Response scorecard
A compact view of capture, acknowledgment, ownership, escalation, and next-step coverage.
Diagnostic / One-time engagement
Trace every handoff before changing the system.
A bounded review of the last 30 days that shows where qualified inquiries arrived, stalled, changed hands, or lost a documented next step.
Request a diagnostic
$1,250 list · $750 founding offer
Scope
Small enough to finish. Specific enough to act on.
- One operating location
- Trailing 30 days
- Up to 100 qualified opportunities
- Up to five intake sources
- Delivery within seven business days after access
Founding offer
$750
Available to the first five participating firms. Availability is confirmed before invoicing. If implementation is approved within 14 days of review, $500 is credited toward that work.
Deliverables
A management-ready evidence package.
Response map
A source-by-source visual of how inquiries currently move through people and systems.
Evidence register
A traceable list of observed gaps, examples, and limitations, without overstating causation.
30-day corrective plan
Prioritized changes your team can implement internally or scope with ServiceWise HQ.
Management review
A working session to review evidence, decisions, responsibilities, and next steps.
Method
Evidence without covert testing.
The review uses access you approve, existing inquiry records, workflow interviews, and controlled tests. Mystery shops are conducted only with advance written authorization. The diagnostic does not provide restoration, insurance, or legal advice.
Questions
What to expect
What counts as a qualified opportunity?
We agree on a practical definition before review, based on your services, service area, and minimum information needed for follow-up.
Does the diagnostic promise recovered work?
No. It identifies process evidence and modeled opportunities. It does not label unbooked work as recoverable revenue.
What access is required?
Only the sources included in scope. Access and approval timing starts the seven-business-day delivery window.
Next step
Start with the evidence, not a platform pitch.
Start with a focused look at where inquiries stall, who owns the next step, and what should change first.