Your marketing is generating interest. People are calling, filling out forms, requesting quotes. But somewhere between that first moment of contact and the signed contract, something breaks. Quietly. Repeatedly. Expensively.
The FI Audit is a three-session diagnostic that maps every path a lead takes through your business, identifies the exact points where momentum decays, and calculates what that decay is costing you in real dollars.
You know your ad spend. You know your cost per lead. You might even know your close rate. But the space between those numbers is where the money disappears, and almost no one is tracking it.
We call it the Momentum Tax; the revenue your business quietly loses every month because follow-up was never designed, only assumed.
A homeowner fills out your contact form Tuesday night. Your office opens Wednesday at 8am. By then, they've submitted forms to two other companies. The one who responded at 9:02pm got the job.
Your estimator sends a quote on Monday. Nobody's job is to follow up on it. By Friday the homeowner has three other quotes and picks the company that called them back Thursday.
Your team is slammed with jobs. The phone rings. Nobody answers. The voicemail sits for two days. That lead is no longer a lead; they're a customer of the company that picked up.
A prospect calls back about a quote from last week. A different person answers. They have to explain everything from the beginning. The trust from the first conversation resets to zero.
None of these register as failures. They don't show up in your reporting, your CRM, or your ad dashboard. The lead just quietly goes somewhere else, and the revenue never arrives. The Momentum Tax is invisible until someone measures it.
That's what the FI Audit does.
The FI Audit maps your entire follow-up architecture against the Five Vanishing Points; the five places where momentum either survives or silently disappears between a lead and a closed job.
This is not a marketing audit. It is a diagnosis of what happens after marketing does its job, after the lead arrives and before the money follows.
We learn how your business actually operates. Where leads come in, who touches them, what happens after first contact, and where things currently break down. This is a conversation, not a presentation.
We map every channel, every handoff, and every decision point in your current follow-up process. Most businesses have never seen this laid out. By the end of this session, you will.
Between sessions, we do the work. We take everything from the discovery session and run it against the Five Vanishing Points, identifying exactly where momentum is decaying in your business.
In this session, we walk you through the findings. Every gap. Every breakdown. Not theory, but what is actually happening to your leads right now.
We deliver your complete diagnosis. Your Momentum Flow Map, your Vanishing Point Scorecard, and your Momentum Tax number, calculated from your real data.
This is where the math meets the map. You will see exactly where leads are decaying, why, and what it is costing you annually. Most businesses are stunned by the number. Not because it's inflated, but because they've never seen it before.
At the end of Session 03, you walk away with three deliverables that change how you see your business.
A visual map of every lead path in your business, from first contact through each handoff, response point, and decision gate to close or decay. You will see your follow-up architecture laid out in a way you have never seen it before.
A rating across all Five Vanishing Points: Timing, Ownership, Coverage, Continuity, and Orchestration. Each point is scored based on what the audit reveals. You will see exactly which points are protected, which are partially exposed, and which are wide open.
The estimated annual revenue being lost to unstructured follow-up, calculated from your real numbers. This is not a projection or a scare tactic. It is the cost of the current design. When you see it in dollars, the question changes from "is this a problem?" to "how long has this been happening?"
If your business depends on someone responding, following up, sending an estimate, returning a call, or closing a conversation, the audit will show you where that chain is breaking.
The momentum problem is the same across every home service business. The crew is in the field. The phone rings. Nobody answers. The lead calls the next company. Only the service line changes; the physics don't.
“We were spending money on marketing and couldn't figure out why growth wasn't matching. Turns out the problem wasn't getting leads; it was everything that happened after.”
— Home service business owner, post-auditThree sessions over one to two weeks. Session 01 is the discovery conversation. We do the diagnostic work between sessions. Session 02 walks you through the findings. Session 03 delivers your complete diagnosis with all three deliverables. Each session runs 45 to 60 minutes.
Nothing formal. Know your approximate lead volume, your average job value, and how follow-up currently works in your business. We'll guide the rest.
No. The audit is a professional diagnostic. Three sessions focused entirely on understanding your business, identifying where momentum breaks, and quantifying what it costs. You receive your Momentum Flow Map, Vanishing Point Scorecard, and Momentum Tax number. They're yours to keep.
$2,500. This is a professional diagnostic, not a free consultation. Businesses that treat follow-up as an expense get free consultations. Businesses that treat it as a revenue decision invest in the diagnosis.
Good. The audit isn't about your tools. It's about the system, or lack of system, those tools are operating inside. Most businesses have the technology. Very few have the architecture.
The audit works for solo operators and teams. The Vanishing Points are the same. The gaps just show up in different places. For solo businesses, Coverage is almost always the primary gap.
Green Edge AI serves home service businesses exclusively. The Follow-Up Intelligence framework applies to any business that generates leads and depends on closing them, but Green Edge is built specifically for the realities of field service operations.
Three sessions. Every lead path mapped. Every gap identified. Every dollar quantified.
Your first session is the discovery conversation. Everything starts there.
Every week you operate without knowing where momentum breaks is another week the Momentum Tax compounds. Three sessions changes that.
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