TRADES TECH LEAK AUDIT
FREE · 30 MIN · 48-HR REPORT

Find the tech leaks costing your trade business time, quotes, and profit.

A practical 30-minute call plus a one-page written finding inside 48 hours. You leave with the top fixes to make first, whether or not you work with me. No pitch. No obligation.

30 minutes 48-hour report You keep it
First 10 audits, launch month First 10 · Launch month
LEAK MAP · SAMPLE
2 LEAKS FOUND
Call
Quote
~6 HRS/WK
Job
Invoice
$2.3K/MO
Profit
Your audit maps the same flow with your numbers.
FIG 1 · STRIBLEY PLUMBING (DEMO)
1
Book
2 min form
2
30-min call
Plain trades language
3
48-hour report
One-page finding
4
Action plan
30 / 60 / 90 day
  HOW IT WORKS

A 30-minute call, then a written report in your inbox within 48 hours.

Plain trades language. No SaaS jargon. No homework before the call.

01

30-Min Call

We map where new enquiries go, how quotes are built, how jobs are scheduled, how field notes come back, and how invoices and payments are handled.

You talk · I take notes
02

Tech Assessment

I check your public website, visible workflow, and the friction points you raised. Double entry, missed follow-ups, quote delays, owner bottlenecks, crew confusion, reporting gaps.

Off-call review · 1 to 2 days
03

Custom Report

One-page written finding inside 48 hours. Map of your current stack. Three prioritised fixes ranked by impact, with rough hours-saved estimates.

Inbox · 48 hrs post-call
04

Action Plan

30 / 60 / 90 day implementation plan. DIY route, outside help, or hire me, with starting prices for each. If there's no fit, you keep the report anyway.

Optional follow-up call
  WHAT YOU WALK AWAY WITH

A real document. Not a sales pitch.

One page. Inside 48 hours. You own it. Use it however you want, even if we never work together.

TECH LEAK AUDIT · FINDING
Stribley Plumbing
bolt on ops
01 · Current Tech Stack
WP
Xero
SMS
Sheets
WhApp
02 · Three Prioritised Fixes
01
Quote auto-follow-up sequence
+6 hrs/wk
02
Job intake form replaces phone tag
+$2.3k/mo
03
Xero invoice sync (one-click)
+4 hrs/wk
03 · 30 / 60 / 90 Day Plan
30D
Auto follow-up
60D
Job form
90D
Xero sync
PAGE 1 OF 1DELIVERED · 48 HRS POST-CALL
  • 01
    A map of your current tech stack
    What you're using, what it's costing, where it's leaking.
  • 02
    Three prioritised recommendations
    What to fix first, second, third, in impact order.
  • 03
    A cost-benefit estimate
    Rough time-saved hours and dollar figures for each fix.
  • 04
    A 30 / 60 / 90 day action plan
    A realistic sequence, not a wishlist.
  • 05
    Implementation options
    DIY route, outside help, or hire me, with starting prices.
The promise
Report delivered within 48 hours of our call. You keep it. If there's no fit, you still walk away with three things to fix.
  WHAT I CHECK

The 10-point scorecard.

A sample of what the audit covers. Your version is filled in with your business name and your numbers.

Area
What gets checked
Sample
Est. leak
Lead capture
Can a prospect enquire after hours without friction?
Can a prospect enquire after hours without friction?
Needs work
~2 jobs/mo
Quote speed
Are job details structured before quoting?
Are job details structured before quoting?
Pass
Follow-up
Are quotes and invoices chased automatically?
Are quotes and invoices chased automatically?
Needs work
+$2.3k/mo
Job flow
Does the team know what's happening without group texts?
Does the team know what's happening without group texts?
Needs work
+3 hrs/wk
Profit visibility
Can you see margin before month-end?
Can you see margin before month-end?
Needs work
Pricing risk
Website conversion
Does the site turn visits into bookings?
Does the site turn visits into bookings?
Watch
~1 to 2 enq/wk
GBP hygiene
Is the Google Business Profile up to date and ranking?
Is the Google Business Profile up to date and ranking?
Watch
Visibility
Double entry
Is the same data typed in twice anywhere?
Is the same data typed in twice anywhere?
Needs work
+4 hrs/wk
Software gaps
Is there a tool you pay for but barely use?
Is there a tool you pay for but barely use?
Pass
Recurring records
Are maintenance contracts and renewals tracked?
Are maintenance contracts and renewals tracked?
Watch
Lost renewals
FIG 2Sample data · demo plumbing co. · not yours yet
  WHO IT'S FOR

Owner-operators in the trades.

The kind of business where the owner is still doing admin at night or on weekends.

Electrical
Plumbing
Landscaping
HVAC
Solar / EV
Fire protection
Security
Property maint.
You're a fit if
  • Trade businesses with 3 to 20 staff.
  • Owners still doing admin at night or on weekends.
  • Already using spreadsheets, texts, WordPress, Xero, ServiceM8, Tradify, Simpro, Fergus, or Airtable.
  • Operators who want fixed practical fixes, not a six-month software migration.
  COMMON QUESTIONS

The questions everyone asks.

If yours isn't here, ask me on the call. It probably belongs on this list.

Is it really free? What's the catch?
Yes. No catch. The 30-minute call and the one-page written finding are free. The catch, if you want to call it that, is that the report is genuinely useful. About half the businesses who book the audit end up doing the fixes themselves with the report. That is a win for the trade and word-of-mouth for me.
How long from booking to call?
Usually within 5 business days. During launch month (first 10 audits) I am holding slots for serious owner-operators, so booking is direct rather than a busy calendar dance.
What if I don't want to hire you after?
You keep the report. You can hand it to your existing IT person, to another developer, or use it as a DIY roadmap. The report names DIY and outside-help paths for every recommendation, not just the hire-me route.
Do you sign an NDA?
Happy to. If you want one, send yours before the call and I will sign it. The audit does not require access to financials or login credentials. It is a conversation about how work moves through your business.
What if my business is too small or too messy?
If you are a 1-person sole trader still doing under ~$200k a year, you probably do not need an audit yet. You need a quoting template and a phone forwarder. I will tell you that on the call rather than sell you something. Too messy does not exist. Messy is what the audit fixes.
Is this just for Victoria?
Audit calls are remote so any Australian timezone works. On-site work is currently Victoria-based but the audit itself does not require a visit.
  READY TO SEE WHAT YOU'RE MISSING?

Book your audit. Walk away with a plan.

30 minutes on the call. One page in your inbox 48 hours later. You own it.

Book a Tech Leak Audit