A sample. Brightline Electric is fictional, written to show what the free diagnosis returns for a small service business.

Diagnosis reportSeptember 14, 2026 · a sample
BE

Brightline Electric

brightlineelectric.exampleResidential electrical servicesRound Rock, TX
Prepared for
Marcus Reed, owner
marcus@brightlineelectric.example
Team
6 people
Founded
2018
Outside help
Accountant only
How we read the business

A six-person electrical contractor, years in, run by its founder with two on payroll, two contractors and a spouse on the books. Work comes almost entirely from referrals and repeat clients. The owner quotes, schedules and chases invoices himself; the business slows when he does.

Janderson AraujoPatricia de Castro Araujo19 answers read by Holy, reviewed by Janderson and Patricia
Agentic readiness
2.2/ 5
Laying foundations

Strong craft and a loyal client base, held back by one phone, one owner, and nothing written down.

A position, not a grade. Six parts of it come from how your work is written down, tracked and owned, four from the six areas below. It moves when they do.

Marketing2Digital presence2Sales2Operations3Finance3Security1
  1. 1
    Genie wish · MarketingA steady flow of new customers that does not depend on referrals.
  2. 2
    Genie wish · OperationsA new hire productive in the first week.
  3. 3
    Genie wish · FinanceGetting paid on time without chasing.

You put these at about 10 to 20 hours a week. Your estimate.

1 of 6

Marketing

Getting found by people who do not already know you.

Level2 / 5
  1. Invisible
  2. Word of mouthyou are here
  3. Findablenext
  4. Consistent presence
  5. Compounding
Where you are

You are a referral business with a website nobody visits. That is fine until referrals dip, and you have no way to know when they will.

Almost allnew work from word of mouth, in your words
Rarelyposts, in your words
Truck and sitethe other ways customers find you
What we found
  • +
    Repeat clients trust youYears of referrals are proof of quality. It is the asset everything else should be built on.
  • !
    No system to ask for the reviewEvery finished job is a five-star review you are not collecting. Google is where the next neighbor looks.
  • !
    Posting when you rememberYou said it yourself. Nobody on the team owns it, so it does not happen.
What you told us
How do new customers usually reach you?“Word of mouth, almost all of it. A few from the truck.”
What do you do today to get the word out?“I post finished jobs sometimes. Honestly not much.”
How does social media work for you today?“I post when I remember, which is rarely.”
First move
Turn every finished job into a review requestOne text, sent the evening the job closes, with the link. That is the whole system for the first thirty days.
Janderson Araujo
Janderson AraujoMarketing, product and security

“Years of referrals are rare. Do not chase new channels yet; make the referral loop visible first, because the reviews you are not collecting are the cheapest marketing you will ever do.”

2 of 6

Digital presence

Your site, search, social and the tools behind them.

Level2 / 5
  1. No footprint
  2. A site that existsyou are here
  3. Found for your namenext
  4. Found for your service
  5. Site that sells
Where you are

The site proves you exist and little else. It loads slowly on a phone, has no way to request a quote, and never names the city or the services it sells.

Slowto load on a phone, on our read
3 pagesno services or pricing page
Footer onlywhere the phone number lives
What we checked on brightlineelectric.example2 of 8 in place
  • ×
    Contact form or quote requestPhone number in the footer only
  • ×
    Click-to-call and WhatsApp on mobileNumber is plain text, not a link
  • ×
    Online schedulingEvery visit is booked by a call back
  • ×
    Chat or assistantNone found on the site
  • ×
    Reviews shown on siteNone shown or linked
  • ×
    Service pages with the city namedOne generic "services" paragraph
  • ✓
    Mobile-friendly layoutReflows, but slow
  • ✓
    Domain and SSLValid certificate
What we found
  • +
    The domain carries the namebrightlineelectric.example answers under the company's own name, with a valid certificate. The foundation is there.
  • !
    Not found for the serviceThe site never says the city and sells its services in one generic paragraph, so a search for an electrician in Round Rock has nothing to match.
  • !
    No path from visitor to leadThe only contact is a phone number in the footer. Evening visitors cannot leave a request, book a slot or ask a question; you cannot see who came.
  • !
    Every booking costs you a callNo scheduling on the site means each job starts with phone tag. That is an operations cost hiding in the website.
  • ~
    Social exists but is disconnectedAn Instagram the site never links to, and no reviews page. Each channel works alone.
What you told us
Here is how I read your business from your site. Does it hold up?“Mostly. The site is old, my nephew made it.”
How does social media actually work for you today?“I post when I remember. Instagram mostly.”
What do you do today to get the word out?“The truck, the site, and word of mouth.”
First move
Claim the Google Business profile and add the city to the siteFree, one evening. It is the single change most likely to make a stranger find you this quarter.
Janderson Araujo
Janderson AraujoMarketing, product and security

“Your site should behave like your best employee at 9pm: take the request, offer a slot, answer the common question. That is the product I would build for you before any ad spend.”

3 of 6

Sales

From the first call to a signed quote.

Level2 / 5
  1. Whoever calls
  2. Quotes by handyou are here
  3. Tracked pipelinenext
  4. Fast follow-up
  5. Predictable close
Where you are

Quotes go out when you have a night free. Leads that wait two days go to the electrician who answered first.

Latefrom call to quote, in your words
Ownerwrites every quote
Unknownquotes sent vs. won
What we found
  • +
    You close when you show upReferral leads are warm. Your close rate on the ones you quote is not the problem.
  • !
    Speed is the leakYou named "closing the deal" as where work breaks down. It is not the pitch, it is the wait.
  • !
    No record of what you lostWithout a list of quotes sent, you cannot see the pattern in the ones that went quiet.
What you told us
Where does the work break down most often?“Closing the deal. People call, I get to the quote late.”
How does work actually get tracked day to day?“Texts and my memory. A whiteboard in the shop.”
First move
A same-day acknowledgement for every leadNot the quote, the reply: "Got it, quote by Thursday." Buys you the time you already need.
Patricia de Castro Araujo
Patricia de Castro AraujoSales and operations

“You said closing is where it breaks. From what you told us, you close fine; you lose the ones who never hear back. Fix the reply time before touching the pitch, and start writing down who went quiet.”

4 of 6

Operations

Doing the job, and running the team that does it.

Level3 / 5
  1. In your head
  2. Whiteboard and texts
  3. One shared toolyou are here
  4. Written playbooksnext
  5. Runs without you
Where you are

The work itself is solid. What is missing is the written version of how you do it, so someone new is not weeks of drag on you.

6 peoplethe team, by your count
In headshow the work gets done
Weeksto train someone new, in your words
What we found
  • +
    A real team, not just youFive people who show up, and work that holds without you on every job.
  • !
    Training restarts from zeroEvery hire learns by shadowing you. The "trickiest part" you named is a documentation problem in disguise.
  • !
    Scheduling runs through youWith no booking on the site, every job starts with a call back and a text thread. That is hours a week the calendar could absorb.
  • ~
    You have tried AI for writingChatGPT for emails is a start. Nobody owns making it stick, so it stays a personal habit.
What you told us
What is the trickiest part of running that team?“Training takes weeks every time. Finding people who stay.”
Is how you do things written down anywhere?“All in my head. Some in old texts.”
Who would own making an automation work?“Me, like everything else.”
First move
Record yourself doing the three most repeated jobsPhone video, no editing. That footage becomes the playbook an agent can turn into checklists and onboarding.
Patricia de Castro Araujo
Patricia de Castro AraujoSales and operations

“Weeks to train someone is not a hiring problem, it is a documentation problem. Film, do not write; you will never sit down to write it, but you will talk while you work.”

5 of 6

Finance

Invoicing, cash, and knowing where you stand.

Level3 / 5
  1. Shoebox
  2. Spreadsheet + accountant
  3. Monthly booksyou are here
  4. Cash visibilitynext
  5. Decisions on numbers
Where you are

Books are clean once a quarter thanks to your accountant. Between visits you are flying on the bank balance.

Quarterlywhen you see real numbers
Spreadsheetinvoicing today
Ownerchases every late payment
What we found
  • +
    An accountant you trustYou have the hardest part of finance covered. The gap is what happens in between.
  • !
    Invoices go out lateBecause you write them at night. Late invoice, late payment, tight month.
  • ~
    No view of margin per job typeYou know which jobs feel good. You do not yet know which ones pay.
What you told us
What handles the money side today?“A spreadsheet and my accountant. Payroll through the bank.”
Is anyone outside the company helping you run it?“Just my accountant, once a quarter.”
First move
Invoice from the drivewaySend it before the truck leaves. Same tool you have, one habit change, and it moves cash forward.
Patricia de Castro Araujo
Patricia de Castro AraujoSales and operations

“Keep the accountant. What you are missing is the weekly ten minutes between visits: what is unpaid, what is due. That is a habit, not a system, and an agent can hold the habit for you.”

6 of 6

Security

What you would lose on a bad day.

Level1 / 5
  1. Exposedyou are here
  2. Passwords reusednext
  3. Two-step on main accounts
  4. Backed up
  5. Recoverable in a day
Where you are

One phone holds the business. If it dies or gets taken, you lose client history, photos, and access to the accounts that pay you.

1 deviceruns the business
Not reallysecurity habits, in your words
Everythingyour word for what you would lose
What we found
  • !
    One password, no second stepEmail is the master key to every other account. This is a twenty-minute fix and the most important line in this report.
  • !
    No backup of the phoneClient photos, texts, and quotes exist in one place.
  • ~
    Client data lives in textsAddresses and panel photos in a messaging app is normal at your size. It should not stay normal.
What you told us
Any basic security habits in place?“Not really. Same password on most things.”
If the phone you run the business on died tomorrow?“Everything, honestly.”
First move
Two-step on email and bank, tonightThen turn on phone backup. Both are free. We will send the checklist with this report.
Janderson Araujo
Janderson AraujoMarketing, product and security

“This is not your priority and I agree. It is twenty minutes though, and it is the one line in this report that, skipped, can undo the rest. Do it tonight and never think about it again.”

Next steps

Ninety days, in the order that pays for itself

Ordered by the three problems you asked the genie to solve, top of the funnel first: get found, then convert, then hand the routine to an agent. Everything here can be done with or without us.

Days 1 to 30Wish 1 · Get found
  • DigitalClaim Google Business. Add city, services and a quote form to the site.
  • MarketingReview request text after every closed job.
  • SalesSame-day "got it" reply to every lead, from a template.
  • SecurityTwo-step login on email and bank, phone backup on. Twenty minutes, done once.
Days 31 to 60Wish 1 + 2 · Convert and write it down
  • DigitalRebuild the site: fast, mobile-first, one page per service, reviews pulled in, booking and quote request built in.
  • SalesOne list of quotes sent, won, lost. A spreadsheet is enough.
  • OperationsFilm the three most repeated jobs. Turn footage into checklists.
Days 61 to 90Wish 2 + 3 · Hand it to an agent
  • MarketingLead intake, follow-up and finished-job posts run by an agent, you tap approve.
  • OperationsOnboarding agent walks the new hire through the checklists.
  • FinanceInvoice on close, agent nudges at 7 and 14 days, you only take the hard calls.
How Holybiz can help

Marcus, your three wishes and the team we would put on each

Consulting used to trap knowledge in paper. We deliver it to a team that works every day. We would start with wish one because the other two need the phone to ring, and take all three inside the ninety days above.

  1. 1Steady flow of new customersWhere we would start
    Digital presence + a lead and reputation agent

    We rebuild the site to be found and to capture the request, then an agent answers every inbound within minutes, asks for the review and drafts the post from the job photos. You approve, it publishes.

    FormatSite rebuild first, then Holy Agents daily
  2. 2Hire productive in a week
    A playbook and onboarding agent

    Turns your job videos into checklists, then walks each new hire through them on the phone, answering the questions they would have asked you.

    FormatOne working session, then Holy Agents
  3. 3Paid on time without chasing
    A collections agent

    Sends the invoice on close, nudges politely at 7 and 14 days, flags to you only when a human call is needed.

    FormatHoly Agents, with your accountant in the loop
Your turnJanderson AraujoPatricia de Castro Araujo

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Built from 19 answers and a read of brightlineelectric.example. Nothing here is a benchmark; every line traces to what you told us.Holybiz · Austin, TX