The free Spend Plan
Find Out Where Your Next Marketing Dollar Should Go
SEO, ads, AI search, your Google profile, a new website: everyone has something to sell you, and most offer a free audit of it. The Spend Plan is different. We test your whole business, from the first call to the repeat job, then tell you what to fund first, what can wait, and what not to buy at all yet.
About 2 minutes to request. About 20 minutes of your time. Your plan within 2 business days of the checks.
Who it’s for
Built for Owners Who Already Get Calls
A good fit if you
Probably not a fit yet
If you’re brand new with no customer calls yet. In that case we’ll send you our free do-it-yourself checklist instead.
What’s in your plan
Six Pages and a 10-Minute Video
Page 1
The answer.
Your biggest leak, its estimated monthly value, and your next three moves in order.
Page 2
What we found.
Your test-call results, how you compare with the top 3 businesses in your area, and your break-even cost per lead.
Page 3
Your six gates and journey score.
Capture, Proof, Conversion, Harvest, Create and Compound, each marked pass, fail or unknown, with a Customer Journey Score out of 32.
Page 4
What NOT to spend on yet.
The marketing that can wait, and why.
Page 5
If you had $2K, $5K or $10K.
A spending split, with each line marked do it yourself, use a vendor, or something we can do.
Page 6
Your journey, step by step.
All 16 checks with a pass, partial or fail result and one fix each.
Plus: a 10-minute video walking you through it, and a free 30-day re-check of whatever you fix first.
If you already pay an agency, we add a side-by-side of what they report against what your own call log and Google show, and who owns each account. If you don’t, we add a scoreboard showing why the top 3 businesses in your area get the calls.
How it works
From Request to Plan in About a Week
Step 1
Request your plan (2 minutes).
Tell us about your business, what you spend now and who runs it.
Step 2
We confirm and schedule (within 1 business day).
We confirm the number to test and set up a 20-minute screen share at a time that suits you. No test call happens until you approve it.
Step 3
We test like a customer.
5 calls (mid-morning, lunch, late afternoon, after hours and Saturday), your web form and one chat or Facebook message, all timed. No calls are recorded.
Step 4
A 20-minute screen share with you.
We look at your booking reminders, your last 5 open estimates, a $1 test invoice, your review request message and your customer list. We never ask for passwords.
Step 5
We size and rank.
We compare you with your local top 3, score each gate, and give each leak a dollar range with the assumptions shown.
Step 6
You get the plan and video (within 2 business days of the checks).
We offer a short walkthrough. Taking it is up to you.
What we check
26 Known Leaks, Checked in Order
We check your business against 26 leaks across six gates. The first gate that fails gets the next dollar.
1. Capture
We check things like: Unanswered calls, no text-back, slow form replies, after-hours voicemail
2. Proof
We check things like: Review count and pace against your top 3, reply rate, Google profile category and photos
3. Conversion
We check things like: Booking reminders, estimate follow-up, financing on big jobs, mobile site, quote speed
4. Harvest
We check things like: Maps visibility, Local Services Ads, ad spend on your own name, call tracking
5. Create
We check things like: Whether ads point to the right page, and whether you’re ready to scale at all
6. Compound
We check things like: Customer list, pay-by-phone, receipts, reminders and referral asks
Every gate: texting and email compliance. If it fails, it’s fixed first.
Sample
What a Spend Plan Looks Like
Illustrative example, fictional roofing company
Page 1: The answer
Your biggest leak is unanswered calls: 40% of your 120 calls a month go unanswered. Fixing that first is worth roughly $10,100–$25,200 a month in gross profit (estimate; assumptions on page 2).
Page 4: What NOT to spend on yet
In your real plan, every line shows your numbers and the dollar amounts.
Observed vs. estimated
What We Saw vs. What It Might Be Worth
Observed
Facts we can show you, such as call times, rings, reply speed, review counts and what your estimates received.
Estimated
What fixing each gap may be worth. It’s built from your call volume, close rate and gross profit per job, or from clearly labeled assumptions if you don’t have them. We show the math so you can change it. We never present an estimate as a measured loss.
After your plan
What Happens Next Is Your Call
Do it yourself.
Many moves on the plan are ones you can make this week in tools you already pay for.
Use another vendor.
If someone else is the better fit for a move, the plan says so.
Have us fix move #1.
A fixed-scope, fixed-price sprint of 2–3 weeks, with every account in your name.
Not ready yet?
We’ll check in 30 days later with a free re-check, and again with a short market note.
Either way, the plan is yours.
Questions
Questions About the Spend Plan
Get My Spend Plan
Takes about two minutes. We’ll confirm the details and get your OK before any test calls.
See our Privacy Policy and Terms of Use.
Free. No contract. No passwords. No calls recorded.
Free · No contract · No passwords · No calls recorded · Yours to keep