Who we serve

If you're the bottleneck in your own business — we built this for you.

We focus where the workflow pain is biggest and the owner is still doing the work. Three segments. One playbook, adapted to each.

Segment 01

Service businesses · $500K–$5M revenue

Contractors, agencies, clinics, law firms, consultancies. You sell time and expertise. The work compounds, but so does the admin behind it — and right now the admin is winning.

You probably recognize at least three of these:

Workflows we build for you

  • Lead intake & follow-up agent — every new lead gets a response in under 5 minutes.
  • Quote → contract → invoice loop — automated where possible, owner-approved where it matters.
  • Smart scheduling — your calendar, dispatch logic, and customer confirmations connected.
  • AR collections engine — polite, persistent, never forgets.
  • Weekly performance brief — your numbers, delivered to your inbox every Monday at 6am.
TYPICAL FIRST PROJECT
$8K – $18K · 21 days

Workflows we build for you

  • Reputation + review engine — every happy customer asked, every review responded to.
  • Inventory + reorder triggers — supplies never run out, capital never overcommits.
  • Shift & staff scheduling — coverage automated, swaps handled, payroll-ready output.
  • Local-search optimization — Google Business Profile and lead-form follow-up working together.
  • Customer recall & reactivation — old customers brought back, on a cadence.
TYPICAL FIRST PROJECT
$5K – $12K · 14–21 days

Segment 02

Brick-and-mortar & trades

Restaurants, retail, home services, auto, salons, fitness, contractors. Less tech-savvy, biggest workflow wins available, and the fewest competitors offering this kind of work in language you can trust.

Common pattern: the owner is great at the craft and stretched thin everywhere else. Marketing, scheduling, reviews, reordering, hiring — all running on memory and Post-it notes.

Our promise: we don't sell you software. We build the system, we train the team, and we leave behind something your shift manager can run without us.

Segment 03

Professional services firms

Accountants, financial advisors, real estate teams, insurance brokers, consultants. High-value clients, deeply admin-heavy operations, and you already understand consulting as a category.

If your team spends more time chasing client documents than analyzing them, we built this segment for you. The work that looks like "intake," "compliance," "renewal," and "deliverable production" is exactly where we live.

Confidentiality: every engagement in this segment is covered by a mutual NDA. We never film these audits unless explicitly invited.

Workflows we build for you

  • Client intake & document collection — automated, polite, with a smart escalation when documents stall.
  • Recurring deliverable production — monthly/quarterly client packages drafted and ready for review.
  • Compliance tracking & reminders — deadlines never missed; audit trail built-in.
  • Pipeline & renewal management — every renewal flagged 90 days out, with the conversation pre-staged.
  • Engagement-letter automation — terms generated, signed, and filed in one motion.
TYPICAL FIRST PROJECT
$10K – $25K · 30–45 days

Who we don't serve

A short list of when we're not your right answer.

It saves everyone time when we say this up front.

Enterprises above $25M+ in revenue

If you have a procurement team, a CFO, and a head of operations, you need a different category of partner. We focus on the gap between hiring an executive and hiring an agency.

"Build me an AI replacement for my CEO"

We automate workflows, not judgment. If the goal is to remove the human from the relationship side of your business, we're the wrong shop.

Pre-revenue startups

Before you have customers, you don't have workflows — you have a hypothesis. Come back when there's something to streamline.

"Just sell me an AI tool"

Point-solution SaaS already exists. We're the team that builds, integrates, trains, and stays accountable for the outcome.

If one of those three segments sounds like you — book the audit.

You don't pay until we both agree there's something here worth building. Bring your three most painful workflows. We'll do the rest of the work.

Apply for a Free Workflow Audit →