2-week fixed-fee assessment
Your team has outgrown its tools but isn't sure what to fix first. We assess the gaps and give you a prioritized roadmap — in 10 business days, for a fixed fee.
Sound familiar?
Messy CRM records, spreadsheet-based reporting, and dashboards nobody fully trusts.
Friction between sales, operations, delivery, and billing that slows execution across the board.
Missing KPI ownership, weak forecasting, and unclear operational performance reporting.
The solution
A focused 2-week assessment for SMBs that need a clear picture of reporting gaps, workflow bottlenecks, and the right next move.
Backed by hands-on experience in telecom, industrial, and service operations — with PMP and Salesforce credentials.
The $2,500 fixed fee covers diagnosis, findings, and a roadmap. Any technical work or implementation is quoted separately.
See full assessment details →Ideal client
We work best with SMBs that have grown past spreadsheets, feel friction between teams, and need clarity before investing in deeper technical or process work.
Credibility
Representative outcomes from broader engagements that started with diagnosis and prioritization, then moved into follow-on execution. The assessment is the first step: clarify the issues, set priorities, and create the roadmap to results like these.
Context: Legacy systems and fragmented order data were limiting visibility and increasing operating friction.
Scope: Salesforce migration strategy, quote-to-order process work, search improvement, and reporting alignment.
Outcome: Thousands of orders were migrated with 100% accuracy, alongside $60K in annual licensing savings.
Context: Leadership needed stronger visibility into project execution, risk, and delivery performance.
Scope: PMIS design, KPI governance, reporting automation, and executive reporting structure.
Outcome: Reporting and automation helped increase construction completion rates from 30% to 70%.
Context: Order intake and cross-system visibility were slowing downstream execution and handoffs.
Scope: Systems strategy, intake workflow design, and cross-system alignment.
Outcome: A new integration path generated 60+ orders in the first month and improved order-flow visibility.
Specialties
Built for operations-heavy environments where poor visibility, weak handoffs, and unclear reporting slow decisions down.
Our experience spans Salesforce, reporting strategy, workflow analysis, and PMO structure across operational environments.
The first engagement is focused: assess the current state, identify the biggest gaps, and recommend what to fix first.
Credentials
If your team needs a clear plan before investing in a larger fix, book a call and we'll confirm whether the assessment is the right fit.
Pick a time that works. We'll confirm fit and next steps on the call.