Proposal for Flip Banks · The Healthy Environments

Pass $2 million in 2027 with an AI‑run front office

Every call answered, every lead logged, increased Google and AI chat positioning.

Apexti+BlythenetYour AI and IT team · November 2026
Where you are

A million-dollar business running on a cell phone and a notepad

$1M
revenue in 2026, your best year yet
6 · 3
people and vans
502
customers in Housecall Pro
67%
of estimates won (442 jobs from 656 estimates)

"I'm the salesperson and the project manager right now. And the front office. Back office. I'm sales. I'm accounting. I'm billing."

Flip, March 2026

THE · 2027 plan
What is holding the business back

Four leaks between a customer's first call and getting paid

The phone

15 to 25 robocalls a day on the same line customers call. Every Google lead shows up labeled spam, so you answer everything.

The notepad

Leads written down while driving and re-entered at night. Bids go out and get forgotten, and customers who haven't paid slip by.

Visibility

Organic calls fell from 15 to 20 a month to 4 when your Google rank slid from about 4th to 16th. Not in ChatGPT, Bing, or your Georgia towns.

Spend

About $1,800 a month to an agency that wasn't delivering, $150 to $200 per Google call, and no way to tell which channel brings the work.

THE · 2027 plan
The opening

How homeowners find a contractor changed in one year

45%

of consumers used an AI tool to find a local business in 2026, up from 6% a year earlier

1.2%

of local businesses get recommended by ChatGPT

Franchises win on ad budget. A local specialist with real reviews, real job photos and clean data can win the answer.

BrightLocal 2026 and SOCi 2026, via IPS News
The goal

The most visible independent remediation company in Tallahassee and the Big Bend, with $2 million or more booked in 2027.

2027

$2M+ booked. Top 3 in the Tallahassee map pack and named in AI answers for mold, water and fire.

2028

The go-to independent from Tallahassee to Panama City and across South Georgia.

2029

The largest independent remediation company in the Panhandle.

Panhandle restoration is roughly a $32M market; $2.2M is about 7% of it. Beating SERVPRO franchise groups is not a 2027 promise.
Deliverables we're recommending

Four builds, run with you every month

1 · Casey, AI receptionist

Answers your number 24/7, turns away robocalls, transfers real customers to you live, and books callbacks when you're busy.

2 · Field Advisor

Say it in the truck: it creates the customer, books the visit, sets the alert and saves photos. "What's today?" every morning.

3 · Back-office automation

Follows up on open bids and unpaid invoices, ends double entry, and sends a Monday summary of leads, bids and money owed.

4 · Website and AEO

New site with live chat, Google profile, reviews and listings, so Google and AI assistants name you. A specialist if you outgrow us.

Every month

Training so you and Lynettetra learn AI on your own business, support, upkeep, website updates and new automations.

Blythenet runs your IT

Laptop, passwords, the phone line Casey answers, domain and email. Quoted separately.

THE · 2027 plan
Roadmap, November 2026 to December 2027

Five phases, each with a gate it must pass

Phase 1

Foundation

Nov 16 to Dec 4, 2026
  • Field Advisor reconnected
  • Lynettetra onboarded
  • $1M baseline confirmed
  • Laptop and passwords set up
GateAccounts secured, baseline on actuals
Phase 2

Answer every call

Dec 2026 to Feb 2027
  • Casey on your number
  • Bid and payment follow-ups
  • Monday summary
  • Weekly training
GateNo real call missed
Phase 3

Get found

Mar to May 2027
  • Website on your domain
  • Reviews, listings, AEO
  • Google ads tuned
  • AI answers tracked monthly
GateTop 3 in the Tallahassee map pack
Phase 4

Scale up

Jun to Aug 2027
  • Hurricane season ready June 1
  • Estimate templates
  • Crew drafts estimates
  • More back-office automation
Gate$1M booked by the end of July
Phase 5

Expand

Sep to Dec 2027
  • Georgia and Panama City pages
  • 2028 plan
  • Year-end review
Goal$2M passed; target about $2.2M

This is the pace we commit to. Where we can move faster, we will.

THE · 2027 plan
Growth model, calendar 2027

The target plan passes $2 million in December

$2.70M
Exceed: passes $2M in October, adding Georgia, Panama City and commercial work.
$2.21M
Target: passes $2M in December.
$1.56M
Conservative: slower growth in leads and wins.

Built from your numbers: about $1M in 2026, 30 real leads a month, about $6,200 a job. Assumes you have the capacity to take on the extra work. We confirm the numbers in Housecall Pro first.

THE · 2027 plan
Optional add-on

Air-quality monitoring: sell the healthy home as a monthly service

Post-remediation check

90 days of monitoring after every mold and water job, and a report showing the fix held.

Included
converts to Healthy Home Watch

Healthy Home Watch

A sensor in the home, alerts to the homeowner and your office, and priority response.

$39 a month
plus $199 install

Building Watch

Property managers, offices, schools, daycares and medical offices.

About $25
per sensor a month

Airthings sensors read humidity, particles, VOCs, CO2 and radon. An assistant watches the readings and opens a lead in Housecall Pro when a visit is needed, so you are the first call. Prices are examples; we scope this with you when you are ready.

Device and platform facts: Airthings, Sylvane.
Investment

One build fee, one monthly fee

One time
$10,000
Build and launch all four: Casey, Field Advisor, back-office automation, website and AEO. Half of one month of our Concierge plan.
Monthly
$2,500
Training, support, upkeep, website updates and new automations. Includes your Toolbelt subscription, with usage within plan limits.
Paid separately
Ads and IT
Your Google ads budget, paid to Google directly, and IT from Blythenet, quoted by Blythenet.
THE · 2027 plan