The diagnostic
The findings are yours, either way.
Three weeks, a fixed fee, and a written document that belongs to your firm — whether you hire me afterwards, hand it to your in-house marketer, or give it to another agency entirely. That last part is not a figure of speech.
Most firms buying marketing are buying it blind. Not because they're careless, but because nobody has ever put the whole picture in front of them: what a signed case costs by channel, how many leads never got a second call, which locations are invisible in the map pack, and who actually controls the accounts.
You can't fix any of that from a dashboard. It takes someone going through it properly, once.
Attribution — where the cases actually come from
Every number in market, every form, every chat, traced from first touch to signed case. What's tracked, what's tracked wrong, and what isn't tracked at all. Conversion actions that fire when you think they fire. Source data that survives into your case management system rather than dying at the form.
Cost per signed case, by channel, in one tableIntake — the ninety seconds that decide everything
Speed to first contact, measured against your own records rather than your impression. After-hours and weekend routing. How many attempts a lead actually gets before it's abandoned. And every intake call in the sample period scored against a rubric — not twenty of them, all of them.
Leak points ranked by signed cases lost per monthLocal search — and what you own
Map pack visibility by city and case type against the firms you actually compete with. Profile completeness, review velocity, citation consistency. Plus the twelve-item ownership ledger: domain, DNS, profile ownership, ad accounts, tracking numbers, lead flow — what's in your name and what isn't.
A location-by-location scorecard, and a list of what you don't controlWhat lands at the end
- A written findings document. What's working, what isn't, and what it's costing — with the numbers behind each finding rather than assertions.
- A prioritised ninety-day plan. Sequenced by what moves signed cases soonest, not by what's easiest to sell you.
- The ownership ledger. Twelve line items, marked yours, theirs, or unclear.
- A walkthrough. Live, with whoever needs to be in the room, so it doesn't become a PDF nobody opens.
Most firms implement two or three of the findings themselves inside the first month, and that's a completely acceptable outcome. If the plan is any good, some of it will be obvious once written down. I'd rather you fix those and trust the rest of the document than pay me to do things your team could have done on Tuesday.
The terms of it
Fixed, quoted before we start
Between $2,500 and $5,000 depending on the number of locations and the volume of intake calls to review. You'll have the number in writing before anything begins.
Applied in full if you go further
If you decide to work with me afterwards, the whole diagnostic fee is credited against your first invoice. You don't pay twice for the same three weeks.
None, in either direction
The diagnostic is not a sales process with a report attached. It ends when the document is delivered, and it's a complete piece of work on its own.
Access, and an hour of your intake lead
Read access to your analytics, ads, profiles and call recordings, and time with whoever runs intake. Without those the work is guesswork, and I won't do it that way.
Tell me the one number you wish you had, and I'll tell you whether three weeks will get it for you.