Services
Clear services, real deliverables
Everything is scoped in hours with a deliverables list — so you always know what you’re paying for. $150/hr.
Core services
Below is the practical version: what it looks like, what you receive, and examples you can picture in your business.
1) Workflow & Automation Builds
Reduce manual steps and make operations consistent.
What it looks like
- Map your current workflow (what happens today)
- Design the “future state” (what should happen automatically)
- Implement routing, reminders, status updates, handoffs
- Test edge cases and document ownership
Deliverables
- Workflow map (current → future)
- Automation blueprint (steps + triggers)
- Implemented workflows
- Owner/operator handoff doc
Example engagement
Lead intake → follow-up → handoff: website form routes to the right person, triggers confirmation, schedules follow-up, and logs status.
This is an example pattern (we scope it to your tools and team).
2) Customer Experience Systems
Better response quality, faster triage, fewer dropped balls.
What it looks like
- Lead qualification flows (ask the right questions)
- Support triage rules (auto vs. escalated)
- Consistent responses and escalation paths
- QA checklist to prevent drift over time
Deliverables
- Conversation/triage flows
- Knowledge structure (FAQs, policies, services)
- Escalation playbook
- QA checklist + update guide
Example engagement
Support triage: classify requests, auto-answer common questions, route complex cases to the right owner, and track response time.
We focus on maintainability and handoff documentation.
3) Growth & Lead Flow
Consistent outreach and follow-up aligned with your actual sales process.
What it looks like
- Messaging cleanup: offer, proof, CTA
- Outreach + nurture sequencing (no spammy tone)
- Follow-up automation that fits your capacity
- Simple testing loop: message, channel, timing
Deliverables
- Messaging framework
- Sequence plan + templates
- Lead tracking basics (what matters)
- Weekly “what to test next” notes
Example engagement
Warm leads nurture: a 2–4 week sequence that answers common objections, nudges next steps, and keeps the pipeline warm.
We keep it aligned to your brand and sales reality.
4) Dashboards & KPI Visibility
Define a small set of KPIs and make them readable in 60 seconds.
What it looks like
- Define KPIs: pipeline, response time, conversion, retention
- Build a dashboard layout owners can actually use
- Reporting cadence: weekly and monthly summary
- Assign ownership so it stays updated
Deliverables
- KPI dictionary (definitions + owners)
- Dashboard layout
- Weekly/monthly report template
- Maintenance checklist
Example engagement
Owner report: a single dashboard + weekly one-page summary: what changed, what to fix, and what to test next.
No complex analytics unless you truly need it.
Pricing
$150/hour. Most clients start with either:
- Advisory: 2–4 hours/week
- Build sprint: 20–60 hours scoped
- Hybrid: sprint + light retainer