01
Audit
Start with a focused audit that determines whether a system redesign is justified.
Pricing
How engagements work
Most operational issues are not tool problems. They are system problems.
We start by identifying where your workflows break down, then design and implement the system required to fix them.
Audit → Build → Optimize
Start with a focused audit. Move into a structured implementation. Continue with ongoing improvement if it makes sense.
02
Build
Move into a structured implementation scoped around the workflow failures that matter.
03
Optimize
Continue with ongoing improvement only if the system should keep evolving after launch.
1.
Discovery
Clear fit or no-fit decision
A short call to determine whether your operations issues are structural and worth solving through a system redesign.
We look for
- •Recurring workflows with failure points
- •Compliance or reporting requirements
- •Manual coordination across teams
- •Missed work, delays, or rework
Outcome
Clear fit or no-fit decision.
2.
1-Day Audit
Focused operational diagnosis
Fixed cost: $4,750
A focused operational audit designed to surface workflow breakdowns, missed recurring work, and system gaps.
This is not a generic review. It is designed to determine whether a full system build is justified.
What it includes
- •Pre-work (data, workflows, current tools)
- •Live working session (workflow mapping)
- •Identification of operational bottlenecks
- •Detection of missed or unmanaged recurring work
- •Future-state workflow direction
- •Implementation recommendation and scope
What you get
- •Clear view of where your system is breaking
- •Prioritized list of issues and risks
- •Estimated impact (ranges, not theoretical models)
- •Strategic roadmap for fixing it
- •Fixed-fee implementation proposal
Investment
$4,750
Credited toward implementation.
Outcome
You leave with clarity on what is broken, what it is costing you, what needs to change, and whether implementation is worth doing now.
3.
Implementation & Launch
Where the actual transformation happens
If the audit confirms a meaningful opportunity, we design and deploy the operational system required to support your workflows reliably.
This is where the actual transformation happens.
Typical scope
- •Workflow automation across the job lifecycle
- •Recurring scheduling and exception handling
- •Coordination between field and office
- •Reporting and compliance workflows
- •Customer communication triggers
- •Management dashboards and visibility
- •Reduction of manual admin and handoffs
What this replaces
- •Fragmented tools
- •Manual scheduling
- •Reactive coordination
- •Inconsistent reporting
- •Missed recurring work
Typical investment
$25,000 – $75,000+
Scoped after the audit.
Depends on
- •Workflow complexity
- •Number of recurring processes
- •Reporting / compliance requirements
- •Number of teams involved
Outcome
More reliable execution, fewer missed tasks and delays, reduced admin overhead, faster reporting and billing cycles, and systems that scale with volume.
4.
Ongoing Optimization
Optional post-launch support
After launch, some clients retain us to maintain and improve the system as operations evolve.
Typical support includes
- •Monitoring system performance
- •Adjusting workflows as needs change
- •Extending automation into new areas
- •Resolving edge cases and bottlenecks
- •Maintaining reliability as volume grows
Typical investment
$3,000 – $12,000/month
The system improves over time instead of degrading under complexity.
Who This Is For
- •Businesses with recurring workflows or compliance requirements
- •Operations with multiple handoffs (field ↔ office ↔ customer)
- •Teams dealing with scheduling, reporting, and coordination issues
- •Companies where missed work or delays have real financial impact
Who This Is Not For
- •One-off automation projects
- •Simple workflows that can be handled with off-the-shelf tools
- •Businesses without recurring operational complexity
Why This Approach Works
Most operational inefficiencies are caused by broken systems
Common failure points include missed recurring work, manual coordination, delayed reporting, and weak visibility into operations. We fix the system behind these problems.
Missed recurring work
Manual scheduling and coordination
Delayed or inconsistent reporting
Lack of visibility into operations
Engagements are typically justified by improvements in execution reliability, reduced manual work, and recovered revenue from missed or unmanaged processes.
How To Get Started
Start with a short discovery call
If there is a clear opportunity, we move into the audit and determine whether a full system build makes sense.