Business Velocity Group has been auditing home services companies for years — manual, thorough, and effective. Every Revenue Growth Audit surfaces the same patterns: slow follow-up, missed calls, disconnected systems, and marketing spend that doesn't connect to revenue. The findings are always specific and actionable. But the process takes time, and many companies need ongoing visibility into their lead flow — not just a one-time snapshot.
That's why we're building Theo.
Theo is an AI business operator designed specifically for home services companies. It connects to the systems you already use — your phone system, your CRM, your ad platforms, your website — and continuously analyzes your lead flow. Instead of waiting for an annual audit to surface problems, Theo watches your lead pipeline in real time and tells you where the leaks are, what's causing them, and what to fix.
Think of Theo as the operational partner that never sleeps. It doesn't replace the strategic review you get from a Revenue Growth Audit. It extends it — giving you always-on visibility into the same kinds of breakdowns the audit finds, but continuously and automatically.
Theo ingests data from your lead sources — phone calls, web forms, chat, ad platforms — and maps them the same way a manual audit does. When a lead enters your system, Theo tracks it. When it stalls, Theo flags it. When it disappears, Theo logs it — and tells you exactly where it went cold.
The patterns that show up in every audit — the slow first responses, the missed after-hours calls, the channels spending money on leads that don't convert — Theo catches them as they happen. Not at the end of the month when you're looking at a report. In real time, as the data comes in.
Identifying a problem is only half the value. Theo also recommends fixes, ranked by revenue impact. If your after-hours call volume just spiked and your callback rate is below 20 percent, Theo surfaces that and tells you what the revenue impact is. If a new ad campaign is generating leads but none of them are converting to estimates, Theo raises the flag before you spend another week's budget.
One of the hardest things about fixing revenue leaks is knowing whether the fix worked. You change your follow-up process and... then what? How do you know if the improvement is real or seasonal? Theo tracks your key metrics over time so you can see whether your fixes are producing results — and whether old leaks are reopening.
Theo isn't a replacement for human expertise. It's a system that makes expertise scalable — so the insight of a Revenue Growth Audit doesn't live in a PDF on your desk, but operates continuously inside your business.
Important context: Theo is an upgrade to BVG's audit service, not a standalone product you'll subscribe to on a website. Here's how it fits:
Theo is being built to make BVG's existing services more effective — not to replace them. The audit gives you the full picture and the fix list. Theo makes sure the fixes stay fixed.
Theo is in active development. We're building it carefully, testing it against the patterns we've seen in real audits, and making sure it delivers genuine operational value — not just another dashboard to ignore.
If you want to be among the first to use Theo when it launches, or if you want to help shape what it becomes, we'd like to hear from you.
Join the early access list for Theo. We'll let you know when it's ready — and we may reach out to learn more about what you'd want from an AI business operator.
Join Early AccessIn the meantime, the best way to see what Theo will find in your business is a Revenue Growth Audit. It surfaces the same patterns Theo monitors — manually, thoroughly, and with personal review by Bert.
Get Revenue Growth Audit