Not a slide deck. Not a Zoom walkthrough. A forward-deployed engineer embeds with your team for 30 days — rides along, listens to calls, pulls FSM data — and maps every revenue leak in your operation. Here’s exactly what happens.
Not a kickoff deck. Not a Zoom walkthrough. This is what your team experiences.
Full day in the field. Watching job execution, pricing decisions, customer interactions, close technique.
Listening to live calls. Scoring booking attempts. Mapping how your best CSR converts vs. average. Noting follow-up gaps.
Sitting with dispatch. Watching job assignment. Pulling 6–12 months of FSM data. Beginning pattern analysis.
Same job types, different tech. Documenting where the execution path, pricing, and close diverge from Monday’s ride-along.
30-minute readout with your ops leader. First patterns identified. Preliminary margin gaps quantified. Week 2 plan locked.
By Friday, our engineer has seen what your best tech does that nobody else does, heard what your best CSR says that nobody else says, and pulled the data that proves the spread. That’s what becomes the platform.
Your engineer processes 6–12 months of FSM data alongside the field and call observations from Week 1. Every variance gets quantified.
Every gap identified in Weeks 1–2 gets a dollar value. Conservative estimates only — we understate, not overstate. Findings validated against your ops leader’s experience.
The full audit report is delivered: every leak documented, every gap quantified, with a conservative EBITDA lift estimate and a recommended 60-day build plan.
Every gap between your best tech and everyone else — documented, measured, and quantified.
Every call, booking, and follow-up gap — scored against your best CSR’s performance.
The Full-Operation Audit maps every revenue leak — field and back of house — in 30 days. If we don’t identify at least $200,000 in recoverable annual revenue, we refund the audit in full. You keep every deliverable.
We’ll review a recent export from your FSM and call system, show you the biggest leaks, and scope the audit. If the numbers make sense, your engineer is on-site within 14 days.