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.
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.