Tools & Insights

Diagnostics and data products that pay for themselves.

Sometimes the right first step isn’t a recurring engagement. It’s a clear-eyed look at one part of the business that gives the owner enough clarity to act.

Cash Flow Evaluation

Free

A 30-minute conversation and snapshot review. We look at your cash position, where it’s leaking, where it’s stuck, and what the next 90 days look like if nothing changes.

  • A clear picture of your current cash situation
  • Two or three concrete actions you can take this week
  • An honest read on whether Westport is the right partner, or not

Paid Diagnostic

Financial Health Assessment

A full diagnostic of your finance function: books, controls, cash, reporting, KPIs, and the gaps between where you are and where you need to be. Delivered as a written assessment with prioritized recommendations and a roadmap.

Featured Product

Marketing Intelligence Platform

Purpose-built analytics for service businesses. Track 28+ channels with multi-source attribution, ROI and CAC analysis, full funnel tracking, and channel performance rankings.

Analysis

Customer & Service Profitability

Margin breakdowns by customer, service line, and location. The data that tells you where you’re actually making money, and where you’re not.

Benchmarking

Industry Benchmarking

Cost and margin benchmarking against trade-services peers. Particularly deep in HVAC, plumbing, moving, logistics, and construction.