3-5 pages
The Gap Map
Every gap we found, what it costs you each month and the fix we'd do first. Specific enough that any capable developer could carry it out.
AI agents
Operations Gap Audit
Find out where the work slips before you pay for an agent.
Overview
One week. We follow how leads move through your business, channel by channel and handoff by handoff, including nights and weekends, and find where you lose them. You get two documents: a Gap Map of 3 to 5 pages with findings and recommendations, and a Trust Stack Risk Snapshot of 1 to 2 pages with security issues and how to fix them. Both are yours to keep. If you sign a build within 30 days, half the audit fee goes toward it. The other half pays for the diagnostic work.
- Timeline
- 1 week
- Price
- One fixed fee, quoted on the free call
A good fit for
- Owners who aren't ready to commit to a full build yet
- Businesses that don't know which agent would help most
- Owners who want a paid diagnostic with real documents before signing anything
How we look
Three lenses: workflow, conversation and security.
Most audits count leads and stop there. This one also looks at what your customers hear from you and where their data sits.
How does a lead actually move through your business, and at which handoff does it get dropped?
- Every way customers reach you: web forms, calls, SMS, social media messages, walk-ins
- Handoffs between people, tools and inboxes
- Who covers nights and weekends, compared with when customers actually write
What we review
A 90-day export from your CRM, call logs and form submissions. Read-only access, so nothing changes in your systems.
“14 of the 22 after-hours calls we reviewed had no callback note in the CRM. Those callers booked at about half the rate of daytime callers.”
Seven days
From signed to delivered in one week.
- Day 0Sign and scheduleThe agreement is signed and the kickoff is on the calendar.
- Day 1Kickoff call60 to 90 minutes. You walk us through your business.
- Day 2Read-only accessCRM, call logs, reviews. We look and don't touch.
- Days 3-4The three lensesWe run all three reviews at the same time.
- Days 5-6Writing it upThe findings become the two documents.
- Day 7Walkthrough30 minutes. We explain every finding and every number.
- Day 0Sign and scheduleThe agreement is signed and the kickoff is on the calendar.
- Day 1Kickoff call60 to 90 minutes. You walk us through your business.
- Day 2Read-only accessCRM, call logs, reviews. We look and don't touch.
- Days 3-4The three lensesWe run all three reviews at the same time.
- Days 5-6Writing it upThe findings become the two documents.
- Day 7Walkthrough30 minutes. We explain every finding and every number.
What you keep
Two documents that are yours either way.
Give them to your team, act on them yourself, or build with us. The audit is useful on its own, whatever you decide next.
1-2 pages
Trust Stack Risk Snapshot
The security findings, written twice: in plain language for you, and with technical detail for your attorney, CPA or advisor.
The credit
Half the fee counts toward a build.
If you sign a build within 30 days, 50% of the audit fee is credited toward it. The other 50% pays for the diagnostic work, which you keep either way.
50%credited toward your build
50%pays for the diagnostic
Operations Gap Audit
What's included
- A free 30-minute call, then a paid 60-minute deep dive
- Review of how leads arrive by web, SMS, email, phone and social media
- Your current reply times, compared with what's normal in your trade
- A map of where prospects stop responding
- Gap Map (3 to 5 pages) with agent recommendations in order of priority
- Trust Stack Risk Snapshot, in one version for you and one for your advisor
- Half the fee credited toward a build signed within 30 days
Free call
Tonight at 9:47, someone will text you.
Let's make sure someone answers. The call takes 30 minutes, there's no sales pitch, and you'll leave with next steps whether or not you work with us.
30 min · no pitch · English or Spanish