Helpful resources

Use tools first. Use static guides only when you need background.

The most useful Tool & Tally pages produce a score, action list, generated report sample, or owner notes for changes. These guides support the main website checkups; they are not the main service.

Best free starting points

Start with pages that produce an output.

2

Revenue Leak Quick check

Estimate where interested customers may slip away through missed replies, stale estimates, weak trust, or unclear request steps.

Run quick check →

3

Business Health Quick check

Check pricing, follow-up, cash pressure, reviews, and website request step risk in one browser-only quick check.

Start quick check →

Owner guide library

Use the guides to spot what may need attention.

These short guides help you spot request-path, trust, service area, and follow-up issues before you spend more money on ads or website changes. For a specific business, start with the ads-readiness checker or request a report.

Reference guides

Contractor admin resources are reference guides.

Vendor packets, COIs, W-9s, permits, and subcontractor paperwork are a different buyer problem than turning website visitors into calls, bookings, or requests. They are kept here as background resources, not as the main launch offer.

Show contractor admin resources

COI readiness

Certificate questions and expiration routing; no coverage verification.

Possible future improvement: turn these guides into a guided packet organizer that produces a missing-document tracker, request email, and PDF/CSV notes for changes. Current pages do not verify insurance, tax, legal, license, permit, or compliance status.