Free tools
Everything you need to fix this yourself.
I make my living installing the system that answers the phone. Here is how to work out what the unanswered calls are costing you, and how to close the biggest holes by hand, without me. Four working tools. Nothing gated, nothing to sign up for.
What is on this page
Four tools, in the order I would use them
The 12-question self-audit
Five minutes. Shows how exposed your phone is before you look at a single report.
Tool 02Where your real numbers live
Exactly where to find your answered and missed call counts, and what to do with them.
Tool 03The after-hours rule
Word for word, what happens when the phone rings and the office is closed.
Tool 04The quote follow-up cadence
Five touches over eighteen days, with what to say on each one.
Tool 01
The twelve-question self-audit
Every one of these is a place where a customer who already decided to call you ends up somewhere else. Tick the ones that are true. Be honest, nobody sees this but you and nothing is stored anywhere.
0 of 12
Tick the ones that are true and I will tell you what it means.
Tool 02
Where your real numbers live, and what to do with them
Most owners guess at this and guess low. The actual figures are sitting in systems you already pay for, and pulling them takes about twenty minutes. Pick where your calls come through.
RingCentral, Vonage, Nextiva, Dialpad, Grasshopper, and most others
- Call log or call history, last 90 days, exported.Every system has this. Look under Analytics or Reports rather than the dashboard summary.
- Filter for missed, abandoned, and voicemail.Abandoned is the one people forget. That is a caller who hung up while ringing.
- Look at the time-of-day breakdown.You will find a spike right after close and another one during your busiest hour.
Then do this
- Count total inbound and count unanswered.Unanswered means missed plus abandoned plus anything that went to voicemail.
- Cross out repeat numbers calling back within an hour.Those are the same person trying twice. Do not count them twice.
- Multiply what is left by your booking rate, then by your average ticket.Use your real booking rate on answered calls. That is the monthly number.
Free, and most owners have never opened it
- Google Business Profile, Performance, then Calls.Shows calls placed from your listing by day and by hour, for the last six months.
- Compare that count against what your phone system logged as answered.The gap is real demand that never reached anyone.
- If you run Local Services Ads, open the lead log too.Every charged lead should have a matching answered call. Any that do not are money spent twice.
Then do this
- Look at the hourly chart and find the calls outside your open hours.That block is your after-hours demand, and it is usually bigger than owners expect.
- Check whether your listing hours match when somebody actually answers.If the listing says open until six and the phone stops at four, Google is sending you calls nobody catches.
ServiceTitan, Housecall Pro, Jobber, and similar
- Booked jobs by source, last 90 days.You want the count that came from an inbound phone call specifically.
- Estimates or quotes, filtered to sent and not accepted.Anything past fourteen days with no logged activity is a cold quote.
- Average invoice value across completed jobs.Use the real average rather than the number in your head. They are rarely the same.
Then do this
- Divide booked jobs from calls by total inbound calls.That is your true booking rate, and it is the multiplier for everything else.
- Total the cold quotes and multiply by five percent.Five percent recovery on quotes nobody followed is conservative and defensible.
If everything comes through a mobile phone
- Your carrier bill or account portal, last three months.Most carriers show inbound call detail. It is tedious but it is real data.
- Your phone's own recent calls list.iPhone and Android both flag missed calls. Scroll back and count.
- Your Google Business Profile call history.Works regardless of what phone you use, and it is the fastest source here.
Then do this
- Count missed calls for one full week and multiply by four.A single clean week beats a fuzzy quarter.
- Note how many you called back and how many you never got to.The ones you never got back to are the number that matters.
Or I will work it out with you in thirty minutes.
Doing this properly means pulling three sources and reconciling them, and the first time through you will undercount because the invisible misses are the ones that never logged anywhere. That is exactly what the free review is for.
You leave with one number, worked out on your own average ticket, and an honest answer about whether it is worth doing anything about.
Book your free Booked Work ReviewTool 03
The after-hours rule, written down
Most businesses have never told anyone what happens when the phone rings at 4:47 on a Friday. Not because nobody cares, but because it never got decided. Copy this, put your own details in the brackets, and hand it to whoever answers.
The rule your team needs
WHEN THE PHONE RINGS AND THE OFFICE IS CLOSED 1. Somebody answers. Every call, every time, including weekends and holidays. Voicemail is not a plan. 2. Get these five things before anything else: name, callback number, address, what is happening, and whether it can wait until [normal hours]. 3. Say the fee out loud before you offer a time: "Our [visit type] is [amount]. That covers [what it covers], and it comes off the work if you go ahead. Does that work?" 4. If it can wait, book it. Offer two windows, not a list. Confirm it back to them before you hang up. 5. If it cannot wait, it goes to [on-call name] at [number]. Call and text. They have [X] minutes to confirm they got it. 6. If [X] minutes pass with no confirmation, it goes to [backup name] at [number]. Same rules. 7. If neither confirms, call [owner] directly. Every time. Nobody gets in trouble for waking me up over a real one. 8. Write down who you called, when, and who confirmed. If it is not written down it did not happen. The only mistake is a call nobody answered.
Steps five through seven are the part almost nobody writes down. Sending a message and knowing it was received are two different things, and the difference is a customer sitting there at two in the morning waiting on a call that is not coming.
The one question to ask your team this week
"Last month, how many times did the phone ring and nobody got to it? I am not looking to get anybody in trouble. I want a real number, because I do not think we have ever told you what to do with those, and that is on me."
Ask it exactly that way and take the blame in the same breath. Any other phrasing gets you zero as an answer and you learn nothing.
Tool 04
The quote follow-up cadence
A quote that gets one touch closes at whatever your one-touch rate is. The same quote across five touches over eighteen days closes far higher, and almost nobody runs five. Here is the schedule and what to say. Put it on one person's desk with their name on it.
Send it, and say when you will call
"I will give you a call Thursday to walk through it, and if you have questions before then just hit reply." Naming the next contact is what makes the next contact normal.
The call, and it is about the problem, not the price
"Did that come through okay? I wanted to make sure the part about [the actual problem] made sense, because that is the piece that decides the timing."
Something useful, not a nudge
A photo from the visit, a note on what happens if it waits, or the difference between fixing it and replacing it. Give them a reason to reply that is not yes or no.
The scheduling question
"I have Tuesday or Thursday next week open. Do you want me to hold one while you decide?" Holding a slot is a smaller yes than buying.
The close-the-file message
"I am going to close this one out so I stop bothering you. If it is still on your list later, the number holds through [date] and you can just reply here." This one gets more replies than the other four combined.
If you take one thing from this page, take Day 18. Most owners never send it because it feels like giving up, and it is the message that gets the most people off the fence.
Watch
Videos on the same thing, for owners rather than spectators
Short breakdowns of where the demand goes missing between the phone ringing and the job getting booked, and what to write down to stop it. Plain talk, in language you can act on Monday.
Want it on paper
The whole page, as a printable checklist
The Missed Call Checklist
Everything above in one PDF you can print and hand to whoever answers your phone: the twelve questions, where to pull your real numbers from every source, the after-hours rule, and the follow-up cadence. One email, no sequence you cannot get out of.
Run it yourself, or let me hand you the number.
Everything on this page is what I would do in your business. If you would rather not spend a weekend on it, the review is free and takes thirty minutes.
Questions first? [email protected] or 941-308-9670