CRM visibility
Businesses with scattered tools where calls, forms, texts, email, and scheduler activity do not roll into one owner-visible lead path.
I audit the path from call, form, DM, scheduler, and inbox to owner follow-up. You get a leak map, the missing visibility layer, and the first recovery loop before buying more traffic.
No generic chatbot pitch. The first version captures, qualifies, follows up, and hands off to a human with visibility.
The diagnostic does not ask them to believe in AI. It asks one operational question: can the owner see and recover every high-intent inquiry when the team is busy?
Businesses with scattered tools where calls, forms, texts, email, and scheduler activity do not roll into one owner-visible lead path.
Plumbing, HVAC, roofing, and other urgent local services where slow response means the buyer calls the next provider.
Restaurants and venues where catering or event inquiries sit in a general inbox instead of a qualified path.
Med spas, salons, clinics, studios, and service businesses with mixed phone, form, scheduler, CRM, and DM intake.
Send the business, website, and suspected leak. I’ll reply with whether the diagnostic is worth buying or whether the issue is too small.
The $99 triage reviews one offer or lead path and sends back the highest-leverage next action. Use this only if you want a lighter read before the full diagnostic.