The work
A clear look at how we work and what you walk away with.
Every engagement starts the same way: the real problems, a map of how the work runs today, and fixes you can measure. Here's what that looks like, step by step.
Anatomy of a project
About one quarter, start to finish.
A typical shape. Scope sets the real timeline.
Before week 1
Discover
Questionnaire first, then a working session: how work arrives, gets done, gets reported, and gets billed. One problem list.
Weeks 1 to 2
Prioritize and gather
Pick the top few problems, park the rest. Owners sign off. We collect samples, data, and ground rules.
Weeks 3 to 7
Build and pilot
Built in the systems you already use. Piloted on one slice beside the old way, then rolled out.
Weeks 8 to 10
Embed
Into the daily meeting and the calendar, with a clear owner for each piece.
Weeks 11 on
Extend and review
Take on the next items, check what moved, and decide what's next, or stop. Your call.
How we pick what to fix
A dozen problems. Three questions. A short list.
Most businesses have a dozen problems. Trying to fix them all at once fixes none. Every problem gets the same three questions.
How much time does it eat?
Owner and team hours lost each week.
Do customers feel it?
Anything that shapes how your customers judge you moves up.
What does the owner want fixed first?
The person who runs it knows where it hurts. That counts.
Fix now
The top two or three. These get built.
Quick wins
Small fixes done along the way.
Later
Written down, sequenced, not forgotten.
Project types
Where time and money leak.
Each shows the warning signs, what we build, and what you'd measure. Examples, not a menu: your problem sets the scope.
Pipeline and outreach
- Signs
- No target list, outreach happens when someone has time, nobody knows what's due.
- We build
- A ranked target list, a tracked email sequence, and a daily rep dashboard.
- You measure
- Reply rate, meetings booked, follow-ups on time.
Order to cash
- Signs
- Orders retyped by hand, stock checked manually, invoices go out late.
- We build
- Automatic order capture, stock checks, invoice drafts, and payment reminders.
- You measure
- Hours of data entry, order errors, days to get paid.
Field and customer reporting
- Signs
- Photos and notes arrive by text, and someone rebuilds the report by hand each week.
- We build
- Capture once in the field, then generate the report automatically.
- You measure
- Hours spent on reports, on-time delivery, customer scores.
Pricing and margin
- Signs
- Revenue grows but margin doesn't, discounts are a guess, some customers lose money.
- We build
- Margin by customer and product, discount rules, and a quote check before it goes out.
- You measure
- Gross margin, discount depth, unprofitable accounts.
Management reporting
- Signs
- Month-end reports built by hand in spreadsheets, numbers don't match, decisions wait.
- We build
- One dashboard pulled straight from your systems, with a short weekly summary.
- You measure
- Hours to close the month, time from question to answer.
Ready for a raise or sale
- Signs
- The numbers live in one person's head, and diligence questions take weeks to answer.
- We build
- Clean KPIs, a data room checklist, and the story behind the numbers.
- You measure
- Time to answer diligence, gaps closed before buyers find them.
What you walk away with
Working things, not a slide deck.
Process map
Today vs future, step by step, with who owns what.
Live dashboard
The number you're moving, plus what's due today.
Playbook
Plain steps your team follows without us in the room.
Working automation
AI tools that do the busywork. People approve what matters.
Handoff plan
Who owns it now, what to watch, and the next problem worth fixing.
Recent projects
A sports equipment maker: a new sales motion and an order-to-cash plan.
Contact database, email sequence, and rep dashboard built. Ready to launch.
Read the projectA construction company: a dozen problems down to three.
Discovery done and priorities set. Now choosing what to build first.
Straight answers
- Do we need to buy new software?
- Usually not. We start with what you already use and add only what earns its keep.
- Who owns what we build?
- You do. Tools, dashboards, and playbooks stay with your team.
- Will this disrupt our team?
- No. New tools run beside the old way on a small slice first. We roll out only once it works.
- Are you also a buyer?
- Sometimes. When we're your advisor, we're not your buyer. We say so up front.
- Is this only about AI?
- No. AI is one tool. The process fix often matters more. For bigger questions, there's a seat for that.
Bring us one problem.
We'll give you a straight read on whether a project fits, and what it would take.