Lead capture and speed to lead
How fast a new inquiry gets a real answer, and how many never do.
Nexus Advisory · Austin, Texas
Find where your business leaks time and leads. Then get it fixed.
In one week I map how work actually moves through your company, rank what is costing you the most, and price the fixes. If you want, I build them. One person, start to finish.
1week, start to finish
6areas of the business looked at
$2,500fixed price, no surprises
30days to credit the fee toward a build
Who it's for
Owner-run firms that have outgrown the way they work.
- About $2M to $50M in revenue, or more than one location.
- No in-house tech team. The owner or a COO decides.
- Lead-, document- and schedule-heavy service work: home services and trades, field service, auto service, professional services.
- A CRM, a pile of shared files, and processes that run on people remembering.
- You want someone outside the business to find the problem and then actually build the fix.
Why an audit first
You hear about AI everywhere. None of it tells you what to do.
Vendors pitch platforms you don't need. Consultants hand over decks with no plan to build. The audit starts from your operation and ends with a short list of fixes, each with a price and the math behind it.
What the audit is not
- A pitch for software I resell.
- A 60-page strategy deck nobody reads.
- A survey run by a junior team over Zoom.
- A required step toward a build. You keep the report and can take it to anyone, including your own team.
The offer
One week. Six areas. A ranked, priced list of what to fix.
The audit looks at your operation, not at software. Where AI helps, it says so. Where a simple automation or a better form does the job, it says that instead.
AI Workflow Audit
$2,500
Fixed price, one week, paid in full before work starts.
- What you paid is credited toward a pilot or build you sign within 30 days of the wrap-up call.
- You keep the report whether or not we work together after.
How the week runs
Short pre-form
Optional. Your tools, your team and where you think the time goes.
Working session
I sit with the workflow that eats the most time and walk it with the people who run it.
The report
Every workflow scored by monthly impact, with the math and assumptions shown.
Wrap-up call
We go through the ranking, the fix you can use right away, and what to build next.
What it looks at
Follow-up
The quotes, callbacks and next steps that live in someone's head.
Knowledge and records
Files, notes and answers your team hunts for every week.
Marketing and content
What goes out, how often, and what it costs in hours.
Numbers
Whether anyone sees leads, jobs and pipeline on one page each week.
Compliance and AI guardrails
Forms, disclosures, and the AI tools people already use with no rules.
What you get
See the format before you buy.
Nexus Advisory is new, so there are no client logos here yet. What I can show you is exactly what you get: a full sample report and a sample pilot scorecard, both built for a made-up company.
- A one-page summary: the estimated monthly leak and the top three fixes.
- Every workflow scored by monthly impact, with the math and every assumption labeled so you can correct it.
- Workflows ranked by impact and by how directly the fix can be built.
- For each top item: what happens today, where it leaks, the proposed fix, an effort range and a price.
- One fix you can use right away, and a ranked 30-day plan.
- Anything outside what I build is named and pointed to a specialist.
After the audit
Then a two-week pilot, if it makes sense.
Two weeks to connect the systems the audit showed are reachable and put an assistant to work on the questions your team actually asks, answering from your own records and linking the source. We agree a pass line in writing first, then grade it. What you paid is credited toward a pilot or build you sign within 30 days of the wrap-up call.
Who does the work
Ken Jackson
Founder, Nexus Advisory · Austin
20+ years building software products and the teams behind them, as an engineer, a VP of Product and a principal product manager. Now I do it for owner-run businesses: find where the work leaks, then build the fix myself. I run my own businesses on the same kinds of AI systems I build for clients.
Twenty minutes to see if the audit fits.
Tell me which workflow eats the most of your team's week. I'll tell you honestly whether an audit is worth it.