Full Assessment
When the number has to survive scrutiny.
The free audit tells you which gaps likely exist. The full assessment tells you what each one actually costs in your operation — pulled from your own call logs, CRM, and scheduling data, not estimated from inputs you typed in. It's built to be taken into a partner meeting, a lender conversation, or a board deck without embarrassment.
What's included
Six things the free audit can't give you.
Every assessment, at every tier, includes the same core deliverable — only the scope of data reviewed changes with the size of the operation.
- Your own call, CRM and scheduling data pulled and analysed — not estimates typed into a form
- Losses segmented by location, by hour of day, and by channel
- Every leak sized separately, with the calculation method shown for each
- A ranked fix sequence — what to close first, and just as important, what to leave alone
- A written report, walked through live on a call rather than emailed cold
- Delivered in 3–5 business days from when access to your data is confirmed
Pricing
Priced by how much operation there is to measure.
One flat fee per tier, based on number of locations. No hourly billing, no scope creep — and it credits in full against any build that follows.
1–3 locations
$1,500
One-time · flat fee
- Single-location or small multi-site operations
- All eight leak categories reviewed
- 3–5 business day turnaround
- Live walkthrough call included
4–10 locations
$3,500
One-time · flat fee
- Regional multi-site operations
- Location-by-location comparison included
- 3–5 business day turnaround
- Live walkthrough call included
11–20 locations
$5,000
One-time · flat fee
- Larger regional or multi-brand operations
- Full location and channel segmentation
- 3–5 business day turnaround
- Live walkthrough call included
21+ locations, or a structure that doesn't fit neatly into the above — we scope those individually on a call rather than guess at a number that won't hold up.
The fee credits in full against any build that follows.
Move forward with a build and the assessment costs you nothing. Don't, and you keep the analysis and owe nothing further.
How it works
Three steps, three to five business days.
Connect your data
Read-only access to the systems that already hold the answer — your call logs, CRM, and scheduler. Nothing new to set up, nothing installed.
We measure, not model
Each leak category is calculated from what actually happened in your operation, segmented by location, hour and channel where the data supports it.
Walk through it live
A written report, delivered and reviewed together on a call — with a ranked sequence for what to fix first, and what to leave alone for now.
Questions
Before you start
What data do you actually need access to?
Read-only access to your call logs or phone system, your CRM or scheduling software, and any system that records estimates or proposals. What's relevant depends on which leak categories apply to your business — we confirm the exact list before starting.
What if we go ahead with a build afterward?
The full fee is credited against the cost of any build that follows. You don't pay twice for the same diagnostic work.
What if we decide not to move forward?
You keep the full report and the analysis either way. There's no further commitment and no clawback on the assessment fee.
Which tier applies if we're not sure of our location count?
Schedule a call first and we'll confirm scope before you pay for anything.
Not sure this is the right starting point?
Run the free audit first for a directional read, or schedule a call and we'll help you figure out which tier actually fits.