Fewer missed follow-ups, faster quotes, won work that reaches billing without re-typing, and numbers leadership can trust. For mid-market operators, built in the systems you already have. Async by design, priced up front.
Most clients start with the audit. If you already know what needs fixing, we can talk about starting with a retainer. You approve the number before any work starts.
Fixed price. About 2 to 3 weeks. I trace how work moves from first inquiry to paid invoice and show you where it leaks, what it's costing you and what to fix first.
Up to 10 hours a month of hands-on fixes in your systems, done async. Month to month.
Up to 20 hours a month for bigger builds and steadier change. Month to month.
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. Anyone who booked or was quoted before Oct 4, 2026 keeps the terms they were shown. Limited availability: I take on no more than two retainer clients at a time.
Start with the $3,500 fixed-price CRM & Revenue Systems Audit. After that, the Core ($2,000/mo) and Plus ($3,500/mo) retainers are optional and month to month.
Download the one-pager (PDF) →In plain terms: I follow a sample of real inquiries, quotes and jobs from the first call to the paid invoice and show you where they stall, get re-typed or fall through. The audit uses the same four steps every time: Map how work moves today, Find where it leaks, lay out the Fix, and define how you'll Prove it worked in your numbers.
You keep the findings and the plan whether or not we keep working together.
If a month needs more than your plan covers, we agree on it in writing first. Nothing gets billed by surprise.
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.
Tell me what's going on in your CRM. If the audit isn't the right next step, I'll say so.
Book a fit call →Drop your name and email. I'll reach out within 2 business days.
