In that order. Most failed systems projects skip the middle step and try to automate the chaos. That's how you end up with a very efficient machine for losing leads.
Count everything. Trace every lead path end to end, and every record from entry to report. Audit what the vendors and the systems report against what actually happened. No fixes yet. Just evidence, documented well enough to end arguments.
Repair the plumbing. Tracking that counts, systems that talk to each other, reporting that reflects reality. Built simple enough that your team runs it without me.
The step most rollouts forget. A system nobody uses is a leak with better branding. Automate what's proven, not what's hoped.
For any owner or team that suspects something is off but can't prove it.
A fixed-fee deep dive into one revenue path, from first contact to booked work to repeat and referral. I count what nobody has counted: every lead path, every handoff, and every number your tools and vendors report against what actually happened. Your vendors grade their own homework. I check it.
You walk away with documented evidence, confirmed more than one independent way, and a phased roadmap. What to fix now, what to fix next, and what to stop paying for. The plan is yours to keep, whether or not you ever hire me to build it.
For when you know what's broken and want it fixed, or the audit just told you.
This is the other half of the job. I connect and rebuild so the tools stop fighting each other. Tracking that actually counts, systems that talk, and reporting that reflects reality. Automation comes after the process is proven, never before.
I build on the tools you already own, kept simple enough that your team runs it without me. Dependency on a consultant is a leak too.
For after the build, when you want it to stay true.
Systems drift. People leave, tools update, new channels appear, and the numbers slowly stop matching reality again. I run the reporting, watch the numbers, and fix the next leak before it costs you a quarter. Month to month, no lock-in.
Client review pending from Jeff Walters, Prospective Home Inspections.His words will land here once he sends them.
That's normal. The symptom rarely matches the disease. Describe what's bugging you and I'll tell you where I'd start looking.