1. Missed calls are not recovered fast enough.
After-hours calls and voicemail requests do not trigger a same-day text or email. Storm buyers often call the next contractor when they do not hear back quickly.
Repair: add missed-call text-back language and a daily owner-visible review list.
2. Form leads land in email but do not get one owner.
The form reaches the inbox, but the business cannot easily see status, next step, and last contact across every new inquiry.
Repair: route form leads into a simple lead board with owner, status, next step, and stale-lead flags.
3. Old estimates are sitting without a recovery path.
Quotes from the last 3 to 18 months can be segmented and followed up respectfully. This is often faster than buying new cold traffic.
Repair: create a gentle reactivation sequence with opt-out language and job-type segmentation.
What the buyer receives
- Prioritized findings, validations, and repair order within the agreed scope.
- Short explanation of why each leak matters.
- Recommended first workflow for a cleanup sprint.
- Simple follow-up copy or tracking-board recommendation.
Access boundary
No passwords are required for the first scan. Keep payment cards, private customer data, account recovery codes, and sensitive credentials out of the intake materials.
Recommended next step
Start with a 7-day Cleanup Sprint if the scan finds broken forms, missed-call recovery gaps, unmanaged AI replies, old estimates, or unclear follow-up ownership. If the biggest issue is old quotes, use the Old Estimate Recovery Sprint instead.
What this report is not
The scan is built to reduce confusion before larger marketing spend.
It is not a replacement for a CRM migration, paid media management, legal compliance review, accounting review, or a promise that a specific buyer will book a job. The practical value is narrower: it gives the owner and the agency a shared list of follow-up leaks that can be seen, assigned, and repaired before the next campaign pushes more demand into the same broken handoff.
That distinction matters for US contractors because many lead problems are not traffic problems. A company can have a working website, active Google Business Profile, paid ads, and a full inbox while still losing jobs because no one sees which inquiry is stale, which old estimate deserves a respectful follow-up, and which AI-drafted reply needs human review before it reaches a customer.
This sample is illustrative and fictional. It does not promise revenue, rankings, advertising performance, AI citations, lead volume, sales outcomes, or customer outcomes. It shows the report style, decision logic, and operating boundaries.