Sample plan: what you get in month one

Technology review and plan

Example Comfort Air & Plumbing

Heating, cooling and plumbing repair · 6 people · comfortair-example.com

Prepared for Dana · November 2, 2026 · By Toolbelt Index, your technology partner

ExampleNot a real customer. The business, the owner and every number are made up. Your logo, brand color and website go on every page.

Three habits slow the business down: calls that go to voicemail, quotes that sit and invoices typed on Friday. Four areas already work, and we leave them alone.

Where things slip Your starting numbers, from your own business

About 11 calls a week go unanswered. The goal is 4.

Only 3 of 10 quotes got a follow-up within 2 days. The goal is 8.

An invoice takes 18 days to be paid on average. The goal is 10.

Chosen from your intakeNew Google reviews in the last 4 weeks: 2. Your goal is 6.

Where you stand, all around Ten tools run the business, and customer details live in three places.

4 areas are covered, 7 are partly in place and 4 are gaps.

CoveredPartly in placeGap

Get found and win work

You useFacebook, Google profile; Website by a friend

	Lead Generation: partly in place
	Website & SEO: partly in place
	Marketing & Content: partly in place
	Reviews & Reputation: partly in place

Answer and quote

You useShared cell phone; Paper estimate pad; Whiteboard, group text

	Call Answering & Receptionist: gap
	Estimating & Takeoffs: partly in place
	Proposals & Bids: gap
	Scheduling & Dispatch: partly in place

Get paid

You useQuickBooks; Bank payroll service

	Bookkeeping & Invoicing: partly in place
	On-site Payments: gap
	Payroll: covered

Run the business

You useFree time clock app; Parts spreadsheet; Paper van checklists

	Crew Time Tracking: covered
	Safety Paperwork: covered
	Parts & Inventory: covered
	AI Agents & Automation: gap

Not needed right now Takeoffs, Fleet Tracking, Design & Visualization, Project Management, Vibe Coding / Build-Your-Own.

Fix first Tools listed A to Z. Prices are in the full plan.

Start with calls, then quotes, then invoices.

FirstAnswer every call

Set-up (estimate)About 1 day

TodayA call at 4 PM goes to voicemail.

AfterA call at 4 PM is answered and a window is offered.

Tools, A to ZAvoca · My AI Front Desk · Quo · Smith.ai

NextFollow up on every quote

Set-up (estimate)1 to 2 days

TodayA quote sits until the homeowner calls back.

AfterA quote gets a follow-up message on day two.

Tools, A to ZHousecall Pro · Jobber · Workiz

ThenInvoice from the visit

Set-up (estimate)2 to 3 days, including your customer list

TodayThe invoice is typed in on Friday.

AfterThe invoice goes out from the visit.

Tools, A to ZHousecall Pro · Jobber · QuickBooks

Your intake and our call shape the plan

Your logo

Upload it on the intake form. It goes on the cover and the header.

Your brand color

One color, picked from your logo or website. It carries through every page.

Your website

Printed on the cover. We also look at it for the Website & SEO part of your 360.

What you use today

Check the boxes for what you already run, by category, and add the rest in your own words.

The numbers you most want to track

Tell us which measure matters most to you. We track it next to the three standard ones, and you confirm the final list on our call.

Your goals

Set on the call, for every number. A goal is a target, not a promise.

Thirteen pages behind the one-page picture, written for one business

Executive summary
Where you stand, in one page.
Where things slip
Your numbers, charted against your own goals. Three standard measures, plus one or two chosen from your intake.
Your 360 assessment
Every area of the business marked Covered, Partly or Gap, with a short note on each.
What you use today
Everything you run now, what overlaps and what is missing.
Tool matches
Real tools for each fix, listed A to Z, with prices as listed and the date we checked.
Your first 30 days
A week at a time: what we do, what you do, and how you will know it worked.
How we measured
Where every number came from. They are your own counts, never estimates.

Cover
360 assessment
Tool matches
30-day plan

Your $500 credit goes toward whichever you pick

Keep the partner going

$500 a month, cancel anytime. A short call, a written summary by the 5th, fixes and small changes, and email questions answered within 2 business days.

We’ll set it up

$2,500, once. We set up the tools, move your list over and test them with you.

We’ll build an agent

Packages from $2,000. The monthly fee already includes Business Partner, so you don't pay both.

Cancel anytime. If your first month isn't useful, we'll refund it when you ask within 14 days after we send your plan. We don't refund anything beyond 30 days.

Always independent. We recommend what fits your business.

A plan made for your business

The one-page summary