On the record. Not a curated testimonial.

References are matched to your operation and made available on the audit call. To request one, book the audit.

How we work

Three promises that govern every engagement.

The Performance Guarantee

If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.

An Honest Answer

If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.

Month-to-month

The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.

After the audit call

The audit is the start of the relationship. Not the end of a sales process.

Week one. We send a written summary of the figure we found, the gaps we diagnosed, and a 90-day roadmap for closing them. You get that document regardless of whether you engage.

Week two, if you decide to move forward. We sign a 90-day month-to-month engagement letter and begin installing inside your existing tools. No system migration. No team training day. Your team keeps doing their job.

Day thirty. The first visible result lands. The Performance Guarantee is in force from day one. Every month after, you get a one-page report in numbers you already track. No new dashboards to learn.

Twelve months in

The number you saw on the audit call is now in your P&L.

The dormant database reactivated. The Monday-morning report on autopilot. The Saturday emergency calls captured and routed. Your team stopped working Sundays. They're doing the work you hired them to do, not the work the software should be doing. The bigger shop down the street no longer outranks you on the local pack. Your front-desk staff ate lunch.

You take the first Saturday off in three years.

You become the owner who runs the business. Not the owner the business runs.

The audit calculated this on a fifteen-minute call. The Performance Guarantee governed every engagement month. The number we found turned into recovered revenue.

Before you book

Five questions owners ask first.

  • Nothing. The audit runs against a customer-list export and a recent month of call-log data. Your team keeps doing their job; we do the math while they work.

Your recoverable revenue is a specific number.

The audit calculates it from your data in fifteen minutes.

Or close this tab and find out twelve months from now.

Performance Guarantee. Honest answer on the call. Month-to-month.

Not ready to book?

Get the audit prep checklist by email.

One field. We send the same checklist we use on the call. No follow-up unless you write back.