Every plan works on a few priorities at a time. Each one is an area AI can help with, like conversion, margins, inventory, reviews, or bookkeeping, with the numbers we'll track and a weekly plan to move them. Here is the full menu. Pick two to start, or bring your own.
Plumbing, HVAC, electrical, roofing, landscaping, contractors, cleaning, pest control, pool service, and auto repair. More for home services, trades and auto
Follow up on every quote until it's a yes or a no, so fewer jobs slip away to the next bid.
We'd track: Share of estimates won, Quotes sent
Start with this →Offer the right upgrades, repairs, and maintenance plans on every call, without the hard sell.
We'd track: Average job value
Start with this →Answer every lead fast, day or night, and follow up until they book.
We'd track: New customers per week
Start with this →Plan tune-up promotions and maintenance-plan pushes before the phones go quiet.
We'd track: Jobs on the schedule
Start with this →Recommended work the customer passed on gets a clear explanation, a reminder, and a reason to come back.
We'd track: Share of recommended work approved
Start with this →More calls and requests from Google, reviews, neighbors, and past customers.
We'd track: New leads per week
Start with this →Close the gap between finishing a job and getting paid for it.
We'd track: Days from job done to invoice
Start with this →Fill the schedule with better routing, faster callbacks, and fewer gaps between jobs.
We'd track: Jobs completed per week
Start with this →Fewer return trips to fix a job, so every truck day earns money.
We'd track: Callbacks per week
Start with this →Less windshield time and waiting around, more time on paying work.
We'd track: Billable share of tech hours
Start with this →Service agreements and recurring routes that bring steady revenue and keep customers coming back to you, not the next guy.
We'd track: Customers on a maintenance plan
Start with this →Raise sales with the team you have by working the leads, customers, and offers already in front of you.
We'd track: Revenue per week
Start with this →Every call, text, and web inquiry answered fast, day or night, so new customers don't go to whoever picks up first.
We'd track: Inquiries left waiting over an hour
Start with this →Turn happy customers into your best salespeople with the right ask at the right moment.
We'd track: New customers from referrals
Start with this →Post every week about your real work, in your voice, without it eating your evenings.
We'd track: Posts per week
Start with this →Followers are nice; bookings are better. Posts and replies built to start conversations that end in a sale.
We'd track: Inquiries from social media
Start with this →Turn your Google Business Profile into your best salesperson: more calls, directions, and website visits.
We'd track: Calls from Google, Direction requests, Website clicks
Start with this →Regular emails and texts that bring people back, written in your voice and sent on schedule.
We'd track: Revenue from email and text, List size, Open rate
Start with this →More customers who have said yes to hearing from you, so every promotion reaches more people.
We'd track: Email and text list size
Start with this →Lower what each lead costs on Google and Meta, and stop paying for clicks that never call.
We'd track: Cost per lead
Start with this →Ask every happy customer for a review at the right moment, so new customers pick you over the shop down the street.
We'd track: New reviews per week
Start with this →Reply to every review within two days, good or bad, in your own voice.
We'd track: Unanswered reviews
Start with this →Fix what causes the low reviews and ask the happy customers who never write one.
We'd track: Average star rating
Start with this →More calls, bookings, and form fills from the traffic you already get.
We'd track: Calls, bookings, and forms from the website, Visits
Start with this →More of the right people finding your site from Google, social media, and your own customers.
We'd track: Website visits per week
Start with this →Shrink the money customers owe you past 30 days with invoices sent on time and polite, persistent follow-up.
We'd track: Money owed over 30 days
Start with this →Find the costs creeping up and the work that doesn't pay, and fix them before they show up at tax time.
We'd track: Net profit per week
Start with this →Books current every week, so you always know where you stand and tax time is painless.
We'd track: Uncategorized transactions
Start with this →Know what every job or product really costs you, and price so each one earns its keep.
We'd track: Gross margin
Start with this →Enough cash in the bank that payroll and slow months never keep you up at night.
We'd track: Cash in the bank
Start with this →Find the subscriptions, fees, and small leaks that add up to real money.
We'd track: Monthly software and subscription spend
Start with this →Hand the admin work to your assistant so you spend your time on customers, crew, and growth.
We'd track: Owner hours on admin per week
Start with this →Schedule to the work, cut overtime you didn't plan, and keep labor steady as sales move.
We'd track: Overtime hours per week
Start with this →Bring your own priority. If you can put a number on it, we can work on it, and we'll pick the numbers to track on the call.
Get a free 20-minute consultation. Tell us what matters most, then pick a time.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.