You know the work could run better. You do not have time to sit down and work out how. One 45-minute conversation, one clear report: what to fix first, what it costs, and a four-day plan to start.
Almost everything a small business needs already exists off the shelf. The hard part is knowing which tools fit your work, which are a waste of money, and what order to do them in.
The assessment separates what you can fix yourself from what actually needs building, and prices both. The first list comes with a four-day plan you can run in ten minutes a day. If you would rather I build it, that is a separate decision — never a condition.
First call to finished report in about a week. You always know what happens next and what it costs.
One 45-minute call about how your week actually goes: what piles up, what you dread, what you have already tried. No pitching.
Every pain point mapped against effort and impact, then split two ways: what you can fix yourself this week, and what needs building.
The report, plus a four-day plan for the wins you can do yourself. Anything that needs building, I quote separately.
We review what stuck, then take the next workflow: audit, simplify, automate. One at a time, month after month.
The diagnosis, and a written plan you can run yourself. Most people stop here and are better off for it. Refunded in full if I cannot find you five hours a week.
Book the assessmentThe items your report marks as needing to be built: systems connected, handoffs automated, reporting made live. Two to three weeks each.
For work spanning several connected workflows, or one that runs most of the business.
Build work is only ever quoted from your own report, so you know what it is for before you see a price. Every price is fixed and agreed before work starts — no hourly billing, no retainer, no obligation to build anything at all.
A commercial heating and air TAB contractor was entering field readings twice, then hand-building every client report. One to two hours each, with the formatting errors that come with it.
I automated the entry from field capture forward, standardised the template, and wired the report to generate on demand. Same report, same brand, ten seconds — and the numbers match the field every time.
Best fit: an owner-run business of 2 to 20 people, $500K to $5M, where the same work gets done by hand every week.
Job costing, scheduling, shop-floor data capture.
Bidding, change orders, subcontractor coordination.
Utilisation, project margin, document control.
Inventory accuracy, pick paths, carrier handoffs.
Dispatch, technician time, parts and warranty.
Intake, capacity planning, billing cycles.
My background is data: building the pipelines, the reporting, and the analysis that tell an owner what is actually happening in the business. Process improvement is where that work ends up. Once you can see the numbers clearly, the broken step is usually obvious.
I do not sell software or take referral fees, so the shortlist is the one that fits you, not the one that pays. And you work with me directly — the person who scopes the work is the person doing it.
$999 for the call, the report, and the four-day do-it-yourself plan. Refunded in full if I cannot find you five hours a week — and credited toward your first build if you go further.