How it works
Five steps, from a first look at your leads to a clear report. You approve each step in writing before we move on.
We do the setup and the counting. Your team still answers the phone and runs every job.
The five steps
Each step ends with something you can see. Each one also says what stays your job.
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Audit
We look at how leads reach you today and where they get stuck. You get a list of where jobs slip away, most important first.
Your part
Tell us how leads reach you and what happens to them now.
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Set up
We set up your follow-up and booking rules with you. Nothing is used until you approve it.
Your part
Approve every message and every rule in writing. Only include leads you have permission to contact.
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Start small
We begin with a short trial, called a pilot, on one lead source. A lead is booked only when it fits the rules you wrote down. Unusual cases go to a person, not a script.
Your part
Your team answers the phone and runs every appointment.
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Measure
We count each stage on its own, so you can check it:
- leads contacted
- replies
- good-fit appointments
- who showed up
- cancellations
- sales, when you supply reliable records
Your part
Share your records on who showed up and what sold, if you want those counted.
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Improve
We change what is not working, based on what we counted. You approve each change before it is used.
Your part
Decide with us what to change next.
After a booking, the job is yours
The appointment is yours. Your team runs the job from there.
Your business still
- answers the phone
- attends the appointment
- quotes the job
- delivers the work
- closes the sale
Preflight Client does not control
- your pricing
- your reputation
- your capacity
- your sales skill
Preflight Client does not
- answer live calls
- handle emergencies
- call or text your prospects
- send automated calls or texts
What we do is reported plainly: who was contacted, who responded, what was booked and, with your records, whether it was attended.
No guaranteed results. We do not guarantee any number of leads, appointments, sales or revenue. Read the full Service Scope and Results Disclaimer.
Start with a free review.
The Preflight Review is free: a short review of your form answers and a call to decide whether there is a fit. A full Preflight Audit is paid work, quoted separately in writing.