What We Offer
3 levels of engagement, each building off the last.
Level 1: Start Here
Choose one short project that surfaces where your operations are actually hurting, and identify what to fix first.
Operational Friction Audit
Your team is busy and revenue is steady, but work keeps getting stuck between tools, re-keyed by hand, or quietly dropped. You can feel the friction. You can't always name it.
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This audit names it. Over one to two weeks, we map your stack, find where operations bleed time and money, and hand back a prioritized roadmap of fixes. All sequenced by impact, effort, and what depends on what. AI insertion points get called out where they matter; tool-by-tool busywork is what we're hunting.
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You leave with a document you can act on with or without me.
Deliverables
Engagement
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Stack inventory with cost and utilization analysis
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Operational friction map of where work gets stuck or duplicated
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Prioritized roadmap of fixes, sequenced by impact and dependency
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Implementation handoff conversation; own it, or we run it
1–2 weeks. Flat fee in the low four figures. Most engagements start within two weeks of the audit conversation.
AI Readiness Assessment
You know AI matters for your business. You don't know what's signal, what's hype, or where to start without setting cash on fire.
Two weeks. We map your operations against where AI is genuinely useful right now, recommend the right tools, not the loudest ones, and give you a phased implementation roadmap with governance built in from the start.
Deliverables
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AI implementation roadmap with prioritized workflow targets
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Tool selection rationale and governance framing
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Phased rollout plan with success criteria for each phase
2 weeks. Flat fee in the low-to-mid four figures.
Engagement
Level 2: Ongoing Operational Ownership
When the audit is done, someone has to actually run the systems. That can be me.
Most small service businesses don't need a full-time operations hire. They need someone who thinks in systems, owns the health of the stack, and is reachable when something breaks. That's the retainer.
Deliverables:
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Ongoing ownership of stack health and integrations
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Monthly reporting on system performance and what shipped
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Embedded operational judgment, available between meetings
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Productized automation components built into the relationship as needed
Engagement:
Month-to-month, no long-term contract. Most clients enter at Maintenance after their Friction Audit and grow into Active Operator within a quarter.
Three tiers, scoped to where you actually are
Tier 1: Maintenance
Monthly stack health check, break/fix support, one small automation request each month, monthly report. The floor: your systems don't decay on your watch.
Tier 2: Active Operator
Everything in Maintenance, plus a weekly check-in, one meaningful improvement project each month, and priority response. The level where the roadmap actually gets worked, in sequence, without you chasing it.
Tier 3: Embedded
Everything in Active Operator, plus monthly strategic review with you, direct ownership of two to three core systems, and a quarterly roadmap. The level where we stop being a vendor and start being part of how the business runs.
Level 3:Customer Acquisition System
The Signature Engagement
Built for service businesses with plenty of leads but a broken follow-up process. We build the architecture that ensures no opportunity is ever ignored, moving leads from first touch to closed deal with less friction.
Smart Intake Forms
Logic-based forms that qualify leads instantly and route detailed data to your team in real-time.
Automated Follow-Up
Multi-channel nurture sequences that trigger immediately, ensuring no lead ever feels ghosted by your brand.
the engagement:
3-4 months, phased delivery. Two variants depending on whether you have lead flow already or need to build it from scratch.
CRM Pipeline Architecture
A visual, automated workflow where leads move seamlessly from inquiry to won without manual entry.
Internal Notification Systems
Instant internal Slack or email alerts for high-intent actions, so your team can strike while the iron is hot.