Lead response & follow-up
Inquiries answered late or never, no confirmations, no owner. We measure response time and automate the first touch so no lead dies in an inbox.
Operations & growth consulting
Most companies don't have a sales problem. They have a workflow problem.
When growth stalls, the cause is usually structural: leads answered too late, handoffs with no owner, work retyped between tools, and leadership flying without numbers. We dissect the operation, put a dollar figure on each leak, and install the systems that close it.
Where the money goes
Six places revenue leaks out of a growing company.
Quote-to-close workflow
Quotes rebuilt from scratch each time, inconsistent pricing, approvals stuck on one person. We standardize and route it.
Duplicate manual work
The same data retyped across spreadsheets, texts and invoices. Every rekey is paid twice and creates errors you refund later.
Handoffs between roles
Sales to production to billing with no shared record. Work stalls at the seams — that's where most margin quietly disappears.
Tool sprawl & subscriptions
Six overlapping tools, three that nobody uses, commissions to platforms doing what your own site could do.
Management visibility
No numbers on pipeline, cycle time or capacity, so decisions get made on feel. We define the few metrics leadership actually runs on.
How the engagement runs
Diagnose, prescribe, then actually build the fix.
Most consultants stop at the report. We hand you the findings and then build the platform, automation and admin layer that make the new process real.
Week 1 — Diagnose
- Interviews with leadership and the people doing the work
- Workflow mapped step by step, with time and cost per step
- Tools, subscriptions and data flows inventoried
- Bottlenecks and revenue leaks quantified in dollars
Week 2 — Prescribe
- Written findings ranked by dollar impact and effort
- Redesigned workflow with clear owners and handoffs
- Systems plan: what to automate, replace, or retire
- Leadership scorecard and reporting cadence defined
Weeks 3+ — Install
- We build the platform, intake, automation and admin layer
- Team trained on the new process, documented as we go
- Metrics tracked weekly against the baseline we set
- Quarterly review to keep the system honest as you grow
What you walk away with
A cleaner operation and numbers you can lead with.
- Response time to new leads measured in minutes, not days
- One system of record instead of scattered spreadsheets and texts
- Repeatable delivery process a new hire can follow week one
- Fewer paid tools doing the same job
- Custom CRM and workflows built into your own platform — your data stays yours
- Leadership reporting that shows problems before they cost money
We are systems and operations builders, not attorneys or accountants. When a finding needs legal, tax or HR counsel, we say so and coordinate with your licensed professionals.
How consulting starts
Start with the $150 systems consultation.
A 30-minute leadership interview and a written blueprint of the leaks we can already see, ranked by impact. It is credited toward the engagement. Full consulting scope is quoted after that session, because a five-person shop and a multi-location operation need very different depth.
Paid engagements get priority: same-day reply and an interview scheduled within 24 hours.