WE COME IN, CLEAN IT UP, AND MAKE IT RUN THE WAY IT SHOULD.
Two ways to work together. One to figure out what's broken. One to fix it.
The Backend Audit
KNOW EXACTLY WHAT’S BROKEN BEFORE YOU FIX ANYTHING.
Before we touch a single system, we need to understand what’s actually there. We do a thorough assessment of your CRM, booking workflow, document storage, client communications, and team processes. Then we hand you a clear, prioritized roadmap so you know exactly what to address and in what order.
No vague suggestions. No overwhelming reports. A direct picture of where you are and a defined path to where you need to be.
Full audit fee credited toward any follow-on project booked within 30 days.
WHAT’S INCLUDED
Full Backend Assessment.
CRM, booking flow, document storage, client communications, and team processes reviewed end to end.
Visual Roadmap.
A prioritized, plain-language action plan with no jargon and no filler.
60-Minute Strategy Call.
We walk through findings together and answer every question you have.
Credit Toward Your Next Project.
Full audit fee applied if you book a follow-on engagement within 30 days.
THIS IS RIGHT FOR YOU IF
- You know something is off but can't pinpoint exactly what
- You want expert eyes on your backend before making any significant changes
- You're considering a CRM overhaul but aren't sure where to start
- You want a clear plan before investing in a larger engagement
The Focused Engagement
ONE SYSTEM. FULLY BUILT. RUNNING IN FOUR TO SIX WEEKS.
You know what’s broken and you’re ready to fix it. We scope the engagement around the area causing the most damage, go deep, and don’t leave until it’s done and your team can run it without you.
Depending on your needs, the build focuses on one of the following:
Client Intake and Booking.
Inquiry to signed contract, streamlined and automated. Clients stop falling through the cracks and your intake process finally matches what you charge.
CRM Setup and Workflow.
Your CRM configured to actually work. Pipelines, automations, follow-up sequences, and team visibility built around how your business operates.
Document and File Infrastructure.
Storage restructured so you and your team can find what they need without asking you. Naming conventions, folder architecture, shared access, all of it.
SOP and Team Operations.
Step-by-step process documents, onboarding infrastructure, and workflow maps so your team knows exactly what happens, when, and who owns it.
WHAT'S INCLUDED
Scoped Build.
One defined area, built completely and correctly.
Flat Fee Pricing.
You know the number before we start. No hourly billing, no scope creep.
Four to Six Week Timeline.
A real schedule with defined milestones.
Handoff and Training.
Your team knows how to use what we built.
THIS IS RIGHT FOR YOU IF
- You already know what's broken and are ready to fix it
- Your intake process, CRM, file system, or team operations need a complete rebuild
- You're adding a team member and nothing is documented yet
- You've grown fast and your operations haven't kept up
Not sure which one is right for you?
Start with a free 20-minute call. You'll leave knowing exactly where to start.