30‑Day Plumbing Margin Expansion Diagnostic
In 30 days, we map your office, find where your margin is leaking, and hand you a concrete plan to run more revenue through the same team using AI. No gimmicks, no theory, no firing your people.
For plumbing companies doing $10–50M+ in revenue wanting to grow without adding office staff.
If your office feels “maxed out,” you’re paying a margin tax every month
By the time a plumbing shop hits ~$30M:
-
Dispatch is juggling more calls than it was built for.
-
Invoices stack up, AR drifts, and you’re chasing cash you already earned.
-
People are working overtime to push paper instead of running the business.
-
You know there’s more margin in the business, but every fix feels like more meetings and more headcount.
You don’t have a “people” problem. You have a systems and leverage problem.
Our job is simple:
Show you exactly where your office is wasting time and margin, and design the AI‑powered systems that fix it fast.
What you get in 30 days
Name: 30‑Day Plumbing Margin Expansion Diagnostic
Investment: $25,000 flat (credited to implementation)
In 30 days, we deliver four things:
1. Full Office Flow Map
Lead → call → dispatch → job → invoice → cash.
-
Every handoff.
-
Every manual touch.
-
Every spot where jobs, money, or information get stuck.
2. Time & Cost Study on 5–7 Core Workflows
-
CSR call handling and dispatch
-
Job close‑out and paperwork
-
Invoicing and billing
-
Collections / AR
-
Job costing & reporting
We document real hours, loaded labor cost, error / rework rates, and overtime.
3. Quantified Margin & Capacity Opportunity
You get hard numbers on:
-
Hours we can free up per month
-
FTE equivalent that represents
-
Dollar value of that time at your current scale
-
How much additional revenue your current office could handle with those systems in place
4. Plumbing AI Ops Blueprint (6‑Month Plan)
A prioritized 6‑month roadmap with 4–6 specific AI projects, for example:
-
AI invoice review assistant that cuts billing time by 50%+
-
AI dispatch co‑pilot to speed up call handling and reduce missed opportunities
-
AI job‑notes‑to‑estimate workflows so techs don’t live in paperwork
-
AI‑assisted collections follow‑up to pull cash in faster
Each project includes:
-
Estimated hours saved / month
-
FTE equivalent
-
Expected margin impact
-
Implementation sequence
Week 1
Intake & Mapping
-
Leadership interviews with ops / finance /other
-
System review of CRM, dispatch, and billing
-
Build the “lead to cash” map
Week 2
Time & Cost Study
-
Ride‑along / shadow key roles (remote or in‑person)
-
Pull time and volume data
-
Document actual workflow in detail
Week 3
Margin & Capacity Model
-
Convert time into dollars and FTE equivalents
-
Build “current vs potential” margin and capacity model
Week 4
AI Ops Blueprint & Owner Review
-
Present findings to owner/CEO
-
Walk line‑by‑line through each project, impact, and timeline
-
Align on what you’d want to tackle first
How the Diagnostic run
We get a seat in your weekly Level 10 meetings and implement the following:
Real example
A $16M plumbing client had:
-
5 people in billing working heavy overtime
-
1,200+ invoices manually reviewed each month
We redesigned the process and stood up AI‑assisted invoice review:
-
728 hours/month freed (≈ 4 FTE worth of time)
-
Owner‑estimated value: $300k+ in annual savings and capacity
They kept every employee and re‑deployed them into higher‑value work. Then we went on to build more AI Agents, Automations and Skills across multiple parts of the company.
Lead → call → dispatch → job → invoice → cash.
-
Every handoff.
-
Every manual touch.
-
Every spot where jobs, money, or information get stuck.
-
-
CSR call handling and dispatch
-
Job close‑out and paperwork
-
Invoicing and billing
-
Collections / AR
-
Job costing & reporting
We document real hours, loaded labor cost, error / rework rates, and overtime.
-
What happens after the diagnostic?
If, after the 30 days, you want help actually building and running the AI‑powered office we outline, we offer:
-
6‑Month Plumbing AI Ops Department Build
-
Ongoing AI Ops Support for plumbing companies who complete the build
Those are implementation and support engagements, priced as a fraction of the upside we identify during your diagnostic, not random retainers.
You don’t need to decide on any of that now.
Step one is decide:
Item Title Two
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Item Title Three
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Is this a fit for your plumbing shop?
This is for you if:
-
You’re doing $10M–$50M+ in annual revenue
-
Most of your work is residential / service, not just new construction
-
You feel your office is at the limit and adding more people doesn’t feel like the right answer
-
You care about EBITDA and exit multiple, not just top‑line
This is not for you if:
-
You’re under $10M revenue
-
You just want “some AI tools” instead of real margin expansion
-
You’re looking for a magic trick instead of a serious operational upgrade
Item Title Two
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Item Title Three
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Next step
Book a 30‑Minute Fit Call
On that call we will:
-
Get your basic numbers (revenue, margin, headcount)
-
Identify where your office feels most broken today
-
Estimate whether there’s likely $250k+ per year sitting in office inefficiency
If there is, we’ll walk you through the 30‑Day Plumbing Margin Expansion Diagnostic and, if it makes sense, get you scheduled.
If not, we’ll tell you straight and point you in a better direction.