Tier 1 — The Operational Blueprint

$2,500–$15,000 Fixed Fee. A comprehensive 40–50 page diagnostic benchmarking your operations against industry standards. We identify 4–6 quantified improvement opportunities — each with ROI attached — so you know exactly where to invest for maximum return.

What We Assess

• Field Operations & Scheduling Efficiency. Dispatch workflow, crew utilization, scheduling systems, and how jobs move from booking to completed invoice.
• Revenue Leakage & Pricing Structure. Unbilled callbacks, underpriced jobs, verbal change orders, and what your real net margin per job actually is.
• Technology Stack & Dispatch Systems. Every tool you use — CRM, scheduling software, accounting — what is working, what is overlapping, and what is missing.
• Staffing Structure & Owner Dependency. How many critical functions can only run when you are physically present — and what that concentration risk costs the business.
• Customer Experience & Retention. How leads are handled, how completed jobs are followed up, how reviews are managed, and what the repeat client rate looks like.
• Vendor Relationships & Supply Chain. Whether your supplier and subcontractor relationships are protecting or quietly eroding your margin.
• Growth Potential & Quick Wins. The highest-value optimization opportunities ranked by impact and implementation effort — so you know exactly where to start.

What's Included

• Organizational Structure Audit. Role clarity, span of control, reporting lines, and a capacity analysis of every function.
• Workflow Mapping. End-to-end mapping of your sales-to-delivery pipeline with every bottleneck and handoff point identified.
• Revenue Leakage Analysis. Quantified breakdown of where money is leaving the business.
• Technology Stack Audit. Assessment of every tool and exactly where the integration gaps are.
• Performance Benchmarking. Your metrics compared to industry standards: close rate, technician utilization, job margin, overhead ratio.
• KPI Tracker Template. A custom dashboard template so you can monitor what matters every week going forward.
• Prioritized Action Roadmap. A written, sequenced roadmap of every recommended action — ranked by impact and implementation effort.
• 1-Hour Executive Readout. A live walkthrough of every finding, every recommendation, and the full roadmap. The Blueprint is yours to keep.

Ready to see what you're missing? Book a free 30-minute discovery call to discuss whether an assessment is right for your business.