Skip to main content
STRATABook Audit

We diagnose before we prescribe.

Independent operators leak $30,000 to $90,000 a year out of their own customer list.

For independent owners running insurance agencies, HVAC operations, dental groups, plumbing, accounting, optometry, funeral homes, and 22 more. The customers you paid for go cold. The leads you bought never get followed up on. The growth that should be compounding has stalled. We fix that math by recovering what your database is leaking.

Show me what's leaking

Fifteen minutes. Your data. A specific dollar figure. $5,000 to $25,000 audit investment, sized to the number we find.

Run the numbers myself

The Performance Guarantee

If we don't recover more revenue than your investment inside the first 60 days, we stop billing until we do.

We get paid out of the revenue we recover. Not before. The Performance Guarantee governs every engagement.

Where we've installed

Find your operation.

Don't see yours? Run the audit anyway. →

The gap nobody sees

Every business has a layer nobody sees.

Above the line: the sales calls, the client relationships, the deals you closed. The work that shows up on your P&L.

Below the line: the follow-up that was supposed to go out Tuesday afternoon and didn't go out until Thursday. The renewal that should have fired at day 45 and never did. The Saturday-night call at 6:12 that rolled to voicemail while a homeowner booked the competitor at 6:13. The customers you already paid to acquire, sitting in your database unworked for twelve or thirty-six months.

That below-the-line work has a dollar value. For most businesses your size, it's $30,000 to $90,000 leaking out every year. Yours is specific to your data. The audit calculates it in fifteen minutes.

Your front-desk staff stops working Sundays. Your operations lead gets Mondays back. The owners in your industry who already installed this stopped asking how. They run their business.

You built it. Now it runs you.

The cost of doing nothing

Twelve months from now, with no change.

The lapsed renewals still lapse. The Saturday calls still roll to voicemail. The Monday morning still costs your team two hours of spreadsheet stitching. The bigger shop down the street still has 412 reviews and you still have 38. The reactivation plan that's been sitting in your folder for two years stays there for a third.

The number you could be recovering does not recover itself. It compounds. Against you.

Or you know your specific number before the end of the day.

Show me what's leakingRun the numbers myself →

The Revenue Audit

Know your number before you commit to anything.

Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue. You decide what to do with it. The audit runs $5,000 to $25,000 depending on the depth of your operation; the investment is sized to the number we find.

  1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
  2. 02A diagnosis named in plain English, not industry jargon.
  3. 03A reference conversation with another business owner who has been through this.
  4. 04An investment sized to the number we found, or an honest answer on why this is not for you.

Fifteen minutes. Your data. Your number. Yours regardless of what you decide next.

Whether you engage with us after the audit or not, you walk away with:

  • A 90-day revenue-recovery roadmap delivered after the call.
  • A pain checklist you can use to evaluate any other firm that comes through your door.
  • The Performance Guarantee. If our work does not recover more than your investment inside 60 days, we stop billing until it does.

If you engage after the audit, retainers run $10,000 to $15,000+ per month — sized to the number we found, governed by the Performance Guarantee from day one, month-to-month for the first 90 days.

Book the auditRun the numbers myself first ↓

The plan

Three steps. No surprises between them.

The audit produces the number. The diagnosis lands in writing. If you decide to move forward, the first system goes live inside two weeks. You see the first result inside thirty days.

  1. 01

    Day 0 · 15 minutes

    The audit call.

    We run the math against your data on the call. You see the specific dollar figure of recoverable revenue before the call ends.

  2. 02

    Week 1

    Written diagnosis + 90-day roadmap.

    You receive a written summary of the figure, the gaps we found, and a 90-day plan for closing them. Yours regardless of whether you engage.

  3. 03

    Week 2 · Day 30

    First system installed. First result lands.

    If you engage, we install inside your existing tools — no migration, no training day. The Performance Guarantee is in force from day one.

The ladder

Three ways to know your number. Pick the one sized to where you are.

We do not do free audits — the math is too specific to your data to be done outside a call. We do offer a sixty-second estimator for the owners who want a rough number first. Below is the ladder, in plain pricing.

  1. 00

    Sixty seconds

    Calculate My Leak

    Async estimator, in the browser

    Free

    Not the audit. Sixty seconds. No email. No follow-up.

    Owners who want a rough number against their own inputs before booking the audit.

    • A rough recoverable-revenue figure against your industry and database size.
    • A pointer to whether the audit math will pay for itself.
    Run the numbers myself

  2. 01

    Same week

    The Revenue Audit

    Live, fifteen minutes, against your data

    $5,000 to $25,000

    Owners ready to know the specific dollar figure before deciding what to do about it.

    • A specific dollar figure of recoverable revenue, calculated against your own data.
    • A diagnosis named in plain English, not jargon.
    • A 90-day revenue-recovery roadmap delivered after the call.
    • A reference conversation with an owner who has been through this.
    • An honest answer on whether the engagement is worth the retainer.
    Book the audit

  3. 02

    Day 30 — first result

    Engagement Retainer

    Installed inside the tools you already run

    $10,000 to $15,000+ per month

    Owners who want the number we found turned into recovered revenue, not a report.

    • Layer 1 installed within the first two weeks. First result inside thirty days.
    • Performance Guarantee: if we do not recover more than your investment inside 60 days, we stop billing until we do.
    • Honest answer on the audit call before you engage.
    • First 90 days month-to-month. Long-term commitment earned by the numbers.
    Book the audit first

After the audit call

The audit is the start of the relationship. Not the end of a sales process.

Week one. We send a written summary of the figure we found, the gaps we diagnosed, and a 90-day roadmap for closing them. You get that document regardless of whether you engage.

Week two, if you decide to move forward. We sign a 90-day month-to-month engagement letter and begin installing inside your existing tools. No system migration. No team training day. Your team keeps doing their job.

Day thirty. The first visible result lands. The Performance Guarantee is in force from day one. Every month after, you get a one-page report in numbers you already track. No new dashboards to learn.

Sixty seconds. No email.

A rough number, against your own inputs.

Pick your business type. Tell us the size of your database. We do the math here, in the browser.

Pick a vertical, enter your book size, choose an average value. The number renders here.

The work

Six systems. Installed in sequence.

Each one closes a specific thing that is costing you money. The first one creates a visible result inside thirty days. Each one that lands deepens what we already installed, without your team learning a new dashboard.

Layer 1

Revenue Recovery

Turn customers you already paid for into active revenue.

The database you already built, working for you again. No new ad spend, no new acquisition cost.

Layer 1

Speed-to-Lead

Your first call arrives before your competitor's. Every time.

The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.

Layer 2

Document Processing

Your team stops working through lunch.

Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.

Layer 3

Follow-Up Automation

Every lead followed up. Without you chasing your team.

The sequences you planned, but never executed at scale, run automatically against every contact.

Layer 4

Internal Reporting

Monday morning shouldn't cost you Sunday night.

Your Monday report compiled overnight. No more stitching numbers from five different tools every week.

Pre-entry

The Revenue Audit

Know your number before you commit to anything.

Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.

Click any one below to see exactly what it does and what it changes for you.

Where we've installed

We know your operation because we've built systems inside it.

Insurance agencies. HVAC operations. Dental groups. Plumbing. Accounting firms. Optometry practices. Funeral homes. Trade contractors. Auto shops. RIAs. Title companies. And more. The audit math is the same diagnostic against every business; your number is specific to your data.

Financial services

P&C Insurance Agencies

Lapsed renewals and after-hours leakage in the AMS.

See the audit for your operation

Trades

HVAC

After-hours dispatch leakage and dormant customer reactivation.

See the audit for your operation

Don't see yours? Run the audit anyway. →

Proof

On the audits we've run, the typical business your size is leaking $30,000 to $90,000 a year.

Your figure is specific to your book. We are quiet about engagements in flight; case studies publish when the owner is ready to be named. The audit call includes a reference conversation with a business owner who has been through this. On the record. Not a curated testimonial.

References are matched to your operation and made available on the audit call. To request one, book the audit.

What you see on the audit call

The shape of the artifacts. Not the customer names.

We are quiet about engagements in flight. What we can show is the format. Below are the four documents and screens we walk you through on the audit call. Numbers are redacted; the structure is real.

How we work

Three promises that govern every engagement.

The Performance Guarantee

If we don't recover more revenue than your investment inside the first 60 days, we stop billing until we do.

An Honest Answer

If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.

Month-to-month

The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.

Twelve months in

The number you saw on the audit call is now in your P&L.

The dormant database reactivated. The Monday-morning report on autopilot. The Saturday emergency calls captured and routed. Your team stopped working Sundays. They're doing the work you hired them to do, not the work the software should be doing. The bigger shop down the street no longer outranks you on the local pack. Your front-desk staff ate lunch.

You take the first Saturday off in three years.

You become the owner who runs the business. Not the owner the business runs.

You become the owner the other owners in your industry ask, "How did you do it?"

The audit calculated this on a fifteen-minute call. The Performance Guarantee governed every engagement month. The number we found turned into recovered revenue.

Book the audit

Before you book

Five questions owners ask first.

  • Nothing. The audit runs against a customer-list export and a recent month of call-log data. Your team keeps doing their job; we do the math while they work.

Your recoverable revenue is a specific number.

The audit calculates it from your data in fifteen minutes.

Or close this tab and find out twelve months from now.

Twelve months of no change costs more than the audit. Always.

Book the auditRun the numbers myself

  • The Performance Guarantee

    If our work does not recover more than your investment inside 60 days, we stop billing until it does.

  • An Honest Answer

    If your number does not justify the investment, we say so on the call.

  • Month-to-month

    The first 90 days are month-to-month. Long-term commitment is earned by the numbers.

Performance Guarantee. Honest answer on the call. Month-to-month.

Not ready to book?

Get the audit prep checklist by email.

One field. We send the same checklist we use on the call. No follow-up unless you write back.