Chaos. Clarity. Automation.
In that order. Automate a mess and you get a faster mess. Two ways to start. If you're not sure what's wrong, I find out. If you already know, I fix it.
I count what nobody's counted. Where the work comes in, who touches it, what gets typed twice, what gets dropped. What your reports say against what actually happened. No fixing yet. Just the facts, written down well enough to end the argument.
Fix what's broken and connect what should talk to each other. A better report only helps if people keep the information current, and that's hard to ask if entering it is a pain. So the people doing the work are in the room for this part.
Once a process works by hand, I automate the parts that are safe to automate. Not before. Automating a broken process just breaks things faster.
Discovery Audit
For when something feels off and you can't prove it.
Ten business days on one part of your business, from the first call or form to the invoice. I count what nobody's counted: where the work comes in, who handles each step, what gets done by hand, and what your reports and vendors say against what actually happened.
You get what I found, written down with the evidence, and a list of what to fix first. It's yours whether or not you hire me to build it.
If the question is whether the AI you bought is worth keeping, I run the same audit. How that works →
Five thousand, flat. Ten business days. It doesn't grow.
- Every way a customer can reach you, and where each one goes
- Who handles each step, where it gets handed off, and where it stalls
- Which numbers you can trust, and which ones your tools are getting wrong
- What your vendors charge against what they actually produce
- What AI search and the directories say about you, and what's wrong there
- The three to five things to fix first, with the evidence
- A 90-day plan your own people can run
Revenue System Build
For when you know what's broken, or the audit just told you.
The work can involve the CRM, ERP, scheduling, website, reports. I get in there, fix what needs fixing, connect what should talk to each other, and teach the people who have to use it.
I build on what you already own, and I keep it simple enough that your team runs it without me. Needing a consultant forever is a problem too.
- Tracking that counts what actually happens
- CRM, forms, website, and reports connected, so nothing gets typed twice
- Handoffs between people written down and built into the system
- The by-hand work automated, once it's proven
- Reports your people actually open on Monday
- Training, so the team uses it and it sticks
Ongoing Revenue Operations
Not a third thing to buy. What comes after the build.
Things drift. People leave, software updates, a new channel shows up, and a year later the numbers don't match again. So I stay on. Month to month, I keep the systems we agreed on working and the numbers honest.
We write down exactly what I'm responsible for before it starts. Some owners get one page they run the business on, a Revenue Command Center. For others it's the CRM and the follow-up nobody owns, the connections between systems, or the vendor nobody's checking. Month to month. No contract that locks you in.
- A written list of what I own, agreed before it starts
- Handoffs held to the process we built, and drift caught early
- Reports kept honest, including a Revenue Command Center where that's what you need
- One agreed problem fixed each month, inside that scope
- A standing review with you, the owner
“We’ve been doing this for 27 years and no one has ever told us the things you’re telling us.”
Not sure which one you need?
Tell me what's not working and I'll tell you where I'd start. If it doesn't need to be done, I'll say so.