Name the workflow
Examples: photo quote intake, maintenance request routing, dispatch updates, recurring cleaning checklist, bid follow-up.
Audit Intake
Send enough context to make the $250 audit useful.
Keep it to one workflow. Use fake names, blurred screenshots, or plain-English examples instead of private customer data.
Show where it breaks
List the missing info, repeated questions, late updates, unclear handoffs, or follow-ups that get forgotten.
Use safe examples
Send fake names or redacted screenshots. No private customer data is needed to map the workflow.
Pick the path
Either send rough notes for a no-call audit or include two times for a 25-30 minute walkthrough.
Copy this into an email
Fast intake format
- Business name:
- Workflow to fix first:
- What starts the workflow:
- What info is usually missing:
- Where follow-up gets dropped:
- Who needs updates:
- 2-3 rough examples with fake names:
- Best phone number:
- Two call times or notes-only preference: