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We made the Quick Audit free across every one of our Spotlight verticals — HVAC, roofing, plumbing, real estate, law firms, concrete, auto dealers, painting, pressure washing, landscaping, and more. Requests are climbing, which is exactly what we want. So we built a pipeline that runs each audit at full effort without adding headcount, and per our building in public principle, here is the entire system — the same document our own team runs on.
Step 1: Intake — one CRM, not three
Orders come in through the vertical Quick Audit pages. We ran intake through Service Provider Pro for a stretch; we are moving it back to Infusionsoft so every order lands in the same CRM and follow-up sequences as the rest of our offers. One system of record beats three half-connected ones. Until the order-form webhook fires the agent directly, a Claude agent polls for new orders every three hours.
Step 2: The agent runs the audit — a human sends it
For each new order, Claude runs the audit at maximum effort — the same way we run them live on stage — and produces a roughly 15-page PDF built on the client’s actual data, structured on our six audit areas: digital footprint, reviews and reputation, social media, analytics architecture, advertising, and strategy. Prescription before diagnosis is malpractice, so every finding ties to a revenue outcome and cites the platform documentation behind it. The first page answers the exact question the owner asked when they ordered — this week that included a Los Angeles property-management company asking why it fell out of Google’s top three after holding page one for two years.
Then the human checkpoint: the finished audit is staged as a ready-to-send email with our operations team copied. Ops reviews and sends. The agent does the work; a person owns the send button. That is deliberate — quality control and accountability live with people, volume lives with the machine.
Step 3: MVS scoring — and a 15-minute call for those who qualify
Every audit also scores the business against our Maps Visibility System criteria: doing $1M+ a year in revenue, operating in a Google Local Services Ads-eligible category, and holding 100+ Google reviews. Owners who qualify get an invitation to a 15-minute discovery call — booked through a branded Calendly page on our Enterprise Zoom, with a reminder sequence nearly identical to the one behind our Power Hour. Owners who don’t qualify still get the full audit and action plan — the knowledge is free either way; we charge for execution.
Why we publish our internal process
This is LDT — Learn, Do, Teach — and CCS — Content, Checklist, Software — two of the 9 Triangles. We learn by running thousands of audits, we teach by documenting them in public, and we systematize the checklist into software: first Zapier flows, now Claude agents. If you can’t show the work, it didn’t happen.
The checklist (steal this)
- New order arrives (order form → CRM; agent polls every 3 hours until the webhook trigger ships)
- Agent extracts the business, website, market, revenue band, and the owner’s stated question
- Agent researches: website, Google Business Profile, reviews, rankings, competitors, tracking, ads
- Agent writes the ~15-page PDF on the six audit areas, answering the owner’s question on page one
- Agent scores MVS: $1M+ revenue · LSA-eligible category · 100+ Google reviews
- Agent stages the email (audit attached, ops copied); qualified owners get the 15-minute call invitation
- Ops reviews and sends — a human owns every send
- Process improvements get posted back to this article — building in public means the doc stays true
What we’re improving next
Polling every three hours is the interim; the Infusionsoft order trigger will fire the agent the moment an order is created. The Calendly landing pages are being branded per vertical, and the promo videos our team shot this week are being cut per industry. When those ship, this article gets updated — that’s the deal we made with you by building in public.
Want yours? Get your free Quick Audit here — local service businesses only.
Dennis Yu
Dennis Yu is the CEO of Local Service Spotlight, a platform that amplifies the reputations of contractors and local service businesses using the Content Factory process. He is a former search engine engineer who has spent a billion dollars on Google and Facebook ads for Nike, Quiznos, Ashley Furniture, Red Bull, State Farm, and other brands.
Dennis has achieved 25% of his goal of creating a million digital marketing jobs by partnering with universities, professional organizations, and agencies. Through Local Service Spotlight, he teaches the Dollar a Day strategy and Content Factory training to help local service businesses enhance their existing local reputation and make the phone ring.
Dennis coaches young adult agency owners serving plumbers, AC technicians, landscapers, roofers, electricians, and believes there should be a standard in measuring local marketing efforts, much like doctors and plumbers must be certified. He has appeared on 353 podcasts with 619 credited episodes — see the full list of his podcast appearances.