I find where work is leaking, fix it in the order that pays back fastest, and leave you with systems your team can run.
Three steps. Diagnose first, so you only build what pays back. Build in your accounts, in your name. Then I stay on only if you want me to.
"About 13 inquiries a month go unquoted. That is roughly $20,000 of work the business is already being asked for and not pursuing."
From the sample report for a 14-person heating and air contractor. Eight-area scorecard, current-state map, gap register with cost of inaction, and a 90-day roadmap with payback per item. No vendor pitches; I take no referral fees.
Read the sample reportOne call and a four-page report: your scorecard, top three gaps with what they cost, and what to fix first. One week. Credited in full toward the Assessment.
Book a SnapshotScorecard, current-state map, gap register, target state, and a 90-day roadmap with payback per item. Two weeks. If it would not pay for itself within a year, the report says so and tells you to stop.
Start the intakeThe systems on your roadmap, built in your accounts, with documentation and training. Most land between $6,000 and $15,000. Assessment fee credited within 30 days.
After Install: Maintain from $750 a month, Managed from $5,000 a month. Smaller fixed-scope projects, including part-time project management by the month, are on Fiverr.
A decade across data, information technology (IT), sales, marketing and operations: thousands of conversations with companies like yours, then delivering enterprise technology programs across defense, nuclear, pharmaceutical and semiconductor work. The scale is different for an owner-led business. The problems are the same: work comes in unevenly, nothing is written down, and the owner is the system.
The Snapshot takes one week. The Assessment takes two weeks from intake to report. Installs run six to twelve weeks depending on the roadmap, and each phase is usable on its own.
About two hours in the first week and one hour a week after that for decisions. Read-only access to your website analytics and accounting helps but is not required.
Yes. I am in metro Atlanta and meet in person when it is useful. Everything else runs on calls and in your tools.
Then the assessment says whether the problem is the tool or the setup. Most of the time it is the setup. I take no referral fees, so if you should keep what you have, I will say so.
Nothing breaks. Every account, automation and document is in your name from day one, and hand-over includes documentation and training so your team can run it without me.
Anyone who wants a recommendations deck and no one to build it, needs a specific vendor chosen before we look at the problem, cannot give a few hours a month to decisions, or is looking for hourly staff augmentation.
One call, one week, and you will know what to fix first. Every engagement starts with a short questionnaire so I arrive with the right questions instead of a pitch.