Intelligence Platform
San Diego Market Health Audit · Capacity Triage

Where the Audit Must Focus to Drive Mauzy & Sherlock Phone Volume and Revenue

Prepared for Senior Leadership  ·  Single-analyst capacity  ·  June 2026
The Ask

With marketing execution reduced to one analyst, the full ten-domain audit cannot run in parallel. We are concentrating effort on the items that directly move phone volume and booked revenue for Mauzy and Sherlock. Three tabs are worked now, two are measured and escalated, the rest are deferred. Leadership endorsement of this focus is requested.

Time Sensitive
The Sherlock paid search relaunch went live June 5 at $10K/month. Every day it runs without verified conversion tracking is spend optimized blind. This is the single highest-value item on the page.
1 Work Now · Drives Volume & Revenue, Within Marketing's Control The spine. These tabs decide how many qualified calls reach the brands.
Domain 7 · Google Paid Search  + PPC Tracking & DNI Map Owner Marketing  |  Effort Low  |  Focus 7A tracking

Confirm the relaunched Sherlock number fires a conversion before scaling. The relaunch line was last tested before go-live, so its conversion tracking is unverified on the live campaign. Tracking itself is in good shape: 44 of 61 lines verified clean, the relaunch line included. The only connect issues are on two display lines and one secondary pool number, which are low priority.

Domain 6 · GBP & LSA Owner Marketing  |  Effort Low

The highest-intent, lowest-cost call channel for both brands. A review rating below 4.7 or a primary-category mismatch silently suppresses lead flow with no error message. One retired Mauzy LSA line is still taking a few calls, minor housekeeping. Fast wins here add booked calls directly.

Domain 9 · Data Integrity (attribution check only) Owner Marketing  |  Status Largely done

The gate. Confirms every booked Mauzy and Sherlock call traces to a real source, so the two tabs above can be trusted. We do not optimize against numbers we cannot verify.

2 Measure & Escalate · High Revenue Impact, Owned Outside Marketing A healthy ad funnel still loses revenue here. Marketing quantifies the leak and routes it.
Domain 4 · Contact Center Owner CC Manager  |  Marketing Flags

Verified in this audit: every Sherlock paid-search line tested answers without identifying the call as Sherlock, with both the branded message and the CSR greeting failing. That is brand equity and attribution lost at pickup, and it is a CSR-script fix, not a marketing one. Separately, booking rate and cancel rate by channel: if the Sherlock relaunch drives calls but booking rate is weak or cancels exceed 25%, the spend leaks here, not at the campaign. We will report both per campaign so neither is misattributed to marketing.

Domain 10 · Operations Owner GM / Dispatch  |  Marketing Flags

After-hours coverage and capacity versus demand. Calls that cannot be answered or booked are paid demand lost after the marketing handoff.

3 Defer · Real, but Not This Quarter's Phone-Volume Lever Worth doing later. None move near-term call volume for these two brands.

Domain 5 · SEO & Website: compounds over months, not the near-term lever.
Domain 3 · Form & Message Leads: low volume relative to calls for these brands; test the scheduler once.
Domain 8 · Tuck-in Activation: effectively Sherlock, already covered under Domains 6 and 7.
Domain 2 finish & cNPS: overlaps Tier 1 work, or lagging and GM-owned.

Why This Triage

The audit was built with an on-site marketing manager as executor on nearly every domain. With that seat open, one analyst carries the analytical spine and converts the operational domains into measure-and-escalate items rather than tasks marketing completes alone.

Decision Requested

Endorse focusing remaining audit capacity on Tier 1, accept Tier 2 findings as escalations to the contact center and GM, and defer Tier 3 until capacity is restored.

Source: San Diego Market Health Audit workbook (Domains 1 to 10) and Service Titan Campaign Summary Report, 05/01 to 05/31/26.  |  Scope: Mauzy (E153) and Sherlock (E152).  |  INTELLIGENCE PLATFORM