Services
Straightforward pricing.
Serious results.
Three ways to engage with SharpMargin. Start free — then decide how deep you want to go.
The 48-Hour Operations Audit
No sales call. No commitment. You share your numbers and we get to work. Within 48 hours, you'll have a written report showing exactly where your money and time are leaking — with dollar amounts attached to each finding.
Most business owners walk away with this report alone and can immediately stop $500–1,000/month in unnecessary spend. If you want us to fix it too, that's what the next tiers are for.
The audit covers your full operational footprint: vendor contracts, software subscriptions, scheduling patterns, billing workflows, and revenue leakage. Every finding is prioritized by dollar impact so you know exactly where to act first. This is what a small business operations consultant should deliver on day one — specific numbers, not vague recommendations.
Request Your Free AuditWhat's Included
- Full review of your vendor and software contracts
- Scheduling and time-tracking audit
- Unbilled or under-billed work identification
- Cash flow and invoice timing analysis
- Written findings report with dollar figures attached
- Priority-ranked action plan
We implement every high-ROI finding from the audit. Software, vendors, workflows, invoicing systems — done. Price varies based on complexity and number of systems touched.
What's Included
- Implement all high-ROI audit findings
- Software setup, migration, or cancellation
- Vendor renegotiation support
- Invoicing and billing workflow build-out
- Scheduling system setup
- Team SOPs for ongoing margin protection
Margin protection on autopilot. We monitor your operations monthly, catch new leaks before they compound, and keep your systems running lean. Think of it as a fractional COO — at a fraction of the cost.
What's Included
- Monthly operations review call
- Ongoing vendor and contract monitoring
- New software or workflow requests
- P&L interpretation and flag alerts
- Priority access for urgent issues
- Quarterly re-audit and benchmark report
What We Deliver
Every engagement includes the exact deliverables you need.
Whether you're on a one-time setup or a monthly retainer, here's a breakdown of the specific services we provide to small service businesses.
Online Booking Setup & Optimization
Customers expect to book online — and service businesses that make it easy to schedule convert significantly more website visitors into paying jobs. We set up or optimize your online booking system so it integrates with your dispatch software, reduces phone tag, and captures lead information automatically.
Most small HVAC, plumbing, and landscaping businesses are either using booking tools at 20% of their capability or not using them at all. A properly configured online booking setup can reduce inbound call volume by 30–40% while increasing total appointments booked.
Deliverables
- Booking software selection or configuration (ServiceTitan, Jobber, Housecall Pro, etc.)
- Website booking widget installation and styling
- Service menu and pricing configuration
- Automated confirmation and reminder setup
- Integration with dispatch and calendar systems
- Lead capture form optimization
- Training for staff on booking management
Google Review Automation
For residential service businesses, Google reviews are the primary trust signal that converts search traffic into booked jobs. Businesses with 50+ reviews and a 4.7+ star rating see dramatically higher click-through and conversion rates from local search results.
We build an automated review collection system that sends a direct Google review link to customers immediately after each completed job — when satisfaction is highest. Most clients build a 4.8+ star profile within 60–90 days and see a measurable lift in organic search conversions.
Deliverables
- Post-job review request automation via SMS and/or email
- Google Business Profile optimization
- Review request message templates (proven high-conversion copy)
- Integration with your dispatch/job management software
- Negative review early-warning workflow
- Monthly review volume and rating tracking
- Competitor review benchmarking
Maintenance Plan Design & Launch
Residential maintenance plans are one of the highest-margin revenue streams available to HVAC and service businesses — yet fewer than 30% of small operators have a formal program. A well-designed maintenance plan creates predictable recurring revenue, reduces callbacks, and dramatically improves customer retention.
We design, price, and launch a maintenance plan program built around your service offerings and customer base. At 100–200 enrolled customers, a typical HVAC maintenance plan adds $25,000–$60,000 in annual recurring revenue at margins above 60%.
Deliverables
- Plan structure design (tiers, pricing, included services)
- Competitive pricing analysis for your market
- Agreement template and terms of service
- Sales script and enrollment process for technicians
- Software setup for recurring billing and scheduling
- Email and SMS enrollment campaign to existing customers
- Ongoing plan performance tracking
SEO Content for Service Businesses
Local search is how most residential service customers find HVAC, plumbing, and landscaping businesses. A properly structured website — with service pages, location pages, and blog content targeting the right keywords — drives organic leads that cost nothing per click once they're ranking.
We write and publish keyword-optimized content built specifically for service businesses: service area pages, individual service pages, FAQ content, and blog posts targeting high-intent local searches. Every piece includes proper metadata, header structure, and schema markup for maximum search visibility.
Deliverables
- Keyword research targeting your services and service area
- Individual service pages with keyword-optimized copy
- Service area / location pages for each city you serve
- Blog content targeting high-intent search queries
- FAQ pages with structured data (FAQ schema JSON-LD)
- Meta titles and descriptions for all pages
- Google Business Profile content updates
- Monthly content performance reporting
Monthly Operations Retainer
Operational efficiency isn't a one-time fix — it requires ongoing attention. Costs creep up. Software auto-renews at higher tiers. New employees introduce new inefficiencies. Without a system for monitoring, businesses drift back toward bloated overhead within 12–18 months of an initial cleanup.
The SharpMargin monthly retainer keeps a second set of eyes on your operations permanently. At $400–$600/month, it's structured to deliver measurable ongoing savings that cover the cost of the engagement every month. Most retainer clients identify a new $200–$500 savings opportunity every quarter in addition to the baseline work.
Monthly Deliverables
- Monthly 45-minute operations review call
- Ongoing vendor contract and pricing monitoring
- Software subscription audit (quarterly deep-dive)
- P&L interpretation with margin flags and alerts
- New workflow or system requests as they arise
- Priority response for urgent operational issues
- Quarterly re-audit with benchmark comparison
- Annual operations health scorecard
More Services
Need something different?
SharpMargin Launch
Start your business in 3 weeks.
LLC. Logo. Website. Email. Booking. Google listing. Social profiles. All of it — done for you, built right, flat fee. No agency markup, no DIY nightmare.
- ✓LLC formation
- ✓Domain + professional email
- ✓Logo + brand identity
- ✓Website (mobile-optimized)
- ✓Google Business Profile
- ✓CRM + booking setup
- ✓Social profiles claimed
$1,500 – $2,500 flat fee
Learn More →Referral Network Builder
We build your referral pipeline. You close deals.
We identify, reach, and warm up the attorneys, CPAs, and professionals most likely to send you deals — then automate the follow-up so no lead goes cold. Built for land investors and real estate operators.
- ✓200–500 targeted professionals per state
- ✓Personalized outreach sent on your behalf
- ✓A/B/C angle testing to find what converts
- ✓Automated 7-day follow-up sequences
- ✓Full tracking + reply monitoring
- ✓New contacts added monthly
Common questions
Do I have to buy anything after the free audit?
No. The audit is genuinely free with no strings attached. You get the report. What you do with it is up to you.
How long does implementation take?
Most setups are complete within 2–3 weeks. More complex engagements (multiple locations, large team SOPs) may run 4–6 weeks.
What if I'm already using a bookkeeper or accountant?
Great — we work alongside them. SharpMargin focuses on operational efficiency, not tax strategy. We complement what your accountant does, not compete with it.
Can I start with just the retainer?
We recommend starting with the free audit so we know exactly where to focus. It makes the retainer dramatically more effective from day one.