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)
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)
Each pathway builds on your Snapshot foundation

8-week guided implementation
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
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
Best for: teams that need consistent execution and clear ownership
Process mapping + handoffs
SOPs for core repeatables
Simple scorecard

Retainers
Best for: Continued optimization and ops leadership
Systems Stewardshp :
monthly optimization + maintenance
Fractional COO + Systems :
ops leadership + systems execution



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.
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.
No. We can work inside your current tools. GoHighLevel is recommended when you want everything consolidated in one place, but it's not required.
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.
Access to your current tools, 1-2 hours per week for check-ins, and timely feedback on deliverables. We handle the heavy lifting.
Absolutely. We encourage team involvement for handoff and adoption. The Accelerator includes team handoff as part of the process.
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.
Start with a Systems Snapshot—diagnose the gaps and install the first workflow.
Systems Snapshot
Automation Build
Retainers
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