Free: 5-Minute Lead Leak Finder (spot where leads are slipping through)

Work With Cheryl

I help Arizona service businesses stop lead leakage and buy back owner time using a repeatable operating system: process + automation + accountability.

  • Faster speed-to-lead and consistent follow-up

  • Clear handoffs so your team executes without constant reminders

  • Pipeline stages your team actually uses

  • Simple automations that support the process (not a complicated stack)

Built for trades and home service businesses with small teams

Start with a Systems Snapshot Price line: $1,250 flat

The Snapshot is the entry point. We diagnose where leads are slipping through the cracks and install one workflow so you leave with something live.

Include list:

  • Lead-to-customer flow review (inquiry → booked → paid)

  • Identify the top leak points (missed calls, slow response, estimate follow-up, no-shows, reactivation)

  • Prioritized roadmap

  • One workflow installed (from the Snapshot workflow menu)

After the Snapshot, choose your next step

Each pathway builds on your Snapshot foundation

8-week guided implementation

Scale Ready Systems Accelerator

Investment: Starting at $2,490 (scope confirmed after Snapshot)

Best for: owners who want multiple workflows + SOPs installed with a guided plan

  • Multiple workflow installs (prioritized)

  • SOP Sprint for critical repeatables

  • QA/testing + team handoff

Done-for-you build

Client Acquisition Automation Build

Investment: (optional) “Custom scope” or show range if desired

Best for: businesses that want an end-to-end lead capture + follow-up system implemented

  • Pipeline + stages + definitions

  • Speed-to-lead + estimate follow-up + review/re-activation workflows

  • Tool connections + testing

Process + documentation

Ops Foundation + SOP Sprint

Best for: teams that need consistent execution and clear ownership

  • Process mapping + handoffs

  • SOPs for core repeatables

  • Simple scorecard

Retainers

Ongoing Support

Best for: Continued optimization and ops leadership

Systems Stewardshp :

monthly optimization + maintenance

Fractional COO + Systems :

ops leadership + systems execution

Use your current tools (keep the stack simple)

We can work inside your current tools. GoHighLevel is optional—recommended when you want everything in one place.

Prefer to learn first?

Join the monthly webinar for Arizona service businesses. You’ll learn one system to stop lead leakage and get a practical implementation plan.

Not ready to book yet?

Start with a product, then come back when you’re ready to implement.

Frequently Asked Questions

Is the Systems Snapshot required?

Yes—the Snapshot is the entry point for all implementation work. It ensures we understand your current systems and prioritize the right workflows before diving in.

What’s the difference between Snapshot vs Accelerator?

The Snapshot is a diagnostic—one workflow installed. The Accelerator is an 8-week implementation program where we install multiple workflows and SOPs with a guided plan.

Do you only work with GoHighLevel?

No. We can work inside your current tools. GoHighLevel is recommended when you want everything consolidated in one place, but it's not required.

How long does implementation take?

The Snapshot is typically completed within 1-2 weeks. The Accelerator runs 8 weeks. Done-for-you builds vary based on scope—confirmed after your Snapshot.

What do you need from me during implementation?

Access to your current tools, 1-2 hours per week for check-ins, and timely feedback on deliverables. We handle the heavy lifting.

Can my team be involved?

Absolutely. We encourage team involvement for handoff and adoption. The Accelerator includes team handoff as part of the process.

What happens after the Accelerator/build?

You'll have working systems your team can run independently. For ongoing support, we offer retainer options: Systems Stewardship for maintenance or Fractional COO for ops leadership.

Ready to stop lead leakage?

Start with a Systems Snapshot—diagnose the gaps and install the first workflow.

 CL James Consulting - Fractional COO and Operations Consultant in Phoenix, Arizona

Reach Out

Gilbert/Chandler, AZ

Main Offerings

Systems Snapshot

Automation Build

Retainers

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