More jobs. More bids won. Your evenings back.

Yes. The call is recorded, and the interviewer is an AI — it tells you both before the interview starts, and you can hang up at any point. The recording and transcript are used only to write your report. They are never sold or shared with anyone outside Dane Suite and the service providers that run the call for us, and you can ask us to delete the recording once you have your report.

Contractors — HVAC, plumbing, electrical, roofing, landscaping, pools, general building and the other licensed trades — from owner-operators up to about 100 staff, in any U.S. state. We’re based in Arizona; the interview is a phone call and the report comes by email, so where you are doesn’t matter.

Good — nothing here needs you to be. The call is a phone conversation about your business: leads, bids, jobs and where the time goes. No software to install or learn — you get a simple private page to follow your call and your report, and the report itself is written in plain English.

We analyze the transcript of your call to map how work moves through your business — leads, bids, scheduling, admin — and show where AI and automation fit. You get a written report by email within 2 business days of your completed interview call, in three parts — More work, Win more bids, Cut costs — and your top 3 fixes, each with a dollar estimate worked out from the numbers you gave on the call — plus recommended AI automations with step-by-step setup (DIY, or we build it). A person on our team reviews every report before you get it, and if something in the call needs clarifying, our team may call you with a few follow-up questions to sharpen the results. Then you book your 30-minute Game Plan Call: we walk through your results, answer your questions and talk through next steps. See a sample report.

A 30-minute call, included with every Owner Growth Call (60 minutes with a Team Assessment). When your report arrives you get a link to book it at a time that suits you — booking it is up to you. We walk through your results and the automation playbook, answer your questions and talk through next steps. No sales pitch you didn’t ask for.

Not satisfied? We’ll go over it on your Game Plan Call, and you can redo the AI interview at no charge for a fresh report. Payments are non-refundable. The free redo is one more interview within 30 days of your report.

Rough numbers are fine: your average job size, leads a week, close rate, bids a month, and the tools you use (Jobber, Housecall Pro, QuickBooks, a spreadsheet, or just paper).

First, your Game Plan Call. After that it’s your call. Plenty of owners fix things themselves from the report. If you want us to go further, the Team Assessment interviews your staff too and comes with a 90-day roadmap and a priced build plan — and what you paid for your Owner Growth Call is credited (in full within 14 days of your Game Plan Call). Nothing renews and nothing is billed without you choosing it.

By interview seats, not company size. You choose who takes part. Each staff interview or survey uses one seat, and your own owner interview is included — it never uses a seat. Pick the tier that covers the people you want interviewed: Owner + up to 9 staff (—), Owner + up to 50 staff (—) or Owner + up to 100 staff (—). Need more seats later? Move up a tier and pay only the difference. More than 100 staff taking part? We quote it. You add, change and remove the people on your interview list yourself, on your private assessment page — and our team can help. Every person you leave out is a gap: their daily work, the tools they use and the automation that would help them most won’t be in your report or your plan, so the results will be less complete.

Yes. Buy the Team Assessment within 14 days after your Game Plan Call (or after your report arrives, if you didn’t have one) and the full amount you actually paid for the Owner Growth Call is credited. After that, the credit is — (or what you paid, if less), with no deadline. The credit is always what you actually paid — so if you bought at the case-study price (—), your credit is that price, not the regular —. Upgrade from your Dane Suite portal and the credit is applied automatically at checkout.

Part of every Team Assessment. Each interview ends with a few judgement-free questions: which AI tools people use for work (ChatGPT, Copilot, Gemini, phone apps), whether that is on company or personal accounts and devices, at work or at home, and whether customer details like names, addresses, photos, prices or payment information ever go into them. Your report gets its own section on what we found and the settings and simple AI policy we recommend. In a confidential assessment these answers are pooled across the whole company — never by person. We check and recommend; we don’t promise any outcome.

The Owner Growth Call is —. The first 10 owners who let us share their results get — off, so they pay —. We are new and would rather earn proof than invent it. We publish a short case study of what your call found and what changed — results as percentages or ranges, never your dollar figures, customers or staff. You choose your visibility (anonymous, first name, or named) when you review the draft, and nothing naming you goes out until you approve it. Read the Case-Study Agreement. Tick the box on the price card to apply it.

We don’t have a native ServiceTitan or PlanHub integration, and we don’t claim one. For bids, we read the invitation-to-bid emails that already reach your inbox. Housecall Pro and many other tools connect through Zapier or their email notifications. Jobber connects through its own sign-in. Your assessment tells you exactly what we can and can’t connect for your setup.

We don’t promise jobs, wins or revenue — anyone who does is guessing about your market. The report shows where work and money are slipping, with estimates from your own numbers, so you can decide what is worth fixing.