withpetra.ai · AI Opportunity Audit

What happens next

A simple map of how we'll find the money your business is leaving on the table — and exactly what we do about it.

Prepared for Phil LaMarch · Phil & Lee's Homes

Phil — before anyone builds you anything, I want to understand your business the way a good doctor runs tests before they ever talk about treatment. We diagnose first, then we fix. That's the whole reason for the audit, and it's why what I recommend at the end will actually fit you — not some generic playbook.

Here's how the next few weeks go.

1

Phase One · Roughly week one to two

We map how your business really runs

It starts with you and me — the conversation we're having now. Then I spend short, focused time with the people closest to the day-to-day: your front desk, sales, construction, parts and service, the office. I'm not there to grade anyone. I'm there to see how the work actually happens — where leads come in, where they slip, what eats your team's hours, what makes you pick up the phone when you shouldn't have to.

I follow the real trail: a lead from the first ring all the way to a signed home, and a build from order to handover. Wherever it leaks time or money, I mark it — with your numbers, not industry averages.

What you get from Phase One
  • A clear, plain-English picture of how your business runs today
  • An honest read on how ready you are for AI — what's easy, what needs groundwork
  • The specific places leads, follow-ups and revenue are leaking — named and measured
2

Phase Two · Roughly week two to three

We turn what I found into your roadmap

Now we get practical. I take everything I found and rank it — biggest impact, easiest to put in place, most tied to where you're headed with the new building and the growing service side. We don't try to fix everything at once. We pick the handful that move the needle fastest.

Then I build one of them live, using your real business — so instead of imagining it, you watch it work. And I put a real dollar number on what it saves or earns you, grounded in the figures from Phase One.

What you get from Phase Two
  • A prioritised 30 / 60 / 90-day plan — what to do first, next, and later
  • One piece working live, so you see it before you commit to it
  • Real ROI on the top opportunities — in your numbers
3

The Debrief · One focused call

You see everything — and you choose

We sit down and I walk you through it: here's what I found, here's where AI helps you most, here's what I'd switch on first and why. No surprises — by this point you'll have seen most of it coming, because you helped me find it. Then you pick what we build, in the order that makes sense for your cash flow and your calendar. You're never handed a take-it-or-leave-it package.

How I work — so you're never worried

A few things I want you to know up front, because I heard your concerns and your IT guy's too:

  • You own your data. Nothing about your business, your taxes or your rentals leaves your control.
  • Closed-loop by default. The AI drafts; you approve before anything is ever sent. We open that up only when, and if, you want to.
  • HubSpot stays the hero. We make what you've already invested in work harder first — no rip-and-replace.
  • You always know where things stand. Every week: what I found, what I need from you, what's coming next. No black box.
  • We go one brick at a time. Quick win first. Momentum funds the rest.

What I'll need from you

Just three things to keep us moving: a little time with the team next week, a shared folder for the basics (org chart, lead numbers, whatever you've got), and a nudge to your old CRM company for an export — even just the emails opens a door worth a lot to you.

That's it. Honest diagnosis, a plan you believe in, and a first win you can see. Let's go find what's hiding in your business.

Have a fabulous day,

Petra

withpetra.ai · Because I Can AI

Phil & Lee's Homes · AI Opportunity Audit · prepared 29 May 2026