How It Works
Clarity in weeks, momentum in months.
We often install the few things that move the needle first—then we keep improving every week.
The Journey (sample timeline)
Day 0–7 — Discovery & Setup
What we do
Learn your goals and bottlenecks (short kickoff call + one-page brief).
Get access to tools (website, ads, CRM/phone—read-only first if you prefer).
Agree on success criteria for the first 90 days (bookings, show rate, response time, etc.).
What you’ll see
A clear plan for the first two weeks.
Your scorecard created with 5 numbers we’ll track weekly.
What clients typically do (and how we help)
Hesitate on giving access. We use your accounts, least-privilege roles, and document every change.
Week 2–3 — First Win Live
What we do
- Ship your first automation (speed-to-lead texts/emails + missed-call text-back).
- Stand up your booking page (one button, reminders included).
- Turn on your baseline dashboard (bookings, show rate, response time, cost per qualified lead).
What you’ll see
- A visible win in ≤14 days: more bookings or fewer no-shows—something real.
What clients typically do
- Ask for fancy extras. We keep it tight. First wins first; fancy later.
Week 4–6 — Fix Leaks & Grow
What we do
- CRO: remove form friction, add trust proof, clarify the offer.
- Campaigns: steady demand gen, remarketing for “finish booking,” win-backs.
- Sales ops: short call blocks, simple scripts, quick coaching from real call reviews.
What you’ll see
- Lower cost per qualified lead, higher booking rate, better show rate.
What clients typically do
- Want to test five ideas at once. We test one or two at a time so you can see what actually worked.
Ongoing—Optimize, Report, Scale
What we do
- Meet weekly for 15 minutes: what changed, why, and next steps.
- Keep what works, kill what doesn’t, and roll winners to new teams/locations.
- Add referrals/partners when you’re ready (clean tracking, monthly payouts).
What you’ll see
- Steadier pipeline, faster cash, less chaos for your team.
What clients typically do
- Skip the weekly check. We keep it short and useful so you never fall behind.
What We Need From You
One decision-maker who can say yes/no.
One ops champion (the person who knows “how it really works”).
Access to tools (site, ads, CRM/phone—read-only is fine to start).
1 hour per week for quick approvals and the 15-minute scorecard check.
Brand basics (logo, colors, voice/tone examples).
Promise: We carry the heavy load. You just make the decisions.
Deliverables by Tier
What We Need From You
Weekly scorecard
Bookings
Show rate
Speed-to-lead
Cost per qualified lead
Close rate
Meeting rhythm
15 minutes, once a week.
Monthly QBR (Scale Ops):
Sample dashboard
A simple chart for each KPI
A red/yellow/green status for each.
One notes box: “What we’re changing this week.”
Frequently Asked Questions
How much time will this take me?
About an hour a week. We do the heavy lifting; you approve and steer.
Do you work with our current tools?
Yes. We integrate with what you have. If something’s duplicate or wasteful, we’ll tell you.
What about my data and logins?
They stay yours. We use your accounts with least-privilege access and document every change.
When will we see results?
Typically within two weeks you’ll see a win (more bookings, fewer no-shows, faster replies). Bigger gains build over 4–8 weeks.
What if we’re not a fit?
We’ll tell you early and suggest a better option. No hard feelings.
Can we cancel?
Yes—terms are clear on the Plans page. We keep documentation so leaving is never painful.
