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.
Where we've installed
Find your operation.
- Accounting and Bookkeeping
- DSOs and Group Dental
- P&C Insurance Agencies
- Staffing and Recruiting
- Licensed Trade Contractors
- Commercial Real Estate and Property Management
- Specialty Finance and Hard Money
- HOA and Community Management
- Trucking and Freight Brokerage
- Veterinary Groups and VSOs
- Franchise Support Offices
- RIAs and Wealth Management
- Senior Living and Assisted Living
- Title Companies and Closing Operations
- Auto Repair
- Electrical
- Funeral Home
- HVAC
- Landscaping
- Med Spa
- Optometry
- Pest Control
- Physical Therapy
- Plumbing
- Restoration
- Roofing
- Security and Alarm
- Tax Preparation
- Post-PE Acquisition Integration Sprint
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.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, not industry jargon.
- 03A reference conversation with another business owner who has been through this.
- 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.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
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.
Yes, as long as you have customers, leads, and a way to follow up. The audit math is the same diagnostic against any business; the answer is specific to your numbers.
Most tools that did not work in 2024 and 2025 failed for the same reason: they sat outside the workflow. We install inside the tools you already run. Nothing new to learn, nothing new to manage.
Audit exports are stored encrypted on US servers under a documented data-processing agreement. Implementation work runs inside your existing systems. Your customer list does not leave your control.
We tell you on the call. We would rather walk away with you owning the diagnosis than waste anyone's time pitching work that won't pay for itself.
Free email providers (Gmail, Yahoo, Outlook) route to consumer mail folders we do not want to be in. The audit is for owners running their own business; the business email keeps the math conversation between us and you.
$5,000 to $25,000 depending on the depth of your operation. The fee is sized to the number we find. If the number does not justify the fee, we tell you on the call.
Fifteen minutes. We respect your time. If the math takes longer, we tell you on the call before we extend.
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.