Services

Six engagements. One goal: get the business out of your head.

Each engagement is scoped small on purpose. We define the decisions, run them manually, then wire them into whatever tooling you already own. Most owners start with one and add the next once the first is holding.

01

Team Workflows

Turn the operating rules living in your head into documented decisions your crew can run without interrupting you.

What's included

  • Decision audit of the 10 questions your team asks you most
  • Written rules and escalation thresholds for each
  • Role clarity: who owns dispatch, intake, invoicing, follow-up
  • Two-week manual pilot with weekly review

Who it's for

Owners with 3–25 people who are still the bottleneck for daily decisions.

02

Scheduling

A dispatch board built on your real job data, with deliberate slack so one overrun doesn't wreck the afternoon.

What's included

  • Duration variance analysis on your last 60 jobs
  • Buffer sizing and daily slack-block design
  • First-job and drive-time sequencing rules
  • Written reschedule policy and customer script

Who it's for

Field teams whose schedule reliably falls apart mid-week.

03

Lead Intake

One inbox, one owner, one response-time standard, so leads stop cooling off between channels.

What's included

  • Channel consolidation across phone, form, text, referral
  • Four-question qualification script
  • First-response SLA and acknowledgment templates
  • Response-time tracking and weekly review cadence

Who it's for

Businesses spending on marketing but unsure where leads leak.

04

Getting Paid

Payment design that collects while you're still on site, with a boring follow-up sequence for the rest.

What's included

  • On-site capture setup and technician workflow
  • Deposit and terms policy that customers accept
  • Three-touch reminder cadence, sent by the system
  • Single collections metric your team can actually move

Who it's for

Owners doing receivables cleanup on Friday afternoons.

05

Client Experience

Design the four edges around the job so customers feel handled and callbacks drop.

What's included

  • Confirmation, reminder, on-the-way, and close-out templates
  • Written job summary format that supports the next sale
  • Review request timing and one-sentence ask
  • Recurring-service reminder path

Who it's for

Teams doing great work that isn't turning into referrals or repeats.

06

Software & Training

Choose and set up tools around the way your team actually works, then train the office and crew to use them consistently.

What's included

  • Compare tools against your real workflow
  • Configuration, data cleanup, and job-based setup
  • Hands-on office and crew training
  • Early check-ins to close the old way of working

Who it's for

Teams replacing a patchwork of tools or struggling to get everyone using the same system.

Not sure where to start?

Most owners can't tell which of the six is actually costing them the most. That's the first thing we figure out with you, before any scope is written.

Book a discovery call

Service 06

Software & training

Choose the right tool

We start with how your team actually works, then compare options against that. No sales pitch for any one product.

Set it up properly

Configuration, data cleanup, and workflows built around your jobs, not the software's defaults.

Make it stick

Hands-on training for the office and the crew, plus check-ins in the first weeks to close the old way of doing things.

Software comes after the process, not before it. Fixing the workflow first keeps you from paying for the wrong tool twice.

How engagements work

Simple structure, no long contracts.

Step one

Discovery call

Complimentary · 30 minutes

We walk through a normal week with you and name the constraint. You leave with at least one thing to change, whether or not you decide to move forward.

Step two

Focused engagement

[Add your rate here]

One area from the list above, scoped to a few weeks: decisions defined, documented, piloted manually, then handed to your team.

Step three

Ongoing operating partner

[Add your retainer here]

Monthly cadence for owners rolling out multiple areas, review the metrics, fix what drifted, tackle the next constraint.

Pricing shown as editable placeholders, swap in your own figures.

Every engagement starts with the same 30-minute call.

Book yours