Step 1 of 4 · After the free call

Opportunity summary.

The question it answers: “Is this worth fixing, and what is it costing me?”

Try it with your numbersRun this page's cost math on your own business
Hours a week it takes, across everyone
What an hour of your time is worthSkip it and we use $150.

Pick your hours to see the same math Ridgeway's summary uses, with your numbers.

trustologyOpportunity summaryTR-0142-OS · v1.0Sample document · names and figures illustrative
Prepared for
Ridgeway Home ServicesPlumbing & HVAC · 14 people · 9 field technicians
Prepared by
Brandon GrayFounder, Trustology
Date
May 12, 2026
Classification
ConfidentialFor Dana Ruiz and named staff

In brief

  1. Inquiries have no owner and no clock. About 4 a week never get a reply.
  2. That costs at least $816 a week in staff time, before counting lost jobs.
  3. Start the free fix below this week. To settle the rest, we recommend a $1,500 Blueprint.

In your words

Why it's hereWe start with your words, so you can check we understood before we explain anything.

“We're busy, but I know we're losing jobs. People call, fill out the form, message us on Google, and some of them just never hear back.”Dana Ruiz, Owner

What's actually happening

Inquiries arrive through four doors (web form, phone, Google messages, a lead marketplace) and land in a shared inbox with no owner and no clock. Follow-up depends on Kim remembering, and on evenings Dana spends clearing what was missed. The field-service app you already pay for has a request queue nobody uses.

Inquiries a week
38
Median first reply
26 hrs
Never answered
4 a week
Time spent chasing
12 hrs a week

From your answers on May 8, our call on May 12, and one week of inbox counts that Kim kept for us.

What it's costing you

Why it's hereEvery number is shown so you can challenge it. We would rather understate the cost than oversell the fix.

Your cost check on our site showed about $1,680 a week. That used the middle of your ranges. Here is the tighter count, with the math shown.

Hours a week chasing and re-keying inquiries12 hrs

× Hourly cost of the people who do it (wages and overhead)$85

× 0.8 conservative haircut80%

Cost of the problem$816 a week · $40,800 a year

Each month of delay costs about $3,509 in staff time.

Not counted above: missed work. 4 unanswered inquiries a week × 25% that would book × $650 average job ≈ $650 a week ($32,500 a year). We leave it out of the headline because we can't verify it yet.

What we'd keep, connect, and cut

  • Shared inboxCustomers already know the address.Keep
  • Inbox + field-service appEvery inquiry becomes a request with an owner.Connect
  • Follow-up remindersNothing waits on memory.Automate
  • First replyCustomers want a person, not a script.Human
  • Tracking spreadsheetA second copy nobody trusts.Remove
  • Website chatbotThe problem is follow-up, not first contact.Don't add

Do this week, with or without us

Why it's hereThere is almost always a free first step. If we can't name one, we don't understand the problem yet.

Create a "Waiting on us" label in the shared inbox. Kim clears it at 9 am and 2 pm, and anything older than one day goes to Dana. It costs nothing, takes ten minutes to set up, and stops most of the four a week from disappearing while you decide on the rest.

Our recommendation

Why it's hereThe next step has a price and an exit. Stopping here is a valid outcome.

Blueprint: $1,500 flat, 2 weeks. We map the inquiry flow with Kim, compare the real options, and give you a decision memo and a fixed quote. Credited in full toward the build if you go ahead.

If you'd rather run with the first step and stop here, that's a good outcome too. This summary is yours either way.

To start, reply "yes" to this email or book a time on our calendar. This price is valid for 30 days.

Questions? Reply to the email that has this document, or write to [email protected].

TR-0142-OS · Confidential · Prepared for Ridgeway Home Servicestrustology.org