Revenue Leak Assessment
One week looking at how your business handles calls, quotes, follow-up and office work, then a ranked list of what to fix, with a dollar figure on each.
$999 one-time
Every leak gets a dollar figure and a rank
From the sample report for a made-up Lancaster roofer. The report shows the math for each line.
This is a made-up example. It shows what you get, not a customer result.
| Leak | Area | Per month |
|---|---|---|
| Calls ring out while the crew is on a roof | Calls | $12,950 |
| Web requests answered the next day | Calls | $4,440 |
| Quotes sent once, never chased | Quotes | $2,775 |
| No review request after the job | Follow-up | $1,665 |
| Receipts typed in by hand | Admin | $607 |
What you get
- A one-week review of your calls, quotes, follow-up and office work, using your call log, quote list and inbox with your OK.
- A written report in four parts (calls, quotes, follow-up, admin), each leak with a dollar figure and the math behind it, using your own numbers.
- The leaks ranked by dollars a month, each with the fix that would stop it.
- A call to walk you through the report, with the next call booked before it ends.
- Your full $999 credited toward Missed-Call Front Desk setup, the AI Setup Concierge, any fix sprint or your first managed month if you start within 60 days.
Read a sample report (a made-up Lancaster roofer)
What we need from you
- Answers to 8 short questions, and read access for one week to your call log, your list of quotes and the inbox or form where requests arrive.
- Your average job value and rough monthly call count, so the dollar figures use your numbers.
Turnaround
Report delivered within 5 business days after the review week starts.
Not included
- We look and count; we do not change your phones, software or staff schedules during the review.
- Each dollar figure is an estimate from your numbers, not a promise of recovered revenue.
- No names, phone numbers or message text from your customers appear in the report.
If we miss it
If the report is late, we refund the $999 in full and still deliver the report.
Monthly plans can be cancelled at any time by text or email; service stops at the end of the paid month. Terms: terms of service.
Sold and supported by Enck Equity Group LLC, which does business as TeamShift. For help or a refund, email team@teamshift.io.
What comes next, and how this price is credited toward it: see the pricing ladder.