Example, not a real client. The business in each example below is made up, and so is every detail. This page only shows the shape of the report.
Example AI Assessment report
Where jobs and time slip, and the fix for each
Pick the example closest to your business. All three are made up and follow the same plan: the short version first, then each leak with what it costs and the fix in order.
A real report puts your own figures on each leak, taken from your call. These examples leave the figures out, because made-up numbers would tell you nothing.
Example for a plumbing business
Example, not a real client. Example Plumbing Co. is a made-up plumbing and heating company with a small crew.
The short version
Most of the lost jobs and lost hours sit in four places: calls that ring out after hours, quotes that go quiet, invoices written by hand on weekends, and happy customers nobody asks for a review.
The fastest win is the first one. It can be switched on quickly and starts recovering jobs right away. The fixes below are in the order to do them.
Fix first
1. Calls after hours ring out
Quick winDo it yourself
What is happening
Calls that come in while the crew is on a job, or after the office closes, go to voicemail. Nobody calls back until the next morning.
What it costs you
A person with a burst pipe tonight does not leave a message and wait. They call the next company on the list, and that job is gone.
The fix, in order
Turn on an automatic text to every missed call. It says sorry we missed you and asks what the problem is and the address.
Add one reply word, such as EMERGENCY, that sends the message straight to the on-call phone.
Read the replies each morning and book the jobs.
The tool
Your real report names the exact tool and links its own price page. It first checks whether software you already pay for has this built in.
Fix second
2. Happy customers are never asked for a review
Quick winDo it yourself
What is happening
The work is good and customers say so on the doorstep. Nothing goes online, because nobody asks them to write it down.
What it costs you
A new customer comparing three companies picks the one with recent reviews. Yours looks quieter than it is.
The fix, in order
Copy the link to your Google review page.
After each finished job, send one short text: thank you, and here is the link.
Do it right after the job, while it is fresh.
The tool
A plain text message is enough to start. The report says when it is worth automating.
Fix third
3. Quotes go out late and then go quiet
Do it yourself
What is happening
Quotes are built by hand after the visit, sent when there is time, and nobody follows up unless they remember.
What it costs you
The customer asks two companies and books whoever answers first. A quote that sits unanswered is usually a job lost, not a job waiting.
The fix, in order
Send the quote straight after the visit, even if it is a rough one.
Send a short check-in soon after: did you get it, any questions.
Send one more a little later, then stop.
The tool
The report shows how to set these messages to send themselves, in the software you already use or in a free one.
Fix fourth
4. Invoices are written by hand on weekends
Do it yourself
What is happening
Jobs finish on weekdays. The invoices wait until the weekend, so the money arrives later and the owner loses their time off.
What it costs you
Hours of your own time every week, plus slower payment on every job.
The fix, in order
Send the invoice from the job itself, before the crew leaves the driveway.
Turn on automatic payment reminders for anything still open.
The tool
Most field service and accounting software can do this already. The report tells you which setting to switch on.
What comes after the quick wins
Bigger job, we can build it for you
Every new inquiry gets an instant reply with a way to book. This one takes real setup, so the report treats it separately: what it is, what it does, what is involved, how long it would take us, and a price range. The four fixes above are yours to do whether or not you ever hire us.
Example for a law firm
Example, not a real client. Example Law Office is a made-up small firm that takes consultation requests for family and estate matters.
What we ask, and what we never ask. The assessment is about how your office runs: how inquiries arrive, how fast they are answered, and where hours go. It never asks for client or matter data, names, documents or case details. Describe the process, not the people in it.
The short version
Most of the lost consultations and lost hours sit in four places: inquiries that wait until morning, intake forms that get asked again on the phone, consultations that go quiet after the first reply, and the same "where is my matter" call every week.
The fastest win is the first one. The fixes below are in the order to do them.
Fix first
1. Consultation requests wait until morning
Quick winDo it yourself
What is happening
Someone fills in the contact form at night or while you are in court. The first reply waits until the office opens again.
What it costs you
A person looking for a lawyer usually contacts more than one firm. The one that answers first is often the one that gets the consultation.
The fix, in order
Turn on an automatic reply to every new request. It says you got it, when a person will reply, and how to book a consultation.
Tell the sender not to put case details in the reply, because the first call is where those belong.
Read the new requests first thing and answer the ones that need a person.
The tool
Your real report names the exact tool and links its own price page. It first checks whether your practice software already has this built in.
Fix second
2. Intake questions are asked twice
Quick winDo it yourself
What is happening
The contact form takes a name and a message. Then someone calls and asks the basics all over again, and types them in by hand.
What it costs you
Time at the start of every inquiry, and a first impression of a firm that makes people repeat themselves.
The fix, in order
List the five questions you always ask first, such as contact details, type of matter, and best time to call.
Put exactly those on the form, as plain contact and scheduling questions, and nothing about the matter itself.
Have the answers land in one place before anyone calls.
The tool
A form you already have is usually enough to start. The report says when a different tool is worth it.
Fix third
3. Consultations go quiet after the first reply
Do it yourself
What is happening
Someone asks, gets one answer, and then nothing happens unless a person remembers to follow up.
What it costs you
People who were nearly ready to book drift away without anyone noticing, and you never find out how many.
The fix, in order
Send a short check-in soon after the first reply: any questions, here is the booking link.
Send one more a little later, then stop.
Send a short reminder before a booked consultation.
The tool
The report shows how to set these messages to send themselves, in the software you already use or in a free one.
Fix fourth
4. The same status question comes in every week
Do it yourself
What is happening
Clients call or email to ask where their matter stands, and a person stops what they are doing to answer the same few questions.
What it costs you
Hours of your own time, and clients who feel left in the dark when the answer is slow.
The fix, in order
Write down the three or four things clients ask most.
Send a short plain update on a regular rhythm, so the question does not need to be asked.
Keep one saved answer for each common question.
The tool
Your practice software may already send updates. The report says which setting to check first.
What comes after the quick wins
Bigger job, we can build it for you
Every new inquiry gets an instant reply and a way to book, in your own words. This one takes real setup, so the report treats it separately: what it is, what it does, what is involved, how long it would take us, and a price range. The four fixes above are yours to do whether or not you ever hire us.
Before anything is switched on, check your own state bar rules on advertising and client communication. The report flags where that matters; it is not legal advice.
Example for a med spa
Example, not a real client. Example Med Spa is a made-up small aesthetics clinic that takes most of its inquiries from Instagram and the phone.
What we ask, and what we never ask. The assessment is about how your clinic runs: how inquiries arrive, how fast they are answered, and where hours go. It never asks for patient records, photos, treatment notes or anything about an individual patient.
The short version
Most of the lost bookings and lost hours sit in four places: inquiries that wait for a reply, consultations nobody reminds, people who asked but never booked and never heard back, and the same questions answered by hand all day.
The fastest win is the first one. The fixes below are in the order to do them.
Fix first
1. Inquiries sit unanswered while you are with a client
Quick winDo it yourself
What is happening
A message arrives from an ad or a direct message while the whole team is mid-treatment. It waits until there is a free moment.
What it costs you
Someone interested enough to ask is usually asking more than one clinic. The first reply tends to win the booking.
The fix, in order
Turn on an automatic first reply to messages and missed calls. It says thanks, when a person will answer, and gives the booking link.
Ask one question in the reply, such as which treatment they are curious about.
Answer the replies in two set blocks of time, one in the morning and one in the afternoon.
The tool
Your real report names the exact tool and links its own price page. It first checks whether your booking software already has this built in.
Fix second
2. Booked consultations are not reminded
Quick winDo it yourself
What is happening
Appointments are set days ahead, and the only reminder is whatever someone remembers to send.
What it costs you
An empty chair that could have been filled, and a team waiting for someone who is not coming.
The fix, in order
Send a text a couple of days ahead, one the day before, and one on the morning, each with a way to reschedule.
Keep the text to time and place only, with no treatment details.
Offer the freed slot to the next person who asked.
The tool
Most booking software can already do this. The report tells you which setting to switch on.
Fix third
3. People who asked but never booked hear nothing
Do it yourself
What is happening
Someone inquires, gets a price or a time, and does not book. After that, no one follows up.
What it costs you
These are people who already raised their hand, and each one cost you effort to attract.
The fix, in order
List who asked in the last few weeks and did not book.
Send one friendly check-in with the booking link, then a final one a little later.
Stop there. No third message.
The tool
The report shows how to set these messages to send themselves, in the software you already use or in a free one.
Fix fourth
4. The same questions are answered by hand all day
Do it yourself
What is happening
Price ranges, downtime, what to bring, how to prepare. The answers are always the same and always typed fresh.
What it costs you
Front desk and treatment-room time, and slower answers for the people who need a person.
The fix, in order
Write the answers to your top five questions once, in your own words.
Put them on one page and link it in the first reply.
Keep anything medical for a person to answer.
The tool
A saved reply or one web page is enough to start. The report says when it is worth building more.
What comes after the quick wins
Bigger job, we can build it for you
Every new inquiry gets an instant reply with a way to book, with a person taking over for anything medical. This one takes real setup, so the report treats it separately: what it is, what it does, what is involved, how long it would take us, and a price range. The four fixes above are yours to do whether or not you ever hire us.
How a report like this gets made
You talk for about 20 minutes by phone with an AI voice interviewer, whenever suits you. Nothing to schedule. Adrien reads the interview and writes your report himself, then goes through it with you one on one. No results are promised.
Your own report has the 3 to 5 biggest leaks in your business, one page each, and arrives within 48 hours of your call.
See where your own business stands
Answer six quick questions. Your score shows on screen right away, no email needed.
