01What Joel will inspect
Lead sources, phone and web response, qualification, scheduling or dispatch, estimate follow-up, CRM stages, completed-job reporting, and the handoffs where exceptions need people.
02What to bring
A recent month of lead counts, missed calls, booking and completion rates, average job value, gross margin, open estimates, software stack, and the one constraint your team feels most often.
0330-minute agenda
- 5 min — business context and decision
- 10 min — current workflow and baseline
- 10 min — first bounded intervention
- 5 min — fit and next outcome
04What you receive
A concise diagnosis of the likely leak, the missing evidence, a recommended first measurement, and a clear decision on whether a paid systems roadmap makes sense.