A named, scoped audit — not a generic discovery call. In one 30-minute conversation, I'll identify the three highest-leverage automations in your business and hand you a written plan inside 48 hours. If you engage any build tier, your $500 is credited in full on the first invoice. If you don't, the audit is yours to keep.
How the credit works. Book the audit. 48 hours later you've got the written roadmap. Engage any tier — Starter, Growth, or Scale — within 60 days and $500 is applied to your first invoice. You only pay the difference.
Run by Carlos Aguilar, a Leesburg operator who runs a Class A general contractor company, a transportation & logistics operation, and an import/export business — and builds every system inside those companies first before shipping to clients.
What it is
A 30-minute operator discovery followed by a written deliverable inside 48 hours that maps the top three automatable workflows in your business. Each workflow is scoped as a standalone Skill — what it does, what tools it plugs into, the estimated revenue impact, the effort to ship, and whether it fits a Starter, Growth, or Scale engagement.
It's different from a generic discovery call in one way that matters: you walk away with a document. If you build the first Skill with Evolvus, your $500 is credited back on the first invoice. If you don't, the audit is yours — use it internally, hand it to another vendor, or just keep it as a roadmap.
Why it matters
3×
more impact from one fully-shipped workflow than from three half-built ones.
Observation: McKinsey, "The state of AI" (2024) — AI value accrues to organizations that focus on a few high-leverage use cases, not broad deployments.
62%
of inbound calls to small businesses go unanswered — usually the single biggest revenue leak in a service operator's stack.
Source: Invoca & BIA/Kelsey call-analytics research, 2023.
48 hrs
from 30-minute call to written Skills audit in your inbox. A generic discovery call takes weeks to convert into a written proposal.
Source: Evolvus Automat delivery SLA, 2026.
Operator note: a paid audit forces both sides to do the work up front. The $500 fee filters out conversations that shouldn't have been sales calls in the first place; the credit-to-build mechanic means committed operators are never actually out of pocket.
What you get
A prioritized list of the three highest-leverage automations for your specific business, ordered by revenue impact × effort-to-ship. Usually: missed-call recovery, lead qualification, and one industry-specific Skill (dispatch, estimate drafting, vendor comms, etc.).
For each Skill: which tools it plugs into (CRM, phone, calendar, dispatch, back-office), what you already own, and what — if anything — you'd need to add. Tool-agnostic: we build into your stack, not around it.
Each Skill scored on estimated build effort (Starter-sized single workflow, Growth-sized connected system, or Scale-sized custom) and projected impact — leads recovered per month, hours returned to your team, or deals qualified before they hit your phone.
Each Skill mapped to a tier — Starter ($2.5k), Growth ($6k), or Scale ($15k+) — with a suggested 30/60/90-day rollout if you engage. Your $500 audit fee credits to the first invoice.
Who qualifies
GCs, HVAC, plumbing, roofing, electrical, cleaning, landscaping — DMV on-site (Loudoun, Fairfax, Arlington, Alexandria, Leesburg, Reston) or remote anywhere in the US.
Small and mid-sized law firms, tax offices, bookkeeping and accounting practices. Intake, document workflow, client communication and scheduling — all high-leverage Skills.
Transportation operators, last-mile delivery, dispatch-heavy service businesses. If you're coordinating drivers, jobs, or routes manually, there's at least one Skill here.
International supplier relationships, SKU management, order tracking, inventory reconciliation. Vendor communication is usually the #1 Skill candidate.
Deal-flow, tenant intake, vendor coordination, property-ops. Lead qualification and vendor dispatching are the two most-requested Skills in this vertical.
Full remote engagements supported across the US and Europe. Multilingual delivery in English, Spanish, Portuguese, and French. Timezone-flex.
How it works
We walk through your inbound flow, your CRM and phone stack, and the 3–5 processes eating the most manual hours. No prep required — just show up with 30 minutes and a rough sense of where the time goes.
You get a shareable PDF: top 3 Skills ranked by revenue impact × effort, tool integrations, pricing tier per Skill, and a 30/60/90-day rollout plan. Every Skill is scoped to a measurable operator outcome — not a feature list.
If you build the first Skill with us, your $500 is credited 100% to the first invoice. If not, the audit is yours to keep, hand to an internal team, or use as a roadmap. No retainer, no sunk-cost pressure.
FAQ
How is this different from a regular discovery call?
A regular discovery call is a conversation. The Skills audit is a named deliverable — a prioritized 3-Skill roadmap in writing, inside 48 hours. You walk away with a document whether or not we work together. A generic discovery ends with "we'll send a proposal"; the Skills audit ends with a document showing exactly where the automation leverage is in your business.
What does the written audit actually include?
Your top 3 Skills ranked by revenue impact × effort, tool integrations for each (CRM, phone, calendar, dispatch), pricing tier per Skill (Starter $2,500 / Growth $6,000 / Scale $15k+), and a 30/60/90-day rollout if you engage. Delivered as a shareable PDF.
Is the $500 really credited to my build?
Yes — 100% credited. If you engage any tier within 60 days of receiving the written audit, the $500 is applied to your first invoice. You pay only the difference. If you don't engage, the audit is still yours to keep, use internally, or hand to another vendor.
Why $500 instead of free?
Two reasons. First, a paid audit filters for serious intent on both sides — I spend real strategic effort up front, and you're here because you intend to move. Second, premium agencies don't give strategy away; shipping a written roadmap is real work, and $500 ensures both sides treat it like real work. The credit-to-build mechanic removes any financial risk if you do engage.
Who qualifies?
Any active service-business operator — general contractors, HVAC, plumbing, roofing, law firms, accounting practices, real estate investors, property managers, logistics and dispatch, import/export, service agencies. DMV on-site across Northern Virginia, DC, and Maryland (Leesburg, Reston, Fairfax, Arlington, Alexandria, Loudoun County, Ashburn). Remote engagements across the US and Europe.
What happens on the 30-minute call itself?
Short operator discovery: inbound flow (phone, web, referral, paid), tools you use daily (CRM, phone, calendar, dispatch), and the 3–5 processes that eat the most time. No slides, no pitch deck. By minute 25 we usually know the top 3 Skills; by minute 30 we've aligned on priority. The written audit captures everything plus scope and cost to build.
What gets built after the audit
The #1 Skill in 9 out of 10 audits. Auto-texts back in under 30 seconds, books the estimate, syncs to your CRM. Starter tier.
The inbound booking agent. Qualifies, checks your calendar, writes the estimate into your schedule — no human touches it.
Enrich and score every lead before it hits your phone. Service area, timeline, budget, decision-maker — all before you spend a minute on it.
Book a 30-minute Skills audit. Inside 48 hours you'll have the top 3 automations in your business ranked, scoped, and priced. $500 is credited 100% to your build if you engage — otherwise the document is yours to keep.