Free worksheet · Home services

Find what your shop should automate first.

A free 30-minute Task Audit for HVAC, plumbing, electrical, roofing & pest owners. Score the repetitive jobs eating your week, and walk away knowing the two or three worth handing to an AI agent first — and what each one costs you every time it doesn't get done.

30 minutes · pen & paper Ranked, dollar-weighted shortlist Nothing to buy to do it
A peek at the scorecard inside
TaskFreqTime$Score
After-hours call capture545100
Speed-to-lead follow-up43560
Review requests42324
Invoice reminders2228

Frequency × Time × Dollar-attached = Leverage Score. The top of your list is where your money's leaking — that's what you automate first.

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Before you ask

Do I need to buy any software?

No. It's a pen-and-paper (or blank-spreadsheet) worksheet — 30 minutes, nothing to install, no card. You could do it at your kitchen table tonight.

How long does it actually take?

About half an hour. You finish with a ranked, dollar-weighted shortlist of what to automate first — not more homework.

Are you going to blow up my inbox?

No. You get the worksheet and one short follow-up. That's it. Unsubscribe any time and we're gone.