How We Work
We Build Systems. You Build the Business.
What We Don't Do
- Drop a 50-page report and disappear
- Sell you a pre-packaged "system" that doesn't fit
- Give advice without helping you execute
What We Do
- Diagnose the real blockers in your business
- Build systems your team will actually use
- Work alongside you until it sticks
Services aren't sold individually. We assess your business, identify what's broken, and apply the right levers—sales, operations, team, systems—based on what will actually move the needle.
20 minutes. No pitch. We'll identify your #1 blocker.
What We Build
Every engagement focuses on installing systems that outlast our work together. Here's what that looks like by area.
Revenue
— Close more. Waste less.Sales Process & Strategy
Complete sales system from first call to in-home close
What Gets Built
- In-home technician sales process
- Price books & option structure
- Visual training materials
Sales Training & Coaching
CSRs, salespeople, and techs who close
What Gets Built
- Role-specific training programs
- Visual step-by-step guides
- Ongoing coaching & call reviews
Operations
— More jobs. Less chaos.Operations & Workflow
Capacity and efficiency without adding headcount
What Gets Built
- Scheduling & dispatch optimization
- Job costing accuracy
- Capacity planning model
SOP & Documentation
Consistency across every job, every tech
What Gets Built
- Employee handbooks
- Visual process guides
- Training materials
Systems
— Runs without you watching.CRM Optimization
Better data, faster follow-up, nothing falls through
What Gets Built
- Pipeline stages that match your process
- Automations that save hours
- Dashboards that matter
Team Alignment & Structure
Right people, right seats, right headcount
What Gets Built
- Revenue-based headcount planning
- Org structure that scales
- Role clarity & accountability
Need something specific?
Every engagement is scoped to your business. We mix and match these capabilities based on what's actually blocking your growth—not a pre-set package.
Learn about custom engagementsThe Process
From First Call to Results: How It Works
No bloated discovery. No death by committee. We move fast because your business can't afford to wait.
Diagnostic
One call. We identify your #1 blocker and decide if there's a fit.
No discovery that drags on for weeks.
Scope & Start
We define the engagement, set priorities, and begin work immediately.
You'll know exactly what we're building and why.
Execute
Bi-weekly calls. Real work between sessions. Systems get built.
This is where most consultants just "check in." We execute.
Transfer
Your team owns the systems. You stop needing us.
The goal is independence, not dependency.
Typical timeline: First call to first deliverable in 2 weeks. Most clients see measurable progress within 60 days.
Investment
Transparent Pricing. No Surprises.
We tell you exactly what it costs before you commit. If we're not the right investment for your stage, we'll say so.
Monthly Retainer
Investment Scales With Your Needs
Hands-on or advisory · Custom-scoped to your goals
What's Included
- ✓ Bi-weekly strategy calls
- ✓ Async support between sessions
- ✓ Custom deliverables (SOPs, scripts, frameworks)
- ✓ Implementation guidance—not just advice
What's Not
- ✗ Long-term contracts
- ✗ Hidden fees or upsells
- ✗ Generic templates
- ✗ Advice without accountability
Flexible terms. Built for results.
Engagement structured around your goals and timeline.
For context: Clients typically find $200K+ in missed revenue or cost savings within the first 90 days. The retainer pays for itself quickly—or we're not doing our job.
The Bottom Line
Stop Being the Bottleneck.
Start Building the Business.
One call to find out if we can help.
We'll identify your #1 growth blocker and tell you honestly if we're the right fit.
No pitch. No pressure. If we're not the right fit, we'll tell you—and point you somewhere better.