One focused assessment maps where work is getting stuck, ranks the best fixes, and shows whether the answer is a process change, software you already own, or a new tool. The paid audit arrives within 48 hours.
Illustrative Report Preview
We diagnose the workflow first, then compare three paths: fix the process, use software you already own, or add a new tool. Only after the recommendation is locked does the system check whether a commissionable link exists.
We'd rather turn away the wrong fit than waste your $250. Here's exactly who gets the most out of this.
Answer five questions about lead response, scheduling, follow-up, and administrative work. You'll get a priority score and the next area worth examining—without being pushed toward a particular tool.
Start with the workflow, compare the available paths, and leave with a plan you can evaluate.
Call our AI voice agent whenever it's convenient. She guides you through a 20–30 min conversation about your business and biggest time drains — no scheduling needed.
Your transcript is analyzed against a fixed decision process: diagnose the workflow, compare process and existing-stack options, then evaluate new tools only when needed.
Within 48 hours you get a polished report with an effort/impact matrix, specific tool picks, ROI estimates, and a 4-day quick win implementation plan.
We hop on a 30-minute follow-up call to walk through every recommendation, answer your questions, and map out any bigger opportunities we uncovered.
Your assessment isn't a PDF that collects dust. It's a customized action plan — six concrete outputs built around your specific workflows, your team, and your actual numbers.
Everything above is included for $250. One flat fee, delivered within 48 hours, with no ongoing commitment and no requirement to buy recommended software.
Get Your Assessment →The example below is illustrative. Your report uses your transcript, your stated numbers, and clearly labeled assumptions.
Illustrative preview. Your report reflects the workflow and facts described on your call.
Every item is ranked by effort, expected impact, dependencies, and confidence.
Only justified tools are included, with a canonical URL, cost, fit reasoning, and a no-purchase alternative.
Written for the person responsible for the workflow, with an owner, dependency, and test for every step.
If you did not provide a figure, the report labels the estimate and shows how to replace it with your actual number.
The consultant reads the report before joining. The call begins with the assumptions and decision—not a repeated discovery interview.
One call. One flat fee. Everything above delivered to your inbox.
This audit was built around the businesses in Evergreen's own network first: plumbing, HVAC, electrical, roofing, and landscaping companies. If you have 3+ employees and repetitive work, there's real money and time to save.
Model a slow-response scenario using your own lead volume, close rate, and project value. The result is an estimate—not a promise or measured loss.
We'll email your breakdown + a free action plan. No spam.
Founding client rate — full assessment, custom report, and walk-through call included.
If you complete your assessment and don't feel the report is worth every penny of the $250, we'll refund you in full — no questions asked, no awkward conversation. We stand behind every recommendation we make.
After payment, call Alice any time. The 20–30 minute interview starts immediately and stays focused on how work actually moves through your business.