The written Diagnostic Audit
Where you show up today, what that means, and the work that would change it. Every item carries a fixed scope, a fixed price and a delivery estimate. Anything you already do well is left out.
What you get
The audit, before you book.
This page walks through the free Diagnostic Audit, the presentation and the live investment summary, so you know what lands in your inbox before you spend 30 minutes with us. The business in the example is invented for this page and is not a client.
After the discovery meeting
Three things arrive within a day or two
The presentation
Built around your situation rather than a template. Your own words from the call are quoted where they matter. The numbers from your operation are charted.
The strategy briefing invite
One hour, in person or on Zoom. We walk through the audit together and the scope gets built live, line by line, with you in the room.
The document
Inside the written audit
Where you show up today
Scroll the table sideways for the third column.
| Channel | Today | What it means |
|---|---|---|
| Google Business Profile | Listed, no services, 4 photos, last post 2023 | Customers see less than the shop down the road does |
| Google AI Overviews | Not named for plumbing questions in the service area | Answer engines have little to read |
| ChatGPT and Perplexity | Not named when asked who to call in Fruita | The answer sends the job to someone else |
The Catalog path
Phase 1start here
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Google Business Profile audit and optimization
Services, hours, photos and posts rebuilt so the profile answers what customers ask.
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NAP consistency cleanup across directories
Name, address and phone made identical everywhere search engines read them.
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Schema markup and structured data
Machine readable markup for services, service area and hours.
Phase 2the next six months
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Review request automation
A text that asks for a review after every completed job, sent without anyone remembering to.
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Lead capture form setup and routing
One form on the site that reaches the right phone within a minute.
Deferredwould help, held back for budget or sequencing
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Website rebuild, small contractor site
Five pages, fast on a phone, with the services and the service area written out.
What is deliberately left out
Their invoicing already works and gets them paid the same week. It is not in the audit.
The Custom engagement path
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Dispatch board that replaces the whiteboard
Three trucks, tomorrow and the rest of the week, on one screen the office and the crews both see. Built around how they already run the day, not around a product.
The slides
The presentation
The slides give you your own situation back. What you told us on the call is on the page in your own words, quoted where it matters, so the first thing you see is that we were listening rather than presenting.
The numbers come out of your operation. Jobs, calls, reviews, the surfaces customers find you on. We chart what we can count, and we say so when a number is an estimate rather than a measurement.
The last part lays out the way your business actually runs, drawn as a picture rather than described in a paragraph. Most owners have never seen their own workflow on one page. That drawing is usually where the conversation gets useful.
In the briefing
The live investment summary
At the briefing we do not hand you a static total. We open the summary and work through it together. Lines go on and off as we talk about budget and timing, and the figures move on screen while you watch.
Below is the same mechanism, running on the hypothetical plumbing company. It counts items and working days. The real one counts dollars as well.
Turn a line on or off. The numbers below move the way they do in the room.
In scope right now
3 items in scope
About 9 working days
Dollar totals appear in your own audit.
Then you decide
You can move forward with everything in the audit. You can pick a few things and leave the rest for later. You can decide none of it is worth doing right now and walk away, and the audit is still yours to keep.
There is no minimum commitment. When we agree on what is in and what is out, the same page produces a signature-ready statement of work and master services agreement. You sign when you are ready, not under pressure on the call.
See yours.
The discovery meeting is free and so is the audit. Book a time and we will build the real one around your business.