Tier 2 — Build & Implement

$2,500–$25,000 · Scoped per engagement. We execute your roadmap — process redesign, CRM setup, workflow automation, pricing strategy, VA sourcing, and vendor management. You get the result, not another to-do list. Engagements are scoped as a project, an ad-hoc fix, or a retainer — or a mix (e.g., a project fee to build plus a retainer to maintain).

What's Included

• Process Documentation & SOPs. Operational playbooks and checklists that let your team execute consistently without you in the room.
• CRM Implementation. Selection, setup, data migration, and team training — so every lead, job, and client is tracked.
• Workflow Automation. Eliminate manual handoffs — automated onboarding, scheduling confirmations, invoice follow-ups, and task routing.
• Role Restructuring. Redefine roles, responsibilities, and accountability structure so every team member knows exactly what they own.
• Pricing & Margin Optimization. Job costing analysis, pricing floor development, and margin strategy to improve profitability on every engagement.
• Website Build & Management. Build, rebuild, or optimize your digital presence and keep it performing — managed on your behalf.
• SEO & Online Visibility. Local and organic search optimization so the right clients find you when they are actively looking.
• AI & Automation Setup. Always-on chatbot for lead capture, qualification, and FAQs, plus dispatch automation and AI-assisted follow-up — integrated with your booking and CRM systems.
• Virtual Assistant Sourcing & Integration. Sourcing, onboarding, and integrating a VA for calls, emails, admin, scheduling, and follow-ups — with SOPs written for day one.

Solutions are bundled based on your diagnostic results — not sold as individual add-ons.

Have a roadmap? Let's execute it. Book a discovery call — we scope the engagement and give you a fixed quote.