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Trade Systems Group

The Entry Offer

Find the Money Already Inside Your Business.

Most contractors think they have a lead problem. They usually have a systems problem. The Revenue Leak Audit shows you the difference — stage by stage.

The Entry Offer

Start With a Revenue Leak Audit.

We review your technology, marketing funnel, sales process, CRM, communication workflows, reporting, and operational systems to identify exactly where your business is losing time, leads, jobs, and profit.

01

Technology Stack Review

Review current software, subscriptions, integrations, overlap, and underused tools.

02

Funnel and CRM Audit

Analyze lead response, booking, sales follow-up, pipeline stages, attribution, and reporting.

03

AI Opportunity Assessment

Identify high-impact areas where AI and automation can save time, improve response, and increase conversion.

04

90-Day Technology Roadmap

Deliver a prioritized plan with quick wins, recommended systems, estimated impact, implementation order, and ROI opportunities.

You Receive

  • Full systems assessment
  • Revenue leak map
  • Technology recommendations
  • Automation opportunities
  • 90-day action plan
  • Executive review call
  • Estimated ROI by initiative
Executive KPI dashboard displayed on a monitor in a contractor office

The Revenue Leak

Your Business Is Probably Leaking Revenue Every Day.

Most contractors think they have a lead problem. They usually have a systems problem.

  1. Stage 01

    Leads Generated

    • Poor lead attribution
    • Duplicate leads
    • Bad source tracking
    • No campaign visibility
  2. Stage 02

    Calls Answered

    • Missed calls
    • Slow response
    • After-hours leads ignored
    • No missed-call text back
  3. Stage 03

    Appointments Booked

    • Weak phone scripts
    • No qualification
    • Poor scheduling
    • No confirmation workflow
  4. Stage 04

    Appointments Completed

    • No-shows
    • Cancellations
    • Weak reminders
    • Poor route planning
  5. Stage 05

    Estimates Sent

    • Slow estimate delivery
    • Inconsistent proposals
    • No financing presented
    • Poor customer communication
  6. Stage 06

    Jobs Sold

    • No follow-up
    • Weak sales process
    • No objection tracking
    • No call review
  7. Stage 07

    Payments Collected

    • Delayed invoices
    • Manual collections
    • Poor payment options
    • No aging visibility
  8. Stage 08

    Reviews and Referrals

    • No automated requests
    • No referral process
    • No reactivation campaign
    • No customer database strategy

The leads you already have may be worth more than the leads you keep buying.

Questions

Straight Answers.

Free · 30 Minutes · No Pitch