Ownership
Who owns the next touch on every open quote?
Home service · Field service · Franchise operators
Your open quotes are either a system — or a leak.
In 10–15 minutes, a senior ops-style assessment interviews you on estimates, follow-up, and speed-to-lead — then delivers a trade-adapted review, ready-to-use scripts, and a 7-day plan you can run Monday.
- Diagnostic of your real follow-up process
- Recommended recovery sequence with timing
- SMS and email scripts ready to copy
- 7-day action plan with exactly three priorities
- Quote Recovery System playbook
- Clear next paths: DIY, automations help, or full Murray
Where the money actually dies
You already paid for the lead. The leak starts after the estimate.
Quotes go out. Someone follows up when they can. Days pass. The homeowner goes quiet. That is a quote-recovery problem before it is a lead-generation problem.
Cadence
What happens on day 1, day 3, day 7, and day 14?
Speed
How fast does a real human respond during business hours?
What $99 delivers
Direct questions. Practical output.
1. AI interview
About ten questions, one at a time — including who runs intake, quotes, and follow-up. Discovery only — no pitch mid-way.
2. Personalized report
Prepared for you and your company: main leak, capacity-honest plan, effort × impact, sequence, scripts, and three priorities.
3. Operating playbook
Ownership, stages, cadence, stop rules, KPIs, and a seven-day installation method.
Who it is for
Built for operators — not generic small-business advice.
Good fit
- HVAC, plumbing, electrical, roofing, restoration, cleaning, landscaping, and specialty service
- You send estimates every week
- You want scripts and priorities, not a strategy novel
Not the right fit
- You do not send quotes or estimates
- You expect a done-for-you agency retainer for $99
- You need an enterprise CRM implementation
How it works
Three steps. No software circus.
1. Checkout
Pay $99 securely through Lemon Squeezy.
2. Get access
Your private magic link usually arrives within two minutes.
3. Run it
Answer straight, receive the report, and open the included playbook.
Straight questions. No theater.
Have rough numbers ready.
Ballparks are enough. The agent will not ask for customer lists, passwords, payment details, or API keys.
Your operation
- Trade and average quote value
- Monthly estimate volume
- CRM or quote tool
- Real first-response time
Your follow-up reality
- What actually happens after a quote
- Where quotes die most often
- Who owns the next step
- Your first recovery priority
More leads will not fix this
Repair the recovery system before filling the bucket again.
This assessment focuses on demand you already paid to create: open estimates, completed sales work, and homeowners who went quiet but are not necessarily lost.
After the assessment
Three paths. You choose how far you go.
The $99 product ends with a plan you can run yourself. If you want help implementing — or a full Murray for your company — those are separate offers. No pressure during the interview.
1. DIY — included
Best if you can protect a daily recovery block.
- Run the 7-day plan from your report
- Paste scripts into your CRM or notes
- Use the playbook as the wall chart
$99 assessment only. You keep full control.
2. Automations help
Best after the process works for a week.
- Wire the cadence into your CRM / tools
- Human-in-the-loop send (approve before it goes out)
- Queues, reminders, and logging — not “AI spam”
Scoped after your report. Quoted case by case (setup + optional monthly).
3. Full Murray for your shop
Best when recovery should run every day without relying on memory.
- Operators + agents on open quotes and follow-up
- Built around your trade, CRM, and capacity
- You stay in control of what sends
Custom build / pilot. Discussed after the assessment (or the review call).
Live with Marc · 45 minutes
Prefer a human walkthrough? Book the Ops Review Call.
Same assessment logic, delivered like a senior ops session: we go through your bottlenecks, the report priorities, and the right next path (DIY, automations, or Murray). Modeled on high-ticket AI assessment reviews — specialized for home-service quote recovery.
What’s included
- 45-minute live session (Zoom)
- Prep from your answers / assessment if completed
- Line-by-line priorities and who should own what
- Clear recommendation: DIY vs automation help vs full Murray
- Written follow-up notes after the call
FAQ
What operators usually ask.
Is this a subscription?
No. The assessment is a $99 one-time purchase. Automation help and full Murray are separate, scoped offers.
Do I need a specific CRM?
No. It works with ServiceTitan, Jobber, Housecall Pro, Vonigo, spreadsheets, or a manual process.
Will the agent sell software during the interview?
No. The interview is discovery-only. After the report you see optional next paths — DIY, automations help, full Murray, or a live review call.
What is the $999 call?
A 45-minute Ops Review Call with Marc: walk through priorities, ownership, and the right implementation path. Paid one-time via Lemon Squeezy. Not the same as the self-serve $99 assessment.
What if my numbers are rough?
Ballparks are enough. The report labels assumptions and does not invent business data.
Is this only for franchises?
No. Solo owners, multi-truck operators, and franchise teams can all use it.
Can my CSR or office manager take it?
Yes, if they know how quote follow-up actually works today, not how the process is supposed to work.
What is the refund policy?
If checkout succeeds but access fails and support cannot restore it, you receive a refund. Completed digital assessments are generally non-refundable except where required by law.
What about SMS compliance?
Scripts include practical guardrails for consent, STOP, local business hours, and no fake urgency. You remain responsible for local compliance.
Stop guessing where follow-up breaks.
For $99, get a diagnosis, a sequence, scripts, and a 7-day plan.
Direct questions. Practical output. Built for home-service operators who want recovery, not theater.