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•  Owner deep-dive interview 
•  Employee interviews (Office) 
• Office & Cleaning Techs - Anonymous Survey 
•  Identify any lack of Clear Vision/Mission and Fix(OWNER)

•  Bottleneck Map 
•  Productivity Mapping
• Current org chart 
•  Fix any KPI Ownership issues
• Identify systems that don’t talk to each other 

• Review of the current checklist per employee
• Communication audit to fix any poor communication structure 
•  Undefined Roles & Accountability - Analysis

• Ad Marketing & lead flow analysis
•  Audit average response time 
•  Create a 5-minute response standard 
•  No Structured Follow-Up Cadence 
•  Audit recorded calls 
•  Understand current Pricing Presentation 

•  $5k–$10k depending on size 

 100% Honesty -This phase is uncomfortable. It’s the truth phase. It’s not personal — it’s structural.

• New org structure design
• Defined roles & accountability chart
• Updated job descriptions
• Sales process redesign
• Lead flow restructuring
• Follow-up cadence creation
• KPI scoreboards per department
• SOP roadmap (microplays)
• Compensation structure recommendations
• Tech stack optimization. 

 Investment Range: $10k–$20k for phases 1 and 2 

 We stop guessing and build the machine.

 This is where most consultants disappear.

• In-person 5-day implementation- Travel Fee included
• Leadership training sessions in person and for 30 days after. 
• Sales team restructuring & Call flow
• CRM setup & cleanup if needed
• Pipeline buildout or adjusting 
• Automation mapping 
• KPI roll-out
• Team meetings cadence installation
• Accountability structure launch
• Ongoing 90-day advisory- meet every 30 days with the team
• Sales monitoring & call review
• Advise on any new position needed and help implement 

Investment Range: $10k-30k for all 3 phases 

• In-Person Implementation

We install the new machine.