Sample report · example data · fictional business OQ Report · six parts

Ridgeline Plumbing & Drain

Owner-operator, 6 techs, about $1.4M revenue. Interview with Marek; reviewed by our team. OQ score 58/100.

1 · Executive summary

You're losing about 14 hours a week to work that shouldn't touch you.

Quoting, dispatch changes and invoice chasing all route through the owner. Five fixes recover an estimated 14.5 hours a week for about $214/mo in tools. Three can be live in 4 days. Net value is about $5,550/month at your $95/hr owner rate.

2 · Effort vs. impact

Do the top-left first.

High impact · Low effort

Quote templates · Automated invoice reminders · Missed-call text-back

High impact · High effort

Dispatcher hire / VA for scheduling

Low impact · Low effort

Google review request automation

Low impact · High effort

Custom CRM migration (skip for now)

3 · Prescribed tools & costs

Five tools, $214 a month.

Fix	Tool	Cost/mo	Hrs/wk saved
Quote templates + e-sign	Jobber Core	$39	4.5
Invoice reminders	QuickBooks Online (auto-reminders)	$0 (existing)	2.0
Missed-call text-back	OpenPhone	$15	2.0
Scheduling VA (10 hrs/wk)	Virtual assistant	$160	5.0
Review requests	Jobber add-on (included)	$0	1.0
Total		$214	14.5

4 · 4-day quick-win plan

Live by Friday.

Day 1Turn on QuickBooks invoice reminders. Set up OpenPhone missed-call text-back.
Day 2Build your top 5 quote templates in Jobber.
Day 3Send every new quote from templates. Turn on review requests.
Day 4Write the scheduling SOP and post the VA role.

5 · Upsells (optional)

When you're ready for more.

Maintenance-plan membership offer to past customers (est. +$3k/mo recurring)
AI receptionist for after-hours calls
OQ Retainer: we build and run these fixes with you (below)

6 · ROI

Hourly rate × hours saved − tool costs

$95/hr × 14.5 hrs/wk × 4.33 wks = $5,965/mo
− tool costs $214/mo
= $5,751/mo net (≈ $69,000/yr)

Formula: monthly ROI = owner hourly rate × hours saved per week × 4.33 − monthly tool costs. Clears the 5-hour guarantee threshold 2.9×.

Book your 30-minute review call.

We walk the plan with you, line by line, and you decide the next move.

Book my review call →

After your report

OQ Retainer: we build it with you

from $1,000/mo

Two working sessions a month
We set up the tools, write the SOPs, and track hours saved
Founding rate: the price goes up after every two new clients

Ask about the retainer

Ladder: Free Snapshot → $997 OQ (5-Hour Guarantee) → Retainer from $1,000/mo.