Sample Audits

What an audit actually looks like

Ten redacted engagements: the audits, playbooks, and proposals we actually delivered, and what the numbers did afterward. Nothing here is a mockup.

Home Services

A Technology & Operations Audit for a South Florida Roofing Contractor

A high-volume residential roofer running on a stack that didn't connect: the CRM and the accounting system never talked, and follow-up ran on memory. Opens the full multi-section audit and the 90-day numbers.

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8 min

Lead response, was 4h

27%

Estimate-to-close, was 18%

90 days

Post-implementation

Professional Services

A CRM & Automation Audit for an M&A Brokerage Firm

A business brokerage running 350-plus automations on a Monday.com CRM, with the NDA pipeline crashing daily and 38% of the rules silently broken. Opens the full multi-page audit site: executive report, architecture maps, schema reference, the playbooks.

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98%

Automation uptime, was 62%

6.4 hrs/wk

Saved per broker

~20 pages

Full audit site

Insurance Brokerage

An AI Operating Layer for a Bilingual ACA Health Insurance Agency

A South Florida EN/ES agency (ACA health, life, tax) answering WhatsApp by hand, dialing renewals one at a time, and learning a client had been moved to another agent only at the monthly check. We wired WhatsApp, an AI renewal dialer, a custom CRM, a bilingual inbound line, and agent-of-record protection into one connected system.

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2.4×

Renewals per agent, OEP

100%

After-hours calls captured

15 weeks

Build, 3 mo support

Transportation

An Operations Platform for a Pediatric Medical Transport Provider

A non-emergency medical transport company moving children for PPEC and mental-health programs, chasing service orders across 40-plus medical centers by email and reconciling commission statements by hand. We automated service orders, billing reconciliation, camera boarding checks, routing, and fleet compliance, closing the gaps that were quietly costing them six figures a year.

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<0.5%

Unbilled trips, was ~6%

$100k+ / yr

Revenue recovered

14 weeks

Build, 9 mo support

Car Wash

A Membership Data Audit & Growth Playbook for a DRB-Based Express Car Wash

A multi-site express car wash running its unlimited-wash memberships on DRB SiteWatch, with one in four members gone quiet, 582 at-risk payments, and no onboarding or retention engine at all. Opens the data audit we delivered for the group acquiring the wash, plus the growth playbook built off it.

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1 in 4

Members gone quiet, 30+ days

$67k / mo

Revenue exposure surfaced

3,820

Members analyzed, DRB SiteWatch

Car Wash

An EverWash Platform Audit & Custom-Build Proposal for a Car Wash Operator

A multi-site car wash running its memberships on EverWash, handing over 8% of gross and bolting on a separate tool for SMS. We audited the platform end to end, screenshots and all, mapped the gaps, and made the build-versus-stay case for a white-label membership platform.

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8% → ~3%

Membership platform fees, on a custom build

40+

Features mapped against EverWash

3 phases

Custom-build roadmap

Restaurant

A Lead-Capture & Automated-Engagement Build for a South Florida Fast-Casual Restaurant

A full dining room with no list behind it: hundreds of customers a week walking in and back out, kiosk taps and paper cards landing nowhere, promotions going out ad hoc if at all. We wired the in-store kiosk to a CRM, stood up a compliant opt-in funnel, and put three months of SMS and WhatsApp promotions on automatic, built as a template for the next location.

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100%

Walk-ins captured, was ~none

3 months

Promotions queued, hands-free

~3 weeks

Build, 3 mo support

Consumer Finance

A WhatsApp AI Agent & Lead-Nurture System for a Credit-Repair Company

Leads coming in faster than the team could work them, the not-yet-ready ones going cold, first response depending on someone being free, and conversations stuck on a personal phone. We put an AI layer on WhatsApp wired to the CRM: it answers in seconds, sorts each lead against the firm's own intake form, nurtures the slow yeses with real value, and hands warm leads to a human, on or off per lead with a tag.

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<1 min

First reply, any hour

3 tracks

Leads auto-sorted & routed

~5 weeks

Build, ongoing support

Immigration & Tax

An AI Agent Layer & CRM Consolidation for a Multi-Line Immigration & Tax Firm

A professional-services firm running immigration, tax, and ACA lines, triaging inquiries by hand across four channels, qualifying and chasing documents manually, and contacting existing and cold clients only when someone remembered. We consolidated every channel into one CRM and put five AI agents on top, two inbound, two outbound, one for existing clients, sharing one voice and memory, plus three lead magnets and drip sequences.

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5 agents

Voice, SMS, email, WhatsApp

3 lines

Immigration, tax, ACA, one CRM

12 weeks

Build, 2 mo support

Auto Detailing

An AI Front-Office Assistant for a Mobile Auto-Detailing Business

A detailing business running entirely on Instagram DMs, Facebook messages, and texts, the owner answering by hand, leads lost to a full calendar, and nobody following up or circling back to past customers. We put a bilingual AI assistant on all three channels, wired to a CRM, that quotes, qualifies, collects info, and hands off a ready-to-schedule lead, then follows up, reactivates, and asks for the review on its own.

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24/7

DMs & texts answered in seconds

100%

Leads followed up & reactivated

~2 weeks

Build, ongoing support

Want one of these for your business?

Every engagement starts the same way: we audit what you're actually running, then show you the gaps before anyone builds anything.

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