ONECOMPASS AUDIT

Find the fix.

One week · one memo
Clear next steps

The audit finds where leads, follow-up, offers, tools, or handoffs are breaking. You get a plain memo with what to fix first.

Start the Audit Roofing lead audit →
LengthOne week
CoversLeads, website, follow-up, sales path, tools
OutputA written memo, yours to keep
End of weekWalkthrough call, front to back
02The Week

One week. One useful memo.

Same shape every time. The business changes; the question does not: what should be fixed first?

Discovery.

90-minute call plus a short questionnaire. You send links, screenshots, reports, and context. We learn how the business actually runs.

Review.

We trace the customer path from first touch to paid. Calls, forms, ads, website, customer records, follow-up, team handoffs, and reporting all get checked.

Memo.

Written memo. Findings, what to build first, what can wait, and the cleanest path for the next 90 days.

Walkthrough.

90-min call. We read the memo together, front to back. You get the document either way. No pressure to continue.
03What you get

A memo, not a deck.

At the end of the week you get a short memo: what is leaking, what to build first, and what the next 90 days should look like.

01

Findings

Leaks, bottlenecks, missed revenue, and wasted attention.

02

Ship List

The highest-value fixes, ordered by what should move first.

03

90-Day Plan

A phased sequence with dependencies, owners, and timing.

04

Tool Notes

What to keep, what to remove, what to add, and why.

05

Next Scope

If we keep going: scope, price, timeline, and what ships first.

AUDIT_MEMO_SAMPLE_v1.md sample · redacted

Findings

  • missed-call leakage · high-value jobs
  • unclear Meta ad spend
  • ads and lead records not matching
  • 3 team hrs/day on copy-paste work
  • founder in the inbox > 2 hrs/day

Ship list

  • missed-call text back
  • ad and lead tracking
  • daily owner view
  • estimate follow-up
  • inbox cleanup

90-day plan

  • phased build order with owners and timing
  • what to keep, what to remove, and why
Yours to keep either way brando@onecompass.co
04The Fit

Best when the business is already moving.

It works best when there is already traffic, calls, customers, deals, or a team in motion.

Good fitActive businesses with demand already moving
  • Service businesses losing leads or missing follow-up
  • Creators with inbound deals, brands, or product ideas
  • Brands that need a clearer website, launch, or system
  • Owners who want someone to build, not just advise
  • Teams willing to share real numbers on day one
Not a fitToo early, too vague, or advice-only
  • Idea-only projects with no live business yet
  • Teams looking for a pitch deck
  • People who only want advice, not action
  • Vague AI experiments with no business problem
  • Anyone unwilling to show the real numbers
05Questions

Common questions.

What happens after the Audit?01

Two paths. Most engagements continue into a build phase where we ship the list together. Others take the memo and build it in-house. Both are fine. You own the document either way.

Do you sign an NDA?02

Yes. Mutual, short, one page. Sent the day we schedule kickoff. Case studies are only ever published with explicit written approval. Never by default.

What do you review?03

Calls, forms, ads, website, calendar, customer path, follow-up, reporting, and the way work moves through the team. The tools matter less than the leak.

Do you work with my existing tools?04

Almost always yes. If your team is on HubSpot, Jobber, Housecall Pro, Google Sheets, Airtable, or a messy mix, we start there and only replace what needs replacing.

What if I'm not ready for a full engagement?05

A lighter read exists when the problem is narrow. Mention it when you reach out and I will tell you if it fits. Most people should start with the Audit.

What's the guarantee?06

You get the memo at the end of the week, or you don't pay. The memo is the product, and you own it either way.

✦

Start with the audit.

Get the plain list: what is broken, what to fix first, and whether OneCompass should build it with you.

Start the Audit Roofing lead audit →