Revenue Leak & Systems Audit

Your systems
are costing
you money.

Most businesses have the tools. The problem is everything is disconnected, the data can't be trusted, and AI fails before it even starts. I find exactly where your operations are bleeding time and money — and give you a clear plan to stop it.

Book Your Audit →
Starting at $5,000 / flat fee
The real problem
isn't your tools.
What you think the problem is
  • We need a better CRM
  • We need to hire more people
  • We need to try AI
  • We need a new dashboard
  • We just need more data
What's actually happening
  • Data lives in 4 different tools and none of them agree
  • Your team is doing manually what should be automated
  • AI can't work when your inputs are a mess
  • Your reports are built on broken logic
  • You have data — you just can't trust it

"Everything feels messy, disconnected, and harder than it should be."
— Every SMB owner I've talked to. You're not alone. And it's fixable.

The Engagement

What you get
in 2 weeks

Not a slide deck. Not vague recommendations. Five tangible deliverables that show you exactly what's broken and exactly how to fix it.

01
Systems Map
A clear picture of how your business actually runs — not how you think it runs. Every tool, every data touchpoint, every handoff. You'll see where things duplicate, where they break, and where the gaps are.
  • Full inventory of your tech stack and how it connects
  • Where data is created vs. where it should live
  • Visual map of workflows and integration gaps
02
Data & Reporting Reality Check
An honest assessment of your numbers. If you're making decisions with bad data, I'll show you exactly which reports can't be trusted, why, and what it's costing you.
  • Audit of existing reports and dashboards
  • Identification of data quality issues
  • What decisions are currently risky to make
03
Revenue Leak Analysis 🔑 The Closer
This is where it gets real. I find the specific places where time and money are disappearing — and I tie everything to dollars. Missed follow-ups. Slow lead response. Manual bottlenecks that shouldn't exist. Duplicate work nobody notices.
  • Estimated dollar value of identified inefficiencies
  • Priority ranked by impact and ease of fix
  • Before/after comparison of what's possible
04
AI Readiness Score
An honest answer to the question every business is asking: can we actually use AI right now? Most can't — not because AI is hard, but because the foundation isn't there. I'll tell you where you stand and what would need to change.
  • Rated across 5 readiness dimensions
  • What would fail immediately if deployed today
  • What could work fast with minor fixes
05
30–60 Day Execution Plan
A sequenced action plan — not a 40-page strategy doc nobody reads. Exact fixes in priority order, tool recommendations only when necessary, and clear automation opportunities so you know exactly what to do next.
  • Prioritized fix list with implementation effort estimates
  • Automation opportunities mapped to your existing stack
  • Optional: where AI fits into your 60-day roadmap
The ROI Case

What bad systems actually cost

This isn't abstract. Bad systems are an ongoing tax on your business. Here's what I find in most audits.

  • 💸
    Missed follow-ups
    Leads that came in but fell through gaps in your process — revenue that was already yours
  • ⏱️
    Manual work that should be automated
    Staff time spent on data entry, copy-paste, and reporting that should run automatically
  • 📊
    Decisions made on bad data
    When your reports don't agree, someone's guessing. That has a cost.
  • 🔁
    Duplicate work across tools
    The same information entered three different places by three different people
  • 🤖
    Failed AI / automation attempts
    Tools purchased, consultants hired, time invested — but no payoff because the foundation wasn't there
$500K+

in operational inefficiencies identified for one client — through systems alignment alone

The audit pays for itself when we find one significant leak. In most cases, we find several. The $5,000 investment is the cost of clarity — not the cost of fixing everything.
The Process

How the 2 weeks work

No drawn-out engagements. No vague timelines. Here's exactly what happens.

Day 1–2
Kickoff & Discovery
We map your current tech stack, workflows, and goals. You share access to the tools and data. I start building the picture of how things actually run.
Days 3–7
Systems Deep Dive
I audit your data flows, reporting, integrations, and workflows. I'm looking for where things break, where trust erodes, and where the hidden costs are.
Days 8–12
Analysis & Synthesis
I quantify the leaks, build your AI Readiness Score, and create the prioritized execution plan. Everything gets tied to business impact — time or money.
Day 14
Readout & Handoff
We walk through all five deliverables together. You leave with a clear picture of what's happening, what it's costing, and exactly what to do about it.
Fit Check

Is this for you?

✓ You're a fit if...
  • → You're $1M+ in revenue and operations feel harder than they should
  • → You have multiple tools but nothing really talks to each other
  • → You can't fully trust your reports or your numbers
  • → You've tried AI or automation and it didn't stick
  • → You're spending time on things that should be automated
  • → You want clarity before investing in more tools or people
✕ Not the right fit if...
  • — You're pre-revenue or just getting started
  • — You're looking for someone to just "set up" a tool
  • — You want a vendor to execute a predetermined plan
  • — You're not ready to look honestly at what's not working
Investment

Simple pricing.
Clear deliverables.

Fractional / Embedded Role
$12,000/mo
Full-time systems integration work
THIS OFFER
Scoped Audit
$5,000 flat
Same expertise. Two weeks. Clear entry point.
$5,000
Flat fee · 2 weeks · 5 deliverables
  • Systems Map — full operational picture
  • Data & Reporting Reality Check
  • Revenue Leak Analysis (with dollar estimates)
  • AI Readiness Score across 5 dimensions
  • 30–60 Day Execution Plan
  • Final readout call + 2 weeks of async follow-up
Book Your Audit

Not sure if it's the right fit? Start with a free 20-minute discovery call. No pressure, no pitch.

Questions

What people ask

What if you don't find anything significant?
I'll tell you that honestly. I'd rather deliver a "you're in better shape than most" report than manufacture problems that aren't there. But in 13+ years of working inside SMBs and enterprise ops, I've yet to find a business where everything was running cleanly. There's almost always more going on under the surface.
Do you also implement the fixes?
The audit is the starting point — you own the roadmap and can take it to any team. If you want me to stay involved for implementation, we can discuss a follow-on engagement. Most clients move forward with me on either a project basis or an ongoing fractional systems role.
What industries do you work with?
My background is deepest in construction, field services, and home services — especially companies using tools like ServiceTitan, Buildertrend, or HubSpot. But the systems problems I fix show up across industries. If you have operations, data, and tools — I can help.
Why $5,000? That feels like a lot.
Consider what bad systems are costing you right now. Staff time on manual work. Leads falling through cracks. Decisions made on bad data. AI investments that went nowhere. In most audits, we find inefficiencies worth 10–100x the engagement cost. The audit is the cheapest part of this equation.
How much of my team's time does this require?
I'll need access to your tools and a couple of hours from key people in week one (usually you and one or two ops/admin leads). After that, most of the work happens on my end. You get a status check mid-week, and then we do the final readout together at the end of week two.
Get Started

Ready to see
what's actually
happening?

Two weeks. Five deliverables. A clear picture of where you're losing time and money — and exactly how to fix it.