Emergency-call fallback
Symptom: Calls after hours or during busy dispatch windows do not create a clear next action for the office.
First fix to test: Define the fallback owner, callback time, message template, and next-morning review queue.
Plumbers lead response
Lead-response workflow audit for plumbing companies.
Plumbing leads often arrive under pressure: clogged drains, leaks, water-heater issues, sewer backups, and urgent repairs. The audit focuses on the handoffs that decide whether the office books the job or loses it to the next company that responds.
No customer names, payment data, access credentials, or private job details needed for the first teardown.
Example workflow
Missed call -> office callback -> job triage -> technician assignment -> estimate -> follow-up -> review request
Best fit: Owner-operated plumbing teams with phone, form, booking, estimate, and dispatch steps spread across the office and field.
What usually leaks
Three handoffs worth checking first.
Estimate follow-up
Symptom: Quoted jobs sit in email, notes, or memory until the customer books elsewhere.
First fix to test: Create a simple quote-age view with one follow-up owner and a daily review habit.
Dispatch-to-review handoff
Symptom: Completed jobs do not reliably trigger review requests, referrals, or maintenance-plan follow-up.
First fix to test: Add a job-complete handoff that assigns the review/referral ask before the ticket disappears.
Paid path
Start free, buy only when the leak is specific.
Free teardown
15 minutes
Send one generic lead-flow snapshot and get the most likely first leak.
Paid diagnostic
$300-$500
Get a written map, leak score, quick-win backlog, and sprint go/no-go.
5-day fix sprint
$1,500-$3,000
Implement one or two low-risk fixes with existing tools where possible.
Next step
Use the scorecard if you want to self-check the workflow first. Use the request page if you want SideEye Labs to tear down one non-sensitive lead flow.