See exactly where your operation leaks time and revenue. Then fix it, with half the fee already paid.
Thirty to sixty days inside your business. We map how it actually runs, find where leads, hours and revenue leak, and hand you a ranked fix list with the build scoped and priced in writing. $5,000. If you go ahead with the build, $2,500 comes off the price. If you do not, you keep the findings and the plan.
The first call is free and takes thirty minutes. The audit starts only if we both think it is worth doing.
A real map of how your business runs, not how you think it runs.
Where the handoffs break, where the data goes dark, and where the hours and revenue disappear.
Speed-to-lead and lead flow
How fast you actually respond to new leads, where they come from, and what happens to them before anyone touches them.
CRM and data health
Whether your pipeline stages match reality and whether the data is complete enough to run reports or campaigns from.
Manual work and automation gaps
Every repetitive step a person does by hand that a workflow should own.
Systems that don't talk
The tools you already pay for that pass zero data between them.
KPI visibility and reporting
The numbers you should be watching weekly but can't, because the dashboard was never built.
Key-person and SOP risk
What happens when the person who holds all of this in their head takes a day off.
Concrete findings, not a pitch deck.
Five deliverables you keep regardless of what you decide to do next.
A map of how the business actually runs
From the first inquiry through quoting, scheduling, delivery, payment and repeat business: who touches it, which software they use, where information is handed off, where it gets stuck, and where the work waits on the owner.
Findings, ranked, with the evidence
How often each problem happens, how much time it takes, what it affects, and what we saw that proves it. Where a number needs better data before anyone should stand behind it, we say so.
Every recommendation, costed
What happens today, what we would change, what the build costs, any ongoing software cost, what we need from your team, and how you will know it worked.
What breaks at twice the volume
If the business takes on twice the customers, where the workload piles up first, so you fix what matters now and leave what can wait.
The order of work
The first few projects, chosen with you, with owners, dependencies and milestones. Then we build them, test the handoffs, document the process and train the people who will run it.
Half of it comes back to you.
The audit is priced so that we do the work properly and you get something you can act on whether or not you hire us. When the audit turns into a build, $2,500 is credited against it, so the audit effectively costs $2,500 and the plan was free.
- Starts after a free thirty-minute call, only if we both think it is worth doing
- Thirty to sixty days, mostly our time, a few hours of yours
- Findings delivered in writing and walked through on a call
- The build scoped and priced, with the credit applied
For acquirers and the investors behind them.
If you back service businesses, this is where we fit. We do the workflow and systems side, not the financial or legal diligence.
Before you buy
We map the customer workflows and the systems behind them: what is manual, what depends on the owner, and what it would realistically take to improve.
After you close
We work with the operator to pick the first few projects and get them implemented, without burying a new owner in initiatives.
Alongside your operator
Already have an operations lead? We take responsibility for a defined build next to them, to the same written scope.
Thirty minutes, on your business.
Walk us through your business: the tools you run, where the work lives, what is breaking. No prep required. If the audit is the right next step, we say so; if it is not, we say that too.
What happens on the call
- 01How the business runs. Tools, handoffs, where the work lives.
- 02Where it leaks. Leads, hours, revenue, quantified.
- 03The fix list. Ranked by impact.
- 04Fractional against full-time. Real numbers.
No card, no contract. A calendar invite and a Zoom link the moment you book. Prefer to talk now? (813) 444-8973.