Readiness & Revenue Leak Assessment
See the revenue you're already missing
The assessment sizes your missed demand, scores your readiness, and gives you a straight fit / no-fit answer before any install.
$1,500flat. The full fee applies toward implementation if you sign within 30 days.
What you walk away with
A written packet in eight parts when the diagnosis is a fit. If it isn't, you still keep the workflow map, the leak estimate, and the diagnosis.
- 01
Readiness Score
How ready your phones, CRM, calendar, and team are for automated response — operationally, technically, and on compliance.
- 02
Revenue Leak Estimate
Missed and slow-handled demand, priced against your average job value. An estimate, not a promise.
- 03
Fit / No-Fit Diagnosis
A straight answer on whether ResponseOS is worth implementing for your business, and why.
- 04
Current Workflow Map
How a call, text, or form moves through your business today, and where it stalls.
- 05
Recommended Workflow
What that flow would look like with ResponseOS in place, step by step.
- 06
Implementation Scope
What would be set up, what we'd need from you, and what's out of scope.
- 07
Projected ROI
The estimated return against setup and monthly cost. A projection, not a guarantee.
- 08
Pricing Proposal
Your setup and monthly figures — only if the diagnosis is a fit.
How the assessment runs
- 01
Share your call log and CRM exports
We review your missed calls, after-hours traffic, and quote history from the exports you share. No rip-and-replace.
- 02
We size the missed-demand surface
Missed calls, unanswered SMS, lost quote requests, and slow follow-up are mapped against your average job value to find the leak.
- 03
You get a recovery plan with an ROI estimate
A recommended workflow, implementation scope, and projected ROI — before you commit to implementation.
What we look for
Each gap is priced against your average job value.
Missed calls during jobs and after hours
Unanswered SMS and web form replies
Lost or unfollowed quote requests
Slow first-response on warm leads
Fit, and when we'll say no
The assessment is allowed to conclude that ResponseOS isn't right for you. That's the point of paying for it first.
Usually a good fit when
- Average job value around $300 or more
- Meaningful missed-call volume — often 20 or more a month
- A clear booking or quote process
- Access to your CRM and calendar
- Owner and staff buy-in
These are signals we look for, not hard cutoffs.
We'll tell you if
- You don't need it
- The business isn't ready yet
- Something simpler would do the job
- Your current system just needs configuring
- Basic processes need fixing first
- Another vendor fits better
Not for first pilots: medical, legal, HIPAA-regulated, or other sensitive regulated workflows.
What happens after
If it's a fit
You get a Pricing Proposal for setup plus a monthly retainer. Sign within 30 days and the full $1,500 is credited toward implementation.
If it isn't
The engagement stops there. You keep the workflow map, the leak estimate, and the diagnosis.
ResponseOS is in active development and live provider integrations are still being validated, so any implementation scope reflects what is available at the time.
Request your assessment
Tell us where demand is slipping. We'll follow up to schedule your assessment.