TJW

Free business audit

Find the 3 things holding your business back

Connect the tools you already use. We read your own numbers back to you. Then we rank the few fixes worth the most money, and show the working.

  • Every number comes from your own records
  • Compared against businesses like yours
  • A dollar figure on each fix, so you know what to do first
  • Ten minutes to set up, then it keeps running
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How it works

This is not a PDF someone emails you once. It reads your tools on a schedule, so the numbers stay current and the advice changes as your business does.

1

Connect your tools

Your CRM and your ad accounts, and your payment processor too if you want the money numbers. Read only, about ten minutes. We never write anything back.

2

We read your numbers

Revenue, refunds, what a customer costs and what one is worth. Last 7 days, 30, 60, this month and this year.

3

You get the fixes

Three to five things, biggest money first, each one showing how we worked it out.

What lands in your dashboard

An example, using numbers a home services business would produce. Yours will say something different, because it is built from your records.

Your audit · last 30 days3 fixes worth about $3,410 a month
1

You answer new leads in 47 minutes $1,840 a month

Home services leads call three companies. The first to answer usually wins the job, and yours wait 47 minutes.

How we worked it out. 212 leads in 30 days, converting at 19% on a $185 job. Answering inside 5 minutes lifts booked work by about a quarter. That is $1,840 a month.
2

Chase the payments that failed $960 a month

31 of your last 604 charges failed. That is 5.1%, against 2% for businesses like yours. Nobody is chasing them, so it is money you earned and never collected.

How we worked it out. 31 failed charges at your $185 average. Chasing them normally recovers about 6 in 10. That is $960 a month.
3

Most customers never buy twice $610 a month

28% of your customers have bought more than once. For your industry that should be nearer 60%.

How we worked it out. 94 customers paid last month at $185 each. Closing 40% of that gap is $610 a month, and it compounds.

Works with what you already run on

Three answers turn your dashboard on. Where the money lands, where your customers live, and where you run ads. Do not have one of them? Say so and we work around it.

CRM or contacts Needed 8 to choose from
HighLevel Connects today
HubSpot
Salesforce
Pipedrive
Close
Notion
Airtable
Google Sheets
Advertising Needed 5 to choose from
Meta Ads
Google Ads
TikTok Ads
LinkedIn Ads
YouTube Ads
Calendars 5 to choose from
Calendly
Cal.com
Acuity Scheduling
SavvyCal
Google Calendar
Website and forms 4 to choose from
Typeform
Jotform
Webflow
WordPress
Calls and recordings 5 to choose from
Fathom
Fireflies
Otter
Twilio
OpenPhone
Email and texts 5 to choose from
Klaviyo
Mailchimp
ActiveCampaign
Intercom
Slack
Traffic and listings 3 to choose from
Google Analytics
Google Business Profile
Google Search Console
Books and payroll 4 to choose from
QuickBooks
Xero
Bank feed (Plaid)
Gusto
The work itself 6 to choose from
BookingKoala
Housecall Pro
Jobber
ClickUp
Asana
Monday
Payment processor 5 to choose from
Stripe Connects today
Whop
Fanbasis/Commas
PayPal
Shopify

Do not see yours? Tick that you use it when you sign up. We build the ones people actually ask for.

What it actually measures

Every figure for the last 7, 30 and 60 days, this month and this year. Each one sits next to the same period before it, so you can see which way it is going.

Your mapAn example
Last 7 daysLast 30 daysLast 60 daysThis monthThis year

Money

Revenue $17,390 up 12% on the month before
After refunds $16,730
Average order $185
Refund rate 3.8% Behind, benchmark 1%
Payments that failed 5.1% Behind, benchmark 2%
What a customer is worth $612 over their lifetime

Getting customers

Leads 212 up 8% on the month before
Speed to lead 47 min Behind, benchmark 5 min
Leads that become customers 19% Middle, benchmark 30%
Ad spend $2,940
Cost per lead $13.87
Cost per customer $73 Good against a $612 lifetime

Doing the work

Jobs delivered 96
What delivery costs $9,120 52% of revenue
Where work stalls 11 jobs waiting on a quote
Profit $4,990 after every expense in your books

Find out what your numbers already know

Most owners are so busy putting out fires that they never truly know which fire they need to put out. Stop guessing on what to fix and start fixing what truly grows your business!

Start my free audit