Sample assessment report

Kestrel Ridge Painting

Residential painting, 7 people, Eastside. This is an excerpt of the report a client receives after the discovery call.

Fictional business. Kestrel Ridge Painting, its owner, and every quote below are invented to show the format. I checked every tool price on September 25, 2026.

Executive Summary slide from the sample report: the owner's pain and outcome in their own words, and 5.5 hours a week reclaimable
Page 2 of the actual report deck the client receives.Download the 5-page sample (PDF, 140 KB) →

The pain, in the owner's words

"The nights. Writing the estimates at the kitchen table."

Six estimates a week, 45 minutes each, and 35 of those minutes go to typing and fixing Word. Then the owner spends 30 minutes every night putting together tomorrow's texts to the crews.

What the time is for, in the owner's words: "Eat dinner with my kids without the laptop open."

5.5
hours a week reclaimed (4.5 owner, 1.0 office manager)
$20
a month in new tools; everything else is already paid for
$2,345
a month in time returned, at the owner's own $100 hourly rate, after the $20 tool cost

The report claims less than the owner described. Estimates take 4.5 hours a week; it counts 2.0. Crew texts take 2.5; it counts 1.5. These are busy-season numbers, and the report makes no claim about winter.

One recommendation, in full

01 · Claude Pro · $20/month · saves 2.0 hrs/week

Today

The owner opens the last similar estimate in Word, saves a copy, and changes every room, measurement, prep note, color, and price. Pricing takes 10 minutes. Typing and fixing the formatting take 35.

The fix

Claude Pro is an AI assistant billed at $20 a month, with no contract. Load three good past estimates into it once. After each walk-through, talk the notes into a phone in the truck: rooms, sizes, condition, colors, price. Claude writes the estimate in the owner's wording and layout. The owner reads it, fixes anything that's off, and pastes it into the usual Word template.

The goal

The estimate is finished before the owner gets home.

The math you can check

Today: 35 min of typing × 6 estimates = 210 min

After: 5 min talking + 10 min reviewing = 15 min × 6 = 90 min

Saved: 120 min = 2.0 hours a week. The 10 minutes of pricing isn't counted; that stays with the owner.

Why this, and not painting estimating software

This owner already quit an estimating app that wanted every wall measured into 40 fields. Claude takes rough spoken notes, so it asks for less than Word does.

The rest of the report

Each item below gets the same treatment in the full report: what happens today, the fix, the cost, and the math.

  • 02 · Crew texts built from a saved job card$0 more · 1.5 hrs
  • 03 · QuickBooks "Create invoice" from the accepted estimatealready paid · 1.0 hr
  • 04 · Paint orders through the Sherwin-Williams PRO+ appalready installed · 0.5 hr
  • 05 · Gmail templates for repeat customer questionsfree · 0.5 hr

The report also covers the larger projects worth doing later, what I checked and rejected (including the crew app this owner already quit), and what the total doesn't count: estimates that go without a follow-up and calls missed while up a ladder.

The 4-day quick start

Each day has one 10-minute action, starting with the easiest.

  • Day 1 · Gmail templates. Turn them on and save the answer to "what do I need to move before you come?"
  • Day 2 · Claude Pro. Subscribe, load three past estimates, and talk through tomorrow's first walk-through.
  • Day 3 · Crew card. Turn one accepted estimate into a crew card: address, rooms, colors, prep. Gate codes stay out.
  • Day 4 · PRO+ app. Reorder last week's paint from the app already on the phone.

Your version of this report.

Yours is built from a 45-minute call about your business, using your numbers and your rates. If it can't identify 5+ reclaimable hours a week, the $999 comes back.

Start Your Assessment →