REVENUE LEAK
AUDIT
Find practical ways to get more from the business you've built.
Choose a self-paced assessment or a guided walkthrough. We'll review how your business handles enquiries, estimates, follow-up, existing customers, office work and software, then identify your three highest-priority opportunities to bring in more repeat business, save time or make better use of the tools you already have.
We've been in your shoes. We know the day-to-day.
Running a trades or home services business means juggling customers, quotes, scheduling, paperwork, and everything else that lands on your plate. We're experienced trades folks who understand those pressures firsthand.
Free advice is everywhere, but figuring out what actually works takes time. We've put that time into researching tools, evaluating approaches, and learning what works and what doesn't for businesses like yours.
Your $199 Revenue Leak Audit brings that experience to your business and identifies three practical opportunities worth looking at first.
No obligation to buy implementation services.
$199, one time. Your top three opportunities, a plain-English action plan, a 15-minute follow-up call and a 30-day email progress review.
Where a good business could get more back
This goes beyond getting more enquiries. We look at what happens across the business, from the first conversation to the next job with an existing customer.
The Revenue Leak Audit helps you find where to look.
- 01
Estimates and customer follow-up
How enquiries are handled, how quotes move along and what happens when someone hasn't made a decision. We look for useful ways to keep work from getting forgotten.
- 02
The customers you already know
Past customers, inactive accounts and repeat-service opportunities. We look at how you use the information you already have to stay in touch and bring customers back.
- 03
The admin that eats into your day
Repeated data entry, chasing updates and routine office work. We look for simpler processes and sensible automation that could take some of that load off.
- 04
Your tools and your view of the business
How your software and records work together, which features you use and what you measure. We look at where better information or appropriate AI could help you make decisions.
What you get
Everything we go through and hand you at the end.
A self-paced or guided walkthrough
A review of leads, estimates and follow-up
A review of existing customers and repeat business
A review of admin, workflow and current software
Three prioritised opportunities to improve how your business runs
Plain-English recommendations
A written action plan within 24 hours once we have all the information needed
A 15-minute follow-up call
A 30-day email progress review
The report
You'll receive a written report based on how your business actually operates. It identifies your three highest-priority opportunities, explains why they matter and gives you practical next steps. That includes ways to use your existing tools, where automation or AI could help, and what to measure so you can tell whether a change is working.
Some improvements may be things you can do yourself. If you'd like help putting anything in place, we can discuss that separately. The plan is yours either way.
Once you've had time to put the recommendations to work, we'll check in by email 30 days after you receive your report. Reply with what you've tried, how it's going and anything you're stuck on. We'll review your update and send practical feedback on what to adjust and what to do next.
One email check-in and one personalised written response. Separate from the included 15-minute call.
AI4 TRADES
What could your audit uncover?
Find the gaps. Know where to start.
Illustrative examples. Your findings depend on your assessment.
Why pay when advice is free?
It's a fair question. You can find ideas online or ask AI for suggestions without spending a dollar. But you still have to figure out which ones fit your business, what's worth trying, and what could turn into another expense or unfinished project.
We've already spent time working through those questions. We combine firsthand trades experience with research into tools and processes to help you identify what deserves your attention.
You're paying for that groundwork, applied to how your business actually runs, with three prioritised opportunities and a clear place to start.
This could be the best 200 bucks you spend.
A customer who comes back. An estimate that gets followed up. A recurring office task that takes less time each week. Small changes can be worth looking at when they keep making a difference.
The $199 gives you a focused review and a clearer starting point, so you can decide where to put your effort before spending more on software or a bigger project.
You don't need to change everything. You need to know what's worth changing.
You may already have the customers, the information and the software. A better way of using them could be the next useful step.
The audit showed us quickly areas where we could improve processes with very little work. We were even able to do it on our own
We've worked in trades, not just talked about it.
Enquiries, estimates, follow-up, scheduling, paperwork, customers you'd like to hear from again. This audit looks at the way you actually work day to day, not some textbook version of your trade.
We're not here to sell you software. We're here to help you find worthwhile improvements and where to focus first.
We start with the tools you already have. If another tool would help, we'll explain where it fits and why it might be worth considering.
Good fit if you run a small or growing field-service company — especially if you're the owner and still doing a bit of everything, or your office crew is stretched too thin.
How it works
Book and pay for the audit
One-time $199. No subscription and no commitment beyond the audit.
Choose how you want to complete the walkthrough
Complete the assessment on your own, at your own pace, or book a guided call and we'll go through it with you question by question.
Complete the assessment on your own, at your own pace.
Book a guided call and AI4 will take you through the assessment question by question.
Prefer to talk it through? No problem. Instead of completing the assessment yourself, book a guided session and we'll take you through it question by question.
Tell us how your business actually works
We review your enquiries, estimates, follow-up, existing customers, repeat business, office work and current software. You don't need to prepare a polished presentation. We want to understand what really happens.
We identify your three highest-priority opportunities
We focus on the areas where improvements could make the most practical difference, whether that's process changes, automation or appropriate AI.
Receive your written action plan
Once we have all the information needed, you'll receive your written action plan within 24 hours, with clear findings, prioritised recommendations and practical steps.
Review it with us and decide what happens next
Your audit includes a 15-minute follow-up call to review the findings. The plan is yours. There is no obligation to hire AI4 for implementation.
Check your progress after 30 days
We'll check in by email 30 days after you receive your report. Share what you've tried and where you could use a hand. We'll review your update and send personalised feedback on your next step.
Pitch
You get a real plan, not a sales pitch.
No subscription
One flat payment of $199. No recurring bills.
No long-term contract
Nothing to sign, nothing to cancel.
You keep the plan
The action plan is yours to use however you like.
Satisfaction commitment
If you're not happy with the value of your audit, tell us. We'll work with you to address the concern and make it right.
Why get it done today?
If there's a way to bring in more repeat work or save your office a few hours every week, the sooner you find it, the sooner you can put it to work.
Putting it off leaves that opportunity sitting there. For $199, it's worth finding out now, instead of getting six months down the road and thinking, "Wish we'd started doing that sooner."
You don't have to overhaul the business this week. Start by finding out which changes are worth your time. Then put them in place at a pace that works for you.
Common questions
Ready for a fresh set of eyes? Book your audit for $199, or send us a question first.
I can't believe how much information was discovered. Best $200 ever spent
Let's take a fresh look.
You've already put years into building the business. Take a fresh look at what could make it work even better: more repeat business, less office work and better use of the tools you already pay for.
Your top three opportunities give you a clear starting point. You decide what to put into practice.
Your three priority opportunities, a written action plan, a 15-minute follow-up call and a 30-day email progress review.
If you'd rather have a quick chat before booking, give us a call or send a note. We're happy to talk it through.
The price covers the audit, recommendations, follow-up call and progress review. Implementation, software subscriptions and third-party charges are separate.
Satisfaction commitment: If you're not happy with the value of your audit, tell us. We'll work with you to address the concern and make it right.
