Know what’s actually costing you money before you spend another dollar fixing it.

A fixed-fee diagnostic that maps the manual work, handoffs, and disconnected systems in your operation, then ranks what’s worth fixing first.

Book discovery →See a sample

2 weeksFixed fee

6 deliverablesYours either way

Scoped after discoveryNo published sticker price

01 / What we inspect

We do not automate broken processes faster.

Before anything gets built, we inspect the operation itself. Eight things, every time.

01People: who actually does the work, and who it depends on.

02Workflows: the process as it really runs, not the org chart version.

03Systems: every tool in use, and what connects to what.

04Handoffs: where work moves between people, teams, and systems.

05Data: where the source of truth lives, and where it doesn’t.

06Exceptions: what breaks the happy path, and how often.

07Manual labor: where people are doing work a system should.

08Ownership: who is accountable for each process today.

02 / What you get

Six deliverables. Yours either way.

By the end of the engagement, you have a single artifact everyone from the owner to the ops lead can reference in the same meeting, whether you hire us to build any of it or not.

Deliverable / 01

Every process, every department, on one page.

We map every recurring process across sales, ops, finance, marketing, and customer success. Not the processes your org chart says exist: the ones actually running. Most clients learn something uncomfortable on page one.

Dept	Process	Hrs	Auto?
Sales	Lead intake → qualify → route	14/wk	●
Sales	Quote generation & approval	9/wk	●
Ops	Job scheduling & dispatch	22/wk	●
Ops	Vendor onboarding packet	6/wk	○
Finance	AR follow-up sequence	11/wk	○
CS	Renewal risk flagging	5/wk	○

03 / Sample audit

This is what a Blueprint actually looks like.

Illustrative excerpt showing the format and depth of a Blueprint finding, not a specific client. Click a department to see how findings get structured. Every finding ties to an hour count, a dollar figure, or a risk band once it's built from your own operation.

Blueprint v2.14 · client: [redacted] · generated 2026-02-1433 findings

Dispatch & scheduling is the highest-ROI target in the business.

94Leverage score

Daily dispatch built by hand every morning

Ops manager spends 90 min/day assembling a route in a spreadsheet. No optimization layer.

7.5 hrs/wkDROP

Vendor onboarding packet is a PDF ritual

Packet assembly, signature chase, and system provisioning are 14 separate steps across 4 tools.

6 hrs/wkDRAG

No SLA visibility on in-progress jobs

Jobs nearing SLA breach surface in a weekly review, not in real time. 18% breach unnoticed.

18%RISK

Inventory reconciles weekly, not daily

Counts drift 4–7% between reconciliations. Ops pads orders defensively.

4–7%DRIFT

04 / After the Blueprint

You keep it. What happens next is your call.

Implement it internally, hand it to another vendor, bring us in for the highest-ranked projects, or move into a full operations transformation. The Blueprint doesn’t expire, and it isn’t contingent on hiring us for what comes next.

→A process inventory across every department.

→Workflow maps for the processes that matter.

→A ranked list of bottlenecks worth fixing.

→Business-impact ranking, not a feature wishlist.

→System recommendations: what stays, what changes.

→A phased implementation plan, sequenced by dependency and ROI.

→A short list of quick wins your team can ship without us.

→Documented risks and ownership recommendations.

Why pay for a diagnostic first?

Because automating a broken process just makes the broken process faster. The Blueprint tells you which fixes are worth the highest-cost problems, before anyone starts building.

Are we required to hire SMB Ops afterward?

No. Some clients build with their own team, some bring in another vendor. If the ranked opportunities are worth building with us, that’s a separate conversation, scoped after you’ve seen the plan.

→ Next

See what your operation is actually costing you.

Bring the process that’s costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you shouldn’t automate.

Book discovery →

If we're not the right fix, we'll say so on the call and point you somewhere better.