Buyer's Guide
What the engagement involves, what it requires, what it delivers, and what it costs. No interpretation required.
01 — Who this is for
Most home improvement contractors running $5M to $100M in annual revenue have more reporting than they can act on. CRM dashboards, marketing reports, demo results, cancel summaries. Each system reports accurately on its own domain. None of them read across each other.
Verisyn HQ exists for the operator who reviews those reports every month and still cannot answer the question with confidence: where exactly did revenue break, and what does fixing it actually cost?
The depth of the engagement scales with the complexity of the operation. Bath remodeling, roofing, solar, and windows operators at meaningful lead generation volume are the primary audience. Multi-division operators and PE-backed portfolios are served at the Enterprise tier.
Most contractors don't need Verisyn HQ. Their constraints are still visible without it. This engagement is for operators who have crossed the threshold where visibility requires an independent read.
02 — What data is required
There is no fixed data requirement. Operators provide what they are comfortable sharing. The brief is built from whatever operational picture that data makes possible. More complete data produces more precise findings. Partial data produces directional findings.
What Verisyn HQ seeks and what it does not seek are clearly separated below.
The analysis identifies where your revenue system is breaking. It does not require access to who your customers are — only to how the system is performing.
03 — The first 30 days
The first brief cannot be built on generic assumptions. The first 30 days are structured onboarding — establishing the operational baseline, understanding how your systems are configured, and identifying which data sources are available and at what depth.
No deliverable is produced until the onboarding is complete and the baseline is established. The first brief reflects a full operational read, not a partial one.
Operational intake
Initial data request and system review. You share what you are comfortable providing. We establish what the analysis can cover at that depth.
Baseline construction
The operational baseline is built from the data provided. Performance benchmarks are established across lead, conversion, and revenue layers.
Framework calibration
The Revenue Visibility Stack is calibrated to your operation. The metrics that matter most in your vertical and revenue band are weighted accordingly.
First brief delivered
The first Revenue Intelligence Brief is delivered following your monthly close. The cadence begins from this point forward.
04 — Monthly cadence
Most home improvement operators close their prior month's books fully by the 10th of the following month. The Revenue Intelligence Brief is delivered after your close is complete — not on a fixed calendar date that may precede accurate data.
The cadence is consistent. The brief arrives on the same schedule every month, timed to your operational reality.
05 — Pricing
Each tier delivers the same Revenue Intelligence Brief. The difference is the depth of the operational read and the access to analyst consultation.
Tier 1
The Brief
Monthly Revenue Intelligence Brief delivered directly to leadership following your close. The read identifies where revenue is diverging from reporting. The operator runs the execution.
Includes
Tier 2
The Standing Engagement
Everything in The Brief, plus a direct line into the analyst between sessions. Decisions tracked across periods. Mid-period reads available when a leading indicator breaks.
Everything in The Brief, plus
Tier 3
Enterprise
Portfolio-level instrumentation across divisions, brands, or holding structures. Consistent reporting architecture across the system. Custom cadence for board, owner, and operational reads.
Built for
Annual engagement, billed monthly. All tiers require a 12-month commitment. There is no month-to-month option. The brief compounds in value as the operational baseline deepens — a single month produces a finding. A full year produces a system.
06 — Sample deliverables
Every Revenue Intelligence Brief follows the same architecture. Eleven pages. Each page addresses a specific layer of the revenue system. Each action is owned and dated.
Page 01
Operating Intelligence Memo
The key finding in plain language. Situation, complication, resolution. The operator reads this page and knows the constraint.
Page 02
Immediate Actions
This week's decisions. Specific, owned, dated. Not a list of observations — a ranked action set.
Pages 03–04
State of the Business
Key metrics across the full funnel. Lead to appointment to demo to close to install to retained revenue. Three deteriorating trends identified and sized.
Pages 05–06
Three Deteriorating Trends
Ticket compression, rep variance, dropout analysis. Each trend quantified in retained revenue and assigned a constraint classification.
Page 07
Forward Projection
Four 90-day scenarios with confidence intervals. From full recovery to compounding deterioration. Runway calculated at the midpoint blend rate.
Pages 08–11
Channel Plays, Scorecard, Risk Register
Channel plays to close the identified gap. Rolling KPI scorecard across 13 metrics. Risk register with three compound-scenario paths and leading indicators to watch.
The full sample brief is available at verisynhq.com/brief. Five of eleven pages are visible without a gate. The full brief requires a verified business email.
Request the full sample brief. You will provide your name, company, vertical, and revenue range. That is enough for us to follow up with context.
Request the Full Brief