Operations assessment
A structured look at how work moves from first contact to paid invoice. We interview the people doing the work, follow real jobs through the system, and identify where time and margin leak out.
You get: a written findings summary, a ranked list of fixes, and an estimate of what each one is worth.
Process documentation
The procedures that currently live in one person's head, written down in a form people will actually follow — checklists and short guides, not a binder that goes on a shelf.
You get: documented core processes, role definitions, and an onboarding path for new hires.
Reporting & dashboards
We agree on the handful of numbers that actually predict the health of your business, then build the reporting that keeps them current without manual assembly every month.
You get: a live dashboard, defined metrics, and a recurring review rhythm your team runs.
Pricing & margin review
What each service or product line really costs to deliver, which customers are subsidising which, and where a pricing change would do more good than a new marketing spend.
You get: line-level margin analysis and a defensible pricing recommendation.
Fractional operations support
For owners who need an operations lead but not a full-time salary. A standing engagement — regular check-ins, accountability for the improvement plan, and someone to think it through with.
You get: recurring sessions, project oversight, and support between meetings.
Systems & tooling selection
Software should reduce work, not add a second place to enter the same data. We help you choose, configure, and roll out tools your team will actually use.
You get: a vendor recommendation, migration plan, and adoption support.