The operating gaps

Named in operator language. One paragraph each.

1. 01

   Missed inbound calls after hours and during dispatch peaks

   The homeowner calls at 5:48 p.m. on a Friday. The office phone is at capacity, the answering service charges per minute and converts at 11 percent, and the next caller goes to voicemail. By Monday the job is booked elsewhere. The leakage is measurable in the call log against the booking log.

2. 02

   Estimate follow-up that was on the plan and never executed

   The estimate was written Tuesday. The 48-hour follow-up was on the plan. By Friday the estimator is on three new estimates and the original one is cold. Industry conversion on properly sequenced estimate follow-up sits multiples above unsequenced; the recovery is calculable from your historical conversion data.

3. 03

   Lost estimates from incomplete or non-standard intake

   Two of seven inbound web requests do not collect address, scope, or photo. The estimator chases the customer for missing detail and the lead aging window closes. Document Processing closes the intake gap without changing the customer-facing experience.

4. 04

   Dormant customer database with no reactivation sequence

   Twelve to thirty-six months of past-job customers sit in the CRM with no scheduled outreach. Maintenance contracts, repeat-job recovery, and referral asks are all on the strategic plan and inconsistent in execution.

5. 05

   Internal reporting compiled by hand at week end

   Production by crew, conversion by lead source, average ticket by job type. The owner pulls it Sunday night from the field-management software and the office spreadsheet. Internal Reporting eliminates this without ripping the field-management system out.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for licensed trade contractors is a fifteen-minute working session against a field-management export and a recent month of call-log data. We calculate recoverable revenue across after-hours capture, estimate follow-up conversion, and dormant-customer reactivation. The retainer is sized against the figure. If it does not justify, STRATA says so on the call.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in licensed trade contractors and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Licensed Trade Contractors

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Speed-to-Lead

   After-hours capture plus inbound web-request response time produces the visible booking lift inside the first thirty days.

2. Layer 1

   Revenue Recovery

   The dormant past-job book is recoverable revenue with no new lead spend.

3. Layer 2

   Document Processing

   Estimate paperwork, permit applications, and warranty intake is where field staff loses hours.

4. Layer 3

   Follow-Up Automation

   Estimate follow-up, post-job review sequences, and seasonal maintenance offers install on top of existing CRM.

5. Layer 3

   Internal Reporting

   Production, conversion, and average-ticket reporting unified in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.