Day 1
Map the leak
Review one non-sensitive lead flow, identify the highest-value broken handoff, and define the success metric.
5-day fix sprint
Turn one lead-response leak into a working handoff.
The diagnostic shows where money leaks. The sprint fixes one or two concrete handoffs with the phone, CRM, forms, calendar, review, or dispatch tools already in place.
Sprint price
$1,500-$3,000
Scoped after the free teardown or paid diagnostic. No customer names, addresses, payment data, credentials, or private job details are needed for the first teardown.
Before / after
The sprint makes one handoff visible, owned, and measurable.
Missed calls
Voicemail and missed calls depend on memory
Every missed call creates an owner, status, and callback check
Web forms
New inquiries land in an inbox with no response clock
New leads get a first-response target and follow-up owner
Quotes
Sent estimates age without a standard chase path
Open estimates get day-1, day-3, and day-7 follow-up prompts
Dispatch
Schedule changes move through ad hoc messages
Booked jobs have visible owner, service type, and exception notes
Reviews
Review asks happen when staff remember
Completed jobs trigger a simple review or recovery ask
Timeline
Five days, one measurable fix.
Day 2
Design the fix
Write the owner rule, statuses, follow-up timing, and exception path using the tools already in place.
Day 3
Implement the workflow
Configure forms, CRM fields, saved views, templates, reminders, or simple automation where access is available.
Day 4
Test edge cases
Run missed call, stale form, no-answer quote, dispatch change, and review-request scenarios against the new flow.
Day 5
Handoff and monitor
Deliver the short runbook, owner checklist, and 30-day metric so the owner can see whether the leak is closing.
Deliverables
What the owner gets.
The sprint is intentionally narrow. It should make the worst lead-response leak easier to see, assign, and follow up without buying another platform first.
Before/after lead-flow map
Owner and callback rule
Follow-up timing checklist
Stale-lead or stuck-quote view
Staff runbook for the fixed handoff
30-day metric and review cadence
Already see the leak? Scope the sprint.
If the leak looks real, the next step is either the $300-$500 diagnostic or the $1,500-$3,000 sprint. If the leak is too small, the answer should be no.