Problem-Aligned Service Offerings

Primary Service Offers

We don’t offer hundreds of disjointed consulting gigs. We offer 5 focused, outcome-driven packages engineered to solve specific operational bottlenecks.

OFFER 01Local Services Flagship

Business Follow-Up System

Ideal For: Local Service & Trade Businesses (2–20 employees)

The Business Problem:

Leads, callbacks, and unclosed estimates get lost in text messages and inboxes while the team is busy in the field.

The Measurable Outcome:

Every single inquiry is captured within 60 seconds, estimates get automated polite check-ins, and no customer gets forgotten.

Core Deliverables:

Instant multi-carrier SMS & email lead notifications

Visual 5-stage sales pipeline customized to your trade

Automated estimate & proposal check-in sequences

Self-service appointment booking & review request engine

View Follow-Up System Details → Discuss Business Follow-Up System on a Call

OFFER 02Systems Integration

CRM & Automation Accelerator

Ideal For: Growing Companies with Existing Systems (20–150 employees)

The Business Problem:

Paying for multiple software tools (Salesforce, HubSpot, QuickBooks, Calendly) but employees spend hours manually copying data between them.

The Measurable Outcome:

Seamless cross-system integration, streamlined CRM layouts, trusted reporting, and 10–20 hours of weekly staff time saved.

Core Deliverables:

Complete operational bottleneck & data workflow audit

CRM cleanup, field rationalization & pipeline redesign

Automated bi-directional sync between CRM, billing & ops

Employee workflow training & documentation

Learn About Integration Services → Discuss CRM & Automation Accelerator on a Call

OFFER 03Cash Flow Sprint

Revenue Recovery Engine

Ideal For: Businesses with 1,000+ Past Leads or Inactive Customers

The Business Problem:

Constantly spending money on expensive new ad leads while thousands of past customers and unclosed estimates sit untouched in the database.

The Measurable Outcome:

Generate $10,000–$50,000+ in high-margin booked estimates in 14 days without spending a single dollar on additional ad traffic.

Core Deliverables:

Database data cleanup, segmentation & phone validation

Automated, non-pushy seasonal reactivation sequences

Intent-triggered live notification to your sales team

Direct CRM deal creation upon prospect response

Explore Database Reactivation → Discuss Revenue Recovery Engine on a Call

OFFER 04Enterprise Knowledge

CompanyGPT Knowledge System

Ideal For: Companies with Trapped Knowledge (50–500+ employees)

The Business Problem:

Employees waste 20% of their workweek searching drives, handbooks, and inboxes for SOPs and pricing policies.

The Measurable Outcome:

A secure, internal AI assistant that answers employee questions in plain English with 100% verified source citations in under 1 second.

Core Deliverables:

Private document parsing (SOPs, manuals, contracts, policies)

Role-based access control & zero-training enterprise privacy

CRM & operational database connection for live summaries

Custom web/Slack/portal widget for staff query access

Explore CompanyGPT Architecture → Discuss CompanyGPT Knowledge System on a Call

OFFER 05Strategic Retainer

Fractional AI & CRM Officer

Ideal For: Companies Needing Executive Systems Leadership

The Business Problem:

You need strategic CRM, automation, and AI leadership to scale operations, but cannot justify hiring multiple full-time executives.

The Measurable Outcome:

Ongoing senior systems leadership that continuously audits workflows, implements automations, and governs AI adoption.

Core Deliverables:

Dedicated monthly systems architecture & workflow roadmap

Priority automation development & integration sprints

AI governance, security auditing & staff training sessions

Executive KPI reporting on operational hours saved & pipeline ROI

Learn About Fractional Leadership → Discuss Fractional AI & CRM Officer on a Call