Growth strategy

Know what to fix first, before you spend more.

We look at your leads, follow-up, ads and numbers, and hand you a plan for what to fix first.

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Scorecard · ClearFlow WaterExample
  • Leads Green
  • Speed to lead Fix first: #1 Red
  • Follow-up Amber
  • Booking Amber
  • Reporting Red
  • Ads Amber

Sound familiar?

Lots of tools. No clear plan.

  • You can't tell what's working.

    Leads come from five places and nobody can say which ones turn into jobs.

  • Every fix is another app.

    Another login, another bill, and the pieces still don't talk to each other.

  • Decisions run on gut feel.

    Without clean numbers, the budget goes wherever last month felt good.

Check yourself

Twelve things we look at.

Tick the ones that are true for your business today. It stays on this page; nothing is sent or saved. Most owners we talk to tick five or six, and the gaps are usually where the money is.

0 of 12 ticked

The deliverable

What you walk away with: a plan.

Not a slide deck. A short, plain document with where you stand, what to fix first and when. Here is one for ClearFlow Water, a made-up water treatment company, built from its last 30 days of leads.

Growth plan · ClearFlow Water Example

Scorecard

  • LeadsGreenSteady from five sources
  • Speed to leadRedForm leads wait until morning
  • Follow-upAmberOne call, then nothing
  • BookingAmberBooked by phone only
  • ReportingRedNo source on most leads
  • AdsAmberFacebook Ads gets the most budget

Fix first

  1. Reply to every form in minutesText back and an owner on every new lead, day or night.
  2. Follow up past the first callTimed texts and call tasks until the lead answers or books.
  3. Put a source on every leadThen move budget toward Google LSA, which books the most jobs (22) while Facebook Ads brings the most leads (46).

Days 1–30

  • Text back and new-lead alerts
  • Source tags on every form and call
  • Online booking with reminders

Days 31–60

  • Quote follow-up
  • A weekly dashboard by source
  • Review requests after every job

Days 61–90

  • Budget shifted toward what books
  • Past-customer outreach
  • A second look at the numbers

What we look at.

  • Your CRM and pipeline

    How leads move today, and where they stall.

  • Lead sources

    Where leads come from, and which ones book jobs.

  • Follow-up

    How fast leads hear back, and what happens when they don't answer.

  • Ads and offers

    What you're running now, and what we'd change.

  • Your numbers

    The handful worth watching each week, and a dashboard that shows them.

  • A written roadmap

    What to build first, what can wait, and why.

How it goes

From one call to a plan you own.

The plan is useful whether or not you work with us. Plenty of owners take it and have their own team build it, and that's a fine outcome.

Workflow
  1. WhenFree 30-min call
  2. ThenWe look at your setup
  3. ThenScorecard and top 3 fixes
  4. If / elseBuild it with us?
  1. Yes ThenWe build it with you
  2. ResultWe run it with you
  1. No ThenYour team builds it
  2. ResultThe plan is yours

The free call

What happens on the call.

  1. You tell us how leads reach you todayWhere they come from, who answers, what happens after the first call. No prep needed; your phone and your CRM login help if you have them handy.
  2. We look for the leaksTrent and Jared ask the questions on the checklist above, and a few that are specific to your trade.
  3. You hear what we'd fix firstHonestly, in order. Sometimes the answer is a small change you can make yourself, and we'll say so.
  4. You decideBuild it with us, with your own team, or not at all. If we're not a fit, we tell you on the call.

How it works

From scattered tools to a clear plan.

  1. Talk to Trent and Jared

    A free 30-minute call. We look at how leads reach you today and tell you honestly what we'd change, or that we're not a fit.

  2. We dig into your setup

    Your CRM, lead sources, follow-up, ads and reporting, from the ground up.

  3. You get the plan

    What to fix first and why. Build it with us, with your own team, or not at all.

What you get, and when

  1. The callThirty minutes, free
    • How leads reach you today
    • The first leaks we see
    • Whether we are a fit
  2. Week 1The plan
    • A scorecard across leads, speed, follow-up, booking, reporting and ads
    • The top three fixes, in order, and why
    • A 30, 60 and 90 day timeline
  3. AfterYour call
    • Build it with us, with your own team, or not at all
    • If we build it, most setups go live in about 10 days
    • A second look at the numbers once it has run

Where advice usually stops.

  • What you get Figuring it out alone: Another tab of ideas A consultant with a deck: A slide deck Clutch City: A short written plan: scorecard, top fixes, 90 days
  • Based on Figuring it out alone: Gut feel A consultant with a deck: Interviews Clutch City: Your actual leads, follow-up and numbers
  • Who builds it Figuring it out alone: You A consultant with a deck: Someone else, later Clutch City: Us, your team, or both
  • When something breaks Figuring it out alone: You find out from a customer A consultant with a deck: The engagement is over Clutch City: We fix it with you

What we've built

Built for real businesses, running today.

  • For a turf installer

    A safety net for the confirmation text

    The problem
    A rep could move a lead to a visit stage without booking the visit, and the confirmation would silently never go out.
    What we built
    If a lead is moved to a scheduled stage with no appointment on the calendar, the rep gets a text right away. If a lead has no phone or email, the office gets a heads-up to add one.
    What changed
    A slip gets caught in minutes, not when the homeowner asks why nobody came.

  • For a home services company

    Catching the gaps between two systems

    The problem
    Quotes lived in the job-management software and leads in the CRM, and things fell through between them.
    What we built
    An alert when a quote is sent but the job is not in the job-management software yet, a duplicate-quote flag, and a separate follow-up for each service over about three weeks after the quote.
    What changed
    The office hears about a gap the day it happens.
See 1 more example

  • For a solar installer

    A call cadence that knows when to stop

    The problem
    Setters called the same no-answer numbers forever, or forgot them.
    What we built
    Each unanswered call moves the lead one step through a set number of contact attempts. A long run of misses parks it, any reply resets the count, and a do-not-contact result stops everything, AI included.
    What changed
    Setters always know who to call next, and nobody is called after they ask to stop.

Want this running for your business?

30 minutes with Trent and Jared. We'll look at how leads reach you today and tell you honestly what we'd change.

Book a free 30-min call

Not ready? Join the next free webinar

Read the blog

Want this running for your business?

30 minutes with Trent and Jared. We'll look at how leads reach you today and tell you honestly what we'd change.

Book a free 30-min call

Not ready? Join the next free webinar

Questions

Questions owners ask

Is the 30-minute call really free?

Yes. We look at how leads reach you today and tell you honestly what we'd change. You leave with a plan, whether you work with us or not.

Who's on the call?

Trent and Jared, our co-founders. Plan on about 30 minutes, a bit more if we're on a roll.

What if we're not a good fit?

We'll tell you. Honestly. You'll still leave with a written plan you can use.

How much does it cost?

Every build is different, so after the call you get a written quote before anything starts. No surprises. On a tight budget? We start with the piece that'll make the biggest difference and build from there.