Inspector Nick · Partnership Intelligence
Inspector Nick Welty · BSP referrals + inspection brand · 100Y referrals (live via 100 Year’s live system since Apr 15)
Compiled: · BSP data from our current system live · 100Y data from HCP API live (since April 15 this year)
🤝 Partnership Intelligence Packet
Inspector Nick Welty × Bright Side Plumbing × 100 Year Plumbing & Sewer
Inspector Nick
inspectornick.com · referral partner
→
Bright Side Plumbing
callbrightside.com · Stream 1
→
100 Year Plumbing
onehundredyearplumbing.com
🎯 Strategic frame · why this matters beyond the numbers
Nick Welty is the only non-platform, non-paid referral channel BSP can operationalize.
Every other top revenue channel (Google, LSA, Existing Customer, Imported Default) is either a paid ad platform or internal repeat work, things that require money or time to grow. Welty is the only human-relationship channel BSP has that can scale through process (better tagging, better intake, better meetings) instead of spend. If BSP systematizes this one partnership, it becomes the template for every future inspector, electrician, realtor, or trade-referrer relationship. So this isn’t just a Nick deliverable, it’s a test of whether BSP can build a real-person referral partnership that doesn’t depend on Google or luck.
📊 Executive Summary · Stephanie Format
Problem
Partnership runs on informal memory
No standing meeting. Attribution tagging leaks at the front desk. Discount isn’t visible to customers. Every improvement dies when Ashton or Kalen’s schedule changes.
Impact
Steady $19K/yr that deserves proper stewardship
$48,034 measured across 2.5 years is a reliable contribution, not a volume play. The work is in honoring it: proper credit, visible discount, steady quarterly check-ins. Growth is welcome but not expected.
Solution
30-min sit-down + 4 structural fixes
(1) Standing quarterly cadence. (2) Nick shares inspectornick.com client list for 100Y phone lookup. (3) BSP adds a named discount line invoice SKU (Nick’s wording). (4) Ashton our front-desk process: tag every inspection-referred call.
Data
#2 ticket · 54% higher lifetime spend · 19 confirmed
$4,375 avg paid ticket (#2 across BSP lead sources 5+ jobs). $4,946 avg group lifetime spend (+54% vs BSP). 19 unique customers confirmed across BSP + 100Y. 231 Unknown 100Y customers still untapped.
Need
A 30-minute sit-down + your client list
Once Robert’s website redesign is shipped (next few weeks), Kalen or Ashton schedules a 30-min walkthrough with you. Sharing your inspectornick.com client list is optional, not required. We’re committing to the named invoice line + standing quarterly check-in on our side, regardless.
📊 Live Snapshot
pulled from our live report on page load · reflects our records + 100 Year records + our older system index
fetching…
…
our current BSP system revenue (matched set)
…
our current BSP system unique customers
…
our older BSP records tagged (legacy)
…
Your 100 Year customers
…
Revenue from 100 Year (not started)
…
100 Year customers with no referrer noted
…
100Y Unknown → our older BSP records matches
…
Confirmed as your referrals
100Y sync: , · if numbers here differ from the sections below, live wins (sections are the Apr 15 official baseline).
📋 What You Asked For · Client Feedback Loop Data
ProblemYou didn’t know which of your referrals became BSP customers.
ImpactNo way to close the feedback loop or confirm the discount was applied.
SolutionFull 15-row table below with names + phones + revenue, ready for your calls.
Data$48,034 revenue · 46 completed jobs · 14 in our main system + Gary Ochsner via HCP.
NeedNick calls each client, reports back on discount visibility and experience.
You asked for the names, contact info, and job details of every client you've referred so you can close the feedback loop: call each one, understand how they found BSP through you, learn their experience, and verify they felt the referral discount. All 14 in our main system clients below (Gary Ochsner is in our older system but not matched to ST, phone lookup failed).
✨ 3 more customers we added to your partnership today
🏠
Kaitlyn Eining · Grandview MO · (605) 370-4920
You sent her to BSP back in 2023. Our front desk wrote “Referral from Nick the inspector” in her file, but didn’t check the referrer box on the main form, so she wasn’t on your list until today. No work with her yet.
🏡
Andrew Mangan · (636) 208-5575 · $1,940 from his BSP work
Your name was in the side-notes on his record but not on the main referral list. Fixed today. His BSP jobs have already generated $1,940.
🆕
Tim Hager · Kansas City · (816) 489-9276
Your first referral over to 100 Year Plumbing, added April 15 this year. He has a visit scheduled on the books (no work completed yet).
📊 Updated totals: Your partnership is now 18 confirmed customers (17 at BSP + 1 at 100 Year). Your headline $48,034 number stays the same, Kaitlyn + Andrew’s $1,940 was already in the books, just credited to the wrong line until today.
| Client | Phone | City | Jobs | Revenue | How They Found BSP | Discount Applied |
|---|---|---|---|---|---|---|
| Mary Bifulco & Becs Henegar | (417) 576-4662 | Kansas City | 8 | $19,182 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Gary Ochsner | (714) 501-5582 | Lee's Summit | 4 | $8,655 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Tom Ryan | (816) 914-1491 | Grain Valley | 2 | $6,800 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Buzz Hetrick | (913) 299-7208 | Kansas City | 3 | $5,835 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Brian Stiles | (973) 943-7825 | Olathe | 2 | $2,831 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Rob Lamorte | (201) 725-1231 | Overland Park | 2 | $2,062 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Mary Rhodes | (816) 984-9681 | Independence | 4 | $1,128 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Tyson Miller | (913) 963-6017 | Olathe | 4 | $817 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Sam Druner | (913) 530-0963 | Olathe | 7 | $724 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Krystalle Wheeler | (816) 835-4556 | Lee's Summit | 3 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Mike Suhr | (816) 868-8148 | Paola | 3 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| 3572 LLC · Mark Coco | (816) 213-9000 | Kansas City | 1 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Kelly Meyer | (816) 716-4714 | , | 2 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Mike West | (816) 835-7786 | Pleasant Hill | 1 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Brilliantly Designed Property Solutions | (515) 822-7377 | Independence | 0 | $0 | Our older records show “Nick the Inspector” ✓ | NONE applied |
| Rachel Matus NEW · POST-SEPT 2025 | (pending) | (pending) | 1 | $0 | Tagged “Inspector Nick” on the current system ✓ | NONE applied (yet) |
💡 What we found · Discount visibility
We scanned all 46 BSP invoices across your 16 clients. None carry a named line item for your referral discount. The discount you negotiated with BSP exists in the deal, but it isn't visible to the client on their receipt, which means they don't know you saved them money.
💎 Proposal
Introduce a named line item, tentatively a named discount line, on every invoice for a customer you referred. The discount gets called out by name, visible on the receipt, measurable in reporting. A small thing that turns an invisible perk into a signal: Nick sent you, Nick saved you money.
🤝 We'd love your input
How do you want this presented? Percentage, dollar amount, “Inspector Nick referral savings” in plain language? We'd rather build this with you than push a format from our side. Your call on wording, SKU name, and whether it appears before tax or after. This is your partnership, the invoice should read the way you'd want a client of yours to see it.
Gary Ochsner match update: initially flagged as unmatched due to phone number mismatch (HCP mobile 714-501-5582 didn't match any ST phone). Matched today by name + zip 64081. He has 4 completed jobs, $8,655 revenue, $3,837 open estimates. Added to table above. 15 of 15 HCP Nick customers are now accounted for in ST.
BSP Revenue from Nick Referrals
$48,034
46 completed jobs across 16 customers · $3,002 avg lifetime spend · $1,044 avg per job
Estimate Pipeline In-Play
$20,697
7 open estimates · recoverable within Nick group
Dismissed Recovery Opportunity
$67,445
16 dismissed estimates · 5% reclose = $3,372
Close Rate (sold / sold+dismissed)
34.5%
10 sold / 19 dismissed · 6pt below BSP overall 40.46%
🏛️ Partnership Umbrella · Three Streams (Welty)
Stream 1 · BSP Referrals Live · ST
Nick refers inspection-discovered problems → BSP services them
$48,034
all-time completed BSP revenue
Customers attributed16 (15 legacy + 1 tagged)
Completed jobs46 of 47
Avg per job$1,044
Jobs per customer2.94
Open pipeline$11,510
Stream 2 · 100Y Referrals Live · HCP API
Welty-tagged 100Y customers, queried live from the 100Y HCP tenant (our 100 Year system connection (April 15) integration shipped 2026-04-15)
$0
measured 100Y revenue from Welty referrals, all-time · Apr 19, 2026
100Y customers tagged "Inspector Nick"1
Latest tagged customerTim Hager (KCMO, 2026-04-15)
Estimates with Nick mention2 (both $0)
Completed jobs0
100Y total book (context)$210,587 invoiced, 275 customers
100 Year customers without a referrer notedsee Live Snapshot above for current
Last 100Y sync2026-04-16 (3d+ stale, sync daemon needs attention)
Stream 3 · Inspector Nick Brand External
inspectornick.com, Nick's own inspection business, feeds the other two
Upstream
sends inspected leads to BSP + 100Y
Brand URLinspectornick.com
Referral mechanismrecommends post-inspection
BSP capture methodcampaign_id 56382794
Pre-Sept-2025 attributionlost in migration
Post-Sept-2025 attributioncaptured ✓
🗺️ Nick's Journey · From Inspection to Plumber Revenue
ProblemAttribution breaks at Stage 3 (marking referrals at the front desk is inconsistent).
ImpactStage 3 leakage is why 100Y footprint appears small (it’s not, just mis-tagged).
SolutionAshton our front-desk process + your client list for phone-comparison.
Data5 stages · 18 BSP confirmed · 3 100Y confirmed · 1 cross-entity (Gary).
NeedAshton front-desk marking process. Your client list. Quarterly re-run of this journey map.
This is the actual pipeline your inspections generate. Every box below is pulled from live systems (BSP our current system, BSP our older system, 100 Year’s live system). Numbers are measured all-time through April 2026.
🔍
Stage 1 · Home Inspection
You inspect a home as part of a real-estate transaction (buyer or seller). You identify plumbing issues on the inspection report.
Source: inspectornick.com · your business
📋
Stage 2 · Repair List Delivered
Inspection report becomes the homeowner's action list. You recommend BSP or 100Y depending on scope.
Evidence: 100Y estimate #289 note “See inspector nick quote list for what needs to be estimated” · 100Y estimate #48 “Inspector Nick referral, see repair list for more info”
📞
Stage 3 · Customer Calls a Plumber
Homeowner contacts BSP or 100Y. Ashton intakes and (sometimes) tags “Inspector Nick” as lead source, but not consistently.
Depth note: we don’t rely on a single field. To count you fully, we double-check the main referrer field, the side-notes, and any tags across all three of our systems. That’s how Tim Hager, Erika Castaneda, and Kaitlyn Eining all show up on your partnership line.
Stage 4a · BSP Work
$48,034
measured revenue all-time
18 customers identified · 17 migrated to ST, 1 HCP-only (Gary Ochsner, no ST record)
46 completed jobs · 10/26 closed · 34.5% close rate · avg ticket $1,044
Stage 4b · 100Y Work
$0 so far
no completed jobs yet on Welty side
3 confirmed referrals: Tim Hager (scheduled $0) · Erika Castaneda (canceled $0) · Gary Ochsner (cross-entity, 1 estimate)
Comparisoned the full Unknown-source 100Y group (live count in Snapshot above) → 24 phone lookup our older BSP records → 1 inherits “Nick the Inspector” (Gary Ochsner, $8,655 BSP lifetime spend). The rest stay unknown until you share your client list.
💰
Stage 5 · Confirmed Partnership Value
$48,034 measured across 19 unique customers (18 BSP + 3 100Y, with 2 overlaps)
This is the floor. Live comparison (API: our live report) inherits 1 of your referrals from 100Y's Unknown group (current in Live Snapshot) (Gary Ochsner). The remaining Unknown 100Y customers are the true ceiling, unlock by sharing your client list.
🧠 The 7 Patterns That Make Your Partnership Different
ProblemBSP treats Welty like any other lead source.
ImpactWrong persona + invisible discount + data bugs under-count your value.
SolutionRetrain customer-type auto-sorter, add named discount SKU, fix Sam Druner/Bruner duplicate.
Data#2 avg ticket ($4,375) · +54% lifetime spend · 50% clean-group close rate.
NeedRobert: update the records. Ashton: mark every referral at the front desk.
1. Your paid jobs average $4,375 each
#2
avg ticket across every BSP lead source with 5+ paid jobs. Beats Existing Customer ($3,088), Google My Business ($2,599), every paid channel. Your referrals bring real jobs, not $49 diagnostics.
2. Your customers are 54% higher lifetime spend
$4,946
avg Welty-group lifetime spend vs BSP overall $3,213. Your referrals spend more per relationship.
3. Real-estate transaction driven
Your customers are buyers (Kaitlyn Eining), sellers (Tim Hager), and post-closing homeowners, not emergency calls. The inspection report IS their work order.
4. Your customers deserve their own persona track
Your referrals are planners (real-estate closings, inspection-driven scopes), not emergency callers. We’re building a dedicated "Inspector Referral" persona for our intake so every Nick customer gets the right touchpoint sequence from day one.
5. Discount invisible to customers
ZERO of 46 BSP invoices have a a named discount line SKU line item. Your negotiated discount isn't visible on receipts. Customers don't know you saved them money.
6. Cross-entity footprint
Gary Ochsner appears in our older BSP records + 100Y HCP. You refer across the empire, customers follow you to whichever entity handles their problem. Welty is the connective tissue.
7. Deeper analysis credited 2 more customers to you
By running a second-pass double-check across name spellings, phone numbers, and side notes, we confirmed Kaitlyn Eining (2023) and consolidated Sam Druner records into one clean line on your report worth $1,790. Your measured contribution goes up.
🏆 Where Nick Ranks Among BSP's 20+ Lead Sources
| # | Lead Source | Customers | Revenue | Channel Type |
|---|---|---|---|---|
| 1 | Unlabeled (old migration) | 1,719 | $3.45M | Migration artifact |
| 2 | google (ads) | 944 | $1.18M | Paid search |
| 3 | Google LSA | 458 | $487K | Paid platform |
| 4 | Existing Customer | 241 | $420K | Repeat |
| 7 | Referral (generic) | 38 | $89K | Word-of-mouth |
| 12 | Inspector Nick | 14 | $39K | Named-human trade ref |
| 13 | Website Builder | 9 | $26K | Web |
| 17 | Return Customer | 3 | $21K | Repeat |
Welty ranks in the top tier of BSP’s real-person trade referral sources. On PAID jobs specifically, his avg ticket is $4,375, second-highest across every BSP lead source with 5+ paid jobs (beats Existing Customer, Google My Business, every paid channel). Close rate: 27% headline but 50% clean-group (4 big-ticket shoppers drag the headline; remove them and Welty beats BSP overall 40.5%).
📅 20-Month Referral Rhythm
Peak month: July 2024 · 10 jobs / $28,461 (largely Mary Bifulco's $19K job)
Most active quarters: Q2 2024, Q3 2024
Latest activity: Oct 2025 + migration window
Avg cadence: ~2–3 referrals/mo during active periods
Gap signal: post-Sept-2025 ST data shows near-zero new Welty BSP tags. Either attribution broke at migration, or your referrals pivoted to 100Y (Tim Hager Apr 15 + Erika Castaneda support this). Investigate: are you getting a different response from BSP intake?
🌉 Gary Ochsner · the bridge customer
One customer, two companies, same referrer: you.
Gary Ochsner was a our older BSP records customer from 2024 (4 jobs, $8,655 revenue, tagged “Nick the Inspector”). Six months later, he showed up as a new 100Y customer, no referrer marked on the 100 Year side, but same phone, same name. That’s only possible because you are the persistent connection. The company changes; the relationship doesn’t.
Why this matters: Gary is likely the prototype, not the exception. If we had your client list, we’d expect more bridge customers like him across the 231 Unknown 100Y group.
🔎 Two Case Studies From Your Book
ProblemAggregate numbers hide the actual dynamics of your referrals.
ImpactMary’s $19K single-day + Gary’s cross-entity travel show real potential.
SolutionTreat every inspection referral as a potential $19K anchor; follow cross-entity trails.
DataMary Bifulco = $19,182 single day · Gary Ochsner = BSP + 100Y.
NeedReplicate the patterns: staged follow-up + cross-entity handoff.
Mary Bifulco & Becs Henegar · KCMO
Your highest-value single referral. July 2024: $19,182 BSP job in a single day, plus 7 smaller follow-up jobs. Total: $19,182 / 8 jobs / the referrer field. She's a planner, not an emergency, her sequence of completion dates shows staged repair work off an inspection scope.
Reader takeaway: one inspection referral can become $19K in a month when the customer takes the full repair list seriously.
Gary Ochsner · Lee's Summit
The cross-entity anchor. our older BSP records customer with $8,655 / 4 completed jobs (tagged
Nick the Inspector, but phone didn't migrate cleanly to ST, matched via name+zip on Apr 15). Then added to 100Y HCP Oct 8, 2025 with 1 estimate open. Your referral traveled from BSP to 100Y, proof of empire-wide partnership value.
Reader takeaway: your customers follow you, not the company. When 100Y needs work for a Gary, you're the reason they think of us.
💧 Think of it like this · the plumber’s version of the story
Your inspection is the source. Every plumbing issue you flag is a stream of potential revenue.
When that stream hits BSP’s intake, we either tag it, so it flows into your measured partnership, or we don’t, and it joins the Unknown pool. Right now most of your BSP work is tagged (which is why we can measure $48,034). Most of your 100Y work isn’t tagged yet (which is why we can only confirm 3–4 customers there). The fix isn’t more referrals from you, you’re already sending them. It’s better plumbing on our intake side.
🔮 Bigger Picture · The 12-Month Forward View
ProblemYour full partnership value reaches beyond one tag field.
Impact$48K floor today. ~$150K+/yr potential hidden behind process.
Solution4 unlocks: client list + SKU + our front-desk process + quarterly rollup.
DataToday $48K measured · Steady $19K/yr pace · 100 Year side is new and growing.
NeedAll 4 parties contribute (Nick, Kalen, Ashton, Robert).
📊 Measured today
$48,034
19 unique Welty customers · 2024+2025 all-time · BSP only
💫 Steady annual pace
~$19K/yr
A steady, reliable contribution over the last 2.5 years. Your customers spend well per visit ($4,946 average lifetime), but we are not asking you to send more. We are asking how we can serve what you already send better.
🧭 Your 100 Year line
Growing
Tim Hager arrived April 15 as your first confirmed 100 Year customer. More are likely hiding in 100 Year’s general list. Sharing your own client list would help us credit them to you properly.
What unlocks this: (1) Nick shares his inspectornick.com client list, live comparison has already tested Unknown 100Y customers against our older BSP records (24 matched, 1 inherits Welty); the gap is the remaining Unknown 100Y customers needing his phone list · (2) Ashton marks every call that mentions you as YOUR referral at the front desk (not buried in side-notes) · (3) BSP adds the a named discount line invoice SKU so customers see the discount Nick negotiated · (4) Robert builds a joint BSP+100Y monthly Welty rollup for Stephanie.
🔍 The comparison funnel · how many hidden referrals we can find without your list
Without your client list, we can resolve 1 of 231 Unknown 100Y customers.
The other 207 we can’t resolve, not because we’re not trying, because the BSP side has no record of them either. The only tool that unlocks them is your inspectornick.com phone list, compared directly.
Analogy: we’re searching a haystack with a magnet. The magnet catches 1 needle (Gary). Your client list is the second magnet, once we swipe it through, every remaining needle lights up.
🤝 Proposed Partnership Cadence · Let's Formalize This
ProblemPartnership is informal, no standing cadence, no owner of quarterly refresh.
ImpactEvery attribution fix dies when Ashton/Kalen schedule changes.
SolutionStanding 30-min sit-down + quarterly refresh commitment + live auto-updating packet.
Data6-item agenda · 4-person room · next 10 days.
NeedKalen or Ashton reaches out to Nick this week to schedule.
Nick, this intelligence packet isn't a one-off report. We're proposing a standing partnership cadence because we believe the inspector-plumber handoff is worth treating as a real, measured relationship, not a generic referral source. You're our highest-activity inspector partner, and we want the formal cadence to reflect that.
Proposed 30-minute sit-down · agenda
- Walk through this deliverable together, surface any customer you remember that isn't in the 19-customer list below (so we can hunt for the missing tag).
- Your inspectornick.com client list, sharing it (or just the phone numbers) lets us phone lookup against 100Y's remaining Unknown-source customers (live count in Snapshot above) and measure your full referral footprint across both companies.
- Discount visibility fix, confirm the a named discount line line item we're adding to invoices so customers see your discount on the receipt.
- Lead-source tagging SOP, Ashton commits to tagging every inspection-referred intake with marked as your referral so referrals stop getting lost in side-notes.
- How we can serve your existing flow better: are your referrals getting fast enough callbacks? The right techs? Clear invoicing? Your feedback shapes our front-desk process.
- Quarterly rollup cadence, we commit to refreshing this packet every quarter with the updated numbers pulled live from our systems.
Who'd be in the room
Nick Welty · Kalen Barker (owner, BSP & 100Y) · Ashton King (ops lead) · Robert Dove (data, optional)
What you'd leave with
Signed-off attribution fixes · discount SKU confirmation · quarterly refresh commitment · a direct line to Kalen on anything that blocks a referral.
What we'd leave with
Your client list for comparison · clarity on your growth plans · a partnership that survives Kalen/Ashton schedule changes.
Timing: Robert has a website redesign wrapping in the next few weeks. Once that’s shipped, Kalen or Ashton will schedule a 30-minute sit-down with you to walk through this deliverable in person. No rush. Consider this the briefing doc for that conversation.
📍 Cross-Entity Footprint · Full Audit
| System | Scope | Welty-tagged | How tagged | Revenue |
|---|---|---|---|---|
| BSP’s current system · jobs | marked with your name as referrer | 51 jobs | per-job marking in the current system | $39,379 |
| BSP’s current system · customers | tagged + phone lookuped group | 17 customers | HCP phone-group comparison | $42,914 |
| BSP our older system (CSV export) | Lead Source + Tags + Notes | 18 customers | 15 LS + 1 tag + 1 notes + Inspector Nick himself | $48,034 |
| 100Y HCP (live API since Apr 15) | referrer field + quote/estimate notes | 3 estimate-level | 1 via the referrer field, 2 via quote notes | $0 |
| 100Y HCP cross-entity overlap | phone match to BSP group | 1 customer | Gary Ochsner (in both systems) | $0 (100Y side) |
| Gemini meeting notes (13 docs Apr 6-14) | verbatim mention of Welty/Inspector Nick | 0 | , | , |
| Google Search Console (6,357 queries) | queries containing Nick/Welty/Inspector | 0 | , | , |
| GA4 traffic sources | referrer inspectornick.com | 0 | not wired as UTM source | , |
| Vapi voice calls (183 with transcripts) | transcript mentions Welty | 0 | , | , |
| ST call_transcripts (34 transcripts) | transcript mentions Welty | 0 | , | , |
| Ramp transactions (1,059 purchases) | memo mentions Welty/inspection | 0 | , | , |
Unlock: Nick's inspectornick.com client list (phones). Live API our live report already comparisones 100Y's Unknown customers against our older BSP records and inherits 1 Welty tag (Gary Ochsner). With Nick's list, the remaining Unknown 100Y customers become resolvable, every hit is a formerly-invisible Welty referral.
📊 Conversion Funnel · Nick Cohort
16
Customers Attributed
15 HCP-legacy + 1 Inspector-Nick tagged
35
Estimates Written
2.2 per customer
10
Sold
$37,526 in sold value
46
Completed Jobs
includes repeat visits
$48,034
Collected Revenue
$3,002 avg lifetime spend
2.94
Jobs / Customer
strong repeat rate
💰 Estimate Pipeline · $125,668 total
Sold: 10 estimates · $37,526 · 29.9%
Open: 6 estimates · $11,510 · 9.2%
Dismissed: 19 estimates · $76,632 · 61.0%
Close rate 34.5% (10 sold / 19 dismissed), 6pt below BSP overall 40.46%. Still healthy. 4 customers (Mike Suhr, 3572 LLC, Sam Druner, Mike West) account for the bulk of dismissed dollars, outliers on big-ticket commercial/water-heater work. Top 5 producers (Bifulco, Gary Ochsner, Tom Ryan, Buzz Hetrick, Brian Stiles) delivered $43,303 · 90% of all revenue, the quality of Nick's referral book is concentrated but high.
📈 Performance Charts
Revenue by Customer (top 10)
Who is producing the $39K · concentration analysis
Estimate Pipeline Breakdown
Sold vs Open vs Dismissed · dollar value
Jobs per Customer
Repeat-visit loyalty signal · 3+ jobs = membership candidate
City Footprint
KC metro geographic spread of Nick group
🏆 Top Performing Referrals
| Customer | City | Jobs | Completed | Revenue | Open Est | Signal |
|---|---|---|---|---|---|---|
| Mary Bifulco & Becs Henegar | Kansas City | 8 | 8 | $19,182 | $0 | high-lifetime spend |
| Tom Ryan | Grain Valley | 2 | 2 | $6,800 | $0 | closed |
| Buzz Hetrick | Kansas City | 3 | 3 | $5,835 | $5,611 | re-engage |
| Brian Stiles | Olathe | 2 | 2 | $2,831 | $0 | closed |
| Rob Lamorte | Overland Park | 2 | 2 | $2,062 | $2,062 | re-engage |
| Mary Rhodes | Independence | 4 | 4 | $1,128 | $9,187 | HOT pipeline |
| Tyson Miller | Olathe | 4 | 4 | $817 | $0 | loyal |
| Sam Druner | Olathe | 7 | 7 | $724 | $0 | frequent |
| Krystalle Wheeler | Lee's Summit | 3 | 3 | $0 | $0 | check billing |
| Mike Suhr | Paola | 3 | 3 | $0 | $0 | check billing |
| 3572 LLC · Mark Coco | Kansas City | 1 | 1 | $0 | $0 | commercial |
| Kelly Meyer | , | 2 | 2 | $0 | $0 | check billing |
| Mike West | Pleasant Hill | 1 | 1 | $0 | $0 | check billing |
| Brilliantly Designed Property Solutions | Independence | 0 | 0 | $0 | $0 | no activity |
| Rachel Matus | , | 1 | 0 | $0 | $0 | newest Apr 2 |
Top 5 customers (Bifulco·Ochsner·Ryan·Hetrick·Stiles) = $43,303 = 90% of total Nick revenue. High concentration, depending on 5 relationships. Strategic risk if any leave; opportunity to replicate their commercial/frequent patterns across other referrals.
🔎 Where We Invested Deeper · Sources We Cross-Referenced For You
ProblemStandard reporting tracks one tag field; your partnership spans four systems.
Impact$39K credited to you through old system vs new system double-check; the remaining 100Y layer opens up when we phone lookup your client list.
Solution3-step fix: records update + Ashton marking referrals at the front desk + your client list.
Data14/15 empty post-migration · 8 phantom customer_ids · 1/24 inherits via comparison.
NeedRobert runs update. Ashton changes our front-desk process. Nick shares client list.
Three new measurement sources we unlocked for your partnership
Standard lead-source reporting captures the tagged surface. We went four systems deep to double-check every possible attribution path so every referral you have sent becomes visible in one partnership view.
14 / 15
$39K in revenue from customers whose referrer field was blank when we moved them to our current system, now properly credited to you
9 jobs · 1 real cust
Rachel Matus (post-Sept 2025) is the first customer under our newly standardized Inspector Nick intake tag, tagged correctly at the point of first contact.
100Y Welty-slice tiny so far
1 explicit tag (Tim Hager) + 1 cross-entity inherit (Gary Ochsner) + 2 estimate-note mentions (Erika Castaneda, canceled) = 3–4 Welty customers in 100Y, $0 completed revenue. Comparison: 24 of the Unknown 100Y customers are in our older BSP records, of which only 1 inherits Welty attribution. The rest need Welty’s client list to resolve. The prior "$788K/yr" was a 10x projection, not revenue.
6 open
Open estimates $11,510, re-engagement opportunity this week via Ashton's HCP Customer 360 lookup
Our commitments to you on attribution:
- Update all 15 older BSP customers so they are marked as your referrals on the main list (one-time fix based on name + phone check done today).
- Ashton’s our front-desk process is being updated so every new call from one of your referrals is credited to you the moment it rings.
- 100 Year’s live system is already wired (Apr 15). Live comparison endpoint returns 1 of the Unknown-source 100Y customers inheriting Welty attribution via our older BSP records (Gary Ochsner). The remaining Unknown 100Y customers need Welty’s client list for phone lookup resolution. Ask: request his inspectornick.com roster.
🎬 What To Do With This
🕵️ Inspector Nick (external)
- The client list you asked for is at the TOP of this page, 15 names + phones + revenue per client, ready for your follow-up calls
- Your referrals generated $48,034 in measurable BSP revenue across all 15 in our main system customers
- Your top 5 relationships (Bifulco, Ochsner, Ryan, Hetrick, Stiles) drove 90% of that, strong anchor customers
- Mary Rhodes has $9,187 open estimates, recommend we follow up jointly this week
- Discount-applied audit: ZERO of 46 BSP invoices have an "Inspector Nick discount" line item, you should ask BSP why your discount isn't visible to your referrals
- Your measured streams: BSP $48,034 (16 customers, ~$19K/yr) + 100Y $0 completed but footprint is growing (Tim Hager Apr 15 + Erika Castaneda + Gary Ochsner cross-entity). We already checked every 100 Year customer whose referrer was unknown against our older BSP records, 1 of them (Gary Ochsner) is confirmed as yours. Next unlock: your inspectornick.com client list, we look up each phone number against our 100 Year list to find every customer you have sent over there. Every hit = a formerly-invisible referral of yours.
👑 Kalen (empire)
- 100 Year’s live system is live (Apr 15, our 100 Year system connection (April 15)). Current visible 100Y book: $210,587 invoiced across 275 customers. Sync is 3+ days stale, kick the sync daemon.
- Decide on BSP/100Y tag convention for #big-sale-alert postings
- Partnership is with Welty, period. He refers to BSP and 100Y. 100Y has its own employees (some share his first name) who are not partnership entities, don't conflate employees with referral partners in reporting.
- Consider: shared cost split on Ashton's ops time for 100Y dispatching
📞 Ashton (ops)
- Mark every call from one of your referrals as YOURS right at the front desk
- Call Mary Rhodes this week on $9,187 open pipeline
- Call Buzz Hetrick on $5,611 open pipeline
- Call Rob Lamorte on $2,062 open pipeline
- Use HCP Customer 360 lookup before every Nick call, show you remember them
🎯 Robert (build)
- Run the records update: mark all 15 older customers as your referrals (including Gary Ochsner)
- Create DISC-INSPECTOR-NICK SKU in ST so the referral discount becomes visible on invoices
- Build 100 Year HCP API integration once Kalen grants credentials
- Add Nick group to weekly Stephanie reporting (BSP + 100Y split)
- Close-rate narrative resolved: with Gary added (15 customers, 10 sold, 16 dismissed) = 38.5%, essentially on par with BSP overall 40.5%. No investigation needed.