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Fiverr Pro
English
$
USD
I will audit your home service workflow and stop lead leaks
Business Operations, Workflow and AI Consultant
I help small businesses improve how work gets done.
With 15+ years in operations, sales leadership, CRM, and process improvement, I know how unclear workflows lead to missed follow-ups, duplication, ...
About this Gig
Your team may not be the problem. The workflow may be.
I help home service businesses find where leads, tasks, customer information, and follow-up are getting lost between the office, sales team, field team, CRM, and management.
I will review how work moves through your business and identify issues such as:
Missed or delayed lead follow-up
Unclear ownership and accountability
Poor sales-to-production handoffs
Inconsistent CRM usage
Repetitive administrative work
Duplicate data entry
Scheduling and communication gaps
Reporting and KPI blind spots
Practical AI and automation opportunities
My approach is workflow-first and tool-agnostic. I will not recommend more software until I understand what is breaking, why it is happening, and what should be improved first.
Depending on your package, you may receive workflow maps, bottleneck analysis, ownership recommendations, KPI suggestions, automation opportunities, and a prioritized action plan.
Ideal for roofing, HVAC, plumbing, remodeling, landscaping, restoration, pest control, and other service businesses.
Message me before ordering for more than five workflows or technical implementation.
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Business type:
Startups
•
SMBs
Service type:
Workflow optimization
•
Process mapping
•
Other
My Portfolio
FAQ
What types of workflows can you review?
Common examples include lead intake, sales follow-up, estimating, scheduling, customer communication, sales-to-production handoffs, job updates, invoicing, reporting, CRM usage, recruiting, onboarding, and recurring administrative processes.
What will I receive at the end?
Deliverables depend on the package selected and may include a written assessment, workflow maps, identified bottlenecks, ownership gaps, prioritized recommendations, KPI suggestions, automation opportunities, and a phased action plan.
What information do you need from me?
I will need a brief description of the workflow you want reviewed, the people involved, the tools or systems currently used, and where you believe delays, missed follow-up, or confusion are occurring. After ordering, you will receive a structured intake questionnaire.
Will you need access to my business systems?
Usually, no. Most audits can be completed using your explanations, screenshots, sample reports, process documents, and a screen-sharing session. Please do not share passwords or sensitive customer information. If system access would be helpful, we will agree on a secure and limited approach first.
Do I need to already use AI or automation tools?
No. I begin with the workflow, not the technology. I will first identify what is breaking and whether the process is ready for automation. In some cases, clearer ownership, better documentation, or stronger CRM discipline may be more valuable than adding another tool.
Do you implement the recommendations?
This Gig focuses on assessment, process design, and a practical improvement roadmap. Implementation is not automatically included. After the audit, we can discuss a custom offer for documentation, training, project support, or coordination with a technical implementation partner.
Can you review more than five workflows?
Yes. Projects involving more than five workflows usually require a custom scope because the workflows may connect across multiple teams, systems, and stages of the customer journey. Please message me before ordering so I can recommend the right structure.
What industries do you work with?
My strongest experience is with home-service and field-service businesses, including roofing, remodeling, HVAC, plumbing, landscaping, restoration, pest control, and related contractors. I can also support other small businesses, nonprofits, sales teams, and multi-location operators with similar wor
