How it works

From a 30-minute call to a Monday morning report.

Three phases. One conversation, one onboarding week, then steady state. After that the work runs in the background and you read about it once a week.

Three phases i.
Week 0

The conversation. No deck, no pitch.

A 30-minute call. We ask about your trucks, your average ticket, your CRM, what's eating Sunday nights. If we're not a fit, we say so — and we mean that.

Week 1

Onboarding. We move into your CRM.

Five days. We learn your scripts, your service area, your pricing, your team. We sit alongside your dispatcher for the first two days. By Friday we're answering live calls.

Week 2 onward

Steady state. Quiet, consistent, prepared.

A weekly written report lands every Monday morning with specifics — calls, jobs, invoices, follow-ups, reviews, renewals. Slack channel for anything mid-week.

Onboarding · the week of ii.
i. Monday Scripts, voice, service area. We absorb how you talk to customers, the addresses you serve, the pricing on each service line. Read-only access to your CRM.
ii. Tuesday Shadow your dispatcher. We listen to live calls and watch the booking. We learn the edge cases — the regulars, the difficult addresses, the rep names.
iii. Wednesday Meet your team. Quick intros with your dispatcher, your techs, and your accounting person. We get added to the right Slack channels.
iv. Thursday Live on overflow only. We start picking up calls that ring three times without your team answering. Booking goes into your CRM with a flag.
v. Friday Full handoff. First-ring pickup on the main line. Same-day invoicing on the day's closed jobs. Your first weekly report goes out the following Monday.
Weekly cadence · steady state iii.
Mon 8a
Last week's written report in your inbox. Specific numbers, specific names.
Mon–Fri
Calls answered live, jobs booked, invoices sent, follow-ups run.
Tue 9a
Review of last week's renewals and follow-ups. Anything stuck is flagged for you.
Daily 5p
EOD note in Slack — anything you should know about that day.
Fri 4p
Accounting reconciliation pass. Past-due invoices over 14 days flagged to you.
First Wed
Monthly review call — 30 minutes. What's working, what to change, anything you'd like differently.
What lands in your inbox · Monday morning iv.
Backbench
Sample Heating Co. · Weekly report · May 5–11, 2026
No. 014
Calls answered
142.
100% live · 0 to voicemail
Jobs booked
37/45
82% conversion
Invoiced
$48,210
Same-day on 34/37
Renewals
9
All before lapse
Below the fold — a list of the week's closed jobs by customer name, three reviews requested, two follow-ups still pending, and a one-paragraph note from your account lead. Placeholder data; not a real customer.

A 60-day pilot,
at no cost.

For the first three Nashville shops. Cancel any time, no penalty. We onboard inside your existing CRM, go live in week one, and you get the full 60 days before you decide anything.

Email Anthony→
Direct · anthony@backbench.services