Opportunity Audit
Before you call, you know what their site is missing and what to sell them. Here's a finished report.
Example report A real HVAC company in San Diego. This is exactly what comes back.
50
Ramirez HVAC — Heating & Air Conditioning, Chula Vista CA
Signals checked
✕ Live chat / AI assistant
✕ WhatsApp channel
✕ Online booking
✕ Meta pixel
✕ Analytics (GA/GTM)
✓ Lead capture form
✓ Click-to-call phone
✓ Instagram presence
✓ SEO basics (title + description)
✓ Mobile viewport
Selling angles (3)
Missing: Live chat / AI assistant · WhatsApp channel
Sell: Ethan — AI receptionist
No chat or AI assistant on the site: every after-hours visitor leaves unanswered. Lead with Ethan.
No WhatsApp entry point. For Spanish-speaking and service-business customers this is the highest-intent channel, and Ethan answers it 24/7.
Missing: Online booking
Sell: Web & Automations
No way to book online, so every appointment needs a phone call. Web & Automations ships with a booking calendar and missed-call text back.
Missing: Meta pixel · Analytics (GA/GTM)
Sell: Outbound Intelligence
No Meta pixel: they can't retarget a single visitor. Easy first win before any paid campaign.
No analytics installed. They're flying blind on where leads come from, which opens the revenue-audit conversation.