A short diagnostic
Find where the week is going.
Some manual work is worth keeping. Some quietly drains hours every week. This asks a short set of questions and gives you a concrete read on where the time is going and what is worth fixing first.
What this measures
The boring, expensive things. The copy paste between two systems that do not talk. The quote retyped by hand. The follow up that lives in somebody's head. The report someone rebuilds from scratch every Monday.
None of it feels like a crisis on any given day. Added up over a year, those hours deserve a number and a decision.
What you get back
The leaks, ranked by what your answers suggest they cost, and a straight read on which ones are worth automating.
Not all of them are. Some work is cheaper to keep doing by hand than to automate properly, and a tool that tells you to automate everything is selling something. This one will tell you when to leave it alone.
The diagnostic
The questions cover how leads reach you, how work gets quoted and scheduled, how you get paid, and where things get retyped or chased by hand.
Be honest about the messy parts. The place you are least sure about is usually where the biggest leak is.
Start with two numbers about your business
Most of the math below runs off these two. Rough is fine. Your gut number is close enough.
Now walk the trail from first contact to paid
Leave a row blank if it does not apply. Every figure you enter stays in your browser. Nothing is sent anywhere unless you choose to email yourself the results.
1. Calls going to voicemail
When someone calls and gets voicemail, most never call back. They dial the next name on the list.
2. Quotes you never followed up on
Quotes you sent last month and then never chased. Warm buyers who needed a nudge, sitting cold.
3. Quotes that go out too slow
Jobs you lose because a faster competitor got their number in front of the customer first.
4. No shows and last minute cancellations
Booked work that evaporates because nobody got a reminder. A paid slot sits empty.
5. Work you finished but never billed
Completed jobs that slipped through and never turned into an invoice. Pure margin, gone.
6. Invoices written off as uncollectable
Money you earned, billed, and eventually gave up chasing. Slow, manual AR is expensive.
7. Your own hours buried in admin
Time you personally spend scheduling, chasing paper, and retyping things software should handle. None of it is selling or running jobs.
8. Double entry between systems
Staff retyping the same job into your quoting tool, your calendar, your accounting, and a spreadsheet. You pay twice for one piece of data.
9. Past customers you never contact again
Repeat and maintenance work you leave on the table because nobody reaches back out to last year's customers.
10. The spreadsheet only you can drive
Could anyone but you run this business from your spreadsheet tomorrow if you were out for two weeks?
A "no" is not a dollar figure. It is the biggest risk on this page: the whole business depends on one person. It adds the maximum hit to your score.
After the audit
Now you know where the time and money are going. The next decision is whether to leave the work alone, fix it yourself, or turn it into a production system.
If you already have a half built tool or an attempt that stalled, that is often a clear place to start. If you are starting clean, Build covers one production AI system: integrated, deployed, documented, and handed off. Not sure which leak to fix first? The ClearPath Technology Map ranks them and recommends the path.
See the ClearPath Technology Map →
Book a callThe call is free. Bring the problem and leave with a straight answer.