You won’t fill out a form or an intake packet. Pick the way you’d rather start.
All four end the same way. I tell you which jobs look like they lost money, what’s sitting past 60 days and with whom, and which jobs ended up bigger than the invoice. If there’s nothing worth fixing, I’ll say so and we’re done.
When you send me your receivables aging and your job list, I’m the only person who reads them. I use software to read faster, and it’s set so nothing you send is used to train it. I keep the files in an encrypted folder instead of leaving them in a text thread or an inbox. I don’t share them, I don’t publish anything from them, and I never contact your carriers or your customers. If we don’t go further, I delete everything within 30 days and tell you when it’s done. The read is a free look at your quarter. It isn’t professional advice, and it doesn’t make you a client. That happens only when we both sign. Leave customer names off if you’d rather. I only need amounts and ages.
It’s two weeks in your systems, read-only, and you get three documents.
Your Baseline
the real numbers pulled from your own systems and signed off by you. Every fix after this gets measured against it.
The Leak Map
where money and hours are escaping, with a dollar figure on each problem and the math printed next to it so you can check the work.
The first fix
the one thing I’d build first, what it costs, and the number it moves. If nothing is worth building, the Blueprint says so and points you to the cheap off-the-shelf tools you should turn on.
If you’re slammed because it’s peak season, that’s a good time to look. Busy is when change orders pile up, the paperwork falls behind the job, and nobody has time to trace the callbacks. If I measure in the slow season, I’m measuring a quieter shop. The Blueprint takes under two hours of your time, and I do the digging, read-only, while your team keeps working.
If the Blueprint names a build worth doing, we scope it in a conversation, against the number you already signed off on, with your $2,000 already on the table as credit. Before any build goes live, I run it against your own job history with you watching. If the honest answer is “don’t build anything,” you’ll have that in writing too, with the cheap fixes listed.