01 / Baseline
Agree on inquiry sources and definitions. Review aggregate counts, first-response timing and existing follow-up steps without requesting raw customer records.
For service businesses / limited founding pilots
Fix one lost opportunity before buying more leads.
A practical, time-boxed engagement to see how inquiries arrive, where follow-up breaks down, and what changes when one repeatable process improves.
Request a pilot reviewEstimate opportunity firstOne focused operating cycle
Four steps. Measurable evidence.
02 / Identify
Document one costly handoff: missed calls, unanswered web leads, delayed quotes or stale estimates. Choose a fix that your team can actually maintain.
03 / Test
Test the workflow for an agreed period. Track the same metrics before and after, accounting for changes in volume and lead quality.
04 / Decide
Receive a short findings memo, process checklist and next-step recommendation. Scale a successful change or stop without a software subscription commitment.
Founding pilot
Scoped 30-day pilot: from $5,500. This is one defined team and response workflow. Final fees, access, software, deliverables and scope require a written agreement. See all proposed packages. This page does not accept payment or create an order.
Fit requirements
Best for businesses already receiving inbound inquiries and willing to measure their current response process. No promises of recovered revenue or customer conversion rates.
Examples: painting, home services, specialty repair and appointment-based service companies. Advertising optimization, data scraping of private systems and new CRM implementations are outside the base pilot unless specifically agreed.
Start with a real business question.
Tell us what happens after a customer calls, submits a form or asks for an estimate. We will determine whether a focused pilot is appropriate.
Request a review