Free Business Discovery Audit

You Know Something's Off. Let's Find It.

Most service and trade business owners know they're leaving time and money on the table. They just don't know exactly where. This audit is a 10-minute deep dive into your operations, reviewed personally before we ever get on a call.

Take the Free Audit → Prefer to talk first? Book a call directly →
🔒 Takes 10 minutes · No credit card · No obligation

Estimate-to-close time cut in half

— Residential Service Company, 3-person team

Finally took a full weekend off

— Service Business Owner, 8-person team

Stopped losing jobs to follow-up failures

— General Contractor, 5-person team

Results from real Streamlined Solutions clients. Individual outcomes vary.
Who This Is Built For

This Is Built for Business Owners Who Are Done Guessing

The Discovery Audit was designed specifically for service and trade business owners who are growth-ready but stuck. Not stuck because they lack drive — stuck because they don't have a clear picture of what's actually holding them back.

  • You run a service or trade business — HVAC, plumbing, contracting, etc.
  • You have 1–50 employees and revenue between startup and $10M
  • You feel like you're working harder than your revenue reflects
  • Your team can't fully operate without you in the room
  • Leads are inconsistent — or you're not closing enough of them
  • You've tried tools or coaches before and nothing has stuck
  • You're serious about building a business that doesn't depend on you
  • You're looking for a quick fix or a generic playbook
  • You want someone to hand you a template and leave
  • You're not willing to look honestly at what's broken
  • You're not ready to invest real time or money into change
What We Dig Into

We Cover the Three Areas That Drive — or Kill — Every Service Business

Most business problems live in one of three places. The audit is designed to surface all of them — so when we get on a call, we're talking about real issues, not symptoms.

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Operations

How Your Business Actually Runs Day-to-Day
We look at where your time is going, what tasks only you can do, and where jobs or revenue are falling through the cracks.
  • Owner dependency gaps
  • Delegation opportunities
  • Inconsistent delivery steps
  • Communication bottlenecks
Common Finding: The owner is the system. Everything routes through them. That's the ceiling.
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Systems & Tools

What You're Running On — and What's Missing
We review every tool you're using, what's actually connected, and where you're duplicating effort across platforms.
  • Disconnected "Data Silos"
  • Redundant manual steps
  • Workflow "Gaps"
  • Dropped leads or payments
Common Finding: Most businesses use 4–6 tools that don't integrate — leading to hours of manual data entry.
📣

Marketing & Flow

How Consistently New Business Is Coming In
We look at where your leads come from, how reliable that flow is, and whether your digital presence reflects your quality.
  • Over-reliance on referrals
  • Missing lead capture
  • Follow-up lag times
  • Brand-quality mismatch
Common Finding: Great work, invisible business. The ops are solid — but your network doesn't know it.
The Process

Here's Exactly What to Expect

We built this to be the most useful 30 minutes you've spent on your business in a while. Here's how it works from start to finish.

01

Fill Out the Audit

Answer 20 questions about your operations and systems. This isn't a test; it's a diagnostic to see where you're at.

02

We Review Results

Easton personally reviews every submission to find your top 2–3 leverage points before we ever get on a call.

03

Discovery Call

A 30-45 minute working session. We walk through the roadmap and priorities for your specific business.

04

You Decide

If we're a fit, we'll lay out the scope. If not, you still walk away with more clarity than when you started.

Real Results

What Happens When You Fix the Right Thing

We don't do cookie-cutter. Every engagement starts with understanding your business — not applying someone else's playbook to it. Here's what that looks like in practice.

Estimate-to-close time cut in half within 30 days.

A 3-person residential service company was losing jobs they should have been winning. We built a simple CRM workflow and 3-touch follow-up sequence using tools they already had. Setup took two hours. Within 30 days their close rate jumped significantly.

Residential Service | Team: 3 | 30 Days

Stopped losing jobs to follow-up failures.

A general contractor had a 3–5 day gap between quote and follow-up. We redesigned their process and created a simple weekly pipeline review ritual that took 10 minutes. No new software. Just a system they could actually stick to.

General Contractor | Team: 5 | 6 Weeks

Finally took a full weekend off — phone stayed off.

An 8-person owner was the single point of failure. We documented his 6 most-repeated processes and created a "Decide Without Me" guide. Six weeks later, he took a full weekend off while his team handled everything.

Service Business | Team: 8 | 6 Weeks
Take the Free Audit →
Questions

Common Questions

Is the audit actually free?

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Yes. No credit card. No obligation. The audit form and the follow-up discovery call are both completely free. We offer this because it helps us understand your business before we talk — and it helps you decide if we're the right fit before spending a dollar. There's no catch.

Is this a sales call in disguise?

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No. We review your audit answers before we get on the call. That means we show up with specific observations about your business — not a generic pitch deck. At the end of the call, if we're a fit, we'll tell you what working together looks like. Either way, the call has value.

How long does the audit form take?

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About 10 minutes. There are 20 questions — a mix of multiple choice and short answer. Some answers will take 30 seconds. A few will make you think. The more specific and honest you are, the more useful the call will be.

What kinds of businesses do you work with?

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We specialize in service and trade businesses (HVAC, plumbing, electrical, landscaping, medical offices, etc.). Typically 1–50 employees, $0–$10M in revenue. If you're not sure, fill it out anyway and we'll tell you honestly.

What if I already have systems in place?

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Good — that's a better starting point. We don't come in and rip everything out. We work with what you have, identify what's missing, and fill the gaps. Most of our best work happens in businesses that already have some infrastructure but aren't running smoothly.

How quickly will I hear back after submitting?

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Within 24–48 business hours. Every submission is personally reviewed — no automated rejections. If there's a fit, we'll reach out to schedule the call. If not, we'll let you know directly.

How is this different from hiring a business coach?

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Business coaches work on mindset and accountability. We're operational. We build the actual systems, workflows, and automations your business needs to run without you. Less cheerleading, more infrastructure.

Let's Get Started

Ready to Find the Leak?

You've been running hard. Let's make sure you're running in the right direction. The audit takes 10 minutes. The call takes 45. What you walk away with is clarity most owners never get.

Take the Free 10-Minute Audit →

Fill it out and we'll come to the call fully prepared.

— or —
Book a Discovery Call Directly →

Prefer to just get on a call? We'll walk through the audit live.

🔒 Your information is private  ·  ⏱ No commitment required  ·  🎯 Built for service & trade businesses
Who's Behind This

You're Not Talking to an Agency. You're Talking to Easton.

Streamlined Solutions isn't a firm with a team of account managers and junior consultants. When you fill out the audit, Easton reads it. When you get on the call, you're talking to Easton. When we build your systems, Easton builds them.

This is intentional.

Service and trade business owners don't need another vendor who doesn't understand their world. They need someone who speaks the language — who understands what it means to run a tight operation, manage a crew, close jobs, and still find time to actually grow the business.

Easton Wiechert

Founder, Streamlined Solutions LLC

Charlotte, NC

Connect on LinkedIn →
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Your Information Is Private

Your audit answers are seen only by Easton and direct audit team. We don't share, sell, or spam — ever. What you share is treated like what you'd tell a trusted advisor.

No Commitment Required

The audit is free. The call is free. There's no obligation to buy anything, ever. We'd rather give you a useful conversation than a pushy close.

🎯

Built for Service & Trade

We specialize in one world. We’re not a generalist firm. We work with service and trade business owners, so we already understand your problems.