One audit framework, one engagement length, and a working rhythm that doesn't depend on daytime meetings.
The audit covers Map and Find and lays out the Fix. A retainer is where the Fix and Prove happen.
I look at your systems and a sample of real records: inquiries, quotes or estimates, bids, won jobs, invoices and renewals. The goal is an honest picture of how work actually moves, not how the process doc says it does.
Where quotes go quiet, where nobody owns the next step, where information gets re-typed by hand, and where the system stops matching reality. Each finding is ranked by impact and effort.
On a retainer, I build the fixes in your systems: follow-up reminders, handoffs, routing, approvals and reports. Each significant change comes with a recorded walkthrough so your team knows what changed and why.
Every fix ties back to something you can see in a report or dashboard, so you can tell it worked without taking my word for it.
Your team is busy running jobs, plants and branches. The work happens in your systems, and you see it on your schedule.
Send a request whenever it comes up. Each one is logged, sized and worked in order, so nothing lives in someone's memory.
Every finding and every significant change comes with a short recorded video (Loom-style) that you can watch, share with your team and come back to later.
Calls, when needed, are scheduled in the evening (Arizona time). No surprise meetings, and nothing is held up waiting for one.
I keep no more than two retainer clients at a time, so the hours you pay for are hours I can actually give you.
Starts when I have CRM access and a few sample records. Ends with a written findings report, a ranked fix plan and a recorded walkthrough. $3,500, fixed.
Core at $2,000/mo (up to 10 hours) or Plus at $3,500/mo (up to 20 hours). 30 days' notice to stop. The full $3,500 audit fee is credited toward your retainer if you start within 30 days of delivery. It can be spread across your first three months. Unused credit has no cash value and ends if the retainer is cancelled. Anyone who booked or was quoted before Oct 4, 2026 keeps the terms they were shown.
A 30-minute fit call, scheduled in the evening (Arizona time).
Book a fit call →Drop your name and email. I'll reach out within 2 business days.
