Tier 2 — Build & Implement

$2,500–$25,000 Per Project. 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.

What's Included

• Process Documentation. SOPs, checklists, and operational playbooks that let your team execute consistently without you in the room.
• CRM Implementation. Selection, setup, data migration, and team training for your CRM — so every lead, job, and client is tracked.
• Workflow Automation. Eliminate manual handoffs with automated 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. Redesign, rebuild, or optimization of your digital presence — managed with vetted partners on your behalf.
• SEO & Local Online Visibility. Local search optimization so the right clients find you when they need a trades business in your market.
• AI & Automation Setup. Chatbot for lead capture and FAQs, dispatch automation, and AI-assisted quote follow-up — built and configured for your operation.
• Virtual Assistant Sourcing & Integration. Sourcing, onboarding, and integrating a VA for calls, emails, admin, and follow-ups — with SOPs written for day one.

Have a roadmap? Let's execute it. Tier 2 can follow an Operational Blueprint or stand on its own when the project scope is clear. Book a discovery call — we scope the project and give you a fixed-fee quote.