Quotes in spreadsheets. Reorders nobody chases. A forecast built by phone.
We connect quotes, orders and repeat business so your team follows up on time and leadership can see what's coming.
Founder-led. Gage Staruch scopes, reviews and stands behind every engagement.
Does this sound like your business?
If two or more of these are true, work and money are leaking every week.
- Quotes and revisions in spreadsheets or inboxes, with no follow-up reminder
- No clear line from quote to purchase order to invoice
- Customers set up differently in the CRM and the ERP
- Repeat customers who quietly stop ordering before anyone notices
- Independent reps or distributors you can't see into
- A monthly forecast built from gut feel and phone calls
What does it look like?
Here's an example (a made-up company, not a client): Example Supply Co. sends its quotes from spreadsheets. Nobody owns follow-up, so quotes go quiet and reorders lapse.
What changes when it's fixed?
Your team follows up on time, and leadership can trust the numbers.
- Every quote gets an owner and a dated follow-up the day it goes out
- One customer record, with one system that owns it
- Won orders flow to the ERP once, with no re-typing
- Reorder dates get flagged before a customer goes quiet
- A forecast built from the pipeline, not from phone calls
Who is this for?
Manufacturing & Distribution operators doing roughly $10M to $100M a year. It doesn't matter which CRM you run, or if you're still on spreadsheets. We work in the systems you already have.
Where do we start?
Every engagement starts with the Revenue Systems Audit. It shows where work and money leak, what it's costing you, and what to fix first. From there, a monthly retainer is where we build the fixes. Pricing is on the services and pricing page.
Audit credit: 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.
Why trust us with this?
We put our rules in writing.
- Founder-led. Gage scopes and reviews every engagement.
- Fixed prices, approved before work starts.
- No software resale, referral fees or commissions.
- A recorded walkthrough for every significant change.
Straight answers.
Can you get quotes followed up on time?
Yes. Every quote gets an owner and a dated follow-up the day it goes out, so no quote sits silent.
Can won orders reach the ERP without re-typing?
Yes. Won orders flow from the CRM to your ERP once, and one system owns the customer and the order.
How do you catch reorders before customers go quiet?
We add a reorder date and a reminder to each repeat account, so your team reaches out before the order lapses.