We uncover the knowledge buried in your operations, automate the manual processes, and give every stakeholder visibility to the same normalized data.
Two operators · 30+ years combined · Turnkey solutions
How it works
Three phases. Each works on its own. Most engagements start with Discovery. The diagnostic that surfaces what's hidden. And decide from there what to build, and whether to keep us in the picture afterwards.
Gap audit · 8 areas
1 priced gapPhase 1 · 2–3 weeks
01We map operations, surface the institutional knowledge that lives in people's heads, and price the gaps where it isn't yet documented. One fee, one written deliverable, yours to keep.
Phase 1 build · live
liveRevenue MTD
$622K
Margin
42.0%
+1.2pt
Phase 2 · 30–90 days
02Documentation, automations, dashboards, integrations. Turning institutional knowledge into systems that don't depend on any one person. Sequenced by ROI, built on the tools you already use.
Operating layer · uptime
liveUptime
99.97%
Sync lag
<60s
Months
14
Phase 3 · optional
03When it fits, we host, monitor, and evolve the operating layer so the knowledge stays fresh and accessible. Skip it if you'd rather hand off to your own team. Or to the next owner.
What we build
Each one is a piece of what your team knows, made into a system everyone can rely on. Together they form the operating layer the business runs on. Sequenced in the build by what unlocks the most value first.
Operating snapshot
LiveRevenue
$622K
Margin
42%
+1.2pt
Live data
Reconciled financials, customer truth, and operating dashboards on the tools your team already uses.
Quote → Cash · automated
Automation
Repetitive work that depended on someone remembering, sequenced and run by the system.
Auto-sent at 8:14 AM
Order ORD-1847
On timeYour install crew arrives tomorrow at 2:00 PM.
Quote · Schedule · Crew dispatched · Install
Customer experience
Order status, ETAs, account information. Surfaced to customers automatically from the same source of truth.
SOP · New customer onboarding
v3 · last edited Apr 12Documentation
Operating logic that lived in one person's calendar, turned into procedures the team can actually pick up.
Q3 forecast · 80% band
scenario: baseForecasting
Weighted pipelines and scenario models your team updates. Not rebuilds. Every Monday.
Operating layer · 5 systems unified
Integration
We don't replace what you have. We connect accounting, CRM, scheduling, and email into one operating layer.
What gets built first depends on what Discovery surfaces. Most engagements start with live data and one automation that pays for the next phase.
Visibility for every stakeholder
Customers, leadership, your team. Each gets a different view of the same normalized data. Not three reports. One source of truth, reaching the people who need it, when they need it.
Order
ORD-1847
Tomorrow, 2:00 PM
Estimated arrival
Order status, account information, automated communication. The data they need to trust you, surfaced without anyone on your team typing it.
Leadership · live 06:00
$622K
+3.7%
Revenue MTD · vs $600K target
Margin
42%
+1.2pt
Pipeline
$4M
weighted
Needs eyes
AR 90+ trending up · $18K
Revenue, margin, concentration, runway. Live, reconciled, decision-ready. No more 'I'll get back to you next week.'
Pipeline
This week
Pipeline, tasks, schedule, SLAs. Each person sees what they need to act on, ranked by what matters most this week.
Start here
Two to three weeks of work for $7,500. Five written deliverables that surface the institutional knowledge in your operations. And what it would cost to make it work for the whole business.
Fee
$7,500
Flat fee. Yours to keep.
Timeline
2–3 wks
Kickoff to leadership walkthrough.
Five written deliverables
Whether or not we build the next phase together, the Discovery is yours.
Where you fit
Two paths to go deeper, depending on which side of the deal you're on.
