A clear path from first look to a system that keeps up.
No mystery, no vague retainers. Every engagement runs on the same repeatable path, and you always know what happens next, what you provide, and what you get.
The process, at a glance
- Step 01 / 04
Diagnose
The free Lead-Loss Audit finds where leads and estimates are slipping, and what to fix first.
- Step 02 / 04
Agree
A findings call, then a written scope with acceptance criteria and a fixed price. Done is defined before any deposit.
- Step 03 / 04
Build
Native features of the tools you already pay for come first, automation connects the real gaps, custom code comes last.
- Step 04 / 04
Stabilize
Test against the acceptance criteria, launch, stabilize, and measure. Optional Managed Growth after that, never required.
Seven steps, from the first audit to optional ongoing management.
Audit
The free Lead-Loss Audit reviews your website and quote path, mobile contact experience, Google presence, reviews, response process, lead routing, estimate follow-up, software handoffs, and measurement.
- You provide
- Your website or Google Business Profile. That is enough to start.
- We handle
- A short, plain list of the highest-priority observed leaks.
- Output
- The audit findings and a recommended next step.
Findings call
We walk the findings together and decide whether anything is worth fixing at all.
- You provide
- Fifteen minutes and honest answers about how leads are handled today.
- We handle
- Plain answers, no pressure. If nothing is worth fixing, we say so.
- Output
- A decision: fix something, or keep the audit and owe nothing.
Scope & acceptance criteria
We agree in writing on the exact scope, the price, and the acceptance tests that define done.
- You provide
- Your priorities and a yes or no on the written scope.
- We handle
- A fixed proposal with acceptance criteria before any deposit.
- Output
- A signed scope with what done means, agreed up front.
Configure or build
Configure before customizing: we set up the native features of the tools you already pay for first, connect the real gaps, and write custom code last.
- You provide
- Access to the tools already in use.
- We handle
- The configuration, the connections, and any build work in scope.
- Output
- The agreed system, built on what you already own.
Test & launch
We test the system against the written acceptance criteria together, then take it live.
- You provide
- A final review and go-ahead.
- We handle
- Testing, launch, and documentation.
- Output
- A live system that passed its acceptance tests.
Stabilize & measure
After launch we watch the system, fix defects inside the agreed scope, and establish the measurement baseline.
- You provide
- Feedback from the field.
- We handle
- Stabilization (30 days on the Sprint) and the reporting baseline.
- Output
- A stable system and numbers you can actually read.
Optional Managed Growth
If you want the system monitored, maintained, and improved month to month, that is the Managed Growth System. Optional, never required.
- You provide
- A decision after delivery, not before.
- We handle
- Monitoring, maintenance, reporting, and monthly recommendations.
- Output
- A system that keeps getting sharper, or a clean handoff.
It starts with a free, plain-language audit.
Before any build, you get a prioritized list of where jobs are slipping through. If a build makes sense, you see a scoped proposal first. If not, you keep the audit and owe nothing.