Free Checklist · No Fluff

Find $10K/Month Hiding in Your Operations

A 20-minute self-audit for owners of home services companies, clinics, and other Florida SMBs who are tired of running the business on memory. Seven sections. Forty-five yes/no questions. A scoring guide that tells you exactly where to start.

Built from what we actually find when we audit real businesses — not a generic checklist copied off a blog.

  • Lead Response — how much booked work is walking away before you even know it
  • Quote & Estimate Workflow — where your pipeline quietly dies
  • Customer Communication — the cheap fixes that stop the "when are you coming?" calls
  • Scheduling & Dispatch — whether your schedule survives a sick day
  • Invoicing & Collections — the money you already earned, still sitting in somebody's inbox
  • Review Generation — why your 12 reviews are costing you five-figure deals
  • Reporting & Visibility — running the business on last month's gut feel

11 pages. PDF. Works on phone or paper. Print it and hand it to your ops manager.

Get the checklist

Drop your email. We'll send it over and you can be working through it by lunch. No sales calls unless you ask.

We don't spam. We don't sell lists. One email with the PDF. That's it.

A Tampa HVAC shop scored 17/45.

Three fixes — missed-call text-back, online payment links on every invoice, and a 3/7/14-day reminder sequence — added up to roughly $9,200/month in recovered revenue and collected AR in the first 90 days. They didn't buy any new software.

An Orlando dental practice scored 14/45.

Two fixes — an automated appointment reminder sequence and a same-day review ask — cut no-shows by 38% and took them from 31 Google reviews to 112 in six months.

Who This Is For

Owners Who Already Know Something Is Off

You don't need another PDF if your business is running perfectly. This is for the owners who can feel that something is leaking — the missed calls, the invoices that drift past 30 days, the estimate that never came back — but haven't had a Saturday morning to figure out where. That's what this is for.

If you'd rather we just run the audit for you, book a free 15-minute call instead. Either way works.