Estimates and customer follow-up
How inquiries are handled, how quotes move along and what happens when someone hasn’t made a decision. We look for useful ways to keep work from getting forgotten.
A note from AI4 Trades
You’ve built a good business.
Let’s see what could make it work even better.
The $199 Revenue Leak Audit takes a fresh look at how your business runs. We look for practical ways to bring in more repeat business, spend less time on office work and get more from the tools you already have.
$199, one time. Your top three opportunities, a plain-English action plan, a 15-minute follow-up call and a 30 day follow up.
No subscription. No obligation to buy implementation services.
We stand behind it. If you’re not happy with the value of your audit, tell us. We’ll work with you to address the concern and make it right.
When you’re in the business every day, you know what works. We bring that same practical mindset and a fresh look at where you could make more money or spend less time on the office work.
We’ve been in your shoes. Our background is in home-service operations, business development and data analytics. Any recommendation has to earn its keep and fit the way your business actually works.
The AI4 Trades team
Where a good business could get more back
This goes beyond getting more inquiries. We look at what happens across the business, from the first conversation to the next job with an existing customer.
The customers you already know
Past customers, inactive accounts and repeat-service opportunities. We look at how you use the information you already have to stay in touch and bring customers back.
The admin that eats into your day
Repeated data entry, chasing updates and routine office work. We look for simpler processes and sensible automation that could take some of that load off.
Your tools and your view of the business
How your software and records work together, which features you use and what you measure. We look at where better information or appropriate AI could help you make decisions.
You’ll know what’s worth tackling first.
You’ll receive a written report based on how your business actually operates. It identifies your three highest-priority opportunities, explains why they matter and gives you practical next steps.
That includes ways to use your existing tools, where automation or AI could help, and what to measure so you can tell whether a change is working.
30 day follow up included
Once you’ve had time to put the recommendations to work, we’ll follow up 30 days after you receive your report. Share what you’ve tried, how it’s going and anything you’re stuck on. We’ll review your update and send practical feedback on what to adjust and what to do next.
Some improvements may be things you can do yourself. If you’d like help putting anything in place, we can discuss that separately. The plan is yours either way.
Get my audit — $199
Three priority opportunities, a written action plan, a follow-up call and a 30 day follow up.
“The audit showed us quickly areas where we could improve processes with very little work. We were even able to do it on our own”
Craig
This could be the best 200 bucks you spend.
A customer who comes back. An estimate that gets followed up. A recurring office task that takes less time each week. Small changes can be worth looking at when they keep making a difference.
The $199 gives you a focused review and a clearer starting point, so you can decide where to put your effort before spending more on software or a bigger project.
You don’t need to change everything. You need to know what’s worth changing.
You may already have the customers, the information and the software. A better way of using them could be the next useful step.
When weighing the value, consider profit from additional work and time saved. The audit identifies opportunities; financial results depend on what’s found and what you put in place.
Why get it done today?
If there’s a way to bring in more repeat work or save your office a few hours every week, the sooner you find it, the sooner you can put it to work.
Putting it off leaves that opportunity sitting there. For $199, it’s worth finding out now, instead of getting six months down the road and thinking, “Wish we’d started doing that sooner.”
You don’t have to overhaul the business this week. Start by finding out which changes are worth your time. Then put them in place at a pace that works for you.
Get my Revenue Leak Audit — $199
One useful improvement could benefit you month after month.
We’ll keep it straightforward.
- Book your audit.
Pay the one-time $199 through Square. There’s no subscription or ongoing commitment.
- Choose how to walk us through your business.
Complete the assessment yourself at your own pace, or book a guided call and we’ll go through the questions together. You don’t need a polished presentation or exact financial figures to get started.
- We review your answers and connect the dots.
We look across your processes, customer information and tools to identify the three opportunities worth focusing on first.
- Receive your written action plan.
Once we have all the information needed, you’ll receive your written action plan within 24 hours, with clear findings, prioritised recommendations and practical steps.
- Talk it through with us.
A 15-minute follow-up call is included to review the findings and discuss what happens next.
- Check your progress after 30 days.
We’ll follow up 30 days after you receive your report. Share what you’ve tried and where you could use a hand. We’ll review your update and send personalised feedback on your next step.
A useful plan you can act on.
You’re paying for the review and recommendations. There’s no long-term contract and no obligation to hire AI4 to implement them.
We start with the tools you already have. If another tool would help, we’ll explain where it fits and why it might be worth considering.
We want you to leave with something useful. If the audit doesn’t meet your expectations, tell us. We’ll work with you to address the concern and make it right.
“I can’t believe how much information was discovered. Best $200 ever spent”
Ryan, R1 Contracting
Let’s take a fresh look.
You’ve already put years into building the business. Take a fresh look at what could make it work even better: more repeat business, less office work and better use of the tools you already pay for.
Your top three opportunities give you a clear starting point. You decide what to put into practice.
If you’d rather have a quick chat before booking, give us a call or send a note. We’re happy to talk it through.
Revenue Leak Audit
$199 one-time audit
Your three priority opportunities, a written action plan, a 15-minute follow-up call and a 30 day follow up.
Get my audit — $199Our satisfaction commitment: If you’re not happy with the value of your audit, tell us. We’ll work with you to address the concern and make it right.
Ask us a question firstThe price covers the assessment and recommendations. Implementation, software subscriptions and third-party charges are separate.
A few things you might be wondering
Is this just about getting more leads?
No. We also look at estimates, existing customers, repetitive admin, software use and how information moves through your business. The opportunity may be in work or resources you already have.
Our business is already running well. Is this still worth doing?
Yes. The audit looks for worthwhile improvements in a business that’s already doing well. That could mean more repeat work, less routine admin or better use of software you already pay for. We review what you share and focus on the three opportunities worth considering first.
Why do it now rather than wait?
If a useful change could save time or bring in repeat work, starting sooner gives you the chance to benefit sooner. Getting the audit doesn’t commit you to a big project. It gives you priorities you can work through at your own pace.
Do I need to understand AI?
No. Tell us how your business works today. We’ll explain any relevant recommendations in plain English. Sometimes a simpler process is all that’s needed.
Do I have to fill out the assessment on my own?
No. You can complete it at your own pace or arrange a guided call so we can go through it together.
Do I need to share exact financial figures?
The initial assessment focuses on general practices, what you track and how work is handled. Exact financial figures aren’t required to get started. If a recommendation needs more data to calculate its dollar value, we’ll identify that.
We already have good software. Would this still help?
Good software is a useful starting point. We look at how it’s used and whether the processes around it are working well. A useful improvement may come from a feature you already pay for.
Will the report be specific to my business?
Yes. The findings and priorities are based on your assessment responses. We explain what we found, why it matters and what you could do next.
What does the 30 day follow up include?
We’ll follow up after 30 days to see how you’re getting on with the recommendations and help you work through any sticking points. Tell us what you’ve put into practice, any results and where you’re stuck. We’ll suggest adjustments and a practical next step based on your original audit recommendations. If you haven’t started yet, we can help you choose a manageable first step.
Does $199 include implementation?
It covers the audit, written recommendations, follow-up call and 30 day follow up. You can act on the plan yourself or discuss implementation help separately. There’s no obligation to buy more services.
Can you guarantee a financial return?
No. We identify opportunities based on what you share. Results depend on your business, the changes you choose and how they’re implemented.
What if I’m unhappy with the audit?
Tell us what didn’t meet your expectations. We’ll work with you to address the concern and make it right.
Ready for a fresh set of eyes? Book your audit for $199, or send us a question first.
Happy to talk it through.
1406 Pensacola Way SE
Calgary AB T2A 2H3
Cheers,
The AI4 Trades team