Nothing sends, spends or writes back until a person says yes. Each gated step shows the current value, the proposed value and what would change.
For operating partners at home-services platforms
Find the organic growth already ringing at your brands.
Every add-on brings its own phones, field software and idea of a booking rate. Send one brand's call records. In one to two weeks you get a scorecard that counts every ring to a booked job or to where it died, the same way at every brand, on the software it already runs. If there's no leak, we say so and walk.
The board pre-read
Three add-ons in, every brand says its phones are fine. None of them count the same way.
The ServiceTitan brand reports a healthy booking rate. The Jobber brand you closed in March reports whatever the office manager tracks. The brand on a carrier bill reports answer rate. Your value-creation plan has one line for organic growth across all three, and the board will ask how you know.
Meanwhile it's 9:40 on a Friday night at one of them. A no-heat call rolls to a message line. The homeowner hangs up and calls the next shop on Google. No report you get will ever show it.
Why the booking rate looks better than it is
A caller who hangs up at 40 seconds isn't in ServiceTitan's booking rate.
That's by definition, not by accident. In ServiceTitan's CSR dashboard, Percent Booked is the share of lead calls booked into jobs. A lead call is one that lasts at least 60 seconds and isn't excused. Fast hang-ups and excused calls fall outside the denominator.
Source: ServiceTitan help center, CSR Metrics. Other field software and call tracking tools define it their own way, or not at all.
That's fine for coaching a CSR. It's not a number you can put next to another brand's, or defend in a quality-of-earnings review. Our scorecard uses one denominator everywhere: every inbound ring.
Mapped to your value-creation plan
What the scorecard does for the plan you already own
Bain's 2026 report puts the new math plainly: "12 is the new 5." Deals that once needed about 5% a year of EBITDA growth now need closer to 10 to 12%, and more of it has to come from operations.
Source: Bain, Global Private Equity Report 2026. Industry figure, not a c0founder result.
| Your objective | What usually stands in | What you get |
|---|---|---|
| Organic growth you can prove at exit | Consolidated revenue, with acquired and organic growth blended together | A booked-from-every-ring baseline per brand in month one, and the same count re-run later from the same records |
| EBITDA without adding headcount | More CSRs, or more lead spend | A count of jobs lost on calls the brand already paid to make ring, and the wiring to win them back if the gap is real |
| Brand-to-brand comparability right after close | Each brand's own dashboard and definitions | Five rows per brand, one denominator, on whatever stack it runs |
| A board and LP slide you can defend | A status slide and an answer-rate chart | One page per brand, every number traced to a call record |
| No rip-and-replace before the ServiceTitan move | Wait for migration, then measure | Read the exports the brand has today. The scorecard carries over after cutover |
Buyers now look for "durable same-branch organic growth" and "proven ability to uplift newly acquired businesses postclose." Source: L.E.K. Consulting, Sept 2026.
Five places a ring dies
Every row has a record behind it, and a fix beside the tools you have
| Where the call dies | How we trace it | If the gap is real, we wire |
|---|---|---|
| Fast hang-up | Call length and outcome in the call tracking export | An alert and a callback text a person approves before it sends |
| After hours | Call time against the brand's posted hours | A fast text back and a path to a person or a booked slot |
| Answered, not booked | Call records matched to jobs in ServiceTitan, Housecall Pro or Jobber | A follow-up queue with one named owner |
| Message, not a job | Message notes against the job board | Messages that land on the board as jobs, not notes |
| Booked, not on the board | Booking claims against the schedule techs use | Write-back into the field software, through the approval gate |
The field software stays the system of record. We read its exports and write back only through the gate.
Mid-migration?
Don't wait for the ServiceTitan cutover to find out what's leaking.
ServiceTitan describes its own implementation as 12 to 16 weeks: discovery, configuration, testing, a hard cutover, then four weeks of hypercare. Across several brands, it runs in waves. The phones ring the whole time.
Source: ServiceTitan, "Implementation, Unfiltered".
We score each brand on the stack it runs today. After cutover, the same five rows run on the new exports, so your before and after use one definition.
How it goes
One brand in the first month. The method carries to the next.
- Step 1
You pick one brand
The add-on with the messiest stack is a good start. Someone on the brand's side sends one week of call records: a CallRail export, a field software export, or the carrier's call list. Customer names can be blacked out.
- Step 2
You read one page
One to two weeks after the export lands. Five rows, every count traced to a call record. The brand owns the score and the data behind it.
- Step 3
No gap? We walk.
If missed calls already become booked jobs, the scorecard says so and we don't sell you a fix.
- Step 4
Real gap? One month of gated work on that brand
Week 1 finishes one real job. Week 2 fixes what went wrong and tightens what it may touch. Week 3 saves the method. Week 4 runs it on live data and pauses anything that keeps breaking.
- Step 5
The next brand starts from the saved method
Same five rows, same gate, same weekly report. Week one on the second brand is shorter.
Your time
Built for an operating partner covering more portcos than weeks allow
You don't run this. You approve one brand, read one page, and get a four-line report each week: accepted results, time to those results, minutes a human spent reviewing, and every stop for approval with the reason. If the work was busy and nothing got accepted, the report says that too.
No time-saved estimates. Any before-and-after uses the brand's own timestamps or it doesn't appear.
AI risk, answered with a gate
Supervised, logged, and nothing ships unreviewed
Only 9% of private equity leaders say they're very confident they could pass an AI governance audit in 90 days. Operating partners describe the standard they want as supervised autonomy: defined limits, exceptions to a human, a full audit trail. That's how we run.
Sources: Grant Thornton, 2026 AI Impact Survey; Accordion, PE AI Adoption Benchmark 2026. Industry figures.
- What ran, what was refused, and what waited on a human
- The before and after on every gated step
- Narrow auto-checks that catch obvious bad paths
Proof, not a deck
What the first month leaves behind
| Usual AI consulting | c0founder | |
|---|---|---|
| First month | Discovery and a maturity deck | A scorecard on one brand, and one real job finished in week 1 if there's a gap |
| What's left | A roadmap slide | Something running beside the brand's stack, with the brand owning the data |
| Team | Headcount that grows with the invoice | Software teammates for the grunt work, one senior reviewer on every result |
| After we leave | No owner inside the brand | A named owner with the score and the wiring on their side |
Who reads your scorecard
One founder signs off on every scorecard.
c0founder is Dylan DeAnda in Whitefish, Montana. Veteran-owned.
Software teammates do the sorting, matching and drafting. Dylan reads every scorecard and approves every send himself. The same gate runs his threat-intel pod, where agents draft briefs and nothing pages, blocks or sends without a person.
If the records show no leak, we say so and walk. You're never sold a fix the export doesn't support.
We'd rather tell you a brand is clean than keep you on work that isn't turning rings into booked jobs.
Questions operating partners ask
Before you send an export
What do you need from the brand?
One week of inbound call records. A call tracking export, a field software export, or a carrier call list works. Customer names can be blacked out. Nobody at the brand has to change how they work.
We're mid ServiceTitan migration. Should we wait?
No. We score the brand on the stack it runs today, then run the same five rows on the new exports after cutover. Your before and after use one definition.
Will you put a dollar number or an EBITDA figure on it?
No. We count calls and trace each one to a record. Your finance team knows the ticket and the margin and can price them. We won't guess at EBITDA for you.
Can we compare brands on different software?
Yes. That's the point. Every brand gets the same five rows and the same denominator: every inbound ring, whatever the stack.
Is portfolio company data safe?
We only use what you or the brand send, for the agreed work. We don't sell lists. We don't shop a brand to a buyer without the owner's written okay. The brand owns its call data, exports and score, and we return or delete them on request. See our privacy policy.
Is this another answering bot?
No. We score whether rings become jobs, then wire follow-up and booking if the gap is real. An answering tool can be part of a brand's stack. It isn't what we sell.
What does it cost?
We talk price on the call, once we know the brand and its stack. There's no public fee sheet.
Own one shop, not a portfolio? Same scorecard, on your floor. See the shop owner path.
Next step
Pick the add-on you trust least. Send one week of calls.
You'll read one page. If the records show no leak, we say so and walk.