Solutions & Investment

Built for how your operation actually runs.

Every business has different operational gaps. The investment ranges below reflect typical scope — final pricing follows the Operations Audit, which identifies exactly what needs to be built and in what order.

All implementations are fixed-price. No hourly billing, no scope creep. The Operations Audit is the required starting point for every engagement.

Starting Point
Operations Audit
A structured review of your lead capture, follow-up process, and operational workflow. Most contractors discover they have more than one gap — this audit tells you which one is costing you the most and what to fix first. Every engagement starts here.
  • 45-minute kickoff interview to map your current workflow end-to-end
  • 8–12 page written report with prioritized findings
  • 20–30 minute recorded video walkthrough of the report
  • 60-minute live review call to work through findings and next steps
  • Specific recommendations — not a menu of options to research on your own
Investment
$750
One-time. 5–7 business day turnaround.
Standard rate $1,500. Current introductory pricing.

The $750 fee is credited in full toward any implementation started within 60 days of your audit date.
Book Your Audit
Lead Systems
Lead Recovery System
For contractors losing leads at the first touch. Every inbound inquiry — form submission, call, or text — gets logged, assigned, and followed up automatically. When a prospect contacts you and you're on a job, the system responds within minutes. No leads dropped. No manual tracking.
  • Lead capture platform built for your trade and connected to every inbound channel
  • CRM setup: contact pipeline, lead status, source tracking
  • Automated response sequence — SMS and email, triggered on first contact
  • Call tracking integration to attribute leads by source
  • Google Business Profile optimization for local lead volume
  • 30-day post-launch system monitoring included
Typical Investment
Mid four figures
Implementation, one-time
Retainer from $150/mo
Covers hosting, maintenance, and system monitoring after launch.

Timeline: 3–5 weeks from signed proposal.
Final scope and pricing follow the Operations Audit.
Start with an Audit
Most Common Scope
Growth Infrastructure
For contractors who have leads coming in but are losing them in the follow-up gap. A complete lead management system: multi-touch automated sequences, pipeline tracking with stage visibility, review generation after every completed job, and a live operations dashboard showing where every lead stands at any given moment.
  • Everything in Lead Recovery System
  • Multi-touch follow-up sequences: 7–14 day email and SMS cadence
  • Lead pipeline with stage tracking, lost-lead recovery, and close rate reporting
  • Automated review request system triggered post-job completion
  • Operations dashboard: lead source, response time, conversion, revenue tracking
  • CRM integrations with field service tools (Jobber, Housecall Pro, QuickBooks, or similar)
  • Monthly performance reporting with optimization recommendations
Typical Investment
Mid to high four figures
Implementation, one-time
Retainer from $300/mo
Includes all system maintenance, automation monitoring, and monthly reporting.

Timeline: 5–8 weeks from signed proposal.
Final scope and pricing follow the Operations Audit.
Start with an Audit
Full Infrastructure
Operational Buildout
For established contractors ready to systematize the entire operation. End-to-end infrastructure covering lead capture, automated follow-up, job management integrations, estimating workflow, team-facing dashboards, and ongoing operational support. Designed to run without requiring your constant involvement.
  • Everything in Growth Infrastructure
  • Estimating and proposal workflow automation
  • Job management system integration: scheduling, dispatch, job notes, status updates
  • Team-facing operations dashboards and performance reporting
  • Customer communication portal: job status, invoicing, document delivery
  • Custom integrations and data pipeline configuration across all systems
  • Priority support with dedicated monthly strategy and review call
Typical Investment
Low five figures
Implementation, one-time
Retainer from $500/mo
Includes full system maintenance, priority support, and monthly strategy calls.

Timeline: 8–12 weeks from signed proposal.
Final scope and pricing follow the Operations Audit.
Start with an Audit
Note
Every implementation starts with the Operations Audit. The $750 audit identifies which gaps are costing you the most and produces a specific recommendation — which systems to build, in what order, and why. The audit fee applies in full toward whatever you build next. There are no proposals before the audit is complete.
Learn about the Operations Audit

How every project starts.

Every engagement follows the same five stages. No skipping the audit. No proposals before we know what we're proposing.

Book the Operations Audit — $750
01
Operations Audit — $750
45-min kickoff. Written report. Recorded walkthrough. 60-min review call. Credited toward implementation.
02
Findings + Recommendations
Specific diagnosis of where leads, follow-up, and operations are breaking down — and what to fix first.
03
Fixed-Price Proposal
Exact scope. Exact price. In writing, before any work begins. No vague estimates, no hourly billing.
04
Implementation
Systems built, configured, and tested. You review at every milestone. Nothing ships without your sign-off.
05
Ongoing Operations
Monthly retainer: hosting, maintenance, system monitoring, and continuous optimization. Most clients remain on retainer 12+ months.

Common questions.

Why do you require the Operations Audit before a proposal?
Because a proposal without a diagnosis is a guess. The audit tells us exactly what's breaking and what the fix actually involves. That's how we price accurately and scope specifically — not by fitting you into a standard package.
Are prices negotiable?
No. Every project is scoped, priced, and agreed to in writing before work begins. Fixed pricing means no surprises for either of us — and no renegotiating mid-project.
Do you do hourly work?
No. Hourly billing creates misaligned incentives. Slow work costs you more. Everything we do is fixed-price and defined in the proposal before work starts.
What's included in the monthly retainer?
Hosting, security updates, software maintenance, performance monitoring, and technical support. The specific scope is defined in your service agreement. Nothing is vague or billable on top.
Can I start with lead recovery and add CRM and automation later?
Yes. The Lead Recovery System is designed to stand on its own. Most clients layer in automation and pipeline tracking within 3–6 months of launch, once lead volume increases and the follow-up gap becomes visible.
What if I want to cancel the monthly retainer?
Retainers are month-to-month after the first 3 months. You own everything that was built — the systems, the automations, the integrations. Nothing is held hostage or deactivated.