01
Give visitors a clear reason to get in touch
Clarify the offer and estimate process, then give visitors one prominent next step.
Sample Report · Example business. Illustrative findings and measurements.
Make it easier to choose you.
Give customers more reasons to come back.
A fictional residential plumbing business, with practical ideas for clearer offers, useful enquiries and repeat work.
Sample Report. Client deliverables include a professionally designed Business Intelligence PDF and a separate Optimization Roadmap. This example uses an invented business and illustrative results. Its online checklist is a browsing aid.
The business in view
What we found.
Why it matters. What happens next.
The supplied fictional excerpts describe a residential plumbing service but leave basic customer questions unanswered: what the team does, what happens after an enquiry and how an estimate works. The growth priorities start with a clearer offer and contact process, then consider follow-up, customer stories, referrals and repeat business. Test these ideas against the team’s actual services, capacity and customer needs.
- 1. Start with the offer and estimate process. The invented page leaves basic questions unanswered, so message clarity is the first practical test.
- 2. Establish enquiry-outcome tracking. The fictional owner brief lacks performance evidence; verify current practice before adding work.
- 3. Build on completed work and relationships. With customer permission, test useful project stories, referrals and reminders before expanding into several new activities.
10 prioritized business growth opportunities
The business priorities lead.
The full report contains evidence, business implications, recommended actions, first steps and qualitative ratings for each opportunity.
02
Show customers what happens after they ask for an estimate
Explain the real visit and pricing process so customers understand the commitment.
03
Track the enquiries that become worthwhile jobs
Confirm what is already tracked, then compare enquiry source, outcome and value.
04
Give your priority services their own explanation
Improve focused service pages to connect a customer’s problem with a useful next step.
05
Follow up on estimates with a helpful question
Test a short, respectful follow-up and track replies and booked work.
06
Turn completed work into useful customer stories
With permission, explain the original problem, agreed work and outcome.
07
Explore a referral route through property managers
Validate the audience and operational fit before building a pilot.
08
Test useful reminders for past customers
Explore opt-in reminders only after confirming service suitability and customer permissions.
09
Help people prepare for a service visit
Create a clear preparation guide, reviewed by a qualified technician.
10
Make honest feedback a consistent habit
Invite eligible customers to give honest feedback without screening or incentives.
02 / Website & Search Intelligence
The digital foundation.
An eight-page fictional plumbing website, covering service pages, local business details, phone layouts and the enquiry process. All results below, including page counts, profile details, example speed measurements and test outcomes, are invented for this sample. They are not measurements of a real business. Public page setup is shown separately from private Google account checks; AI readiness does not guarantee mentions in AI answers.
Search access & page setup
Illustrative issues with preferred page addresses and sitemap coverage.
Page titles & content
Three fictional service pages use the same generic title.
Local search
A sample website and business profile disagree about Saturday hours.
AI search readiness
Clearer business facts and more complete service answers would help. This does not predict AI mentions.
Usability, mobile & performance
Illustrative mobile example flags an oversized image and a small call button.
Content & discoverability
Estimate expectations and preparation steps need clearer explanation.
Illustrative check results
The downloadable PDF includes a detailed check table, 16 prioritized technical findings, verification statuses and source references. All outcomes and measurements are invented to demonstrate a completed report.
- • Page titles, preferred addresses, content, sitemap and structured business data
- • Business details and local profile consistency, with private-account checks clearly identified
- • Mobile layout, illustrative lab data, image size and call-button tap target
- • Enquiry delivery scenario and information requiring owner authorization
No live audit, account access, message delivery, actual search ranking or visitor performance measurement is represented here.
03 / Integrated action plan
One order of action.
Business growth and website/search improvements, sequenced together. Suggested owners guide a scope discussion; implementation is separate.
Immediate: Confirm the offer, estimate process and existing enquiry tracking; correct website and sitemap details and make page titles specific.
Near-term: Align local hours, add accurate business facts, improve the phone button and reduce image size; test follow-up and customer stories with permission.
Longer-term: Validate partner and reminder demand before investing, and confirm capacity, permissions and tracking.
A separate Optimization Roadmap
The companion document turns website findings into tasks with affected pages, required information, dependencies and completion checks. Implementation is agreed separately.
Download Sample Optimization Roadmap (PDF) ↓How to read the priorities
Qualitative ratings.
Consistent definitions.
These are judgments about the opportunity and its evidence, not predictions of results.
Potential impact
High: a major growth constraint or several customer stages. Medium: a useful, focused improvement. Low: incremental or narrow.
Implementation effort
High: substantial coordination, specialist work or investment. Medium: several tasks or contributors. Low: a contained task using existing resources.
Evidence confidence
High: direct, current evidence within stated coverage. Medium: partial evidence or a reasoned inference. Low: limited evidence or a hypothesis requiring validation.
Sources & research limitations
- • This is a fictional demonstration. The business, page checks, profile record, measurements and simulated test outcomes are invented; no live audit or message delivery was performed.
- • Example speed values describe an invented lab run, not actual visitor experience. Changes in rankings, AI mentions, enquiries or revenue are not established.
- • A real assessment needs owner-authorized Search Console records to confirm Google’s included pages and suitable access or exports for business-profile ownership and performance. Never email passwords.
- • The ten business opportunities are proposals to evaluate, not implementation commitments or promised results.
Your report, your next step
A useful report.
No ongoing commitment.
The initial Business Intelligence Report is $299, one time, delivered as a branded PDF. Implementation and monthly intelligence monitoring are separate services. Monthly pricing has not yet been established; no additional service is required.
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