AI Operations Integration · independent owners, $500K to $20M · 29 verticals
Five operating gaps are leaking revenue from your business right now.
STRATA measures the total from your own data in fifteen minutes, then installs the layer that closes it. Send a CRM, AMS, or PMS export plus a recent month of call logs, and the firm sends back your specific number. No pitch. No commitment.
Fifteen minutes. No cost. Your specific figure. The firm gets paid out of what it recovers, not before.
Your export is used only to calculate your figure. Never sold, never shared. Security
The operating gap
Every business has a layer nobody sees.
Above the surface: the sales calls, the client relationships, the transactions closed, the revenue collected. The work that gets recognized on the P&L. Below the surface, five gaps, all running at once.
- 01The Saturday call at 6:12 p.m. that rolled to voicemail while the homeowner booked the competitor at 6:13.
- 02The dormant book of customers you already paid to acquire, sitting in your CRM unworked for twelve to thirty-six months.
- 03The CSR who spent Tuesday afternoon keying data out of PDFs and faxes by hand instead of serving a client.
- 04The reactivation sequence that has been on the strategic plan for two years and has never once fired.
- 05The Sunday night your operations director spends stitching four systems into one Monday report, on numbers already two days old.
Each gap is calculable. Together they are your operating leak. A book in the $1M to $5M range models to a total leak in the tens of thousands of dollars a year. Yours is not a model. The Revenue Audit measures it across all five gaps, from your own data, in fifteen minutes.
The cost of doing nothing
Twelve months from now, with no change.
Nothing about the five gaps fixes itself. The dormant book ages another year. The missed Saturday calls keep routing to voicemail. The manual hours keep stacking. The reactivation campaign that has been on the plan for two years stays on the plan for a third. And the leak you could measure today is larger next quarter, because every unworked contact and every slow callback compounds on the one before it.
The leak does not slow down. It compounds. Against you.
Or you know your specific number before the end of the day.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your own data. The firm calculates a specific dollar figure across all five gaps, tells you which gap is leaking the most in your operation, and you decide what to do with it.
- A specific dollar figure of recoverable revenue and reclaimed staff time, calculated across all five gaps against your own data. Not a range. Not a projection.
- A gap-by-gap diagnosis that names which of the five is costing you the most, in operator language, not marketing language.
- An on-the-record conversation with an operator in your vertical or an adjacent one. Not a curated testimonial. A real owner you can ask anything.
- A retainer sized against the figure, or an honest no on the call.
Yours either way
No cost at this stage. Your data. Your number. And regardless of whether you ever engage, you keep:
- IncludedA written 90-day operational-leak roadmap, delivered after the call. The same deliverable that anchors a $5,000 Professional Audit.
- IncludedA one-page gap checklist you can use to audit any other vendor who pitches you.
- IncludedThe Pause Clause. If you engage and recovered revenue does not exceed the retainer in 60 days, the engagement pauses until it does.
One minute · No email required
A rough number, against your own inputs.
Pick your vertical, your book size, your average transaction value, and how many inbound calls a month go unanswered or slow. We model two of the five gaps. The full audit makes it precise across all five.
Fill the four fields and the number renders here. Modeled at conservative reactivation and win rates. The other three gaps are not included. The Revenue Audit calculates all five from your data.
Not ready to send an export?
Two smaller steps first.
You do not have to hand over a database to get value from STRATA today.
Request a sample audit report
The same format the firm delivers, on an anonymized book, so you know exactly what you would get. Ask for it and the firm sends it over.
Get the one-page gap checklist
The same checklist the firm uses on the audit call. One field. No follow-up unless you reply.
Used only to send the checklist. Never sold, never shared.
The stack
Six layers. One compounding system.
Each layer closes one of the gaps. The stack installs in sequence, starting with whichever gap your audit shows is leaking the most, so the first visible result lands inside thirty days. Each layer that lands adds operational depth and makes the system harder to pull out than to keep.
Speed-to-Lead
- Eliminates
- The two-to-seventy-two-hour delay on inbound calls and leads that hands the deal to whoever picked up first.
- What you get
- You stop hearing about the jobs from your competitors at the next association dinner.
- What you become
- The operator that does not lose a job to voicemail. The shop that picks up first.
Revenue Recovery
- Eliminates
- Passive acceptance of the customers you already paid to acquire, sitting unworked in your CRM, AMS, or PMS.
- What you get
- The book you built stops leaking out the back.
- What you become
- The owner who runs the book, not the one who keeps buying customers they paid for once.
Document Processing
- Eliminates
- Manual data entry from PDFs, emails, and faxes that costs your team four or more hours a week.
- What you get
- Your CSR stops working through lunch.
- What you become
- The office that runs, where the team does the work you hired them for.
Follow-Up Automation
- Eliminates
- The distance between the sequences you planned and the ones that fire.
- What you get
- The should-have-followed-up guilt, gone. The cadence runs without you chasing it.
- What you become
- The firm with execution, not the firm with intentions.
Internal Reporting
- Eliminates
- The Sunday-night stitching across CRM, ledger, and carrier portals on numbers already stale.
- What you get
- Sunday night stops costing you Monday morning.
- What you become
- The leader who runs a business that runs without you on Sundays.
Professional Audit
- For
- Operators who need full operational visibility before deploying anything.
- What you get
- You know your number, and you cannot unknow it.
- What you become
- The operator who measured the leak before they built the fix.
Retainers begin at $10,000 a month and are sized to the figure the audit produces. Setup matches the monthly. And the Pause Clause governs every engagement: if recovered revenue does not exceed the retainer in the first 60 days, the engagement pauses until it does. The audit produces the number that justifies the investment before you commit to it.
Tried an AI pilot before that did not stick? Most stall because they were bolted on beside the daily workflow instead of installed inside it. The firm installs the layer inside the CRM, AMS, or PMS you already run, against the gap leaking the most, with a visible result inside thirty days.
The 29 verticals
We do not generalize. We go deep in the verticals we serve.
The diagnostic runs for all twenty-nine verticals today. The recovery method is not vertical-dependent, so the audit and the 90-day roadmap are available to you now regardless of which vertical you run. Insurance, HVAC, and dental are deployed first. Every vertical the firm adds installs the same five-layer system.
Deployed first. The remaining twenty-six verticals are scheduled, and the diagnostic plus the 90-day roadmap are available to every one of them today: Accounting, Staffing, Trade Contractors, Commercial Real Estate, Hard Money, HOA Management, Trucking, Veterinary, Franchise Offices, RIAs, Senior Living, Title Companies, Plumbing, Roofing, Electrical, Restoration, Med Spa, Optometry, Physical Therapy, Pest Control, Security and Alarm, Auto Repair, Landscaping, Funeral Home, Tax Preparation, and Post-PE Integration.
Proof
A book in the $1M to $5M range models to a recoverable figure of roughly $30,000 to $90,000 a year, across the five gaps.
That is a model, sized from book size and the five gaps. Your figure is specific to your operation, and the audit calculates it from your own data, not from a benchmark. The proof that matters before you commit is structural, and it is on the record.
An on-the-record reference
The audit call includes a conversation with a real operator in your vertical or an adjacent one. An owner who will tell you what working with the firm is really like.
The Pause Clause
The firm is paid out of the revenue it recovers, not before. The firm carries the risk that the system performs.
The Honest No
If the figure does not justify the retainer, the firm says so on the call.
How the engagement is governed
Three structural promises. All on the record.
The Honest No
If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.
You keep the written 90-day operational-leak roadmap whether or not you engage. The audit is no cost, and the number is yours to act on with anyone.
What happens after the audit
The audit is not the engagement. It is the start of the relationship.
- Week 1The firm sends a written summary: your figure, the gap-by-gap diagnosis, and a 90-day operational-leak roadmap. You receive that document whether or not you engage.
- Week 2If you move forward, the firm signs a 90-day month-to-month engagement letter and begins configuring the first layer, the one your audit showed is leaking the most, against your existing CRM, AMS, or PMS. No system migration. Your team keeps the tools they already use.
- Day 30The first visible result lands. The Pause Clause is in force from day one. Every month after, you get a one-page operator report showing the production lift in numbers you already track. No new dashboards to learn.
Twelve months in
The number you saw on the audit call is now in your P&L.
The Saturday emergency calls are captured and routed. The dormant book reactivated. The CSR doing the work you hired them for, with the paperwork running on its own. The follow-up sequences firing without anyone chasing them. The Monday report on autopilot, on numbers you can trust. Your operations director stopped working Sundays.
You take the first Saturday off in three years.
You become the operator who runs the book. Not the operator the book runs.
A business that runs without you on Sundays is worth more than one that depends on you. You built an asset, not just an income.
The Revenue Audit calculated this on a fifteen-minute call. The Pause Clause governed the engagement. The leak turned into recovered revenue and reclaimed time. You measured it before you built the fix.
Before you book
Questions, answered on the record.
What if I tried an AI pilot before and it did not work?+
What does my staff have to do during the audit?+
What happens to my data?+
Does this work for a 3-truck operation, a 1-doctor practice, or a 2-office group?+
My vertical is Scheduled, not Live. Can I still get a number?+
What if the figure does not justify the retainer?+
Why do I have to use a business email?+
Is this a long contract?+
Your recoverable revenue is a specific number
The Revenue Audit calculates it from your data in fifteen minutes. Or close this tab and find out in twelve months.
Fifteen minutes against your own data. The firm sends back your specific figure across all five gaps and a written 90-day roadmap you keep either way. No pitch, no commitment, and the firm is paid only out of what it recovers.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.