🛠️

Operations & Workflow

We map how work moves through your business — from the first call to the final invoice — and pinpoint bottlenecks, duplicate effort, and steps that can be streamlined or automated.

🎯

Sales & Lead Flow

We review how leads come in, how quickly you respond, and where follow-ups are getting missed. This uncovers fast ways to convert more of the leads you already have.

📈

Marketing Performance

We look at your website, Google presence, ads, and customer list to see what’s actually generating work — and where simple improvements could create steadier, more predictable revenue.

🧰

Current Tools & Systems

We evaluate everything you’re using today (email, scheduling, CRM, quoting, accounting) and highlight what’s working, what’s outdated, and what should be consolidated or upgraded.

⏳

Time Usage & Admin Load

We identify where you or your office team are spending too much time on repetitive tasks like emails, scheduling, and updates — and show you exactly what can be automated.

🤝

Customer Communication Process

We assess how customers reach you (calls, email, text), how quickly they receive responses, and where you can streamline or automate to reduce phone time and improve customer experience.