A 90-minute working session that measures the operational cost your P&L can't — inquiry capture, response speed, manual workload, system friction, and follow-up gap. Five places revenue slips through. You leave with a written Brief and a real number.
Every area has a specific calculation tied to operator-level data — not vibes. Together they account for nearly every place a 20–500 person business loses revenue without seeing it.
Across seven channels: phone, web forms, SMS, email, social DMs, live chat, and booking links. We measure the inquiries that come in vs. the ones that actually get a real response.
A lead contacted within 5 minutes is up to 21× more likely to convert than one contacted after 30. We measure the gap between your current response time and what instant-first-touch would recover.
Not creative work, not judgment calls — just the tasks that look the same on Monday as they did last Friday. We calculate the loaded cost and what portion can realistically be automated.
Most 20–500 person businesses run 7–12 daily tools that don't talk to each other. A new customer gets retyped 4 times. We count the hops, measure the minutes, and put a real number on it.
80% of sales require 5+ follow-ups; 44% of salespeople give up after one. We measure your dropped-lead pool and what a proper automated nurture sequence would recover from it.
Every area above, quantified and summarized into a single printable Brief with an ROI calculation. Yours to keep regardless of whether you engage further.
Every number we measure together, summarized into a single printable document with an ROI calculation. The five areas quantified, the investment calculated, the year-one net benefit spelled out.
It's yours to keep whether or not you engage further. If the math doesn't clear a 5× ROI threshold, we tell you — and we recommend against proceeding.
Every phase has a clear deliverable and an exit criterion. You can stop after any one of them. No open-ended retainers, no scope creep.
We sit down with you — on-site or remote — and run the measured-area tool together. Real numbers from your operation.
Based on the Brief, we scope the build and quote a fixed monthly + implementation price, tiered to your size.
Build, integrate, pilot. Your team shadows throughout. Handoffs are real; documentation is yours.
Optional. Stay on a narrow monthly retainer for optimization and support, or take clean ownership. Your call.
Answer six questions about your operation and see a back-of-envelope estimate of what's recoverable annually. The real working session measures nine more variables across seven channels — but this gives you the shape.
We sit down with you — on-site or remote — and walk through five measured areas of your operation using our diagnostic tool. You tell us the numbers (inbound volume, close rates, manual hours, team size, customer value), we plug them in, and the tool calculates the opportunity in each area. At the end of 90 minutes, the Brief is populated with your numbers and ready to print.
A one-page written summary: total annual recoverable revenue, broken down across all five measured areas (inquiry capture, response speed, manual workload, system friction, follow-up gap). Plus an ROI calculation against a proposed monthly + implementation investment, a payback period in months, and year-one net benefit. It prints on letter paper. Yours to keep.
Tiered by company size. A typical engagement is a monthly service fee plus a one-time implementation cost. Monthly fees range from around $2,500 to $12,000 depending on headcount and scope. Implementation is usually 2–4 months of monthly fees, often discounted or waived with an annual agreement. We don't quote until the Brief is in your hand and the ROI math supports proceeding.
Rarely. Under 20 staff, the operational volume typically doesn't support the investment math. The self-assessment widget above will flag fit either way. If you're close to 20 and growing, let's talk — we can sometimes scope a lighter engagement.
We tell you, and we recommend against proceeding. A healthy engagement needs at least a 5× return on the annual investment. Below that, the work doesn't justify itself and we say so. You keep the Brief regardless.
Both. The diagnostic looks at inquiry capture and sales operations (front office) and at manual workload, system friction, and follow-up (which span both office and floor). If your operation has production-floor elements — assembly, fulfillment, field-service dispatch — the tool captures the repetitive-work and system-friction costs on that side too.
Yes, always, before any system access. DPAs on request. We can work within your vendor onboarding process if you have one.
No. The working session and the Brief are their own thing. Plenty of firms run the session, take the Brief, and implement some of it themselves. We're happy to be the measurement and leave. If you want us to build, that's a separate decision with separate paperwork.
You leave with the Brief, the math, and a real number. If the ROI doesn't clear, we say so. If it does, we scope the build. Either way — the session is its own deliverable.