Capital discipline
Find the constraint before spending budget on a larger mandate.
The diagnostic before the rebuild.
Two weeks. Fixed fee. We map where money, signal, process, and attention leak, then deliver a written operating plan with the sequence of repairs.
Pl. 01 — Engagement shape
Timeline 2 weeks
Fee Fixed fee
Client time 6-10 hours total
- Revenue has flattened and the team argues about which lever matters.
- Process problems are visible, but ownership is blurred.
- CRM, finance, delivery, and leadership meetings disagree with each other.
- You need an outside read before committing budget to a larger mandate.
Margin truth
Separate pricing leaks, rework, discounts, and idle capacity.
Human load
Turn scattered signals into a shared constraint so founders stop guessing alone.
- Interview owner, leadership, sales, finance, delivery, and customer-facing staff.
- Trace lead flow, quote flow, order flow, margin flow, decision flow, and handoff points.
- Read CRM data, pipeline hygiene, pricing patterns, meeting cadence, and tool stack.
- Deliver a written plan with ranked repairs, scope options, and measurable first moves.
- A written diagnostic your leadership team can act on.
- A ranked operating repair list, not a broad menu.
- Clear recommendation on whether to proceed, pause, or narrow scope.
- A shared language for the real constraint.
§ 06 / Composition note
How this service composes.
The audit is the front door. Process, sales, AI, and web work only follow when the diagnostic shows a business case.
§ 07 / Adjacent services
Process & Systems Rebuild
Six Sigma discipline and Scrum cadence applied to the way the company really runs: decisions, handoffs, meetings, SOPs, cost controls, and ownership.
- Map current-state workflows and failure points.
- Rewrite SOPs and handoff rules with named owners.
- Install weekly and monthly operating cadence.
- Define decision rights, escalation rules, and cost review signals.
Sales Architecture & Coaching
CRM rebuild, territory logic, sales cadence, pipeline discipline, and coaching rooted in MEDDPICC, Challenger, and SPIN without theatre.
- Rebuild CRM stages, fields, views, and management cadence.
- Clarify territories, account tiers, lead sources, and qualification rules.
- Install weekly pipeline review and monthly commercial readout.
- Coach sales conversations using practical MEDDPICC, Challenger, and SPIN patterns.
Agentic AI Implementation
n8n, Make, and custom agentic workflows for repetitive work where judgment can be bounded and handoff can be measured.
- Identify bounded workflows with clear inputs, rules, review points, and outputs.
- Build agentic flows in n8n, Make, or custom code.
- Connect internal data, documents, and approval checkpoints.
- Train the team on monitoring, exception handling, and maintenance.
§ 06 · Direct line