Relationship leak audit
Every leak below is measured against your own records, priced with your own average job value, and closed by a named owner with a due time.
01
Estimates sent and never followed, quoted work that goes quiet, jobs closed without a collection step.
Impact
Open value sits in the CRM with nobody assigned to it, so the month ends with revenue that was earned and never captured.
What EchoCody does
Every open estimate carries an owner, a next action and a due time. Aging value moves to at risk and appears in Pulse before the window closes.
02
The customer repeats their address, their history and their problem to a new person every time.
Impact
Repeat work is priced like a first call, upsell context is lost, and trust erodes with each retelling.
What EchoCody does
One operating memory holds identity, history, preferred channel and prior outcomes, so the next conversation opens where the last one ended.
03
Spanish speaking callers get a hold queue, a callback promise, or an English voicemail.
Impact
The whole Spanish speaking side of your market converts at a fraction of the English side, and nobody in the office can see the gap.
What EchoCody does
EchoCody answers in English or Spanish, records the language preference on the relationship, and keeps every later touch in that language.
04
The business only moves when the owner answers the phone, checks the inbox, or remembers to follow up.
Impact
Growth stops at the owner's calendar, vacations cost real revenue, and no manager can be held to a number they cannot see.
What EchoCody does
Ownership, due times and outcomes live in the system rather than in one person's head, and the daily Pulse shows what is handled and what still needs a human.
Send your team size, trade and where to reach you. A person reads what you send and returns the scored audit by email.
Or call and talk it through: (801) 980 0308
