For Florida Trade & Field-Service Owners
Find Where Your Business Is Losing $47K/Year — In One AI Operations Audit
A 2-week audit built for owner-led trade companies. Workflow review → bottleneck map → AI opportunity list → ROI estimate → 30-day implementation plan.
The Real Problem
The owner shouldn't be the company's search engine.
It's not bad people. It's not lack of effort. It's work spread across texts, calls, spreadsheets, inboxes, and tribal knowledge — and you in the middle of all of it.
Scattered communication
Jobs lived in texts, voicemails, sticky notes, and a half-filled spreadsheet. Things fall through the cracks daily.
≈ $12K/yr in dropped jobs
Tribal knowledge
The pricing, the install steps, the difficult customers — it all lives in the owner's head. One resignation = chaos.
≈ $9K/yr in re-work
Follow-up gaps
Quotes go out. Nobody chases. The lead ghosts. You blame the lead — but it was the follow-up.
≈ $18K/yr in stale quotes
No real SOPs
"How we do it" is whatever the senior tech remembers. New hires take 90+ days to ramp.
≈ $8K/yr in slow ramp
What You Get
5 deliverables. One clear roadmap.
Everything you need to stop guessing and start fixing the most expensive leaks first.
Workflow Review
We map how a lead becomes a paid job — every handoff, every tool, every gap.
Bottleneck Map
A visual of where time, money, and follow-ups die in your current process.
AI Opportunity List
The 5–10 highest-ROI automations for YOUR business — ranked by impact.
ROI Estimate
Hard-dollar projection of revenue recovered and hours saved per month.
30-Day Implementation Plan
Week-by-week roadmap to go from audit to live automations — no fluff.
Highest-ROI Opportunities We Look For
Five places AI almost always pays for itself.
Missed-Call & Follow-Up Recovery
Capture every after-hours call, qualify in <60 seconds, and revive ghosted quotes automatically.
SOP & Tribal-Knowledge Assistant
Turn your team's expertise into an always-on AI that answers tech questions in the field.
Field-to-Office Reporting
Photos, notes, and job updates flow from the truck to the office without anyone typing twice.
Quote & Proposal Workflow
AI drafts, sends, tracks, and nudges proposals — closing cycles in days, not weeks.
Customer Communication
Confirmations, on-the-way alerts, review requests — handled before you even think about it.
Not Ready for the Audit?
Start with the free 10 Time Leaks checklist.
A 12-page PDF built for Florida trades. Each leak: what it looks like, how many hours/week it costs you, and the quick fix.
- Spot 10+ hours/week you're losing
- Estimate the dollar cost of each leak
- Get a same-day fix for the worst 3
How It Works
From discovery to 30-day plan — in 2 weeks.
Discovery Call (30 min)
We learn your trade, your team size, and your biggest operational headaches.
Workflow Review (Week 1)
We shadow your process — calls, dispatch, paperwork, follow-up — and map the leaks.
Audit Delivery (Week 2)
Live presentation of bottlenecks, AI opportunities, ROI estimate, and the 30-day plan.
30-Day Plan in Your Hands
Implement with us or take it and run. Either way, you own the playbook.
FAQ