Free if you run a service business
Your free plan to get more customers.
Tell us what's going wrong. We'll show you what to fix first and what to do today.
Free. About 20 quick taps. Yours to keep.
Here's what you get. Free.
This is a sample plan for a made-up business.
Start here: Check if any calls are missing from your callback list.
Do this today
- Find the last ten calls. Look in the call log, voicemail and your notes.
- Put them all on one sheet, since your records don’t match up.
- Leave out spam and repeats. Leave out calls about work you have now too.
- Mark each one. Is it handled, waiting on us, waiting on them, or not relevant?
Your kit: Your callback list
Found in · Came in · What they asked about · Reply so far · Callback promised
This week and the review
- This week: If the check backs it up, put every new call on the callback list this week. Keep your old records as they are while you match them. Check that your check times fit your day.
- Review: In one week.
Pick a line to see it in the plan.
What's going wrong?
- Not enough people call or askYour plan starts with one way to get more people to ask.
- People ask but don't buyYour plan starts with every open quote getting a next step.
- Customers don't come backYour plan starts with who is due next, and a message to send.
- Work gets stuck or runs lateYour plan starts with what must be ready before work starts.
- Getting paid takes too longYour plan starts with matching finished work to what's been paid.
- Everything waits on meYour plan starts with one decision your team can make without you.
Find what's slowing your growth. Fix that first.
- Tell us about your business
- Pick what's going wrong
- Get your plan.
About 20 quick taps. Then you can check a few real cases if you want.
See it on a business like yours.
- HVAC, home servicesSummit Air Heating & Cooling“We're slammed in July and still feel like we're missing work.”Plan starts with: Check if any calls are missing from your callback list.Made-up business. Any match to a real business is a coincidence.
- Med spaClearwater Med Spa“People book consults, then don't show up.”Plan starts with: Fix the time, place or instructions people get.Made-up business. Any match to a real business is a coincidence.
- Injury law firmHart & Lowe Injury Law“We get calls. Too many go quiet after the first consult.”Plan starts with: Find out which offers are still in play.Made-up business. Any match to a real business is a coincidence.
- Small marketing firm on a monthly feeBrightline Creative“Every client came from a referral. We don't know how to get the next one.”Plan starts with: Write to one small group of good-fit buyers.Made-up business. Any match to a real business is a coincidence.
- Tutoring, paid up frontNorthstar Tutoring“Families buy 20 sessions, then we lose track of who's owed what.”Plan starts with: Finish the work you owe before you ask for more.Made-up business. Any match to a real business is a coincidence.
- Home cleaning on a set scheduleFresh Start Home Cleaning“We're fully booked, but money comes in late.”Plan starts with: Make finished work ready to bill the same day.Made-up business. Any match to a real business is a coincidence.
Want help doing it?
- Operations AssessmentFind the cause and choose a fix.
- BuildPut the agreed fix in your tools.
- Managed OperationsKeep the agreed work running.
Fixed scope. Fixed price. A documented handover.
Questions people ask first.
Is it free?
Yes. You see the whole plan on screen, and we email you a copy. You don’t need to book a call.
Do I need to share my records?
No. Start with what you know. You can check your own records later. Do not enter customer details.
What if I need more leads?
Choose more leads. The plan helps you test one way to get more people to ask. It also checks whether those leads have a clear next step.