Get Your Free AI Audit
In the Opti Ai Audit, we review how leads move through your business from “first contact” to “booked job” and show you exactly where automation can safely take over.
Built specifically for Home and Auto Services – HVAC, plumbing, electrical, roofing, auto detailing, tint/wrap and similar home & auto service businesses.
What is included in the Ai Audit
Lead Flow Snapshot
A simple breakdown of how leads currently come in (calls, forms, messages, lead services) and where they drop off.Missed Revenue Estimate
A rough estimate of how much potential revenue you may be losing each month from missed calls and slow follow-ups.Plug-The-Leaks Plan
3–6 specific recommendations tailored to your business type and lead volume. No tech jargon – just “do this first, second, third.”
How It Works
Step 1 – Tell Us About Your Business
Fill out the short form on this page with your business type, lead volume, and biggest frustrations with leads today.
Step 2 – We Review & Map Your Lead Flow
We analyze how leads currently reach you (phone, web forms, lead services), where they fall through the cracks, and how automation can help.
Step 3 – Get Your Audit & Next Steps
You receive a clear written breakdown showing where you’re leaking leads, what to fix first, and what an automated lead flow system would look like for you.
If you like what you see, you can choose to have Opti Ai Audit implement the system for you. If not, you still keep the audit.
Who This Is For (And Not For)
This is not for you if:
You have almost no leads coming in yet
You want a “magic ad” but are not willing to look at systems
You’re not interested in following up or reactivating past customers at all
This is for you if:
You run a home or auto service business (HVAC, plumbing, electrical, roofing, garage doors, auto detailing, tint/wrap, etc.)
You’re getting at least a few leads per week from calls, forms, or lead services
You know missed calls and slow follow-up are hurting you, but don’t have time to fix it
You’re open to using automation and AI as long as it feels simple and practical
FAQs
Your Questions Answered: Quick Insights on Our AI-Driven Home Help Services
What does this cost?
The Opti Ai Agency Audit is free. If you decide to hire Opti Ai Agency to build and manage your lead flow system, we’ll walk you through the pricing for our Lead Flow Scale Kit. There’s no obligation. We implement top-tier encryption and follow strict data protection laws to secure all AI systems.
How long does it take?
We usually deliver your audit within 48 hours from the time you submit the form.
Do you need access to my accounts?
For the initial audit, we work with what you share in the form (and your website/Google Business link). If you choose to move forward, we’ll request access where needed during onboarding.
Will this work if I’m not good with technology?
Yes. The whole point is to set up a system that runs in the background. You keep working jobs – we make sure the leads are followed up and pushed to booked appointments. We design our interfaces for all users, offering simple, intuitive controls and comprehensive support.
What if I already have a CRM?
That’s fine. We can either improve what you have, or show you what a dedicated lead flow system would look like. The audit will still highlight the gaps.