ServicesAI & Marketing Assessment

Know what to fix first, and what it is worth.

Your marketing is active and enquiries are coming in. But quotes go unanswered, past customers go quiet, and nobody can say what that costs.

In seven business days you get a plan that puts a dollar estimate on each leak, using your own numbers, and the three actions worth taking first. It starts with a free discovery call, so we both know it fits.

Book a free discovery call

Keep the findings. No commitment to go further.

Let's price the leaks.

A dollar figure on each leak.

I look across your setup, then follow one main customer journey across up to five core tools, from first enquiry to paid job.

Along the way I count what went quiet: quotes that never got an answer, customers who have not been back, and enquiries nobody can trace to a source. Then I estimate what each is worth, using your own quote values and close rates.

The review also shows what is already working, so you don't pay to fix it.

What you get

A short intake and a 45-minute discovery session.
A count of your open quotes and dormant customers, with a dollar estimate for each.
A focused review of one customer journey across up to five tools.
A check of where you stand today in AI search and reviews.
Findings separating confirmed issues, suspected issues, and what is working.
Three prioritized actions, each with its estimated value, cost and what it depends on.
A recorded walkthrough and 30-minute review session.

You leave knowing what to fix, what it is worth, and what can wait.

How the dollar estimates are made.

An estimate is only useful if you can check it. So every figure in the plan follows the same four rules.

Your numbers
Quote counts, job values and close rates come from your own CRM, invoices or quoting tool.
The working, shown
Each estimate is a count, multiplied by your average job value and a cautious recovery rate.
A range, not a promise
You get a low and a high figure, and what would move it either way.
Marked when unsure
Where the records are thin, I say so, and tell you what tracking would fix it.

Client work

Experience following the connections.

For a beauty salon client, Google and Facebook ads, an online store, a booking platform and a CRM weren't connected, and most enquiries came in by phone. I reviewed the setup, gave Google Ads and Facebook ads their own call tracking numbers so calls could be segmented by platform, and connected source-specific enquiry routes to the CRM.

The team got clearer visibility into which calls and enquiries came from each ad platform.

Complete attribution and payment integration were not part of the documented result.

Sample testimonial

Chris showed us roughly what our unanswered quotes were worth. After that, the order of priorities was obvious.

Wellness studioVancouver, BC

A few practical details

Chris MBS Latham working at a laptop, smiling off to the side

How much does it cost?

The price is confirmed on your free discovery call, before you commit to anything.

Does this include the fixes?

No. The assessment covers the diagnosis, the dollar estimates and the plan. The fixes run as monthly services, and you can also take the findings to your own team or another provider.

How accurate are the dollar estimates?

They are estimates, built from your own numbers, with the working shown. Where your records are thin, I give a range and say what is missing.

Is this an exhaustive audit?

It surveys the wider setup, then investigates the main leak. You provide agreed information and access and take part in both sessions.

What if the findings aren't clear enough?

If the assessment doesn't give you an evidence-backed explanation and clear next steps, I'll revise it once. If it still doesn't meet that standard, I'll refund the assessment fee.

Free discovery call: AI & Marketing Assessment

Make the next decision with numbers in front of you.

Start with a free discovery call. If the assessment is the right next step, I'll confirm the scope and price before any payment.

Share a few details. I'll call you, usually within minutes and always within one business day. Nothing is booked or charged until we've talked.

Chris MBS Latham standing with a laptop under his arm, smiling

Know what to fix first, and what it is worth.

A dollar figure on each leak.

What you get

How the dollar estimates are made.

Your numbers

The working, shown

A range, not a promise

Marked when unsure

Experience following the connections.

A few practical details

Make the next decision with numbers in front of you.