The Pilot
We start with one department and the biggest leak. One fix, a defined result, 2–3 weeks. You see it work before you commit to anything bigger.
$5–15K
Broadshield Intelligence · Sarasota, Florida
Your business is leaking revenue.
We find the leaks, put a dollar number on them, and install the system that plugs them.
Broadshield Intelligence works with owner-led companies doing $2–10M. Most of them are losing money in places they can’t see — calls that never get answered, leads that never get followed up, marketing spend nobody’s tracking. Our job is to find it, prove it with your own numbers, and fix it.
Typically about two weeks$2,500Credited toward the install if we move forward
The leaks are quiet. The money isn’t.
None of these feel like emergencies. That’s why they run for years.
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Missed calls
Every unanswered call is a customer dialing your competitor next. If you’re a contractor, a med spa, or a law firm, a single missed call can be worth thousands of dollars.
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Slow follow-up
A lead that waits an hour for a response is usually gone. The business that answers in five minutes wins work it didn’t even know it was competing for.
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Dead lists
Past customers and old leads sitting in a CRM nobody touches. You already paid to earn every one of those names — and they’re worth money right now.
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Untracked marketing
Money going out every month with no straight answer on what’s coming back. If you can’t trace a dollar of spend to a dollar of revenue, you’re guessing with real money.
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The invisible review gap
Your competitor has 200 reviews. You have 12. Customers decide who to call before you ever get the chance to talk to them.
Do the math yourself
Missed leads × your close rate × your average job value = what’s leaking, every month.
That’s your number, from your business. The audit just makes it exact.
Start here
The Revenue Leak Audit
A focused diagnostic. Your numbers, not our opinions.
Most audits wrap in about two weeks. How fast yours goes depends mostly on how fast you can get us your numbers — and we’ll tell you up front if yours will run longer.
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1. We talk
Thirty minutes. Your operation, where you think it hurts, what you’ve already tried.
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2. We dig in
Your call logs, your CRM, your follow-up process, your marketing spend. We look where the money actually moves.
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3. You get the report
Every leak found, what each one is costing you in dollars, and the fix for it — in priority order. Yours to keep either way.
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4. You decide
Take the roadmap and fix it yourself, or have Broadshield install it. If we move forward, the audit fee comes off the install.
$2,500
About two weeksCredited toward your install
No retainer. No hourly meter running. One fixed price for a straight answer.
The guarantee
We’ve never had a business yet that hasn’t had a leak. But if yours is the first — and you gave us complete access, every document, every number, nothing held back — and we find no leaks worth fixing, you get your money back. One condition, and it’s a fair one: the guarantee applies to what we can actually see. If part of the documentation is missing, we can only audit what’s in front of us — we can’t find money in numbers we were never shown.
Then we plug them.
An audit tells you where the money’s going. The install is where it stops.
The Full System
The pilot grows into a system that runs the operation — leads answered in minutes, follow-up that never sleeps, marketing you can finally measure. Built on the best AI available, set up for your business, and run for you.
$25–75K setup + $3–5K/mo
You don’t need an AI strategy. You need the leaks plugged.
Built on four disciplines, not one trick.
AI is the tool. It’s not the résumé. Broadshield was built on the same disciplines every growing business needs — and most AI vendors only have one of them.
Scale & money discipline
The firm’s approach comes from working with hundreds of millions of dollars in client assets over the years. Numbers get checked, risk gets priced, and results get measured in dollars, not demos.
Lead generation
Broadshield draws on lead generation systems built and run at scale. The firm knows what a lead is worth, what it costs to lose one, and what it takes to keep one from slipping away.
Branding & marketing
Seventeen years of agency work sit behind the firm: positioning, messaging, and campaigns for businesses like yours — not startups in a pitch deck.
Automation & systems
The fourth discipline ties it together: the pipelines, follow-up, and operations systems that turn attention into revenue without adding headcount. This is the part most marketing firms can’t build and most AI firms can’t sell.
That’s the whole firm in one paragraph — money discipline, lead generation, branding, and systems, all pointed at one problem: where your revenue is leaking.
Tell us about your operation.
Thirty minutes on the phone. We’ll talk about where you think it’s leaking and whether an audit makes sense for you. If it doesn’t, we’ll tell you that too.
Every audit gets a full diagnostic — nothing templated, nothing rushed.