Sample. Cedar Fork Heating & Air is a made-up business; the facts below are invented to show the format.
Cedar Fork Heating & Air: one-page read
Prepared for Dana by JM Varda. From what is public and what you told us.
What we looked at: your website, your Google listing and its 61 reviews, three of your job ads, and the answers you gave in the leak check.
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Calls after 4pm are going to the next company
What we saw: 9 of your last 61 reviews mention waiting for a call back. Your Google hours end at 4pm, and your website form says “we’ll respond within 48 hours.”
What it usually costs: you told us about 45 enquiries a month at around $650 a job. If only 3 in 100 go elsewhere because of the wait, that is about $10,500 a year.
What we would do: a text that goes back to every missed call within a minute, and one screen showing who still needs a reply.
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The office types every job in twice
What we saw: your current job ad is for an office coordinator to “enter jobs from dispatch into QuickBooks.”
What it usually costs: one person at about $46,000 a year spending half the week on re-typing is about $23,000 a year of repeat work.
What we would do: connect your dispatch software to your books, so a finished job becomes an invoice on its own.
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Money is waiting with your customers
What we saw: you told us $38,000 is owed more than 30 days late, and two reviews mention being “billed weeks later.”
What it usually costs: $38,000 of your cash, working for someone else, every month it waits.
What we would do: invoices sent the day the job closes, reminders that send themselves, and one list of who owes what.
What we couldn’t see from outside: your books, your margin on each kind of job, and how your team spends its day. That is where the real number is.
If it’s useful, twenty minutes on your own numbers would turn these estimates into a figure. If not, keep the page. — Joe, JM Varda