Plumbing: an example audit
A made-up plumbing company with a few trucks out on repairs, drains and water heaters.
What we looked at
- How customers find you, we found something here
- How they reach you
- Booking, we found something here
- Follow-up
- The paperwork
- Past customers, we found something here
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“My ad money brings in calls from towns I don’t even work in.”
- Simplest stepA read of where your ad money went and which searches it bought.
- A step furtherThe campaign rebuilt around the words your customers really type.
- The fullestYour listing and website fixed too, so every click can call or book.
Booking
“We give them a window, the truck pulls up, and nobody’s home.”
- Simplest stepA reminder the day before, with the time window.
- A step furtherA reply-to-confirm text that morning, and a nudge to rebook if they miss.
- The fullestCustomers book their own window, with confirmations and reminders built in.
Past customers
“I put in their water heater, and years later they can’t remember my name.”
- Simplest stepA thank-you after each job, with a review link.
- A step furtherA yearly check-up note to past customers, with a time to book.
- The fullestYour past jobs sorted by type, each group hearing from you when it’s due.
Your business
Whatever you run, the audit starts with how your business runs.
Every audit looks at the same six parts of a business. What we find, and every option to fix it, fits your business and no one else’s.
The six parts we look at
- How customers find youSearch, reviews and your website.
- How they reach youCalls, texts, email and messages.
- BookingYour calendar, reminders and no-shows.
- Follow-upQuotes and questions that go quiet.
- The paperworkForms, notes and the inbox.
- Past customersRepeat visits, reviews and referrals.
Not sure where yours fits? Call (954) 945-8958 and tell us what you run.
Your audit finds your own, with every option. You choose what happens next.
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