01
Kickoff
A short call. You send 20 recent opportunities and read-only CRM access or an export.
$500 · Sales process audit · Free if we don't find documented leaks you can act on
Pipeline Teardown: Find the revenue leaks hiding in your sales process.
A Pipeline Teardown is a $500 sales process audit for home service companies. We review 20 recent opportunities, your pipeline setup, and the follow-up records available to identify documented problems and what to fix first.
What you get
A real sales process audit, not a discovery call.
Most "free audits" are sales pitches in a deck. This is the actual work product — the thing you'd normally pay for after approving an implementation engagement.
A written report of documented problems
Findings supported by the 20-opportunity sample, your pipeline setup, and the follow-up records available. Financial estimates appear only where those records support them.
Prioritized recommendations
A clear order of operations based on what the evidence shows should be addressed first.
One fix you can run yourself
The single highest-leverage change you can ship this week — written so an operator, not a consultant, can execute it.
A short walkthrough
A short recorded walkthrough or the existing live-call option so the report is clear to the owner and team.
How it works
A focused review with a clear delivery point.
02
Evidence review
We go deal-by-deal through your pipeline, response times, follow-up cadence, and stage progression.
03
Report and walkthrough
You receive the report 3–5 business days after kickoff and receipt of the required information, plus a short recorded walkthrough or live-call option.
Illustrative report preview
Illustrative example — not a client result.
Problem
Open estimates have no dated next action
Evidence reviewed
Opportunity records and activity history
Recommended action
Require an owner, next action, and next-action date before an estimate remains open.
Problem
New-lead ownership is inconsistent
Evidence reviewed
Lead-routing records and first-response activity
Recommended action
Create one routing rule and a named backup owner for every inbound source.
Problem
Lost reasons are missing or unclear
Evidence reviewed
Closed-lost opportunity records
Recommended action
Use a short required list of lost reasons and review patterns each week.
What we need from you
About 30 minutes of your time.
We do the work. You point us at the data.
- 20 recent opportunities — won, lost, or stalled
- Read-only access to your CRM (or an export)
- A 15-minute kickoff call so we know what 'good' looks like for you
The guarantee
Free if we don't find documented leaks you can act on.
Every finding is backed by your own records — and where those records support a dollar estimate, you get one. If you decide to begin a qualifying Sales System Build within 30 days, the $500 comes off your first invoice. Either you walk away with a report you can act on, or you get your money back.
Request a teardown
Start your Pipeline Teardown.
Tell us a little about your pipeline. We reply within one business day to book the 15-minute kickoff and send an invoice for the $500 flat fee. No card is charged when you submit this request.
- 3–5 business days after kickoff and receipt of the required information
- Free if we don't find documented leaks you can act on
- Credited toward a qualifying Sales System Build within 30 days
Questions
Before you book.
What counts as a sales opportunity?
A sales opportunity is a lead or estimate with a real chance to become a booked job. For the review, include a mix of opportunities — won, lost, or stalled — so the sample shows how the process works across outcomes.
What information is needed?
We need 20 recent opportunities, your pipeline stages, and the response and follow-up records available for those opportunities. A short kickoff provides context about how your team currently works.
Can I send an export instead of granting CRM access?
Yes. Read-only CRM access or an export can be used. The export should include the opportunity owner, stage, status, dates, next action, follow-up activity, and outcome where those fields are available.
What happens if my records are incomplete?
The review is limited to what can be documented from the records provided. We will identify missing information as a visibility problem when appropriate, but we will not claim comprehensive conclusions or financial estimates that the records cannot support.
Is implementation included?
No. The Pipeline Teardown is diagnosis: a written report, prioritized recommendations, one practical fix, and a walkthrough. Paid implementation is a separate Sales System Build described on the Services page.
How does the refund guarantee work?
Every finding must be supported by the records provided. If the Teardown finds no documented problems you can act on, the $500 is refunded. Incomplete records do not create unsupported findings or a promise of a comprehensive audit.
How does the $500 credit work?
If you begin a qualifying Sales System Build within 30 days, the $500 is credited toward that engagement. The Teardown invoice and payment remain separate from the request form.
Ready when you are