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Operations Diagnostic

Find out what your phone is actually doing.

Two weeks, $2,500, on your own call records — not a survey, not an estimate from a calculator. Credited in full against installation if you go ahead.

What you get

Two numbers you almost certainly do not have today, and a roadmap that comes out of them.

  • Annualised revenue lost to unanswered calls. Your missed-call rate against your own average job value and close rate, extended over a year. Not an industry benchmark — your records, your numbers.
  • When the losses cluster. Missed calls by hour of the day and day of the week. This is usually the more useful half: most shops discover the damage is concentrated in a few predictable windows rather than spread evenly, and a window is something you can actually do something about.
  • A booking-funnel review. What happens to the calls you do answer — how many turn into booked work, and where the rest fall out.
  • A written report with a prioritised roadmap. Yours to keep, and yours to hand to somebody else if you would rather they did the work.

What we will not do is tell you in advance what the number will be. We have not seen your records yet, and a figure quoted before the work is a sales pitch wearing the clothes of an analysis. If it turns out your phone is being handled well, the report says that, and you will have paid $2,500 to stop wondering.

What we need from you

Three things, and two optional ones. Most of it takes a phone call to your carrier.

  • 90 days of call detail records from your carrier. Every carrier can export these — they are the same records that back your bill. Ask for inbound call detail: number, timestamp, duration, disposition.
  • Your average job value. Roughly is fine. If you have it split by job type, better.
  • Your close rate on booked calls. Again, roughly. If you do not know it, we will work with a conservative figure and say in the report which one we used.
  • Google Business Profile insights, if you have them. Optional. Shows how many people found you and tapped to call.
  • A job export from your CRM, if you use one. Optional. Lets us tie calls to the work that came out of them instead of estimating.

We ask for call logs. We do not ask for call recordings.

This is deliberate, and it is worth being clear about before you send anything.

  • Metadata answers every question the diagnostic asks. Who called, when, how long it lasted, whether anyone picked up. Missed-call rate, after-hours leakage and time-of-day clustering all come out of that. The audio adds nothing we need.
  • Recordings carry consent law we will not drag you into. Several states require every party on a call to consent to being recorded, and handing a third party a library of customer conversations is an exposure that sits with you, not with us. There is no version of this engagement where taking that risk is worth a number we can already calculate.
  • If you already record calls, keep them. We do not want copies, and we will not ask for them later.

What happens, day by day

  1. Days 1–3

    Collect

    You send the call records and the two numbers below. We confirm what arrived and tell you straight away if anything is missing or unusable — not in week two.

  2. Days 4–8

    Analyse

    Every inbound call for the period, matched against your business hours. Answered, missed, abandoned, voicemail, callback or not. Then the same picture broken down by hour of the day and day of the week.

  3. Days 9–12

    Write

    The findings become a written report with a prioritised roadmap — what to fix first, what can wait, and what is not worth touching. It is written to be read by you, not by us.

  4. Days 13–14

    Present, live

    We walk you through it on a call, with the workings open. You ask where a number came from and we show you the rows it came from. The report is yours either way.

Then we delete your data and tell you we have. Once the report is delivered, the records you sent us are destroyed and you get written confirmation with the date. We do not keep a copy for future reference, and we do not need one — the report is the deliverable, not your call history.

What it costs

$2,500, one time, two weeks. If you go on to install the front desk agent, the full $2,500 comes off the installation fee — not a discount off the monthly, the whole amount off the one-time cost.

It is also the end of the engagement if you want it to be. The report does not assume you will hire us, and it is written so that somebody else could act on it. If the numbers do not justify the work, that is what it will say — we would rather tell you that for $2,500 than be paid for a year to fix the wrong thing.

Two weeks and your own call records.

The intake asks a handful of questions about your call volume so the first conversation is not spent gathering them.