The 29 verticals
We do not generalize. We go deep in the verticals we serve.
Three verticals are Live at v1: P&C insurance, HVAC, and dental. Twenty-five are on the roadmap. The Revenue Audit accepts bookings against any vertical and runs against the same diagnostic.
Typical recoverable on a $1M to $5M book is $30,000 to $90,000 per year. Yours is specific.
Tier 1. Launch verticals.
Insurance is Live at v1. The other four ship marketing-only at v1, with Revenue Audits accepted against the same diagnostic.
Professional services
Accounting and Bookkeeping
RoadmapManual data entry and unworked client follow-up sequences.
Explore vertical →Healthcare
DSOs and Group Dental
RoadmapDormant patient database and hygiene rebook gaps across offices.
Explore vertical →Financial services
P&C Insurance Agencies
LiveLapsed renewals and after-hours leakage in the AMS.
Explore vertical →Professional services
Staffing and Recruiting
RoadmapManual document processing and candidate follow-up gaps.
Explore vertical →Trades
Licensed Trade Contractors
RoadmapMissed dispatch calls and inconsistent post-job follow-up.
Explore vertical →Tier 2. Expansion verticals.
Tier 2 buyers are typically COOs or operations leaders with 30 to 90 day sales cycles. Compliance posture matters; the /security page covers it.
Real estate
Commercial Real Estate and Property Management
RoadmapInconsistent reporting and document processing across the portfolio.
Explore vertical →Financial services
Specialty Finance and Hard Money
RoadmapLoan-document intake bottlenecks and borrower follow-up gaps.
Explore vertical →Real estate
HOA and Community Management
RoadmapResident communication follow-up and violation documentation.
Explore vertical →Logistics
Trucking and Freight Brokerage
RoadmapDispatch documents, carrier follow-up, and invoice matching.
Explore vertical →Healthcare
Veterinary Groups and VSOs
RoadmapPatient recall sequencing and referral follow-up.
Explore vertical →Tier 3. Strategic verticals.
Tier 3 engagements are larger, slower, and proof-gated. The Model versus Work gap is the opening frame.
Multi-unit operations
Franchise Support Offices
RoadmapReporting inconsistency across franchisees.
Explore vertical →Financial services
RIAs and Wealth Management
RoadmapCompliance documentation burden and stalled AI pilots.
Explore vertical →Healthcare
Senior Living and Assisted Living
RoadmapResident intake documentation and family communication follow-up.
Explore vertical →Real estate
Title Companies and Closing Operations
RoadmapClosing-document intake and lender follow-up.
Explore vertical →Local service operators.
HVAC is Live at v1. The other thirteen are Roadmap; the audit accepts bookings today.
Local services
Auto Repair
RoadmapService-write-up workflow and recall follow-up.
Explore vertical →Trades
Electrical
RoadmapPermit intake bottlenecks and post-job review velocity.
Explore vertical →Local services
Funeral Home
RoadmapPre-need follow-up and post-service documentation.
Explore vertical →Trades
HVAC
LiveAfter-hours dispatch leakage and dormant customer reactivation.
Explore vertical →Local services
Landscaping
RoadmapMaintenance-contract renewals and seasonal sequencing.
Explore vertical →Healthcare
Med Spa
RoadmapLead response time and treatment-plan follow-up.
Explore vertical →Healthcare
Optometry
RoadmapPatient recall sequencing and insurance verification.
Explore vertical →Local services
Pest Control
RoadmapRecurring-service rebook gaps and route documentation.
Explore vertical →Healthcare
Physical Therapy
RoadmapPatient-visit sequencing and authorization renewal.
Explore vertical →Trades
Plumbing
RoadmapAfter-hours capture and post-job review sequencing.
Explore vertical →Trades
Restoration
RoadmapAfter-hours intake and insurance-document processing.
Explore vertical →Trades
Roofing
RoadmapEstimate follow-up and claims-process documentation.
Explore vertical →Local services
Security and Alarm
RoadmapLead response time and contract-renewal follow-up.
Explore vertical →Professional services
Tax Preparation
RoadmapDocument intake and post-season retention sequencing.
Explore vertical →Sprint SKU.
Post-PE acquisition integration. One-time engagement plus expanded retainer; the buyer is the operating partner or the newly placed COO.
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.
The firm gets paid out of the revenue it recovers. Not before. The Pause Clause governs every engagement.
Twenty-nine verticals. One offer.
The Revenue Audit calculates your specific number from your data.
Fifteen minutes. Vertical-specific framing. Honest no on the call if the figure does not justify the retainer.
The Pause Clause stands. The Honest No is on the call. The first 90 days is month-to-month.