20 minutes. Free. No pitch.
This isn't a sales call. It's a fit check.
We have 20 minutes to answer one question: do you have at least a $50,000 cash leak we can realistically plug in the next 90 days so the $5,000 Assessment is a no-brainer?
Takes 30 seconds to schedule. Call takes 20 minutes. Under $3M? We'll still help — just without the guarantee.
When you book, we send a short questionnaire. Revenue, trade, team size, what's keeping you up at night.
You spend 5 minutes once so we can spend 20 minutes on what matters — not "what trade are you in?"
No financials to pull. No reports to prep. Just honest answers so I can show up ready to dig.
On the call, we dig. And dig. And dig some more. We're trying to answer a simple question:
Is there a cash leak of at least $50,000 — and can we realistically plug it in the next 90 days so the $5,000 Assessment is a no-brainer?
We're looking at two things: the business and the owner.
Sweet spot: $3M–$8M in revenue
At this volume, even small inefficiencies add up to five- and six-figure leaks. That's what makes the $5K for $50K guarantee work.
Trade contractor or project-based business
Residential-heavy HVAC, plus plumbing, electrical, roofing, GCs, and similar project-based shops where revenue flows through jobs, draws, retainers, or campaigns. Our diagnostic tools are built for this business model.
"Profitable on paper, broke in reality" problem
You know the feeling — P&L says you're making money, but payroll still gives you a pit in your stomach. There's a gap between what the numbers say and what your bank account shows. That gap is what we find and close.
Under $3M? We can still help — just without the guarantee.
Under $3M, the same leaks exist — the dollars are just smaller. We can still diagnose and help, we just can't guarantee we'll find $50K in 12–18 months, so the money-back promise doesn't apply.
We're also reading you on the call. The best financial plan in the world dies if the owner won't execute it.
Willing to look at the numbers honestly — even the uncomfortable parts
Ready to change how the business runs, not just talk about it
Follows through on hard decisions — pricing, people, process
If you've built a $3M–$8M shop already, you're probably this kind of owner. I just need to confirm it.
You've already filled out the questionnaire, so I'm not wasting your time on basics. Now we dig.
Where's the money pressure? Are you the bank for your customers or your GC? When was the last time your P&L, balance sheet, and cash flow all told the same story?
Every question is designed to sniff out one thing: where is $50,000 or more leaking out of this business in a way that can be plugged quickly? Not "hire 3 people and overhaul your tech stack." More like "you're leaving $80K on the table because your payment terms are upside down and nobody's following up on AR past 45 days."
The numbers are half the story. The other half is whether you'll actually do the work. Are you coachable? Will the plan survive contact with reality?
Three possible outcomes:
There's no slide deck. No "let me show you what I can do." If the Assessment isn't right for you, I lose nothing by telling you that — and I gain a reputation for honesty.
I'm not going to solve your problems in 20 minutes. I'm going to figure out if you have the kind of problem the Assessment is designed to fix.
I'm not discovering your pain points so I can sell you on them later. I'm running a quick diagnostic to see if the economics work — for both of us.
If you get on the call and decide this isn't for you, great. No follow-up sequence. No "just checking in" emails. Your inbox is already full enough.
The Assessment comes with a $50,000 money-back guarantee. If we bet wrong, we eat the $5,000 and the work. So this call is risk management for both of us.
We need to know, before either of us invests anything, whether this has a high probability of success. The 20-minute call gives us both enough signal to decide.
Think of it this way: a doctor doesn't schedule surgery before looking at the X-ray. The Clarity Call is the moment I look at the X-ray to decide if surgery is even warranted.
If we can't see a realistic path to at least $50K in fixable cash leaks in the next 12–18 months, I'll tell you and we're done.
If we can, I'll invite you into the Financial Health Assessment and put the $50,000 guarantee in writing.
Book a 20-Minute Clarity CallNext step after the Clarity Call:
Step 03: Financial Health Assessment →