Find your three highest-value AI opportunities. Free, in 30 minutes.
A 30-minute call and a one-page roadmap naming the three highest-value places in your business to increase revenue, improve conversion, or give your team time back. Yours to keep whether or not you hire Surge.
- Length
- 30 min
- Cost
- Free
- You prepare
- Nothing
Rather write than fill in a form? Send a note instead, or email austin@surgeadvisory.co.
- Owners and general managers of service businesses with a real team and real volume: leads coming in, estimates or treatment plans going out, invoices aging
- Practices, firms, and companies that already run a CRM, a scheduling tool, or a practice-management system and suspect it could be doing more
- Anyone who has been told to buy AI and would rather be told where it would actually pay
- Businesses without a lead source or a customer base yet. The roadmap finds leaks in work that already exists.
- Anyone looking for a free technical audit of their whole stack. That is a paid scope of work, and the roadmap will say so if it is warranted.
Eight things Austin asks about, and why each one matters.
Current software and tools
Because the fix should live inside what you already pay for.
Lead sources
Because the cheapest revenue is a lead you already paid for and did not answer.
Sales or case-acceptance process
Because small changes in presentation and follow-up move conversion more than any new lead source.
Highest-volume repetitive tasks
Because that is where a person's time is going.
Follow-up breakdowns
Because estimates, treatment plans, and invoices go quiet in predictable places.
Administrative bottlenecks
Because the office runs out of room before the numbers show it.
Where revenue or opportunities fall through the cracks
Because you already know some of them, and saying them out loud is half the roadmap.
Business metrics you already monitor
Because the roadmap has to be measurable in numbers you trust.
Within two business days of the call, a one-page AI Revenue Roadmap, written for you and reviewed by Austin before it is sent.
Not promised
- A comprehensive technical audit of your systems. The roadmap is a prioritized one-page document, not an inspection.
- A guarantee that any opportunity can be built until access and vendor limits are confirmed. That is what the dependencies line is for.
- 01The three highest-value opportunities, ranked
- 02The expected business effect of each, in your numbers where you gave them and in plain language where you did not
- 03Key dependencies: access, data, approvals, or vendor limits that decide whether it can be built
- 04A recommended next step for each, which may be a build, a setting to change in software you already own, or nothing yet
- 05A delivery classification for each: ready to build now, needs stack validation first, or not recommended
- 06An estimated project range where one applies
One page. Three opportunities. Every one with a dependency line and a next step.
Prepared for
A residential service company with two crews, one office manager, and a CRM nobody fully trusts
Work every open estimate until it books or says no
- Expected effect
- The office manager stops carrying follow-up in her head. Every estimate over seven days old gets an approved touch, and the owner sees the pile shrink by count and dollars each week.
- Dependencies
- Estimate status is reliably set in the CRM. Texting number registered.
- Classification
- Ready to build now
- Range
- $2,000 to $5,000
- Next step
- Single automation, written scope
Answer every lead in under a minute, including nights and weekends
- Expected effect
- First response moves from hours to seconds. The company becomes the one that answered first, without anyone touching a phone after dinner.
- Dependencies
- Lead-created trigger from the CRM and the website form; approved first message.
- Classification
- Ready to build now
- Range
- $2,000 to $5,000
- Next step
- Single automation, often bundled with the first
One page with the whole company on it, every morning
- Expected effect
- The weekly spreadsheet compile disappears. The owner reads leads, sold work, pipeline, and receivables on a phone before the day starts.
- Dependencies
- Read access to the CRM, accounting, and call tracking; two systems have limited APIs and need validation.
- Classification
- Needs stack validation first
- Range
- $8,000 to $25,000
- Next step
- Multi-tool build after access is confirmed
Illustrative example composed for this page. Not a client, not a delivered roadmap, and the ranges are the published tier ranges rather than a quote.
- You keep the roadmap whether or not you hire Surge.
- If you want Surge to implement an opportunity, you receive a written fixed-price scope. No hourly billing, no retainer requirement.
- If the honest answer is that nothing is worth building yet, the roadmap says that too.
Is this a sales call?
It is a working call with a sales outcome available at the end. You leave with the roadmap either way. If one of the three opportunities is worth building, Surge sends a written fixed-price scope and you decide on your own time.
Why is it free?
Because a good share of owners who see where the money is leaking decide to fix it, and Surge would rather earn that decision with the roadmap than with a pitch. The commercial reason is stated plainly so you do not have to guess at it.
Do I need to prepare anything?
No. Bring what you know. If you have your CRM open during the call, the numbers get more specific, but it is optional.
Is the roadmap a technical audit?
No. It is a prioritized one-page document with three opportunities, their expected effect, their dependencies, and a recommended next step. A technical audit of your systems is a paid scope, and the roadmap will tell you if it is warranted.
What if my software has no API?
Then the roadmap says so under dependencies, and the recommended next step accounts for it: sometimes an export, sometimes a setting in the software you already own, sometimes not yet. Bring your stack to the call and it gets checked before anything is quoted.
Who runs the call and writes the roadmap?
Austin Brooks, the founder. He reviews every roadmap before it is sent. Nothing is generated and mailed without a person reading it.
What happens to what I share?
It is used to prepare for the call and write the roadmap, stored in Surge's own systems, and never sold or shared. Surge does not ask for passwords, patient records, or financial account details on the call.
Ready when you are. The form is at the top of this page.
Two minutes to fill in, thirty minutes on a call, one page you keep. No countdown, no limited seats, no pressure.