What We Do
Six Service Lines. One Embedded Partner.
Most consultants hand you a slide deck and walk away. We embed with your team and build — until the thing works, and your people own it.
Business Intelligence & Reporting
KPI dashboards, financial reporting, and data infrastructure so you always know where your business stands — in real time.
We design and build reporting systems tailored to how your business actually operates: job costing, revenue by source, labor efficiency, cash flow, and more. No more spreadsheet chaos or flying blind on margins.
What this looks like in practice
- →Revenue and job cost dashboards in Apache Superset or Looker
- →PostgreSQL or BigQuery data warehouse designed around your business
- →Weekly automated financial reports delivered to your inbox
- →Custom KPIs: margins, close rate, job cycle time, labor utilization
AI & Automation
Workflow automation and AI agents that eliminate manual work, reduce errors, and surface actionable insights across your operation.
From automated reporting and customer follow-up sequences to natural-language query agents that let your team ask questions of your own data — we build AI tools that create real leverage, not demos.
What this looks like in practice
- →AI query agent: ask any question about your data in plain English
- →Automated follow-up sequences via email, SMS, or CRM
- →Workflow triggers that eliminate manual handoffs between teams
- →Document classification, summarization, and routing
Web Presence & SEO
High-performance websites and local SEO campaigns built to convert visitors into calls — not just traffic reports.
We build fast, SEO-optimized websites on modern stacks (Astro, Next.js) with schema markup, Core Web Vitals optimization, and content structured to rank. No bloated page builders, no $500/month hosting.
What this looks like in practice
- →Astro or Next.js websites with 95+ PageSpeed scores
- →Local SEO: Google Business Profile, schema markup, city-level pages
- →Conversion-optimized landing pages with call tracking
- →Programmatic SEO for multi-location businesses
Marketing Campaigns
Targeted digital marketing across search, social, and email — built around your customer and tied to measurable outcomes.
Strategy and execution for Google Ads, Meta, email nurture, and content campaigns. We run campaigns with conversion tracking wired to actual revenue — not vanity metrics.
What this looks like in practice
- →Google Search Ads with conversion tracking to actual revenue
- →Meta campaigns for brand awareness and lead generation
- →Email nurture sequences tied to CRM pipeline stages
- →Monthly reporting: cost per lead, cost per close, ROAS
CRM & Operations
CRM implementation, inventory management, and operational systems that bring structure and visibility to your day-to-day.
We configure and connect the tools your team actually uses — CRM, job management software, scheduling, and inventory — so nothing falls through the cracks and your managers have the data they need.
What this looks like in practice
- →HubSpot, JobNimbus, or custom CRM configuration
- →Pipeline stages, automations, and sales process documentation
- →Inventory and job management system integration
- →SOPs and training for your team to actually use the tools
Embedded Advisory
On-call access to a senior technology advisor who acts as your fractional Chief Data & Operations Officer — without the executive salary.
For businesses that need strategic technology guidance without hiring a full-time executive. We join your leadership team on a retainer basis, attend key meetings, lead technology decisions, and hold accountability for outcomes.
What this looks like in practice
- →Monthly or weekly strategy sessions focused on your priorities
- →Technology vendor evaluation and decision support
- →Attend key leadership meetings as your technology voice
- →On-call Slack access for time-sensitive decisions
How It Works
Simple Engagement Model
Discovery Call
Free 30-minute call to understand your business, goals, and current technology landscape. No sales pitch — just an honest conversation.
Scoped Proposal
A clear proposal with a defined scope, timeline, and outcome. Fixed-fee project work or monthly retainer — whichever fits your situation.
Embedded Execution
We build, train, and hand off. You get working systems, documented processes, and a team that knows how to use them.
Let's Talk About Your Business
Book a free discovery call. We'll identify the highest-leverage opportunity and tell you exactly what it would take to capture it.
Book a Free Discovery Call