10 real sample assessment PDFs from 10 different industries. Real recommendations, real pricing, real ROI math. Pick the one closest to your business and download it. No signup, no email gate, just see what we deliver.
Every report is 12-20 pages, branded PDF, written for one specific business. Click to download any sample.
For a 6-tech HVAC company in Ohio. After-hours capture, dispatch routing, recurring-customer recall — with vendor-specific tooling and ROI math.
Download sampleFor a 4-tech residential plumbing business. Emergency-call coverage, quote turnaround, after-hours text capture, recurring service follow-up.
Download sampleHarbor Roofing case-style sample. Quote-to-close pipeline, photo-bid drafting, follow-up sequences, customer retention for high-ticket projects.
Download sampleFor a 3-bay independent auto repair shop. Service-interval reminders, quote drafting, online review automation, customer retention.
Download sampleFor a 3-dentist family practice. Insurance verification, recall automation, AI scribe, FAQ chatbot. HIPAA-aware tooling recommendations.
Download sampleFor a residential and small-commercial cleaning service. Recurring scheduling, quote drafting, customer retention, review collection.
Download sampleFor an independent salon. Booking automation, retention sequences, retail upsells, no-show recovery, review automation.
Download sampleFor a 2-agent boutique real estate practice. Listing automation, lead nurture sequences, CMA drafting, transaction-management workflow.
Download sampleFor a small group-training gym. Member onboarding, retention, class scheduling automation, churn reduction, automated check-ins.
Download sampleFor a 4-CPA tax and bookkeeping firm. Client onboarding, document collection automation, recurring work, deadline tracking, review automation.
Download sampleEvery report follows the same structure regardless of industry. The recommendations differ; the depth doesn't.
The single most concrete metric — hours reclaimed, dollars recovered, leads no longer dropped. Specific to your business.
Every operational friction in your business scored on effort vs. impact. So you know what to do first, second, third.
Each matched to a pain point. Specific software names. Specific pricing. Specific install steps. No generic "you should use AI" advice.
The 4 highest-leverage tools you can install yourself in the first week. With written setup steps for each.
The heavier builds we'd quote separately if you wanted to scale further. Each with a fixed price and expected ROI.
Every recommendation is explained — why it fits your specific operation, what to watch for during install, what success looks like.
Pick the sample closest to your business. Read it. Then if you want a version mapped to YOUR specific business, your team, your existing tools — get the full assessment.
$497 · 48-hour turnaround · 100% async (no calls, no Zooms, no scheduling friction)
Get My $497 Assessment$1,000+/month or full refund. If your assessment doesn't identify at least $1,000/month of time or revenue you're leaving on the table, we refund you in full.