Capabilities · 2026

Your in-house
operator.

We sit inside your business and do the job your COO would do if you had one. Systems, ops, playbooks, hiring, reporting, marketing, the slow-bleed leaks. All of it. One embedded team, one monthly base, and we only make real money when you do.

Built for
Trades operators
doing $1M–$15M
Based
Dallas–Fort Worth
Remote-first, on-site when it counts
Model
$3K / mo base
20% of backend growth
Term
Month-to-month
No lock-in. No exit fee.
What this actually is

The COO you can't
afford to hire.

A real in-house operator costs $180K a year plus equity, and still only knows what one person knows. We bring an embedded team (operator lead, systems architect, playbook lead, on-site ops lead) for a fraction of that, inside your business every week, with the upside tied to the work actually landing.

What we are not
  • Not consultants selling advice by the hour
  • Not a one-off project with a handoff ceremony
  • Not a software vendor waiting on your IT team
  • Not a marketing agency running ads you can't measure
  • Not a recruiter dropping résumés over the fence
  • Not a coach running quarterly offsites
What we are
  • Your in-house operator, on retainer. Embedded 3–5 people deep
  • Architects installing the systems, not authors describing them
  • On-site weekly, measurable weekly, accountable weekly
  • Paid the upside when the business grows. Zero when it doesn't
  • Month-to-month, because trust is earned in 30-day chunks
  • One invoice, one team, one throat to choke
The Four Engines

Every gap your business
is actually fighting.

Growth failures trace back to one of four gaps. Each engine is a team, a set of outputs, and a weekly rhythm built to close one of them. We run all four concurrently, because closing one and leaving three open doesn't move the business.

01
Psychological Gap

Leadership & Identity.

Every bottleneck traces back to the founder. We work on what the operator owns, what they need to let go of, and the decision rhythms that let the system outgrow them. Not coaching. Architecture at the top of the org.

"The business can't get bigger than the operator's identity. We work on the identity."
Outputs & artifacts
  • 01Founder operating doc: the canonical source of how you make decisions, what you own, what you delegate, what the company actually is.
  • 02Decision rhythms & cadences: daily, weekly, monthly, quarterly meeting stack with agendas, inputs, and outputs defined.
  • 03Role re-architecture: org chart redesigned around functions, not personalities. Pain-mapped, not org-chart copy-pasted.
  • 04Delegation maps: every recurring decision mapped to the right owner at the right level.
  • 05Weekly operator review: a 60-min session that keeps the founder focused on the top-3 leverage moves this week.
  • 06Identity & delegation audit: quarterly deep-dive on what's back on the founder's plate that shouldn't be.
  • 07Exit & succession framing: even if you're never selling, the operating posture of a sellable business changes how the team shows up.
  • 08Founder-to-operator transition plan: a sequenced handoff of the CEO seat from founder to hired operator, when the time is right.
02
Knowledge Gap

Extraction & Playbooks.

Most businesses run on tribal knowledge locked in one or two heads. We extract it, structure it, and turn it into SOPs, training, and decision trees. Your business is not one resignation away from chaos.

"If the top tech gets poached tomorrow, we want the business to lose a week, not a quarter."
Outputs & artifacts
  • 01Full SOP library: every recurring process documented in plain language with the exact tools, screenshots, scripts, and escalation paths.
  • 02Training decks & video library: Loom-style walkthroughs indexed by role, searchable, re-usable for every new hire.
  • 03Decision trees: "what do I do when X?" flowcharts for dispatch, service, sales, ops, and accounting.
  • 04Onboarding & certification tracks: day-1 through day-90 ramp for every seat, with checkoff gates so nobody falls through.
  • 05Knowledge extraction interviews: sit-downs with your senior techs, CSRs, and ops leads to pull what they know out of their heads.
  • 06Role-specific playbooks: a one-page operating doc per role so every seat knows what a good week looks like.
  • 07Customer communication scripts: text, email, and voice scripts for every stage of the job, written in your voice.
  • 08Post-mortems & case libraries: every major screw-up captured and turned into training so it doesn't repeat.
03
Technical Gap

AI, Data & Systems.

The technical layer that turns playbooks into leverage. Automations, dashboards, internal tools, AI workflows, and the integrations that remove manual work. Web, brand, and marketing assets live here too. Your team runs faster without hiring more people.

"If a task repeats twice a week, it should not be living in a human head."
Outputs & artifacts
  • 01Internal dashboards: live operator dashboards for revenue, pipeline, dispatch, AR, techs, trucks, and close rate. One screen, one truth.
  • 02Workflow automations & integrations: ServiceTitan, Housecall, Jobber, QuickBooks, Close, Sheets, Slack, and the glue between them.
  • 03AI agents & workflows: call summarization, dispatch prioritization, estimate review, follow-up drafting, review harvesting, and more.
  • 04Website & landing pages: fast, branded, measurable. Homepage, service pages, local SEO pages, lead-intake flows.
  • 05Brand system & collateral: logo, color, type, voice, trucks, uniforms, sales decks, one-pagers, social templates.
  • 06Marketing funnels & lead ops: the paid, organic, and referral machine, wired end-to-end with attribution.
  • 07Reporting & financial ops: weekly operator pack, 13-week cash, job-level GP, role-level scoreboard.
  • 08Custom internal tools: when off-the-shelf software can't model how your business actually runs, we build the tool.
04
Cultural Gap

On-Site Operations.

SOPs do not install themselves. We show up in person when it matters. Manage execution, coach the manager layer, make sure the systems actually get used. The difference between a binder on a shelf and a company that runs.

"Nothing sticks until somebody is on the floor making it stick."
Outputs & artifacts
  • 01On-site visits: weekly or bi-weekly presence in your office, in the field, or at your dispatch board. Real hours, not Zoom cameos.
  • 02Manager coaching: your operations manager, service manager, CSR lead, and dispatch lead get weekly 1:1s with us.
  • 03Adoption tracking: every new SOP and tool has a named owner, a usage metric, and a "is this actually happening?" check.
  • 04Team training sessions: in-person sessions with the full team when a new process rolls out. No "send them the PDF" rollouts.
  • 05Live operational reviews: we run the Monday meeting, the Friday debrief, and the monthly ops review until your team can.
  • 06On-site when it counts: DFW is our home turf, no travel invoice locally. For operators outside DFW, on-site visits are scheduled and scoped in advance.
  • 07Culture & performance rhythm: scoreboards, weekly 1-on-1 templates, quarterly reviews, and how to hold the team accountable without being a jerk.
  • 08Hiring & firing support: scorecards, interview loops, ride-alongs, and the hard conversation when it's time.
Cross-Cutting Capabilities

The work,
grouped by what it touches.

Engines are how we organize the team. This is how operators actually think about the work, by what part of the business it moves.

01 · Revenue

Sales & lead ops

Everything between a stranger and a booked job.

  • Lead source attribution & CAC tracking
  • Call-handling scripts & CSR training
  • Estimate templates & close-rate tracking
  • Follow-up automations & stale-lead recovery
  • Membership programs & renewal sequences
  • Referral & review harvesting systems
02 · Throughput

Dispatch & field ops

Getting the right tech to the right job, with the right info, on time.

  • Dispatch board design & daily routine
  • Tech-to-job fit scoring & assignment rules
  • Inventory, truck stock, and parts runs
  • In-field tech support & escalation paths
  • Route optimization & drive-time reduction
  • Quality control & rework tracking
03 · Cash

Finance & accounting

Know the number that matters, every Friday, without guessing.

  • Job-level gross profit reporting
  • 13-week cash forecast
  • AR aging & collections process
  • Monthly close & P&L review cadence
  • Pricebook audits & margin correction
  • Tech & CSR comp plan design
04 · People

Hiring, training & retention

Build a team that shows up, performs, and stays.

  • Role scorecards & interview loops
  • Onboarding & 90-day ramp plans
  • Apprentice & journeyman tech ladders
  • Weekly 1-on-1 & coaching templates
  • Performance reviews & comp conversations
  • Exit protocols & knowledge transfer
05 · Brand

Marketing & brand

Make sure the right people know you exist and trust you before they call.

  • Website, landing pages & local SEO
  • Google Business Profile & review strategy
  • Paid search & local service ads
  • Organic content & neighborhood marketing
  • Brand, trucks, uniforms & collateral
  • Email, SMS, and list reactivation
06 · Systems

Tech stack & AI

The plumbing behind everything else.

  • FSM (ServiceTitan, Housecall, Jobber) tuning
  • CRM, pipeline & attribution tooling
  • Reporting & KPI dashboards
  • AI for dispatch, QA, call review, follow-up
  • Automations & internal tools
  • Data cleanup & master-record discipline
07 · Risk

Insurance, legal & compliance

The stuff that'll sink a business overnight if it's wrong.

  • GL, WC, commercial auto, EPLI, cyber audit
  • Subcontractor & 1099 compliance
  • Contract, waiver & terms review
  • Employee handbook & safety program
  • Trade license & permit audit
  • Incident & claim response playbook
08 · Growth

Strategy & M&A prep

Running it for cash today, but building it to be worth more tomorrow.

  • Annual & quarterly operating plan
  • Pricing, packaging & service-line strategy
  • Service-area & expansion planning
  • Underwriter-ready financials pack
  • Tuck-in acquisition screening & integration
  • Exit & succession readiness audit
09 · Operator

Founder-level work

The thinking, rhythms, and calibration you can't outsource, but shouldn't do alone.

  • Weekly operator review & priority setting
  • Personal scorecard & focus discipline
  • Board-style quarterly off-site
  • Investor & banker update drafting
  • Partner, family & equity conversations
  • Identity & energy audit (quarterly)
The Stack

Tools we live in.

We're software-agnostic. We work with whatever you already pay for. This is a sample of what we have production-level fluency in.

Field Service
FSM & dispatch
  • ServiceTitan
  • Housecall Pro
  • Jobber
  • FieldEdge
  • Workiz
  • Service Fusion
Finance
Accounting & cash
  • QuickBooks Online / Desktop
  • Xero
  • Bill.com
  • Ramp / Brex
  • Relay / Mercury
  • Gusto / ADP
Sales & CRM
Revenue & attribution
  • Close, HubSpot, Pipedrive
  • CallRail, AnswerForce, Sonar
  • CallTrackingMetrics
  • Google & Microsoft Ads
  • Local Service Ads
  • Listings & GBP management
Systems & AI
Automation & tools
  • Airtable, Notion, Sheets
  • n8n, Make, Zapier
  • Retool, Softr, Webflow
  • Claude, OpenAI, Gemini APIs
  • Supabase, Postgres, SQL
  • Slack, Linear, ClickUp
Phasing

What the first 12 months
look like.

We don't sell deliverables, we sell a rhythm. This is the sequence we run for almost every operator we take on.

01
Weeks 1–4
Diagnostic

We embed, shadow, and audit. Operations, financials, people, tech, risk. Ends with a written snapshot of the business, the top three leaks ranked by dollar impact, and the 90-day sequenced plan.

Outputs
  • Full operating snapshot
  • 4-gap audit & leak ranking
  • 90-day sequenced plan
  • Baseline KPIs & scoreboard
02
Weeks 5–12
Install

Foundation layer. Scorecards, dispatch discipline, the weekly operator review, the highest-ROI SOPs, and the first automation wins. Early cash and throughput lift shows up here. The "we're already making more money" moment.

Outputs
  • Operator review live
  • First 10 SOPs & training
  • Operator dashboard v1
  • 3–5 automations deployed
03
Months 4–8
Compound

We go deep. Full SOP library, brand refresh, marketing engine, tech / CSR comp, hiring scorecards, AI workflows, manager layer. This is where the slope of growth bends, and the business stops depending on the founder to run.

Outputs
  • SOP library complete
  • Brand & marketing system live
  • Comp & scorecard rollout
  • AI & automation depth
04
Months 9–12
Hand-off

Your team runs the rhythm. We step back into an architect role. Still on the hook, still on-site, still paid the growth share, but no longer in the chair. You have a real operating business, not a job that pays you.

Outputs
  • Operator-ready org
  • Annual plan & dashboard
  • Manager layer running the rhythm
  • Founder out of the day-to-day
What we sign up for

The outcomes
we expect to deliver.

These aren't guarantees, they're the targets we run toward. We share the baseline on day one and the scorecard every Friday so there's no daylight on what's working.

20–40%

lift in booked-call conversion in the first 90 days, from CSR scripts and dispatch discipline.

3–5pts

gross margin recovery, from pricebook audits, job-level GP tracking, and parts discipline.

50%+

reduction in founder hours trapped in dispatch, estimate review, follow-up work.

2x

speed on every new hire ramp from a real onboarding track instead of shadowing by vibes.

Fit & mismatch

Who this works for.

We're honest about when we're not the right team. If the shape of the problem doesn't match our model, we'll say so on the diagnostic call.

A · Fit

Operator doing $1M–$15M

Big enough to feel the founder bottleneck, small enough that one embedded team can still move the business end-to-end. This is our sweet spot.

B · Fit

Anywhere you run

We operate remote-first and fly in when it matters. DFW gets us on-site easiest, but we've embedded with operators across the country. Where you are isn't the bottleneck.

C · Fit

Founder who is done trying to do it all

The "I just need the right person" phase has already failed. You're ready to stop hiring individual contributors and start installing a system.

D · Mismatch

Looking for a one-and-done project

If you want a deck, a website, or a single SOP binder and then you're out, we'll point you to someone who sells that. We don't.

E · Mismatch

Under $500K a year

The math doesn't work yet. $3K/mo plus 20% of growth is heavy at your stage. Come back when the business has legs.

One model. One invoice.

One price,
all four engines.

We don't sell engines individually. It's a system. You get the full team, the full stack, and the full rhythm for one monthly base and one growth share. No setup fees, no per-engine invoicing, no seat-based upsell.

Base
$3,000 / month
Covers the embedded team, the weekly work, all four engines.
Upside
20% of backend growth
Net-new revenue we helped drive, measured against day-one baseline. Paid monthly. If revenue doesn't grow, this is zero.
Term
Month-to-month
No annual lock-in, no cancellation fees, no exit clauses. You walk any month.
Diagnostic
$0 up-front
First 30 days is a paid engagement but fully refundable if we're not a fit at the end of it.
Team
3–5 operators embedded
Operator lead, systems architect, playbook & training lead, on-site ops lead, plus specialists as needed.
Cadence
Weekly, on-site when it matters
Monday ops review. Friday debrief. Monthly operator deep-dive. Quarterly off-site. On-site visits built in.
Next step

Start with the
diagnostic.

30 days, embedded, no commitment past it. You walk out with a written snapshot of the business, the top three leaks ranked by dollar impact, and the sequenced plan. Whether or not you keep us on.

Average operator starts with 2–3 leaks they already knew about, and leaves the 30 days with 5–8 we found that they didn't. That list alone is worth the conversation.