AI Automation Opportunity Audit · Basic Audit — $297 one-time payment

Know which workflow to investigate first.

The $297 one-time Basic Audit is a questionnaire-based review for home-service owners. We review the information you submit on the form, then the owner reviews and approves the results. It identifies opportunities to investigate; additional research or validation beyond the form is separate paid scope, and implementation is priced separately.

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Automation opportunity audit

Where to look first
Example opportunity areas
Opportunity areaReview priority
Missed-call recoveryHigh
Estimate follow-upHigh
Lead intake and qualificationMedium
Prioritized for review—not a measured result

What the Basic Audit produces

How the Basic Audit reviews the system.

The $297 Basic Audit reviews the information submitted in the questionnaire across the home-services handoffs represented by the Home Services Revenue Automation System: missed-call recovery, lead intake and qualification, estimate follow-up, appointment reminders, and review-request follow-up. The owner reviews and approves the submitted information and the resulting review.

Implementation is priced separately; the Basic Audit provides review and direction, not delivered automation or guaranteed savings.

  • 01

    Relative scorecard

    The scorecard considers ROI, feasibility, risk, and recurring value as relative prioritization signals.

  • 02

    Ranked opportunities

    Fully scored opportunities can be ordered for review; incomplete scoring remains unranked.

  • 03

    Workflow recommendations

    The report provides a workflow direction to investigate plus phased next steps—not delivered automation.

The AI Automation Opportunity Audit

A practical review of where automation could help your operation.

The $297 one-time Basic Audit is a questionnaire-based review of the information submitted through the form. The owner reviews and approves the results across five operational handoffs that can create costly manual work for home-service teams.

Additional research or validation beyond the form is separate paid scope. Any implementation is priced separately; the Basic Audit provides review and direction, not delivered automation or guaranteed savings.

What the paid audit covers

  1. 01

    Missed-call recovery

    What happens when a caller reaches the team outside the normal office workflow.

  2. 02

    Lead intake and qualification

    How new inquiries are captured, qualified, and routed with the right context.

  3. 03

    Estimate follow-up

    Where open estimates lose momentum and where useful follow-up could be consistent.

  4. 04

    Appointment reminders

    Which reminder handoffs could make upcoming appointments clearer and easier to keep.

  5. 05

    Review-request follow-up

    How the post-job review request fits into the normal customer closeout.

What you receive

  • Client-ready report/PDF

    An intake snapshot of the business details provided, with missing company-specific inputs labeled “not provided.”

  • Relative scorecard and ranking

    Opportunities are compared across ROI, feasibility, risk, and recurring value. Fully scored items can be ranked; incomplete ones stay unranked and marked “needs scoring.”

  • Workflow recommendations

    A practical automation direction to investigate for each opportunity—guidance for next steps, not a completed implementation.

  • Phased next steps

    Suggested phases show a priority pilot, later ranked opportunities, and what still needs scoring.

Company-specific assumptions stay marked as not provided until relevant inputs exist. The audit is a review, not a guarantee of revenue or savings.

The AI Automation Opportunity Audit

Audit questions

Start with the $297 Basic Audit

Find the workflow worth automating first.

Purchase the Basic Audit, then complete the questionnaire inside your private audit workspace. The review uses the information submitted on the form; the owner reviews and approves the results. Additional research or validation beyond the form is separate paid scope, and implementation is priced separately.

Private purchaser access

Basic Audit

$297one-time

Create an account or sign in to open secure checkout. Your dashboard unlocks the questionnaire-based review only after the one-time payment is verified; the owner then reviews and approves the submitted information and results.

Included

  • Review of missed-call recovery, lead intake and qualification, estimate follow-up, appointment reminders, and review-request follow-up
  • A client-ready report/PDF based on the information you submit
  • A relative scorecard and ranking of fully scored opportunities
  • Workflow recommendations to investigate next
  • Phased next steps for a priority pilot and later opportunities

Not included

  • Implementation or delivered automation and integrations
  • Additional research or validation beyond the submitted form
  • Guaranteed revenue, savings, or another business result

Implementation is priced separately from the $297 Basic Audit.

Illustrative planning tool

Explore what better lead response could be worth.

This is a self-assessment, separate from the AI Automation Opportunity Audit. Use your own lead volume and operating assumptions to explore a possible value range for faster response and follow-up.

Every output is an illustrative estimate—not a measured result, guarantee, quote, or completed audit. For a focused review of your actual workflows, open the calculator as its own page or request the audit below.

Your operating inputs
Move a slider or enter a value. Results update instantly.

Typical monthly calls, forms, chats, and other new inquiries.

Share of new inquiries that do not receive a timely response today.

%

Illustrative average revenue for a booked job, before costs.

$

Share of qualified leads that become booked jobs.

%

Share of missed or unanswered leads that better follow-up could recover.

%
Illustrative leads recovered monthly
6
Missed or unanswered leads the assumed follow-up improvement could recover.
Illustrative additional jobs monthly
2 jobs
Recovered leads multiplied by the current close-rate assumption.
Illustrative annual revenue opportunity
$54,000
Annualized booked-job value before costs, capacity constraints, or implementation.
Illustrative first-year ROI
50%
Compares the opportunity with the illustrative Multi-workflow opportunity planning-cost anchor.
Suggested starting point
Multi-workflow opportunity
Illustrative planning band for several connected response and follow-up handoffs.

Illustrative $3,000/mo anchor — not a quote

Discuss this opportunity

Illustrative estimate only — not a guarantee, forecast, quote, or Service Sprint result. The model multiplies monthly leads by the missed/unanswered share, the illustrative share recovered through better follow-up, close rate, and average job value, then annualizes the result. Actual outcomes depend on lead quality, close rate, job mix, capacity, tools, and execution. The planning-cost anchors are illustrative and are not pricing.

The expensive gap

The work hiding in your margins is usually not the work you sell.

It is the follow-up nobody owns. The lead that called after hours. The slow response that lets intent cool. The estimate sitting in an inbox. The same customer detail copied into three different systems. Service Sprint turns those gaps into connected, reviewable workflows.

Recover lost leads
Reduce admin load
Respond faster
Connect systems

A connected workflow overview

The Home Services Revenue Automation System.

Four connected areas move an inquiry from first response through follow-up and scheduling, with visibility across the handoffs.

The AI Automation Opportunity Audit maps your current handoffs across these areas, then assesses and ranks workflows to investigate first. It provides review and recommendations; any later configuration or implementation is separate.

01

Respond to new and missed leads

Connect first response for new inquiries with a clear next step when a call is missed.

02

Follow up on estimates and customer next steps

Keep open estimates and agreed customer next steps moving after the first conversation.

03

Guide qualified prospects toward appointments

Help qualified prospects reach a service appointment, with reminders that clarify what comes next.

04

See status across the process

Surface response, lead recovery, bookings, and follow-up status so owners can spot where attention is needed.

How it works

From opportunity audit to operating system.

No abstract AI strategy. A focused path from expensive manual work to a system your team can review and improve in the business.

  1. 01

    Audit the opportunity

    We map repetitive work inside your operation, surface where manual effort is costly, and rank the workflows for review first.

  2. 02

    Build around your tools

    Service Sprint shapes practical, reviewable workflows around the systems you already rely on and the way your team works.

  3. 03

    Operate and improve

    We operate the system, watch the handoffs and operational signals, and improve the workflows as your team learns what works.

Start with the work worth reviewing

Find the automation opportunity your operation should review first.

Tell us where the manual work is piling up. We will help you identify the workflow to review first and map a practical next step.

Read the practical FAQ