Stage One
Diagnose
We pull the lead, estimate, and job history out of the CRM, the spreadsheets, and the inbox, and read it as one dataset instead of three. Where records enter, where they stall, where follow-up stops, and which stages nobody has been maintaining.
- Reconcile records across the systems you already run
- Map the path a lead takes today, including the informal steps
- Identify where records go quiet and what they have in common