Services · Process & sales consulting
Find where the work gets stuck, and fix how it flows.
Most owner-run businesses run on habits that made sense at five customers a week and break at twenty. I map how work actually moves through yours, from the first call to the finished job, and how a lead moves through your sales process, then fix the steps that cost you time and customers. Plain recommendations, written down, that you can run with yourself or have me build.
Denver and the Front Range in person, anywhere by video. Or call (720) 639-1310.
What this is, and isn't.
This is operations and sales-process work: workflows, handoffs, tools, follow-up and how leads become customers. It is not financial, investment, tax, accounting, insurance or legal advice. I don't advise on investments, financing, lending or how to manage your money. When a question needs one of those, the right answer is a licensed professional, and I'll say so.
Sound familiar?
Start here if everything runs through you and leads fall through the cracks.
If two or more of these are true, this is probably where the money or the time is going.
- 01You're the bottleneck.Every quote, schedule change and question goes through you, so nothing moves while you're on a job.
- 02Leads fall through the cracks.Nobody's sure who called back, what was quoted, or who's still deciding.
- 03Quotes take days.By the time the estimate goes out, the customer has hired someone else.
- 04Every job gets done a different way.Nothing's written down, so each new hire learns it differently and the same mistakes repeat.
What you get
What's included.
You get the parts your business needs, not a package. The plan lists exactly which, with a fixed written price before anything starts.
A map of how work moves
Every step from first contact to finished job: who does it, which tool it lives in, and where it stalls.
Where customers drop out
How leads are answered, qualified, quoted and followed up, and the specific steps where people stop replying.
A simple lead scoreboard
Where leads come from, how many get answered, quoted and booked, so decisions stop being guesses.
Fixes in priority order
What to change first, what it saves in time or lost customers, and what can wait. Written down, not just talked through.
Scripts and checklists
Call scripts, follow-up templates, a quoting checklist and step-by-step guides your team will actually use.
Keep, cut or connect
Which apps earn their place, which overlap, and how to connect the ones you keep. No new software unless it's worth it.
How it goes
Four steps, and you can stop after any of them.
The call
What's frustrating, what's working, and where you think the time and customers go.
Walkthrough
I look at how the work actually happens: the calls, the quotes, the scheduling, the handoffs, the tools.
Written plan
The map, the leaks and the fixes in order, with a fixed written price for anything you want me to build.
Put it in place
Run the plan yourself, or have me build the automations, follow-up and tracking it calls for.
Proof
A sales background, not a slide deck.
Years in sales and project management, where the job was finding what the person in front of me actually needed, which is usually not the thing they opened with. Same approach here: what's underneath the request, then a plan you can act on.
Questions
Is this financial advice?
No. It covers how work and sales move through your business: steps, handoffs, tools and follow-up. Questions about money, investments, taxes, lending or insurance belong with a licensed professional.
Do I have to buy new software?
No. Most fixes start with the tools you already pay for. If something new is worth adding, the plan says why.
Who is it for?
Owner-run local businesses, usually one to twenty people, where the owner still touches most of the work.
Can I just get the plan and do it myself?
Yes. The plan is yours either way, and plenty of the fixes cost nothing once someone writes them down.
Works with
Each service stands on its own. Together they close the gaps.
Thirty minutes, a straight answer.
We go through what's happening now, whether process and sales work is the right lever, and what it would cost. You leave with a fixed price or an honest "not yet".