Two weeks. One audit. The clearest assessment you've ever had in your trades business.
A 25–35 page executive diagnostic across operations, people, customer acquisition, and AI opportunity. Built for trade businesses doing $1–10M.
The audit, line by line.
5-section executive report
25–35 pages of written analysis structured the way an operator reads, not the way a consultant writes.
Four-pillar diagnostic
Operations, people, customer acquisition, and AI — each scored, each with a written read.
Three named bottlenecks
The actual constraints holding the business back. Not symptoms — root causes.
90-day action plan
Sequenced. Owner-assigned. Built so you can run it without us.
60-minute walkthrough
Live read-through of the report with the operator, on-camera, recorded.
Scoring rubric
How we scored every pillar, so you can re-score yourself in six months.
Off-ramp memo
If we think you should fix it yourself, we'll write that down too.
The $3M owner stuck in dispatch
Revenue is fine. The owner is the dispatcher, the estimator, the closer, and the bottleneck. Every day depends on them being in the seat.
The $2M owner who can't take a vacation
The business runs until you leave. You want to know exactly which systems have to exist before you can step away for two weeks.
The $4M owner planning to sell in 24 months
You want a buyer-grade operation. You need to know what's salable today and what's owner-dependent and worth zero.
The $1.5M owner ready for the next jump
You've outgrown the systems that got you here. You want to install the operating system before you hire the next five people.
We'd rather tell you up front than waste your money.
- NOT A FITSub-$1M businesses still figuring out lead generation and pricing. Start with the Path-to-$1M Audit instead.
- NOT A FITOperators looking for a marketing-only fix. We diagnose the whole operation, not just the funnel.
- NOT A FITOwners not ready to act on findings. The audit is worthless if it sits in a drawer.
- NOT A FITAnyone shopping for validation. We will tell you what's broken.
Three honest paths. No pressure.
Implement it yourself
The report is yours. Take the 90-day plan and run it with your team. Many owners do exactly this.
Move to BOS Install
If you want hands-on installation across all four pillars, the Install picks up where the audit ends.
Part ways
If the audit shows it's not the right time, we'll say so. No retainer pitch, no follow-up sequence.
Questions worth asking before you wire money.
Q-01How is this different from a McKinsey project?
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How is this different from a McKinsey project?
We've sat in the dispatch chair. We measure success in jobs closed and operators freed, not in slide count. The deliverable is written so a working operator can act on it Monday morning.
Q-02How much of my time does it take?
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How much of my time does it take?
Roughly 4–6 hours over two weeks: a kickoff call, a data pull, a couple of focused interviews with you and key staff, and the final walkthrough.
Q-03What data do you need access to?
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What data do you need access to?
Your CRM/FSM, financials (P&L, balance sheet, AR), org chart, current SOPs (or absence thereof), and 30–60 minutes with two or three of your people.
Q-04What if I don't have great data?
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What if I don't have great data?
Most $1–10M shops don't. We work with what's there and flag what's missing. The reporting gap is itself a finding.
Q-05Do you do this for non-trade businesses?
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Do you do this for non-trade businesses?
No. This brand exists specifically for trade and home service. The benchmarks, the language, and the playbook are trade-specific.
Q-06Why a deposit?
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Why a deposit?
Slots are limited and the work front-loads. The 50% deposit reserves the engagement; the balance is due at delivery.
Q-07What if I'm not happy with the report?
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What if I'm not happy with the report?
If we deliver and you genuinely got nothing actionable, we refund the balance. We've never had to.
Ready to see your operation's current state?
Slots are limited. 50% deposit reserves your engagement and locks in your start week.