Sent. Then forgotten.
The estimate went out, but nobody followed up. A good job sits unbooked because the next step wasn’t clear.
For trade & home service business owners
Win back missed work.
Spend less time chasing it.
You’ve already paid for the inquiry, prepared the quote and bought the software. Our $199 Revenue Diagnostic shows you where follow-up, paperwork and unused features could be costing you, and what to fix first.
Find My Revenue Gaps — $199Your top 3 opportunities + a written action plan + a 30 day follow up
30-minute review · $1,500 value promise · No subscription
AI4 TRADESREVENUE DIAGNOSTIC
SAMPLE REPORT / NOT CLIENT RESULTSA clearer picture.
A practical next step.
Your top 3 opportunities, in plain language.
ILLUSTRATIVE MONTHLY OPPORTUNITY$2,400Revenue potential + time savings*
01 Follow up on open quotes
$1,20002 Capture job extras
$70003 Cut duplicate data entry
$500*Example only. Your report explains the assumptions behind each opportunity. Actual results vary.
WORK WITH THE TOOLS
YOU ALREADY USEJobberHousecall ProWorkizFieldEdgeServiceTitan
YOU ALREADY USEJobberHousecall ProWorkizFieldEdgeServiceTitan
Small gaps. Real costs.
Where trade businesses quietly lose profit.
You can have a busy crew and a well-run business, and still have a few things slipping through the cracks.
The same information, twice.
Customer details get copied between emails, scheduling tools and invoices. It takes time and creates more chances to miss something.
Work done. Details missing.
A missed call, an extra repair or a change buried in the crew’s notes never makes it to the office or the final invoice.
Built by tradespeople. Practical by design.
We know what the paperwork
looks like after the job.
AI4 Trades grew out of running a trades business. We understand the missed calls, the estimate buried in the truck and the office catching up after hours. That experience shapes what we look for and what we recommend.
Make better use of what you own.
We look at the software you already use before recommending another monthly expense.
Get advice you can understand.
Each recommendation explains the problem, the practical fix and why it’s worth your attention.
Choose what happens next.
Use the plan yourself or ask us to quote implementation separately. You decide how to move forward.
Built for HVAC, plumbing, electrical, roofing and other home service businesses.Meet AI4 Trades ↗
The $199 revenue diagnostic
Know where to start.
And what to do next.
We take a closer look at intake, scheduling, quote follow-up and invoicing. You get a short, useful plan built around how your business actually works.
We start with the tools you already pay for. That might mean setting up quote reminders, getting job notes to the office faster or using a feature that’s sitting idle.
Get My Action Plan — $199- ✓
A focused 30-minute review
Walk us through how inquiries become booked jobs and paid invoices. We look for missing steps and avoidable office work.
- ✓
Your top 3 profit drainers
See the specific places where follow-up, job details or repetitive tasks could be costing you.
- ✓
A one-page written action plan
Clear priorities, practical fixes and the reasoning behind them. Something you can actually use.
- ✓
A 15-minute strategy debrief
We walk through the findings, answer your questions and help you choose the first step.
- ✓
A 30 day follow up
We’ll follow up 30 days after you receive your report. Tell us what you’ve tried, how it’s going and where you’re stuck. We’ll review your update and suggest practical adjustments and a next step.
We stand behind the value
The $1,500 value promise.
If we don’t identify at least $1,500 in lost revenue potential or efficiency gains, we’ll refund your $199 in full.
This covers opportunities identified in the diagnostic, not guaranteed earnings. Your report will explain the estimates, assumptions and timeframe.From a Revenue Leak Audit client
“The audit showed us quickly areas where we could improve processes with very little work. We were even able to do it on our own”
From a Revenue Leak Audit client
“I can’t believe how much information was discovered. Best $200 ever spent”
One review. Clear priorities.
Get another set of eyes on the work behind the work.
Before you spend more on advertising, another subscription or extra office help, find out whether your current process can do more for you. We’ll show you which changes are worth looking at first.
01
Start with the diagnostic. Follow the order link to get started.
02
Show us how the work moves. We review intake, quotes, job information and invoicing with you.
03
Leave with clear priorities. Get your plan within 24–48 hours of the review, then talk through the findings.
A one-time investment
Revenue & Operational Diagnostic
$199
One payment. No monthly subscription.
- Workflow and job pipeline review
- Unbooked quote recovery recommendations
- One-page custom action plan
- 15-minute live strategy debrief
- 30 day follow up with practical feedback
- $1,500 value promise
A clear plan. A one-time cost. A full-refund value promise.
Before you get started
Know what you’re paying for.
Have something else in mind?
Get in touch with AI4 Trades ↗
Do I need to spend hours preparing?
No. There’s no lengthy homework. Be ready to walk us through how you handle inquiries, quotes, scheduling and invoices during the 30-minute review.
What software platforms do you support?
We review processes built around Jobber, Housecall Pro, Workiz, FieldEdge, ServiceTitan and custom setups. The focus is how you use your tools and where the process can improve. Direct account access isn’t assumed.
When will I receive the results?
Your written action plan is delivered within 24–48 hours after the 30-minute review. The 15-minute debrief follows so we can walk through the findings together.
How does the value guarantee work?
If the diagnostic doesn’t identify at least $1,500 in lost revenue potential or efficiency gains, we’ll issue a full refund. We explain how we estimated those opportunities and the period they cover. Identified potential isn’t a promise of actual earnings.
My business is already running well. Is this still useful?
It can be. This is a focused second look at the details that are easy to overlook when you’re busy: quotes without a next step, repeated data entry or features you’re paying for but rarely use. The point is to find worthwhile improvements in the business you already have.
What makes this different from free AI advice?
General tips can give you ideas. This diagnostic looks at your process and your tools, narrows the findings to your top three opportunities and gives you a written plan. The debrief lets you ask questions about your own business.
What does the 30 day follow up include?
We’ll check in 30 days after you receive your report. Share what you’ve put into practice, any results and where you’re stuck. We’ll review your update and suggest adjustments based on your original recommendations. If you haven’t started yet, we can help you choose a manageable first step.
Is implementation included in the $199?
The $199 covers the review, written action plan, 15-minute debrief and 30 day follow up. If you want help putting the recommendations in place, AI4 can quote that work separately. There’s no obligation to continue.
Will I need to buy new software?
We start with your current tools and the way your team works. Recommendations may include a better follow-up process, clearer job notes or making better use of features you already pay for.