Find Out Exactly Where Your Business Is Losing Time and Money
Our $497 Operations Audit shows service business owners exactly where their business is leaking time and money. And exactly how to fix it.
Start Your Audit →Most automation projects fail to deliver results
Most businesses set up a tool, see initial results, then watch it quietly stop working. No one monitors it. No one optimizes it. No one knows it stopped until leads start dropping.
The problem isn't the technology. It's the lack of diagnosis before setup and maintenance after. That's the gap. And it's costing you real revenue every month.
Four steps. One clear answer.
Fill the Questionnaire
25 structured questions. 8–10 minutes. Covers your business, processes, tools, and pain points.
30-Min Debrief Call
We review your answers together, ask follow-up questions, and map out where your business is losing time and money.
Receive Your Report
Written report delivered within 3 business days. Includes your top 3 automation opportunities and ROI estimates.
No-Obligation Quote
If implementation makes sense, we quote it. If not, the audit stands alone. No pressure, ever.
Everything you need to make the right decision
Not sure if you need an audit?
Book a free 15-minute call. No pitch, no commitment. Just a conversation about where your business is and whether automation makes sense for you right now.
Book a Free 15-Min Call →or skip straight to the $497 auditNot sure where to start? Book a free 15-minute discovery call. We'll tell you which option actually fits — even if it's none of them today.
Book free call →Audits — tell us what to look at
Self-Service Audit
Questionnaire-driven. 30-min debrief. Written report with top 3 automation opportunities + ROI estimates + implementation quote.
Turnaround: 24–48 hours
Lite Audit
Consultant-led. One domain — automation OR security. 5-page report with prioritized findings + 3 specific recommendations.
Turnaround: 1 week
Standard Audit
Consultant-led. Both domains. 12-page report with 90-day roadmap + 30-min follow-up advisory call.
Turnaround: 2 weeks
Pro Audit
Comprehensive. Stakeholder + employee interviews. 20+ page report, ROI model, executive deck, 90-min recorded readout, 2 follow-up advisory calls.
Turnaround: 3 weeks
For: Service businesses with 50+ employees needing C-suite-grade clarity
Engagement larger than this? We do custom scoping for organizations with multi-site or compliance-driven needs. Talk to us →
Build it, don't just talk about it
Sprint
10 business days. One deliverable, agreed in writing before kickoff.
Common scopes: Voice Receptionist setup, QuoteHook installation, Microsoft 365 / Google Workspace tenant hardening, custom automation between two existing tools, targeted security remediation.
Pay $1,997 NowRun it for you
Silver
- ✓300 minutes/month included; $0.25/min overage
- ✓One calendar integration (Google Workspace OR Microsoft 365)
- ✓Basic CRM logging
- ✓SMS + email confirmations to callers*
- ✓1 dedicated phone number
- ✓M–F email support
- ✓Setup in 5 business days
Gold
- ✓750 minutes/month included; $0.20/min overage
- ✓Both Google Workspace + Microsoft 365 calendar integration
- ✓Full HubSpot 2-way CRM sync
- ✓SMS + email confirmations to callers*
- ✓QuoteHook included ($49/mo value)
- ✓1 dedicated phone number
- ✓24/7 SLA on urgent issues
- ✓Setup in 3 business days
Platinum
- ✓1,500 minutes/month included; $0.18/min overage
- ✓Multi-calendar routing across Google Workspace + Microsoft 365
- ✓Full 2-way sync to any major CRM
- ✓QuoteHook included
- ✓Custom voice and branding
- ✓Up to 3 dedicated phone numbers
- ✓24/7 priority support
- ✓Monthly call review with Geele Evans
- ✓White-glove setup in 2 business days
Already have Voice Receptionist Silver? Add QuoteHook ($49/month) for SMS quote follow-up automation. Add QuoteHook →
* SMS-based features (caller confirmations, QuoteHook quote follow-up) require Twilio A2P 10DLC carrier approval, which typically takes one to three weeks after signup. Voice features go live within the standard setup window. We handle the registration on your behalf.
Common questions
Ready to find out where your
business is losing money?
Audits from $497. Sprints from $1,997. Voice Receptionist from $197/mo.