Paid diagnostic sprint before deeper buildout or advisory work.
Growth Diagnostic Sprint
Find the leak between lead, estimate, and booked job.
A $1,500, 2-week diagnostic for contractors and home-service companies that want to know whether leads, estimates, or open opportunities are going cold before spending more on marketing or software.
After payment and kickoff materials are received.
Teams where lead response, estimate follow-up, stale opportunities, or owner visibility still run through memory.
What It Is
The sprint maps what happens after someone raises their hand: how the lead arrives, who owns it, how it gets qualified, when an estimate goes out, how follow-up happens, and what the owner can see. You leave with the first practical fix, not a giant system nobody is ready to run.
The Operating Rule
No lead leaves the day without a next step.
How The 2 Weeks Work
Map the current path
We look at how leads arrive, who sees them, how estimates are created, where follow-up lives, and what the owner has to manually check.
Define the first fix
We identify the leak worth changing, define the smallest useful follow-up rhythm, and create the 30-day pilot plan if the problem is worth fixing.
What We Look At
- Where leads come from and what information gets captured.
- First response speed, quality, owner, and next step.
- Estimate, proposal, and quote follow-up.
- Stale opportunities, open estimates, reactivation, and review loops.
- Referral and review opportunities that never get a clear trigger.
- CRM, inbox, text, spreadsheet, and job-note handoffs.
- Owner visibility: what you can see quickly without chasing the team.
- Weekly review rhythm, scorecards, and follow-up standards.
- Places automation or AI would help, and places it would create risk.
Before-State Metrics
We do not need perfect reporting to start. We need enough evidence to know whether the leak is real.
- New leads per week.
- Average first response time.
- Percent of leads with a documented next step.
- Number of stale opportunities.
- Number of open estimates without follow-up.
- Owner time spent checking lead or estimate status.
Best Fit
This is strongest for owner-led contractors, outdoor living companies, trades, and home-service businesses where one recovered job can matter and someone internal can own a simple daily review.
First Focused Wedge
The first expansion module is missed lead and estimate recovery. If the sprint confirms that current opportunities are going stale without a clear owner and next step, the next move may be a 30-day Missed Lead Recovery Pilot. That pilot is not CRM software. It installs the operating rhythm: daily lead review, follow-up standards, simple templates, weekly owner visibility, and one adjustment cycle after real usage.
What You Get
- A lead-to-job bottleneck map.
- A clear read on where leads, estimates, or open opportunities are going cold.
- Follow-up standards, templates, checklists, or review steps for the first fix.
- Clear notes on what not to automate or overbuild yet.
- A 30-day operating plan for turning the first fix into team practice.
Transparent Stage
Construction Back Office is new. Early clients get direct founder involvement and a hands-on process instead of a bloated prebuilt platform. We diagnose the leak, build the first practical fix, and turn what works into standards your team can keep using.
Masked proof
Based on real work inside an owner-led outdoor living company.
The diagnostic structure comes from mapping a real operator's lead-to-job path: lead intake, first response, estimate creation, follow-up, handoffs, customer updates, and owner visibility. The lesson was not "install a huge platform." The lesson was to make ownership, next steps, stale opportunities, and weekly review visible enough for the team to act.
What It Is Not
This is not custom software development, ad management, outsourced admin staffing, bookkeeping, call answering, unlimited implementation, or ongoing tech support. If the sprint shows a Missed Lead Recovery Pilot, adoption support, or deeper lead-to-job buildout makes sense, that gets scoped separately after the diagnostic.
Common Questions
Is this just CRM consulting?
No. I may look at the CRM because that is where leads or estimates often live, but the work is not a CRM migration. The work is ownership, follow-up behavior, visibility, and the smallest useful rhythm your team will actually use.
Do we need to switch software?
Usually no. The sprint starts with the tools you already use: calls, forms, CRM, inboxes, spreadsheets, texts, and job notes. Software changes come later only if the current workflow proves it cannot support the needed behavior.
Will this annoy my sales team?
It should reduce confusion, not add admin. The goal is minimum viable behavior change: a clear owner, a next step, and a simple review rhythm. If the team will not use a complicated version, we simplify it.
How do we know it is worth $1,500?
The diagnostic is most useful when a small number of recovered jobs, open estimates, or avoided wasted lead spend would make the fee obvious. If the fit call suggests the leak is too small, I will say so.
Do you guarantee more jobs?
No. I do not guarantee revenue. The promise is to make the current lead-to-job path visible, identify where opportunities are going cold, and define the first practical fix if the problem is real.
How much time do we need to give you?
Usually a fit call, a kickoff conversation, access to non-sensitive examples, and one review conversation. The sprint avoids full CRM exports, passwords, payment data, or customer-private information unless a safe handling process has been agreed in advance.
Is this an AI service?
AI can help, but it is not the promise. The promise is clearer ownership, follow-up, review, and team adoption around the opportunities you already paid for or earned.
Do we need a perfect CRM first?
No. The sprint starts with how work actually moves today, even if that means calls, texts, spreadsheets, job notes, inboxes, and memory. Tools come after the rhythm is clear.
What happens after the sprint?
Some teams take the plan and execute internally. Others move into a 30-day Missed Lead Recovery Pilot or short adoption support so the first fix becomes a real weekly habit.
Start here
Book a 30-minute fit call.
We will look at how leads come in, how estimates get followed up, and where opportunities stall. If there is a real leak, I will explain the $1,500 diagnostic. If not, I will tell you that too.
Apply for the Growth Diagnostic Sprint