Revenue Leak Audit™ — HVAC and Plumbing Contractors

Find Out Exactly Where Your Operation Is Losing Revenue.

The Revenue Leak Audit™ is a paid diagnostic for owner-operated HVAC and plumbing contractors. We find where revenue is leaking. You get a full findings report, a recovery blueprint, and a private walkthrough — delivered within 72 hours.

Backed by the 3-Opportunity Guarantee. If we cannot identify at least three actionable revenue recovery opportunities, we refund your audit fee.

Get Started

Book a Revenue Leak Audit™

Complete the intake form below. You will be directed to Stripe checkout to complete payment. Founding Contractor price is $197 — available to the first 3–5 contractors in Salt Lake and Utah County.

Founding Contractor Price: $197 | Future Standard Price: $500

Backed by the 3-Opportunity Guarantee. If we cannot identify at least three actionable revenue recovery opportunities, we refund your audit fee.

Your Business

Contact Information

Your Operation

01What is your trade?

Please select your trade type.

02What is your primary service area?

Please select your service area.

03How many trucks does your operation run?

Please select your truck count.

04Roughly how many inbound calls per month?

Please select your call volume.

05Who answers calls when they come in?

Please select who answers your calls.

06What is your biggest follow-up challenge?

Please select your biggest follow-up challenge.

Additional Information (optional)

Consent and Terms

SMS Updates (optional — recommended)
Terms

You will be directed to Stripe checkout. Payment completes your booking.

Prefer to reach out directly? Call or text (801) 348-7782

Wasatch Revenue Systems LLC — Riverton, Utah 84096

Where the Jobs Are Going

Revenue Is Leaking from Your Operation Right Now. Most of It Is Not Dramatic.

The contractors who lose the most revenue are not always the ones with the worst marketing. They are the ones where calls go unanswered, estimates go unfollowed, and past customers go uncontacted — and nobody has a clear picture of how much that adds up to. The Revenue Leak Audit™ finds that number and maps what it takes to recover it.

The Missed Call

Your phone rang on a Wednesday afternoon while your tech was finishing a job. Nobody picked up. No voicemail was left. No call-back happened. By Thursday, that caller had booked with another company. That was a bookable job that came in, made contact, and disappeared — and you never knew it arrived.

The Dead Estimate

You quoted a job at $3,800. The customer said they needed to think about it. You said you would follow up. You got busy. Two weeks later the customer hired someone else for $4,200. They would have chosen you. Nobody called back.

The Dormant Customer

A customer hired you for a furnace repair two summers ago. You did good work. They were happy. They have not heard from you since. They need a new unit this winter. They do not think to call you — they search for someone local and call the first result. That is a job your existing relationship should have won.

No Pipeline Visibility

You have a general sense of what is booked. But you cannot tell, right now, how many estimates from the last 30 days are still open, how many calls from last week were not answered, or which customers have not been contacted in over a year. You are running the business without instruments.

Five Areas Examined

Where We Look

01

Call Capture

How calls are being received, routed, and logged — including after-hours, overflow, and unanswered calls. This is where leakage typically starts and where the most immediate recovery opportunities are found.

02

Lead Response

How quickly and consistently your operation follows up when a new lead comes in. Delayed or inconsistent lead response is one of the most common reasons qualified leads book with someone else before you have a chance to close them.

03

Estimate Follow-Up

How sent estimates are tracked and followed up on. An estimate that goes out without a structured follow-up sequence has a significantly lower close rate than one that is followed through systematically.

04

Pipeline Visibility

How clearly you can see, at any given moment, which jobs are active, which estimates are pending, and which leads have gone cold. Operations without pipeline visibility cannot prioritize recovery work because they cannot see what they are losing.

05

Customer Retention

How past customers are being maintained as an asset — whether they are being contacted before they have a reason to look elsewhere. Dormant customers are a recoverable revenue category most contractors are not actively managing.

What You Receive

Seven Deliverables. Every Audit. Every Time.

The Revenue Leak Audit™ produces a complete diagnostic package — not a summary call, not a generic summary, not a verbal debrief. Seven documented deliverables, delivered within 72 hours.

01

Revenue IQ™ Assessment

A scored evaluation of your operation across five revenue recovery categories — showing where you are strong, where you are leaking, and how much risk you carry in each area. This is the diagnostic foundation that drives everything else in the audit.

02

Revenue Leakage Estimate™

A documented estimate of the revenue at risk in your operation based on your call volume, team size, follow-up patterns, and pipeline visibility. This is a conservative calculation of what your current patterns are likely costing you — not a guarantee of specific recovery amounts.

03

Recovery Opportunity Findings

A documented list of the specific, observable issues identified in your operation. Each finding describes the problem, where it is occurring, and why it is costing you jobs. These are the factual basis for everything that follows.

04

Revenue Recovery Blueprint™

A recommended recovery plan built from the findings. It identifies the top opportunities, ranks them by impact, and maps the process, tracking, and follow-up improvements most likely to recover the jobs you are currently losing.

05

Recovery Opportunity Timeline™

A sequenced plan showing when and in what order to address the recovery opportunities, prioritized by impact and implementation effort. This prevents you from trying to fix everything at once and ensures the highest-value recoveries happen first.

06

Executive Summary™

A one-to-two-page plain-English summary of the audit findings, the leakage estimate, the top opportunities, and the recommended next steps. Written for the owner. No jargon.

07

Private Loom Walkthrough™

A recorded video walkthrough of the full audit, delivered privately to you. Covers the findings, the blueprint, and the recommended next steps. Watch it at your own pace and share it with anyone on your team.

The Process

What Happens After You Book

01

Submit the intake form.

Complete the short questionnaire about your operation — trade, call volume, follow-up process, and biggest recovery concern. Takes approximately 10–15 minutes.

02

Complete payment via Stripe checkout.

You will be directed to a Stripe checkout page. Founding Contractor price: $197. Standard price: $500. Payment is collected before the audit begins.

03

Receive confirmation with next steps.

You will receive a confirmation within a few minutes. We may reach out within one business day to clarify any details before work begins.

04

Respond to any follow-up within 24 hours.

If we need additional information to complete the audit accurately, we will contact you. Responding promptly keeps the 72-hour delivery window on track.

05

Receive your completed audit within 72 hours.

All seven deliverables are delivered once required information is complete. You will receive the full package — including the Revenue Recovery Blueprint™ and Private Loom Walkthrough™ — in one delivery.

06

Review your private walkthrough.

The Private Loom Walkthrough™ is included with your audit. You can review it at your own pace. If a follow-up conversation is needed, we will coordinate next steps separately.

The Scoring Foundation

How the Revenue IQ™ Assessment Works

As part of the intake process, you answer a short set of questions about how your operation currently handles calls, follow-up, and pipeline tracking. That information is used to score your operation across the five revenue recovery categories and produce a risk band. The Revenue IQ™ Assessment score informs every finding, every opportunity, and every recommendation in the audit that follows.

The 3-Opportunity Guarantee

If We Do Not Find At Least Three, You Pay Nothing.

If we cannot identify at least 3 actionable revenue recovery opportunities, we will refund your audit fee.

An actionable revenue recovery opportunity means a specific, documented issue in call capture, lead response, estimate follow-up, pipeline visibility, or customer retention that can reasonably be addressed through process, tracking, automation, or follow-up improvements.

No vague findings. No generic advice. Specific, documented opportunities — or a full refund. The guarantee definition is available in full in the Terms and Conditions.

Book a Revenue Leak Audit™ — $197 Founding Contractor Price

Founding Contractor Program

First 3–5 Contractors. Full Audit. $197.

The Founding Contractor Program is open to the first three to five HVAC and plumbing contractors in our service area. You get the full Revenue Leak Audit™ — all seven deliverables, the recovery blueprint, and the private walkthrough — at $197, reduced from the future standard price of $500.

In exchange, we ask for your honest feedback on the process. A testimonial is welcome if you find value — but it is never required.

Founding Contractor Price $197
Future Standard Price $500

Available to the first 3–5 contractors in Salt Lake and Utah County.

Book as a Founding Contractor — $197

Is This Right for You

This Is for You If.

This is for you if:

  • You own and operate an HVAC or plumbing company in Salt Lake County or Utah County.
  • You have 1–5 trucks and are still involved in daily operations.
  • You have missed calls you did not follow up on this month.
  • You have sent estimates that went cold without follow-up.
  • You want to know where your revenue is leaking before paying for more leads.

This is not for you if:

  • You run a commercial-only operation with a structured sales team.
  • You already have a CRM with active follow-up workflows and full pipeline visibility.
  • You are looking for a marketing agency or an advertising campaign.
  • You are not willing to share basic information about your call volume and close process.

Common Questions

What to Know Before You Book

What is the Revenue Leak Audit™?

The Revenue Leak Audit™ is a paid diagnostic for HVAC and plumbing contractors. We examine five areas of your operation — call capture, lead response speed, estimate follow-up, pipeline visibility, and customer retention — and deliver a set of documented findings, a recovery blueprint, and a private video walkthrough. Turnaround is 72 hours after required information is complete. If we cannot identify at least three actionable revenue recovery opportunities, we refund your audit fee.

Is this a marketing service?

No. Wasatch Revenue Systems is not a marketing agency and does not run advertising campaigns. The Revenue Leak Audit™ focuses on the revenue that is already reaching your business but not converting — missed calls, unconverted estimates, and dormant customers. The audit identifies the leaks. The optional install closes them.

What happens after I book?

After booking, you will complete a short intake form and Stripe checkout. You will receive confirmation within a few minutes and next steps by email. We may contact you within one business day to confirm a few details. Your audit will be delivered within 72 hours after all required information is complete.

What if you do not find at least three actionable opportunities?

If we cannot identify at least three actionable revenue recovery opportunities — specific, documented issues in call capture, lead response, estimate follow-up, pipeline visibility, or customer retention — we will refund your audit fee in full. An actionable opportunity is one that can reasonably be addressed through process, tracking, automation, or follow-up improvements.

How long does the audit take?

The audit is delivered within 72 hours after required information is complete. The intake questionnaire takes approximately 10–15 minutes. If we need additional information, we will contact you promptly.

What is the Founding Contractor Program?

The Founding Contractor Program offers the full Revenue Leak Audit™ at $197 — reduced from the future standard price of $500 — for the first three to five contractors in our service area. In exchange, we ask for honest feedback on the process. A testimonial is welcome if you find value but is never required.

What is the difference between the audit and the install?

The Revenue Leak Audit™ is a diagnostic. It finds where revenue is leaking and maps the recovery path. The Revenue Recovery Install™ is a separate engagement that operationalizes the top recovery opportunities from the audit — setting up the systems that capture, follow up on, and track leads more consistently. The install is only offered when the audit data supports it.

What Comes Next

After the Audit

After the audit is delivered, contractors whose audits identify meaningful recovery opportunities may be offered a Revenue Recovery Install™ engagement. The install operationalizes the top findings from your blueprint — setting up the call capture, follow-up sequences, and pipeline visibility systems that recover jobs you are currently losing.

The install is a separate engagement and is only offered when the audit data supports it. Not every audit leads to an install.

The audit comes first. The install is only offered when the data supports it.