Turn more qualified inquiries into appointments.
A call or form request still needs a response, a helpful conversation and a place on the calendar. We work with your office team to improve intake, callback ownership and scheduling using your existing tools where practical.
For established Orange County home service businesses with capacity to take on more work.
Your score, biggest potential leak and three priorities. No obligation to hire us.
The work we can do for you
What happens after the phone rings or a homeowner requests service?
- Speed-to-lead, qualification and intake workflows
- Lead routing and callback accountability
- CSR training, booking scripts and call review
- Online scheduling and booking workflows
- Approved missed-call text-back and AI overflow or after-hours support where appropriate
- Approved company answers, booking rules and escalation guidance
How we check progress
Track answer rate, response time and qualified-opportunity booking rate. Review completed appointments separately from bookings.
- Answer rate
- Response time
- Qualified-opportunity booking rate
- Completed appointments
We start with your existing team and software where practical. Automated calling or messaging requires client-approved rules and appropriate consent.
We agree on definitions and a baseline before implementation. Missing records and attribution limits stay visible.
See the thinking before you hire us
Know the problem. Understand the next move.
The Free Lost Job Audit gives you a score, your biggest potential leak and three priorities to investigate. You can review your findings before deciding whether you want help.
- Website observations and your answers are clearly labeled.
- Recommendations explain what needs attention and why.
- Any implementation has a separate agreed scope, price and measures.
Free diagnostic. No obligation to hire us.
Illustrative working example · Not a client result
- If your business reports this
- Your team reports that some qualified callers leave without a booking or a clear callback owner.
- A practical next move
- Review representative calls, clarify booking rules and assign responsibility for every follow-up.
- How to check whether it helps
- Track answer rate, response time and qualified-opportunity booking rate. Review completed appointments separately from bookings.
Your audit is a starting diagnosis based on website signals and your answers. Operating metrics require your records to verify.
Start with the problem. Agree on the work.
1. Get your free audit
Website checks and your answers give you a starting diagnosis and three priorities to investigate.
2. Review your priorities
Decide whether demand, conversion or follow-up needs attention first. Your business records help confirm the diagnosis.
3. Choose the next step
Use the findings yourself or discuss help with Tyler. Any implementation has a separate agreed scope, price and measures.
Vendor-neutral implementation
The software is the toolbox. We are the operator.
We diagnose the constraint, configure the appropriate tools, improve the workflow, train your team where needed and measure the outcome.
We work with your existing stack where practical. ServiceTitan, Housecall Pro, CallRail, GoHighLevel and other platforms are selected based on fit. Replacing software is only recommended when the diagnosed problem warrants it.
Google is our default for active local search intent. Meta can support retargeting, seasonal or financing offers, visual proof and reactivation when the customer journey and economics justify it.
AI Company Brain supports Get Booked and Recover by giving your team approved answers about pricing, warranties, financing, service areas, booking rules and escalation. Its value comes from maintained company knowledge and useful workflows.
One part of the five-stage system
We help local service businesses capture existing customer demand and turn it into booked jobs. We prioritize the biggest constraint rather than selling every service at once.
If you want help
Fix one problem. Or get ongoing help.
Choose the work your business needs. You do not have to buy every service or complete a project before starting ongoing help.
Focused implementation
The work you get
One agreed problem, a defined fix, a tested workflow and a handover.
What it helps you do
Make it easier for customers to find you, contact you or book—depending on the gap we agree to fix.
See what is includedThe Booked Job Engine
The work you get
Ongoing management of the agreed marketing, booking or follow-up work, with regular reporting.
What it helps you do
Keep improving the path from customer demand to booked work, and see what needs attention next.
See what is includedAn eligible backlog may call for a paid Recovery Sprint. A smaller scope may be enough. If you have no room for more work, we will discuss that before recommending more demand.
How scope, pricing and separate costs workSee what needs fixing before you spend more.
Answer a few questions. Get your Lost Job Score and three priorities. The audit is free, with no obligation to hire us.
Want to understand the work first? See how we help · Pricing & scope
contact@ochomeservicesalesandmarketing.com