Growth + Technology Assessment
Find where revenue is leaking between marketing spend and booked jobs.
A focused assessment of your website, lead intake, CRM, field-service stack, call tracking, dispatch handoff, reporting, AI opportunities, and vendor landscape.
Typical investment: $7,500-$15,000
Purpose
You do not need another generic marketing audit.
This assessment is built for operators who already spend money on leads, SEO, PPC, call tracking, software, and agencies, but still do not have a clean answer to one question: which sources are turning into booked jobs and where are we losing revenue?
We evaluate the complete path from first click or call to qualified lead, CRM record, dispatch handoff, estimate, booked job, and management dashboard.
Best fit
Multi-location or multi-territory home services companies with $10M-$100M in revenue, active marketing spend, and visible complexity across leads, systems, vendors, and reporting.
Assessment scope
What we review
Website and conversion
Homepage, service pages, location pages, mobile CTAs, forms, estimate flows, trust proof, and call visibility.
Lead intake and response
Phone, form, chat, after-hours intake, qualification data, speed-to-lead, ownership, and escalation paths.
CRM and field service
CRM fields, lifecycle stages, routing rules, dispatch handoff, duplicate records, data quality, and branch visibility.
Call tracking and attribution
Source tracking, call disposition, campaign mapping, form attribution, and the connection between lead source and revenue.
AI opportunities
Where AI intake, chatbot qualification, internal routing, summaries, and reporting assistants can help without creating operational noise.
Vendor and system map
Which vendors own traffic, website, calls, CRM, dispatch, reporting, and what needs one accountable roadmap.
Deliverables
Executive-ready recommendations, not a spreadsheet of observations.
You receive a practical findings document, a system map, prioritized quick wins, and a 90-day roadmap that leadership can use to make decisions.
- Website and conversion audit
- Lead intake and response-time review
- CRM and field-service software review
- Call tracking and attribution review
- AI opportunity assessment
- Vendor and system map
- Reporting/dashboard recommendations
- 90-day roadmap
- Prioritized quick wins
Recommended agenda
How the assessment runs
Leadership intake
Clarify growth goals, target geographies, service lines, sales process, systems, and immediate pain points.
Lead journey review
Evaluate website, calls, forms, chat, CRM records, routing, field-service handoff, and source attribution.
System and vendor mapping
Document how agencies, tools, CRM, field-service software, reporting, and manual workarounds interact.
Roadmap workshop
Review findings, prioritize fixes, and define the highest-value 90-day implementation path.
FAQ
Questions executives usually ask first
How long does the assessment take?
Most assessments can be completed in two to four weeks depending on how quickly systems access, stakeholder interviews, and reporting examples are available.
Do we need to change software?
Not necessarily. The assessment starts with your current stack. We look for practical fixes before recommending replacement.
Can this lead into implementation?
Yes. The assessment is designed to produce a 90-day roadmap that can become a sprint or ongoing CTO + Growth retainer.
Who should participate?
Usually the owner, CEO, COO, head of sales, marketing leader, operations leader, and whoever owns CRM, dispatch, or reporting.
Next step
Start with a clear operating diagnosis.
Use the assessment to identify the highest-value fixes before spending more on traffic, software, or disconnected vendors.
