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The $999 audit

Every tool you pay for, priced. Then what to cancel.

Send your tool list. Two business days later you know what to cancel, what each lead really costs you, how long your leads wait, and where your calling and texting need your attorney's eye.

$999 fixed. Two business days.

Book a 15-min intro

  • $999 fixed, published before you book.
  • Your tool list, and nothing to install.
  • Every finding says where to go and what to check.
01

Six questions

Six things nobody you pay is going to tell you. The report answers every one.

How long does a lead wait before somebody calls them back?

88% of HVAC businesses running speed-to-lead campaigns reply slower than five minutes (Hatch, 132,188 campaigns, December 2024). The audit measures yours, from the form or the call to the first contact, and what happens when the assigned rep does not pick it up.

Why I can check it

I build the ladder that texts every rep at one minute and the owner at two.

How many hands does a paid lead pass through before it reaches you, and who else got it first?

From the aggregator to the automation to the CRM workflow to the text on your phone, timed at each step. What the seller gets at the other end, how long after they asked, and whether the same lead was sold to anyone else.

Why I can check it

I build the automation and the CRM workflow that paid leads land in, so I know where the minutes go.

What does a lead actually cost you?

The audit prices every tool on your bill, checks the ad math against the account, and reads each landing page against the ad that sends people to it.

Why I can check it

On the sites I build a tap on the phone number counts as a lead, so I know where the counting goes wrong.

Which two of your tools bill you for the same job?

Every tool on the bill, priced, with the overlap shown side by side.

Why I can check it

I build custom CRMs, so I know what the off-the-shelf ones charge for and what they actually do.

Could the texts your CRM sends need an attorney's eye?

Whether the people you text agreed to it, whether the do-not-call list is checked, and who is enforcing calling hours.

Why I can check it

I build calling and texting into custom CRMs, so the compliance read comes from the code that enforces it, not from a checklist.

When a seller asks ChatGPT who buys houses in your market, whose name comes back?

The visitors you get without paying per click, and whether the AI answer tools name you at all.

Why I can check it

There are two internets now, the one people read and the one AI reads. I build sites for both, so I can tell whether AI even knows yours exists.

02

What comes back

Every finding names the tool and shows the math, then tells you where to go to check it for yourself.

CUT

A tool billing for work another tool already does

Named, priced, with the overlap shown side by side.

overlap
KEEP

The tool that earns its line

The report names it and says what should route through it.

no change
FIX

Whether your CRM is capturing every lead

A lead that never became a record is a lead your cost per lead does not know about. The report checks that every form fill and every call lands in the CRM, then reruns the math.

tracking
FIX

The page your ad sends people to

Each ad read against its landing page. Whether the page was built for that ad, and how long it takes to show on a phone, timed on Google's own speed test. Google counts anything over four seconds as poor.

ads
FIX

The workflow between the lead and the seller

Each automation timed step by step, what comes out the other end, and how long it takes to reach the seller.

workflow
FLAG

Where your calling and texting could get you in trouble

Each one named on its own line, with the part of your own setup it comes from.

compliance
LISTEN

The AI caller you already pay for, listened to

If there is one on your bill, I place the call and sit through it. Does it sound like a person, how fast does it answer, what happens when the seller goes off topic, and how long before the call falls apart. The report says what it heard.

call quality
SEEN

Where you turn up when nobody paid for the click

Your organic footprint, and whether the AI answer tools name you when someone asks who buys houses in your market.

seo · geo · aeo
ADD

One thing, and only if your numbers support it

One candidate is speed of reply. 88% of HVAC businesses running speed-to-lead campaigns reply slower than five minutes. (Hatch, 132,188 campaigns over six months, published December 2024.)

conditional
Illustrative Stack audit · the overview page · nine findings
The bill line by line

A typical month of tools, before ad spend

Investor website platform $299
CRM, system of record $297
AI add-on, follow-up texting the CRM already sends the first text $499
Second SMS platform same sends, billed twice $220
AI employee add-on never wired to the CRM, has not sent a text $97
Dialer $149
Skip tracing $200
Call tracking $79
Paid leads, aggregator the low end of $1,200 to $7,000 a month. Sold to how many others? $1,200
Billed now, before ad spend $3,040
After the three cuts $2,224
CUT overlap

A tool billing for work another tool already does

AI add-on, follow-up texting the CRM already sends the first text $499
Second SMS platform same sends, billed twice $220
AI employee add-on never wired to the CRM, has not sent a text $97

The working

499 + 220 + 97 = 816, the three lines added

3,040 - 816 = 2,224, the bill, less those three

Where to go and check it

  1. Your own invoice for each tool, same month.
  2. The outbound send log in both SMS tools, same date range.
  3. The first message that goes out after a form fill.
KEEP no change

The dialer earns its line

Dialer every outbound call in the log went through it $149

The working

Keep it. Route the AI caller's handoffs through it as well.

Where to go and check it

  1. The call log, last thirty days, source column.
FIX tracking

Whether your CRM is capturing every lead

Form fills that became a CRM record this month 20
Calls to the ads number that never became a record 11
Leads the campaigns are judged on against 31 you paid for 20

The working

4,000 / 20 = 200, cost per lead as reported

4,000 / 31 = 129, cost per lead once the calls count

Where to go and check it

  1. The call tracking log against CRM records, same month.
  2. The ads account's conversion actions, and which of them fire on a call.
FIX ads

The page your ad sends people to

The ad We buy houses in [your market]. Cash offer in 24 hours.
Where it lands the homepage. The market is not named on the first screen and the phone number is below it.

The working

The seller taps an ad about their town and lands on a page about nothing in particular.

Where to go and check it

  1. Each ad's final URL in the ads account.
  2. That page on a phone, first screen only, before you scroll.
FIX workflow

The workflow between the lead and the seller

10:14 form submitted on the aggregator
10:19 lead reaches the automation
10:26 record created in the CRM
10:31 text to the assigned rep
11:08 first call to the seller

The working

Fifty-four minutes from the form to the first call. Seventeen of them inside your own tools before a person knew.

Where to go and check it

  1. Timestamps on the aggregator email, the automation run, the CRM record and the call log, for the same lead.
FLAG compliance

Where your calling and texting could get you in trouble

Follow-up texts sent after 9pm this month 40
Consent record on the aggregator's leads none in the CRM
Do-not-call list not checked before a send

The working

Each one is its own line in the report, with the setting in your own stack it comes from.

Flags for your attorney, not legal advice.

Where to go and check it

  1. The SMS log, sorted by send time.
  2. The aggregator contract, the consent language.
  3. The CRM's texting workflow, the step before the send.
LISTEN call quality

The AI caller you already pay for, listened to

Called it from a cell, off script
Two exchanges sounded like a person
Asked about the roof it restarted its script
1:40 stopped responding, call dropped

The working

It would not hold a seller's call. It is on the CUT list above for a second reason.

Where to go and check it

  1. Call it yourself from a cell, go off script, and time it.
SEEN seo · geo · aeo

Where you turn up when nobody paid for the click

Asked ChatGPT and Google's AI who buys houses in the market four names came back, none yours
Your site has no version the AI can read

The working

Every one of those four is a competitor the seller sees before you.

Where to go and check it

  1. Ask it yourself. Same question, your market.
ADD conditional

One thing, and only if your numbers support it

Speed of reply 11 of 31 leads this month waited over an hour for a first contact

The working

The one build these numbers support. Everything else on this report is a cut or a fix.

Where to go and check it

  1. The call log against the lead timestamps, same month.

Illustrative, and this is the overview. The report itself goes deeper on every finding. Yours will be your own numbers, and the report shows the arithmetic for every line so you can check it.

Fig. 02·The overview page of the stack audit report, the bill and one finding of each kind
03

How it goes

This week

Intro call

Fifteen minutes, free. What you run and what it costs you. We decide whether the audit is worth $999 to you.

Two business days

The audit

$999 fixed. Every tool priced line by line, the calling and texting checked, and the math behind your cost per lead checked against the ads account if you share it.

Yours either way

The report, and a call to go over it

What to cancel, which overlaps collapse, one thing worth adding if your numbers support it, and a compliance pass on the calling and texting. Then we get on a call and go through it together, included in the $999.

04

Who this is for

Your CRM and the tools around it are a jumbled mess

Too many logins, and nobody is sure what fires when. The report lays the stack out line by line and says which parts do the same job.

Your leads wait too long

You know the follow-up is slow and you do not know where the minutes go. The report times the path from the form to the first call, step by step.

Your ads cost more per lead than they should

The cost per lead keeps climbing and the campaign reports do not say why. The report checks the math and the page each ad lands on.

The AI you pay for is not showing you anything for it

A caller, a texting add-on, an AI employee. The report listens to it, reads what it sent, and says whether it is doing the job.

Your automations are clunky, or just do not fire

The report runs a lead through them and shows where it stalls.

You want something that works from a phone

Your reps are on the road, and the tools were built for a desk. The report says which parts of the stack hold up on a phone and which do not.

05

Why this costs anything

The call is free. The audit is not, because the audit is the product.

What you are paying for is somebody who builds these systems checking yours. I know how they work because I build them, so I can see where yours is working and where it is not, and the report says so line by line.

No conflict of interest.

The people who set your stack up have every reason to tell you it is fine. I have none. You are hiring me to look at the whole machine and tell you where it breaks.

06

What it costs

$999

One time, fixed. Send your tool list. Two business days later you know where the money goes and where the leads wait, and we go over it on a call. Nothing you have to buy at the end.

Book a 15-min intro

The report is yours whether or not you ever hire me.
Book a 15-min intro