Each step in detail
1. Find the leaks — Clarity Audit
$750. Two weeks. You'll know exactly where you're leaking and what it costs to fix.
We sit with you and map your current workflow end to end — the calls, the quotes, the follow-up, the handoffs that depend on someone remembering. Then we put a dollar value on each leak.
What's included
- Workflow discovery and process mapping
- The 2–3 places worth fixing, ranked by payback
- Build recommendations matched to the tools you already use
- Cost, timeline, and ROI before you commit to a build
- An honest "don't bother" if the fix isn't worth it
Start a Clarity Audit
2. Fix what matters — Quick Build
$2,500–$5,000. Two to three weeks. One workflow, shipped, working.
We build the single highest-payback system from your audit. Lead capture, quote follow-up, dispatch routing, review requests, reporting — whatever earned its way to the top of the list. Fixed scope. Fixed price. No surprises mid-project.
Ideal fit
Owners who already know where the bleeding is and want one reliable system in production — without disrupting the way the team already works.
3. Keep it running — Growth Retainer
$1,000–$2,500/mo. Optional. Cancel anytime.
Maintenance so the systems keep working as your business grows. Measurement so you can see what they're actually saving. And the next build, when the next leak is worth fixing.
Perfect for
Businesses with more than one leak — and the kind of owner who doesn't want a one-time project that gets forgotten six months later.
What you can expect from us
- We will not sell you something you don't need. If the audit says don't build it, we'll say so.
- We'll tell you when DIY is the right answer. Sometimes the right fix is a $40 tool and an hour of your time.
- You own everything we build. Always. No platform lock-in, no hostage retainer.
- Pricing is published. No surprises. No "let's hop on a call to discuss."
- We focus on outcomes, not hours. The point is recovered jobs and reclaimed evenings — not invoice line items.
What happens if you don't fix this
Another year goes by and you're still the bottleneck on every customer touchpoint. The team stays busy but the business doesn't grow. Leads you paid to acquire keep going cold before someone follows up. A competitor with worse service takes market share because their systems are tighter. The kind of burnout that creeps up over years instead of weeks.
Nothing dramatic. Just the quiet cost of doing nothing.
What it looks like when this is done
Imagine ending the week knowing every lead got followed up, every quote got sent, every customer got the review request — and you didn't touch any of it. You can take a vacation and the business still runs. You know exactly what's happening inside your operation without asking three people. That's the picture. The audit is how we find out which of those wins are closest.
Looking for a workflow automation agency?
If the problem is one or two workflows getting stuck between tools, this is the overview page for that.
Workflow automation overview Looking for a business process automation agency?
If the problem spans several departments or processes, start here instead.
Business process automation overview