Sample deliverable — your audit uses your real numbers.
SSonadesk
AI Ops Audit
Prepared for: Apex Plumbing & Gas
14 June 2026

Where Apex Plumbing is leaking money — and the plan to plug it

Apex is busy and the work is good — but money is walking out the door through the phone and the follow-up gap. The single biggest leak is unanswered calls: roughly nine a week go to voicemail, and most callers simply ring the next plumber. Plugging the four gaps below conservatively recovers ~$5,400 per month for an investment of $449/mo plus a few one-off builds — and most of it is live within a week.

1. The leak map

Ranked by dollar impact. Estimates are deliberately conservative.

GapEst. costFixEffort
Missed & after-hours calls
~9 of 30 weekly calls go unanswered; 85% leave no voicemail.
$3,600 / moSonadesk Front DeskLive in 1 day
Quotes never followed up
~12 quotes/mo sent, little chasing. Follow-up lifts conversion 15–30%.
$1,800 / moAutomated quote follow-up1 week
No review engine
18 Google reviews, no system to ask. Reviews drive inbound + ranking.
Slower inboundAuto review requests3 days
Manual scheduling & reminders
~6 hrs/week on admin; occasional no-shows and forgotten jobs.
6 hrs/wk + no-showsBooking + reminder automation1 week

2. Prioritised roadmap

Phase 1 — this month
  • Sonadesk Front Desk live (stop losing calls today)
  • Review engine switched on
Phase 2 — next month
  • Automated quote follow-up sequence
  • Job booking + SMS reminders
Phase 3 — later
  • Reporting dashboard (leads, jobs won, response time)
  • Deeper CRM / accounting integration

3. Fixed-price quotes

Sonadesk Front Desk
Answers every call, books jobs, texts you the lead. Live in a day.
$449 / mo
Automated quote follow-up
Then included in your monthly plan.
$1,500 one-off
Review engine
Auto-asks happy customers; routes unhappy ones to you first.
$900 one-off
AI Ops Audit fee
Credited back against your first build when you go ahead.
−$990 credit

The bottom line

Conservatively, plugging these leaks recovers ~$5,400/month. Your ongoing cost is $449/month plus $2,400 in one-off builds (with $990 credited back). Even if we ignore everything except missed calls, that's an 8× return — and it starts the day the Front Desk goes live.