INDUSTRIES
Same playbook.
Different vocabulary, software, and rules.
The four leaks — phone, dormancy, response time, review velocity — show up in every owner-operated service business we’ve audited. The playbook is universal. What changes is the vocabulary (recall vs reactivation vs rebooking), the software (AVImark vs Jane vs Open Dental vs ServiceTitan), and the regulator (CVO vs CCO vs HRAI vs the dental colleges). We’ve built deep playbooks for five industries. We’ll tell you on the audit if yours fits.
Lead playbooks
Five industries with vertical-specific implementations.
Vet clinics
Recall, lapsed-client win-back, after-hours calls, CVO/AVMA-compliant review automation. Wraps around AVImark, Cornerstone, ezyVet, Vetspire, Covetrus.
For vet clinics →Chiro & physio
Reactivation, 5-minute lead response, care-plan completion, College-compliant review velocity. Jane App–native. HIPAA BAA on request.
For chiro & physio →Dental
Hygiene recall, dormant-patient reactivation, treatment-plan completion, post-op review velocity. Wraps around Open Dental, Dentrix, ClearDent, Curve.
For dental →Med-spa & aesthetic
Membership reactivation, missed-consultation rescue, package upsell sequences, before/after review automation. Wraps around Boulevard, Aesthetics Pro, Vagaro.
For med-spa →HVAC & home services
In-season missed-call rescue, service-agreement attach, post-job review automation, shoulder-season fill. Wraps around ServiceTitan, Housecall Pro, Jobber.
For HVAC →Other industries we serve
Same operational shape. Adjacent verticals.
The lifecycle playbook fits every vertical below. The vocabulary changes; the leaks don’t. The audit tells us — and tells you — whether the dollar impact is worth running.
Health-adjacent
Optometry · Mental-health practices · Counsellors · Dietitians · Speech & OT clinics · Audiology
Professional services
Small-firm legal (consumer / family / PI) · Accounting & bookkeeping · Immigration consultants · Real-estate teams
Personal care & hospitality
Salons & spas · Barbershops · Pet grooming, boarding, daycare · Independent restaurants (host/reservations side)
Education & coaching
Tutoring centres · Independent music schools · Driving schools · Group fitness & yoga & pilates studios
Trades & home services
Plumbing · Electrical · Roofing · Landscaping · Cleaning · Pest control · Garage door · Pool & spa
Specialty fitness
Climbing gyms · Boxing/MMA studios · Crossfit · Pilates · Specialty cycling · Recovery studios
Don’t see your industry?
Book the audit. If the four leaks apply, the playbook applies. If it doesn’t fit, we’ll tell you on the call — and you keep the report.