Services

Three ways to work together.

A clear map, a working fix, or an accountable technology partner. Fixed scope and price, agreed in writing before we start. We guarantee deliverables and timelines, not revenue.

Most owners start here

Systems Audit

Know what’s broken and what to fix first.

Best when Everything runs through you, you can’t see the business in one place, or tools and spreadsheets don’t connect.

What happens

• Inventory every tool: what it does, who owns it, what it costs
• Map the 2–3 workflows that touch revenue
• Find where data gets re-typed, lost, or stuck
• Include access, logins, and backup findings inside the report
• 60-minute owner readout

You get

A plain map of tools, owners, and leaks
A ranked fix list with cost and effort
Written deliverables you keep even if you never hire us again

Timeline: 2–3 weeks

Fixed scope. Fixed price. Agreed in writing before we start.

Book a 30-Minute Call

When you know what to fix

Build (Fix #1)

Fix what matters first.

Best when The audit ranked a #1 problem, or you can already name the bottleneck: leads slip, no dashboard, invoices lag.

What happens

• Build whatever ranked #1 on the fix list
• Common builds: owner/ops dashboard; one revenue workflow end-to-end; a ‘second brain’ that connects contacts, email, and chat
• Documented, handed over, measured

You get

Working system
Documentation
Clear owner
Before/after measure

Timeline: 30–45 days

Scope and price agreed in writing before we start.

Book a 30-Minute Call

When you want it to keep running

Tech Partnership

One person accountable for keeping it running.

Best when You don’t want another tool pile — you want one accountable partner for systems, priorities, and follow-through.

What happens

• Named technology lead for the business
• Keep the tool map current; vendor/software decisions with you
• Access when people join/leave; backup checks; alerts to a named person
• Small changes under a monthly cap; monthly review; quarterly re-rank of the fix list

You get

One accountable technology lead
Monthly scorecard
Response times in writing

Commitment: monthly, 3-month minimum

Monthly cap and response times agreed in writing.

Book a 30-Minute Call

Start where it hurts

Not sure which you need? Find the line that sounds like you.

"Leads and follow-ups keep slipping."

Start with: Systems Audit, then Build (Fix #1) on lead → follow-up

"I can’t see my numbers."

Start with: Systems Audit if data is messy; Build (Fix #1) for an owner dashboard if clean enough

"Everything comes back to me."

Start with: Systems Audit

"I know what’s broken. I need it fixed."

Start with: Build (Fix #1)

"We start improvements and they fizzle out."

Start with: Tech Partnership

FAQ

Questions owners ask

Do I need new software?

Often, no. Most owners already pay for the tools they need. We start with how the work should move, and recommend new software only when it clearly serves your goals.

What access do you need?

Read access to the key systems involved in the workflows we review, plus short conversations with the people who do the work. We agree access in writing before we begin.

What happens after the Systems Audit?

You keep the map and roadmap. You can carry it out with your own team, with another provider, or with us through a Build (Fix #1). There’s no obligation.

Who does the building?

We lead the build and bring in vetted specialists where needed. Builds are reviewed, with a rollback plan agreed as part of the work.

Do I have to keep working with you?

No. Each engagement stands on its own. The Tech Partnership is optional: monthly, with a 3-month minimum, only if it makes sense for you.

What does it cost?

The Systems Audit is a fixed price, agreed in writing before we start, with a deposit on signing. It’s scoped so you know exactly what you get and by when. Build and partnership pricing depend on what’s #1 on your fix list — we’ll put that in writing too. We don’t guarantee revenue; we guarantee the deliverables and the timeline.