Five kinds of work.
Engagements usually start with the assessment and grow from there. None of it requires you to rebuild how you operate.
Readiness assessment
A walkthrough of how work actually moves through your business, and a plain list of what's worth doing.
- Half-day on-site review
- Written findings, no jargon
- Fixed fee, agreed up front
Tool selection & setup
Choosing between the handful of platforms that matter, then configuring them properly.
- Business-tier accounts
- Permissions and access control
- Billing you can actually read
Workflow automation
The repetitive parts handled by the machine and reviewed by a person.
- Quoting and intake forms
- Dispatch and scheduling notes
- Invoice and document matching
Policy & data guardrails
What staff may and may not put into these tools — in writing, and enforced in the settings.
- One-page staff policy
- Vendor data terms reviewed
- Useful when a customer asks
Training & ongoing support
Adoption is the whole ballgame, so training runs on your files, not demo data.
- Sessions with your team
- One-page reference card
- Flat monthly retainer
Five steps, in order.
Look
Half a day on site following one job from first call to final invoice.
Scope
Two or three jobs worth automating, with hours saved and dollars spent, before anything is bought.
Build
Accounts, permissions and workflows wired into what you already run. Two to four weeks.
Train
Your people learn it on live work, with a one-page reference they'll keep.
Hold
A monthly hour to keep what works and retire what doesn't. Cancel any time.
Thirty minutes, no deck.
Tell us what takes too long. If AI doesn't help, that's a useful answer too.