Fixed-scope first-cash offer
Find the missed-lead leak before replacing your CRM.
The Stack Leak Audit is a one-week, no-migration review for service businesses that already use a phone system, forms, Jobber, Housecall Pro, ServiceTitan, Podium, GoHighLevel, an answering service, or a manual inbox.
1. Map
Phone numbers, web forms, after-hours intake, missed-call behavior, CRM handoff, dispatcher alerts, and stale follow-up responsibility.
2. Test
Where possible from public surfaces and client-provided screenshots: response speed, duplicate triggers, opt-out handling, booked/replied stop conditions, and owner visibility.
3. Recommend
Keep current stack, clean current automations, add lightweight recovery workflow, or evaluate AI receptionist/answering coverage only if volume justifies it.
Deliverables
Leak Map
- Missed-call and after-hours path
- Form and quote request path
- Owner/dispatcher alert path
- Current tool fit
Recovery Plan
- Fastest implementation path
- Stop-condition checklist
- Recovery report fields
- Setup quote if the leak is worth fixing