You closed. We walk the building. By day 121 you have a 90-day install plan, vendor picks, the math behind each, and the five things to ship in week 1 — already on a board your team can run.
No-pitch policy. We'll scope it together or tell you straight if it's not a fit.
The wire's cleared. The seller's at the beach. You're staring at QuickBooks files from 2014, a CRM that lives on the office manager's iPhone, and 14 voicemails from a storm that came in last night. Day 91 is when AI starts to matter. We hand you the 90-day plan to get there.
Full systems audit (CRM, FSM, comms, data quality)
Prioritized 90-day install sequence by EBITDA leverage
Vendor selection memo with build-vs-buy calls
Day-1 quick-win actions you can ship in week 1
On-site or virtual. We meet the team, map the vendor stack, audit data quality, listen to inbound calls, and read the inherited inboxes (with consent). We catalog the duct-taped system you just inherited.
Three things you can install in week 2 — usually a 24/7 voice receptionist, a missed-call rescue flow, and an AR follow-up sequence. Real revenue lift in the first month. Builds trust for the rest.
Build-vs-buy calls for each agent module. Specific vendors named, specific contracts negotiated, specific integration paths chosen. No 'consider these options' — actual decisions, owned by us.
Week-by-week roadmap. Who does what. What it costs. What it lifts. Operator training milestones. Deliverable is a living doc your team will reference for six months.
Operators who closed in the last 90 days on a $750K+ SDE business and need a credible plan in front of investors by month 4. Holdco platforms standardizing onboarding across acquisitions.
The install grows with the business. Same plan. Different scope. The math is the contract — every band has a payback window I'll back in writing.
Small team, one operator wears five hats. One office manager. You need the basics installed and your time back.
Scaling. Hiring pain is peaking. You need the install AND a system the team can run when you step out of the room.
You have process. You have managers. You need EBITDA, not hustle. The math is the contract.
Don't see yours? Email me — under $1M or over $25M, scope is custom.
Thirty-minute demo. I look at your CRM, rank three install candidates by payback, and tell you straight whether the engagement fits your business. You walk away with a plan either way.