Fit Call
Decide whether there is a meaningful operational leak: structural, expensive, repeated, and fixable.
Free
Book a fit callEngagements
Engagements are built around operational leverage, not hours
Most clients start with a focused sprint to diagnose and fix one expensive workflow leak. If the work reveals a larger systems opportunity, we continue as an embedded operating-systems partner.
Fit Call > Sprint > Operating Partnership
Field-to-Office Automation Sprint
Diagnose and fix one high-value workflow across field work, closeout, documentation, billing, or recurring due work.
Starts at $25k-$40k
Compliance Revenue OS
Ongoing systems leadership and implementation across recurring work, closeout, reporting, billing, and workflow reliability.
Starts at $12k-$20k/month
Engagement 1
Fit Call
A short call to determine whether the problem is structural, expensive, repeated, and fixable.
We look for
- •Recurring work with missed or delayed follow-through
- •Field-to-office handoffs that create rework
- •Compliance documentation that slows billing
- •Deficiencies or quotes that stall
- •Manual coordination across systems and teams
Outcome
A clear fit decision and the most likely next step.
Book a fit callEngagement 2
Field-to-Office Automation Sprint
30-45 day focused fix
Starts at $25k-$40k
A 30-45 day engagement to identify and fix one high-value workflow bottleneck.
Typical sprint focus
- •Deficiency-to-quote workflow
- •Closeout and documentation QA
- •Recurring due-work visibility
- •Job-complete-to-invoice workflow
- •Quote follow-up and customer communication
- •Management visibility into stuck work
Deliverables
- •Workflow diagnosis
- •Prioritized bottleneck map
- •Implemented automation, integration, dashboard, or operating workflow
- •SOP and handoff
Engagement 3
Compliance Revenue OS
Ongoing operating-systems partnership
Starts at $12k-$20k/month
For operators with multiple teams, branches, service lines, or recurring compliance obligations that need continuous improvement across recurring work, closeout, reporting, billing, and workflow reliability.
- •Systems roadmap ownership
- •Workflow design and implementation
- •AI-assisted admin and reporting workflows
- •Dashboards and exception queues
- •Vendor and tooling coordination
- •Continuous improvement releases
- •Monthly executive operating review
Engagement 4
Managed Closeout Control Room
Monitoring, optimization, and release cadence
Starts at $6k-$10k/month
For clients who have already implemented core workflows and need ongoing monitoring, optimization, and reliability.
- •Monitor stuck jobs and overdue workflows
- •Review automation failures and edge cases
- •Improve closeout rules over time
- •Maintain dashboards and reporting
Best Fit
- •$5M+ a year recurring service businesses
- •Multiple field crews, service lines, or branches
- •Recurring inspections, cleanings, maintenance, or compliance obligations
- •Leadership sees slow closeout, missed follow-up, or delayed billing as a real business cost
Not A Fit
- •One-off automations
- •Simple Zapier tasks
- •Small businesses without recurring operational complexity
- •Projects where leadership only wants a tool configured, not the workflow redesigned
How To Get Started
Start with a short fit call
We look for one expensive workflow leak first. If the opportunity is real, the first paid engagement fixes a business problem instead of producing a shelfware audit.