CA
My Plan

My Audit

Baseline business audit · completed Feb 18, 2026 with Samuel Okafor.

68
out of 100
Overall health

Albright HVAC has a strong delivery engine but leaks revenue at pricing and follow-up. The founder is the bottleneck — first 90 days focus on systemizing decisions.

What's working

Sales Process · 70
Good rapport, weak follow-up cadence.
Offer & Pricing · 64
Strong core offer; price is 20% under market.

Biggest opportunities

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Team & Leadership · 53
Founder still in every decision.
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Lead Generation · 56
Over-reliant on referrals; no paid channel live.

Section breakdown

Six areas of the business, scored 0–100

Offer & PricingSolid64

Strong core offer; price is 20% under market.

Lead GenerationSolid56

Over-reliant on referrals; no paid channel live.

Sales ProcessSolid70

Good rapport, weak follow-up cadence.

Operations & DeliverySolid62

Delivery quality high but undocumented.

FinancialsSolid59

No clear view of margin per job.

Team & LeadershipNeeds work53

Founder still in every decision.