Quick Wins—Fast ROI, Fixed Fee
4–5 hours of focused work, ready‑to‑use checklists, results this month.
All of these are services are provided remotely, there will be no in office visits. We will work through teams or through Zoom to perform the meetings needed.
Pricing Guardrail Tune Up
Approximate Cost: $675.00-$790.00
Approximately 4.5 hours billed
Deliverables: 1 page pricing matrix, discount approval tiers and simple GM-by-job template. This will include a 30 minute intake, analyzing 2-3 recent invoices/quotes, draft guardrails, a 45 minute review call and a final PDF + Spreadsheet.
Cash Conversion Check up
Approximate Cost: $650.00-$875.00
Approximately 5 Hours
Deliverables: Invoicing same-day checklist, collections cadence (D1/D7/D14 touches) credit policy mini guide, KPI starter (DSO, % Same-day invoicing). This includes a 30 minute intake, Quick AR aging review over the last 60 days + 45 minute working session and hand-off pack.
Dispatch & First Time Fix Boost
Approximate Cost: $650.00-$875.00
Approximately 5 hours
Deliverables: zoning rule-of thumb, parts-prep check list, ( Top 50 SKU's), 5-Step dispatcher script and "no -return visit" tracker. This includes a 30-minute intake, review of 10 recent work orders, draft checklists/scripts 45 minute training call, and emailing final documents to the process holder.
Portal Billing Fast Pass
Approximate Cost: $520.00-$700.00
Approximate Hours: 5
Deliverables: Submission Checklist for top client portal, photo/notes standards, "First-pass approval" template. Will have an intake call regarding issues, review 3 recent portal submissions and identify rejects, produce checklist, and a 30 minute walk through.
Margin & Cash Mini Diagnostics
Approximate Cost: $1,300- $1750.00
Approximate hours worked - 10
Deliverables: 2 page findings with top 3 leaks, quick pricing guardrails, same-day invoicing, checklist and a 30 day action list. This includes both advisors performing the intake together. We will analyze 10 jobs ( GM, Discounts, repeat truck rolls) + 30 days A/R. We will follow us with a 60 minute readout and send the pack the same day as the read out.
1-Week Wins Pack
Approximate Cost: $1,040-$1,400
Total hours worked-12
Deliverables: Dispatcher script ( or call center script), parts/materials-prep checklist, pricing one-pager, D1/D7 collections cadence and KPI sheet pre-filled with their data sample. This will include a 30 minute intake with both advisors, build the pack, 60 minute enablement call, one 30 minute follow up a week later.