Advisory identifies what needs to change. Sometimes the answer isn't a new habit — it's infrastructure. When your sales process runs on texts, spreadsheets and sticky notes, we design and build the internal system that removes the bottleneck. Scoped and quoted separately from business advisory.
Your pipeline, your stages, your follow-up — not Salesforce's idea of them.
Who's doing what, by when, and whether it actually happened.
Every lead from first touch to closed job, with nothing falling through the cracks.
Close rates, ticket size, and pipeline value in real numbers, not vibes.
Know what you have, what you need, and what's tying up cash.
Let customers check status, approve quotes, and pay without calling you.
Consistent, fast quotes that protect your margin instead of gut feel.
Capacity, crews, and jobs on one calendar the whole team can see.
The five numbers that matter, updated automatically, in one place.
Kill the copy-paste work between your tools and your team.
SOPs, checklists, and handoffs built into the tool, not a binder.
Reports that answer your questions, not the software vendor's.
Every build starts with a Systems Discovery & Blueprint — $1,500. We map the problem, users, workflows, permissions, data, integrations, screens and automations, then hand you a fixed build quote with defined deliverables. Approve a build over $7,500 and the discovery fee is credited toward the project. No scope creep, no surprise invoices.
Custom software projects start at $5,000
You're buying the system, not the hours it took to build it
Systems work is scoped separately from advisory