Our Process
Four steps. The first two cost you nothing and end with your own numbers read back to you. Here is the whole thing, including what it costs and what happens if you stop.
The four steps
Two of these happen before you owe us anything. The line partway down shows exactly where that changes.
A conversation, not a pitch. How the business got where it is, what a normal Tuesday looks like, and which part of the day you would hand off first if you could.
We sit down with whatever you sent back. Rough numbers are fine; the gaps tell us as much as the figures. We read them back to you and do the arithmetic out loud.
Nothing you have seen so far has an invoice attached to it.
One piece of work goes first: the one that is cheapest to run and quickest to read. Usually the phone, the quote follow up, or the past customer list, because each shows up in your numbers within weeks.
The first workflow goes live on the software you already run. The Monday page starts the week your data is connected, and it is the same page with the same definitions every week after that.
Definitions
Every number on your Monday page, and on your questionnaire, means this. Same definitions in week one and in month three, so a number you send today still means something later.
Everyone who asked for a quote, a visit or a price in a month, whether they came by phone, form, text or a referral.
How many of those leads became a paying job in the same month. Not repeat customers, not upsells on existing jobs. New.
Over the last twelve months: salespeople, commissions, sales and marketing managers, the agency, every ad dollar. Not office overhead, not your own pay.
The percent left after materials, crew and equipment on the job. Before office, trucks, insurance and you.
Four numbers, one question: what does a new customer cost you, and what is that customer worth.
Six pieces of work
Each one runs in the background on the tools you already have. One goes first, chosen by which is cheapest to run and fastest to read in your numbers. The trade usually decides which.
Calls after 5 go to voicemail. The ones who don't leave a message call the next company on the list.
Answered and booked while the truck is still running, including the ones that come in at nine at night.
Estimates go out, nobody follows up past the second try, and the ones from four months ago are just gone.
Day 1, 3, 7, 14 and 30, on this week's estimates and on the ones sitting in the drawer since March.
The people most likely to buy again are the ones nobody has called in a year.
Every Monday the list builds itself: customers serviced this month last year who have not been back.
Paid search gets the credit for customers who were coming back anyway.
Every lead is matched to the customer record the day it arrives, so the spend question lands with a number attached.
The numbers exist somewhere, in three systems and a bookkeeper's head, never on the same page.
The four numbers against the same week last year, what ran, and what moved, every Monday at 7:00.
The only time customers hear from you is when you want something.
A thank-you after the job, a review ask, a seasonal note, on the cycle they already buy on.
Atlas Connect
Atlas Connect puts every conversation the work produces, calls, texts and email, in one thread per customer, on the phone your crew already carries. When the agent hands a decision to a person, this is where it lands.
You leave with the questionnaire and the confidentiality commitment. The working session is free either way.