Proposal · Next Plumbing · 2026-05-08
Your Wednesday nights back.
A four-hour grind, gone. Your tech leaderboard, the reviews you hand-tally, your closing-rate trend, and your meeting notes — in one place, ready Thursday morning.
01
The four-hour Wednesday.
What that block actually contains, in your words.
~ Service Titan
Pulling all the data into a "nice colorful spreadsheet."Calls, closing rates, tech performance, callback notes — all by hand.
~ 6 platforms
Reading every review across Facebook, Google pages, BBB, Angie's, Network.Plus Nextdoor monthly. Looking for tech mentions.
~ Pen & paper
Hand-tallying tech names."I'll just write down everybody's name on a piece of paper and each time they get a review, I just put a little tally."
~ 100 calls/wk
Click-through review for callback fault attribution.Was it a warranty, or did the tech mess up? Has to be you, has to be nuanced.
~ Notes
Composing the meeting notes.Bullets typed during the week, run through AI, printed for Thursday.
Total weekly cost
~4 hours of your time, every Wednesday
Often starting at 2:30 AM. ~3.6 hrs reclaimable. ~$14,000/yr in your time alone — before training, before reviews, before everything else Phase 1 unlocks.
02
Phase 1 — the Wednesday-night dashboard.
Nine deliverables. One platform. Built in 4–6 weeks.
What we pull in
Service Titan API integration
Calls, closing rates, tech performance, callback notes, lead-receive and first-call timestamps. Read-only.
Google Business Profile API
Direct read across all your Google pages. Real-time webhook on new reviews, full text + replies.
GatherUp passthrough
Covers Facebook, BBB, and Angi reviews via their REST API + webhooks. $99/mo, you pay direct.
Fireflies meeting capture
Auto-records and transcribes your company meetings. Replaces the bullet-then-AI typing workflow.
What we do with it
Tech-name attribution
Across every review source. The pen-and-paper tally, automated.
Closing-rate per tech
With a commercial-lag adjustment so jobs that close two months later stop punishing the weekly view.
Callback flag pre-screen
Narrows ~100 calls/wk down to the handful that genuinely warrant your nuance review. The rest auto-clear.
What lands on the dashboard
Wednesday-meeting dashboard
Eight panels, ready Thursday morning. (Mock below.)
Auto-published meeting notes
Fireflies summaries plus action items, on the dashboard, ready to walk into the meeting.
NOT IN PHASE 1
QuickBooks (Rose's domain — separate scoping with her). Nextdoor and "Network" stay manual, matching your current monthly cadence. SEO and Google Ads — you didn't ask for them on the dashboard. AI after-hours voice — deferred while the vendor space matures.
03
The dashboard, previewed.
Eight panels. Each ties to something you said you wanted to see, or a metric you don't have today.
Wednesday — May 6, 2026
refreshed 02:00 AM · all sources live
Closing Rate · Co
82.4%
▼ 3.2 pts vs Q4 — below ST plumbing target of 90%
Calls · April
432
▲ 8.1% vs March
Avg Ticket
$687
flat MoM
Tech Leaderboard · Last 7 Days
| Tech | Calls | Close % | Avg $ | Reviews | Flag |
|---|---|---|---|---|---|
| Marco | 22 | 91% | $742 | 5 | clear |
| James | 19 | 84% | $612 | 3 | clear |
| Tomás | 17 | 76% | $528 | 2 | 2 callbacks |
| Devon | 15 | 80% | $655 | 4 | clear |
| Carter | 12 | 67% | $489 | 1 | review needed |
Reviews Since Last Meeting
★★★★★
"Marco was on time, walked me through the price before, fixed it fast."
★★★★★
"Devon explained the warranty options clearly."
★★☆☆☆ ⚠
"Tech said he'd call back about the part order. Two days later, nothing."
★★★★★
"James went above and beyond."
Lead Source ROI · Last 30 Days
| Source | Spend | Booked | Revenue | ROAS |
|---|---|---|---|---|
| Angi | $18,000 | 62 | $42,540 | 2.36x |
| Google Ads | $4,200 | 38 | $28,170 | 6.71x |
| Referral | — | 71 | $54,890 | ∞ |
| Repeat | — | 54 | $39,210 | ∞ |
Lead Response SLA · < 1 min target
38%
of Angi leads contacted within 1 minute
trend ↑ since instrumentation began · NEW METRIC
Closing Rate Trend · 12 Weeks
commercial-lag adjusted
dashed = ST plumbing target (90%)
Callback Flag Inbox · Needs Your Eyes
3 calls flagged for review.
97 auto-cleared (not callbacks).
~3 min total review time, vs. 100-call click-through.
Last Company Meeting · Auto-Notes (Fireflies)
Action items: Follow up with Mr. K on water-heater estimate · Review Tomás callback rate with him 1-on-1 · Approve April Angi spend extension · Order Ferguson backup units
Topics: Q1 callback trend · summer ramp staffing · maintenance plan auto-renewal idea
Topics: Q1 callback trend · summer ramp staffing · maintenance plan auto-renewal idea
Mock data · your view will pull live from Service Titan, Google, GatherUp, and Fireflies.
04
How we get there.
Six weeks, kickoff to first live Wednesday.
WEEK 1
FoundationsService Titan sandbox + live data access in place. GatherUp $99/mo subscription set up. Google Business Profile OAuth granted. Fireflies seat live for your Thursday meeting.
WEEK 2
Data ingestService Titan adapter pulling live. Google reviews flowing. GatherUp webhook handling FB + BBB + Angi. Tech-name attribution layer running.
WEEK 3
Discovery + dashboard v160 minutes with you and your current Excel sheet. Map columns, KPIs, the visual style you like. First eight panels rendered against live data.
WEEK 4
PolishClosing-rate commercial-lag math validated against your historical data. Callback flag thresholds tuned. Lead-response SLA tracker calibrated. Onboarding walkthrough with you.
WEEK 5
First live WednesdayYou walk into Thursday's meeting with the dashboard open. No 2:30 AM session. No hand-tally. Notes from the meeting itself land in Fireflies.
WEEK 6
IterationWhat you wish was different after seeing it live. Feature ticketing module turned on. Phase 2 conversation starts.
05
What's it worth.
The reclaimed-time math, your numbers. Edit the values to your reality.
Wednesday grind ≈ 4 hrs · meeting notes ≈ 2 hrs · reviews ≈ 1 hr
~90% of your 20–30 hrs/wk in-person training, modularized + self-served
Per Week
$2,175
total hours back × your rate
Per Month
$9,425
52 ÷ 12 weeks
Per Year
$113,100
your time, reclaimed
Year-1 ROI vs. Phase 1 + 2 cost
$10,500 setup + ($450/mo × 12) = $15,900
7.11×
Closing-rate recovery, callback cost avoidance, and Angi response-time lift are not included in this number. They compound on top.
06
Pricing.
Project basis. Setup once, small monthly maintenance, vendor passthroughs you pay direct.
Setup
One-time. Build, integrate, discovery, polish, first-Wednesday onboarding.
$7,500
50% deposit to start
$3,750 due at kickoff to lock the slot on the build calendar. Remaining $3,750 invoiced on Phase 1 acceptance.
$3,750
Maintenance
Hosting, platform updates, dashboard tweaks within scope, in-line ticketing for issues.
$350/mo
GatherUp
The engine pulling Facebook + BBB + Angi reviews. You pay direct.
$99/mo
Fireflies
Meeting capture seat (Business tier — unlimited storage, video recording, conversation intelligence). You pay direct.
$19–29/mo
Year-1 total — all in
$7,500 + $4,200 maint + ~$1,200 GatherUp + ~$228 Fireflies (annual)
~$13,128
Pause maintenance any time and keep the dashboard. We can resume later if your needs change.
07
What comes next.
Each phase is a separately quoted project. You decide if and when. Nothing committed today beyond Phase 1.
Modular video pipeline + quizzes
$3,000 setup · +$100/mo
Chunk your existing 1.5-hour video into 5–10 minute chapters. Embedded quizzes after each. Per-tech progress tracked on the Phase 1 dashboard. Targets the 20–30 hours/week you spend training in person.
+ details
Deliverables. Video chunking pipeline (Curtis builds, you approve cuts). YouTube unlisted hosting with API-driven chapter markers, replacing your $9.99/mo Capcode. Quiz module with retention-style questions. Quiz results panel on the dashboard showing per-tech completion + scores + retake history. Initial product-familiarization docs captured from your "couple hours" effort.
Replaces. The 1.5-hour single video that's hard to keep attention on. The "watch it again" loops. The in-person product walkthroughs that Don has been waiting for.
iPad-ready document portal
$2,500 setup · +$100/mo
Searchable, iPad-optimized repository for SOPs, financing flows, and customer-specific procedures. Starts with the ~100 most critical docs. Tags for All American Facilities vs. HomeServe vs. residential. The GreenSky walkthrough as a structured flow, not just a doc.
+ details
Deliverables. Document storage with tagging (customer / topic / product / financing partner). iPad-optimized search UI (responsive web, no native app). Tag filter system. GreenSky financing as a structured multi-step walkthrough. Role-based auth — admin vs. tech. Initial doc upload (you and Dan curate; we load and tag).
Future. Chatbot on top of indexed docs is a small additional layer (~few hours) once the corpus is populated. Not in initial scope.
Rose's workflow, automated
scoped after Rose discovery
Sized after the discovery call with Rose. Likely to include payroll auto-generation from Service Titan job closures, Ferguson multi-invoice PDF reconciliation into QuickBooks, refund workflow tightening, AmEx/expense reconciliation, and the HVAC vs. plumbing P&L split she's been working on for 2025.
+ context
Substantial scope — this is the "QuickBooks is more of a Rose thing" piece you flagged. Real work, real value. Quoted on its own after we sit down with her and walk her current workflow. Sized realistically; not a small add-on.
Inventory + ST-only feature activation
scoped separately
The ST-side automations that don't touch QuickBooks. Inventory threshold-based auto-replenishment with Ferguson, ST features that aren't on yet, dispatch + scheduling tweaks. ~15% feature utilization on a $7K/mo platform is real opportunity — but the QuickBooks pieces (Phase 4) come first, then this fills the rest.
+ context
Order matters: Phase 4 happens with Rose, Phase 5 happens with you. Some workstreams (payroll auto-gen) overlap both — they get bundled into Phase 4 because Rose has the QuickBooks-side approval to give.
Deferred · re-evaluating in 60–90 days
vendor + integration
The vendor space (Avoca, Numa, Podium) is moving fast. Better to vet a couple in 60–90 days than build something that gets eclipsed in six months. Includes the Angi instant-text micro-feature when we get there.
+ context
Goal: capture the 82% of Angi leads that go uncontacted today. Industry data shows <1-minute response lifts conversion ~390%. Your $18K/mo Angi spend is the prize. Most likely path is reseller + integration of an existing AI vendor, not a custom build.
08
What I need from you to start.
01
Service Titan sandbox + live data access.
The one piece that could push kickoff a week or two if it's not in place.
02
Read-only logins.
Facebook business page, Google Business Profile (one OAuth click), Angi for Pros, BBB.
03
Your current Wednesday Excel report.
For the discovery session — I want to template directly against it.
04
One quick clarification.
When you said "Network" was one of your review sources — did you mean Networx, or another platform?
05
An hour with Scott and Rose.
Separate scope. Pain points around QuickBooks, refunds, payroll, invoice reconciliation — Rose's workflow and where it gets stuck.
06
DNS access at GoDaddy.
One CNAME record so the dashboard lives at dashboard.nextplumbing.com (or portal. / admin. — your call). ~5 min for whoever manages the domain.
Let's get the first Wednesday back.
Reply, text, or grab time on the calendar. Once Service Titan sandbox is live, Phase 1 lands in 4–6 weeks.