What We Offer

Evaluate the stack. Fix the highest-impact leak first. Expand from there.

Primary focus: service trades and small service businesses. We Diagnose missed opportunities, Repair the process and tools, and Protect against future leakage phone, follow-up, scheduling, cash flow, integrations ranked by impact, not by a product menu.

Fixing missed opportunities not another product pitch. How we work →

Step 1 always.

Diagnose Missed Opportunity Audit

A no-pressure look at how your business actually runs: inbound calls and leads, scheduling and dispatch, communication, job visibility, invoicing, and the tools you already use. We show you the biggest leaks and opportunities then map Repair and Protect. Not a product menu; a real look at your ops.

Ideal for: Electrical, HVAC, plumbing, construction, landscaping, and other service businesses — especially teams of about 1–200 employees.
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What we cover

  • Phone & lead capture (missed jobs, after-hours, voicemail)
  • Scheduling, dispatch, and calendar chaos
  • Current tools (Jobber, Housecall Pro, Google, QuickBooks, etc.)
  • Revenue and admin leaks ranked by impact
  • Clear first step and an honest “not a fit” when needed

Step 2 fix the root cause.

Repair process, tools, and handoffs

After Diagnose ranks the leaks, we fix underlying issues so the same problem doesn’t reappear next quarter: process design, CRM cleanup, lead follow-up paths, integrations, and automation. Repair is where most of the real work lives not a product install alone.

Ideal for: Shops with good demand but messy ops tools that don’t talk, leads that die, owners stuck as the system.
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Common Repair work

  • Lead follow-up paths so warm opportunities stop dying
  • CRM / Sheet / FSM cleanup and handoffs
  • Scheduling and dispatch process fixes
  • Integrations so tools stop fighting each other
  • Prioritized action plan from the audit

Step 3 stop future leakage.

Protect systems that keep the leak closed

Protect is scoped to what Diagnose ranked highest: call coverage, lead follow-up, scheduling visibility, cash-flow loops, or integrations. When the leak is missed calls, that can include a custom phone front desk (optional live proof on our demo line). Phone is one Protect path not the whole engagement.

Ideal for: Owners ready to install durable coverage after they know the real leak not buy a tool cold.
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Protect can include

  • Call coverage & live calendar booking (when ranked high)
  • FSM / calendar / dispatch visibility
  • Faster invoicing & payment follow-up
  • CRM / pipeline so leads don’t die
  • Automations so coverage holds without babysitting

Also available enterprise & government.

Salesforce, Agentforce & Platform Delivery

Multi-cloud architecture, governance, integration, regulated environments, and Agentforce AI in production. Same philosophy: systems that reduce daily friction for the people who use them. Discussed in detail on a call not sold as the primary story for trades.

Ideal for: Enterprise and government teams with Salesforce or complex platform needs.
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What's Included

  • Salesforce multi-cloud strategy & delivery
  • Org design, governance, DevOps
  • Agentforce & production AI in regulated environments
  • Fractional architecture & project leadership

When you need a senior technical voice.

Advisory & Fractional Leadership

Strategy, vendor evaluation, architecture reviews, and fractional senior leadership sized for growing trades teams or larger organizations. Outcomes over hours.

Ideal for: Owners and ops leads who need guidance without a full-time hire.
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What's Included

  • Tech / ops roadmap for service businesses
  • Vendor evaluation and architecture review
  • Platform health and modernization planning
  • Fractional architect or senior advisor retainers
How We Work Together

Diagnose first. Repair next. Protect when the plan is clear.

Start with missed opportunities not a product menu.

Book a free Missed Opportunity Audit, or review how Diagnose → Repair → Protect works.

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