Topline AI Audit

Questions? [email protected]

Calls going to voicemail? Estimates nobody follows up on?

For home service owners. We talk by phone about how you handle calls, new leads and estimates. You get a written report with 3 to 5 fixes, then a 15-minute call to go over it.

Book my $99 audit See a sample report

Sample. Made-up company.

AI audit report

Example HVAC Co.
HVAC, 12 people

FindingTime saved (estimate)
After-hours calls go to voicemail2-4 hrs/wk
Estimate follow-up depends on memory
Free to do yourself		1-2 hrs/wk
Job notes get typed twice for invoices2-3 hrs/wk
Review requests get skipped on busy weeksUnder 1 hr/wk

These numbers are made up to show the format. Yours will differ. Each finding comes with the fix and what it costs to do yourself.

How it works

  1. Today

    Pay $99 and leave your number

    Check out through Stripe. Leave your phone number and a good time to call.

  2. Within 1 business day

    I email, then call you to set a time

    I email first so you know the call is from me. Then I call to set a time for the audit call. On the audit call we talk for 20 to 30 minutes. I ask how you handle calls, scheduling, estimates, invoices and reviews, and where your time goes.

  3. Within 2 business days of the call

    You get a written report by email

    It comes as a PDF and lists 3 to 5 fixes, using AI or simple automation, for the calls, leads and estimates that take your time. Each one has the problem, the fix, the rough time saved, and the cost to do it yourself. I'll also say where I can help. At least one is a fix you can do yourself for free. It ends with a short plan for your first 4 days.

  4. After you read it

    A 15-minute call to go over your report

    We set a time that works for you. I call, or we share a screen, and go through each fix. You can ask questions and decide what to do first.

  5. Only if you want it

    Get help putting fixes in place

    I offer an optional monthly plan where I help set up the fixes and look after them. You can ask about it on the review call. I'll tell you what it covers and what it costs before you decide. Start within 60 days of getting your report and your $99 is credited to the first month, unless you took the refund. There's no obligation.

What the report looks like

Here are two fixes and the 4-day plan from a sample report for Example HVAC Co., a made-up 12-person HVAC company. Your report will be about your business.

Sample. Made-up company.

After-hours calls go to voicemail

The problem
Calls after 5 p.m. and on weekends go to voicemail. Some callers may hang up and call the next company. The office spends Monday morning calling the rest back.
The fix
An answering service or AI receptionist picks up after hours. It takes the caller's name, address and problem, then books a time for the office to call back. The caller gets an email that confirms the callback time.
Time saved
About 2 to 4 hours a week, mostly Monday callbacks. This is a made-up estimate for the sample.
Cost
Do it yourselfPick a service and set up the email. Plan on half a day, plus the service's monthly fee. A real report names the service and its public price.
With my helpI can set this up under the monthly plan, if you choose it.

Estimate follow-up depends on memory Free to do yourself

The problem
Estimates go out by email. When a customer goes quiet, someone writes a follow-up from scratch, if they remember.
The fix
Write two saved replies in the email or job software you already use, such as Gmail or Outlook templates. Send the first one 2 days after the estimate and the second a week later. A calendar reminder tells you when.
Time saved
About 1 to 2 hours a week, and each estimate gets a second follow-up. This is a made-up estimate for the sample.
Cost
Do it yourselfFree. About an hour to write and save both replies.
With my helpNot needed for this one.

Your first 4 days

Day 1
Write and save the two estimate follow-up replies.
Day 2
Count last week's after-hours voicemails from your phone log.
Day 3
Compare two answering services' prices and trial terms.
Day 4
Start a trial, or write down why you're waiting.

This is a new service

I just started offering this audit. There are no past clients or reviews to show you yet.

I'm Chris. I run Topline Ventures LLC in Wisconsin. I do every call myself, and I review every report before it goes out.

Questions before you book

Who is this for?

Owners of home service businesses with roughly 5 to 50 people. That means HVAC, plumbing, roofing, remodeling, electrical and similar trades. You don't need to know anything about AI.

What if we don't use much software?

That's fine. I'll start from what you use today, even if it's a phone, a paper calendar and email. At least one idea in your report will work with what you already have, for free.

Is the call recorded?

No. I take notes while we talk.

What happens to my info?

Stripe handles your payment. I use your number and our call notes only to set up the call, write your report and answer questions about it. I use AI tools to help draft the report, and I check every line. I never sell or share your info.

What if the report isn't useful to me?

You get your money back. If your report has no idea you'd use, email [email protected] within 14 days of getting it and I'll refund the $99. If you take the refund, the $99 can't also come off a monthly plan.

$99

One-time fee for the audit.

Book your audit

  • A 20 to 30 minute phone call with me
  • A written report by email within 2 business days of the call
  • 3 to 5 fixes, with at least one you can do yourself for free
  • A short plan for your first 4 days
  • A 15-minute call to go over your report
  • Your $99 is credited to the first month if you start the monthly plan within 60 days of your report (not if you take the refund)

If your report has no idea you'd use, email me within 14 days of getting it and I'll refund the $99.

Book my $99 audit

You'll pay through Stripe and leave your phone number and a good time to call. I only use your number to call about your audit.