Where is your home services business leaking revenue?(HVAC, plumbing, electrical, lawn & landscape, pool, roofing — any trade selling recurring plans)
A 4-minute assessment across the five places plan-based companies leak revenue: churn, competitor poaching, missed upsells, reviews and referrals nobody asks for, and communication gaps, plus a check on your own numbers. Your leak meter runs at the top as you go. At the end you get a full report: your revenue opportunity at target rates, and what published results say to expect. Every question needs an answer; if you don’t know, choose “Not sure” and it counts as half.
What's your customer mix?
Commercial accounts churn less but punish missed calls harder — this tunes the benchmarks to your book.
How many total customers do you have?
Everyone you've serviced in the last 12 months — plan customers and one-off jobs combined.
How many active plan customers do you have?
Monthly and annual plans combined. Best guess is fine.
Pricing at the end scales with this number — $9,990 covers up to 3,000 customers, then per 1,000 above that.
What's your average monthly plan fee?
If most customers pay annually, divide by 12.
$
How many one-off (single-service) jobs do you do per year?
Customers who paid for a single service call but never joined a plan. Typically 15–30% of a company's volume.
Not sure?
Section 1 of 6
Renewals, churn & conversions
Most plan customers don't cancel — they quietly evaporate. And most one-off customers were never asked to stay.
How many of your one-off customers convert to a monthly or annual plan?
They already trust you and had a proven service need — the warmest plan prospects you have. Enter a number of customers per year.
Not sure?
Do you offer a discounted "welcome" plan rate to convert one-off customers?
A first-year discount turns a one-time ticket into recurring revenue worth 5–10x the job over the customer's lifetime.
Do you run a follow-up sequence to convert one-off jobs into plans?
Scheduled touches after the job: seasonal risk reminders, plan offer, anniversary check-in.
How many plan customers leave each year?
Non-renewals + cancellations + failed payments never recovered. Enter a number of customers.
Not sure?
Do you run a structured renewal sequence?
Scheduled touches at 60/30/7 days before a plan lapses — not just an invoice.
When a card payment fails, what happens?
Do you actively work your lapsed-customer list?
Win-back offers to people who cancelled or didn't renew.
Section 2 of 6
Competitor poaching
Your existing customers are being marketed to every day — often at the exact moment they try to reach you.
Google your company name right now. Do competitor ads appear above your listing?
Customers googling your phone number see those ads first.
What share of inbound calls go unanswered, sit on hold for longer than 1 minute, or hit voicemail?
Including after-hours, lunch, and busy-season overflow.
15%
Not sure?
Do competitor mailers or door hangers show up in neighborhoods you already service?
When a serviced home sells, do you have a process to sign the new owner?
Section 3 of 6
Upsell & add-ons
Your techs are inside customers' homes all year long. Every visit without an offer is a missed one.
How many of your plan customers buy at least one add-on service per year?
Seasonal services, inspections, equipment upgrades, protection add-ons… Enter a number of customers.
Not sure?
Are techs equipped and expected to offer add-ons on-site?
Happy customers are your cheapest source of new ones, but only when someone asks for the review and rewards the referral.
Do you systematically request Google reviews after service?
Do you run a tracked referral program with rewards?
Section 5 of 6
Communication & operations
Maintenance service is invisible when it works. If customers never see the value, they stop paying for it.
Do customers get an automatic heads-up before each visit?
After each visit, does the customer get a report of what was found and treated?
Do your customers get texts from multiple different numbers, or one consistent communication channel?
Scheduling from one number, billing from another, the tech's cell for updates — fragmented comms erode trust and get ignored.
When a customer cancels, do you capture why?
Section 6 of 6
Your numbers
You can't fix a leak you can't measure.
Could you state your churn rate, customer lifetime value, and renewal rate by plan type right now, without looking anything up?
Assessment Report
Your revenue leak (revenue opportunity)
Your business could be leaking
Target:$0a year
(revenue opportunity)
Expected: $0 a year, based on published results
At target rates, if none of these systems are in place, based on your answers
$0
Target per plan customer / yr
$0
Expected per plan customer / yr
Leak
At target rates
Expected (published results)
Flagged: answered with estimates
Return on investment with your own Branded App
Regular setup price$24,990
Founding-operator setup (one-time)$9,990
Platform subscription$995 / mo
Total first-year cost$21,930
Expected gross revenue a year, once live$0
Your yearly subscription$11,940
Gross revenue ÷ your subscription—
Estimates, not guarantees: expected figures use published industry results; saved customers keep paying in years two and three.
Target rates: churn cut 20% (relative) among lost customers the app can still reach, once movers (5% of homes a year), saved failed payments and any brand-search losses are set aside, so no customer is counted twice; 40% of failed payments recovered; 6% of the customers still lost won back; one-off customers converted toward 25% with a welcome-plan offer and follow-up (first-year revenue discounted 15%); add-on attach lifted toward 12% at $250 average; half of plan-ready missed callers converted; 25% of sold homes re-signed with the new owner; up to 2% growth from reviews and tracked referrals. Benchmarks adjust to your residential/commercial mix; practices you already run are excluded or reduced, and “Not sure” counts as half. Expected figures apply the share of each target that published industry results support. Every figure is gross revenue, before your own costs. Direct-mail spend is not counted: it stays a cost either way.
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