Projects & implementation
Make the change.
Make it hold.
A focused engagement to diagnose a specific problem, build the solution, and equip your team to use it.
Inside a project
What a project
can put in place.
Start with the work that needs to run better. Explore the workflows, system changes, and operating instructions a project can include.
Lead routing & response
An inquiry needs an owner.
And a follow-up plan.
Leads arrive from different places. The team needs one clear way to receive, assign, and work them.
- Capture
- Assign
- Follow through
What we can build
- Intake fields and routing rulesCapture the source and customer details, then assign the right person.
- Response tasks and follow-upDefine the first response, missed-contact steps, and when a lead moves on.
- A response playbook for the teamDocument who acts, what to record, and how to handle exceptions.
Pipeline & sales process
An estimate sent
isn't a sale closed.
When the next step lives in someone's memory, quotes stall and the forecast becomes a guess.
- Send estimate
- Follow up
- Record decision
What we can build
- Stages with clear entry and exit rulesDefine what must happen before a deal advances and what the team records.
- Follow-up workflows and ownershipGive open estimates a next action, an owner, and a way to flag stalled work.
- A sales process the team can useDocument the workflow and train the team on the new stages and handoffs.
Sales-to-operations handoff
Sold work needs
a complete handoff.
Delivery slows down when operations has to chase the scope, customer details, or approvals after the sale.
- Sale agreed
- Check readiness
- Hand off
What we can build
- Required information in the job recordDefine the scope, documents, and customer details that need to travel with the work.
- A readiness checklist and handoff triggerMake it clear what must be complete before the next team takes over.
- Responsibilities and operating instructionsAssign the next owner and document how updates and changes reach the right people.
Job costing & financial visibility
Protect the estimate.
Check the actual result.
A profitable estimate is only the starting point. The controls need to follow the work into production and finance.
- Estimate
- Before production
- Job-cost review
What we can build
- Estimating margin guardrailsBuild agreed margin checks into the front-end sales and estimating process.
- A pre-production margin checkGive production a defined check to run before the work starts.
- Job costing and a finance reviewCapture actual costs and review the finished job against the estimate.
These are examples of project work. We agree the deliverables, system changes, documentation, and training your team needs before the build begins.
Explore the wider scope
Full-cycle recruiting
Build the team
the business needs.
Role definition, sourcing, screening, interviews, offer coordination, and onboarding. Keith works with you through the full hiring process, with the roles and responsibilities agreed before the engagement begins.
- 01
Define the role
Clarify the responsibilities and what the person needs to deliver.
- 02
Source candidates
Find candidates for the agreed role.
- 03
Screen for fit
Assess relevant experience against the role requirements.
- 04
Run interviews
Work through the interviews and candidate evaluation.
- 05
Coordinate the offer
Manage the offer process and candidate communication.
- 06
Support onboarding
Help the new hire get started with clear responsibilities.
Full Throttle Business Diagnostic
Define the problem before you scope the build.
Start with a business process map, a Business Diagnostic Report, and prioritized recommendations. Use the findings to decide what your team can address and what needs a scoped project.
Full $1,000 credit toward a follow-on project of $2,000 or more. No expiry.
Approximately one week after discovery and the required access and information are in place.
Explore the diagnosticScope before spend
Real work.
Clear investment.
The scope follows the problem. These ranges show how the investment changes from one workflow to a broader system build.
Typical project investment · USD
One workflow
$5K–$15KA defined build such as lead routing, estimate follow-up, a pipeline rebuild, or a reporting foundation.
A connected system
$15K–$50KCRM structure, connected workflows, reporting, and team training across the process.
Multiple systems
& teams
$50K+Integrations and operating processes that connect multiple systems and teams across more of the business.
What moves the price?
The systems involved, the condition of your data, the integrations required, and the training your team needs.
Read the RevOps pricing guideYour scope and fee are agreed before work begins. Ongoing support and recruiting are scoped separately.
If we need a closer look, the optional $1,000 Full Throttle Business Diagnostic provides a process map, findings report, and priorities. The full $1,000 is credited toward a follow-on project of $2,000 or more, with no expiry.
How the work gets done
Diagnosis is the start.
We stay for the build.
Find what actually breaks.
Map how leads, work, and money move. Separate the symptom from the process causing it.
Fix it in the business.
Build the workflows, CRM structure, and reporting around the way your team needs to operate.
Put ownership behind it.
Train the team. Document the process. Give someone responsibility for the numbers that show whether it works.
Need ongoing responsibility?
Some needs extend
beyond a project.
If the business needs continuing direction, prioritization, and cross-team accountability, explore fractional operations leadership.
Fractional COO & operations leadershipSelected experience
The work in practice.
Full Throttle engagement / Roofing
$4M to roughly $10M
A CRM rebuild, sales training, and three margin checks. Annual revenue grew over two years, with company-wide gross margin increasing from 15% to 30%+.
Read the case studyFull Throttle engagement / Coaching
5× monthly recurring revenue
A working membership funnel, evergreen training, and a revised offer. Paid coaching memberships increased by 30%.
Read the case studyBefore we start
Practical questions.
What can a project include?
Projects can cover CRM strategy and implementation, sales processes, lead routing, automation, reporting, team training, and full-cycle recruiting. The scope starts with the operating need and defines the deliverables and responsibilities.
How much does project work cost?
A project focused on one workflow generally ranges from $5,000 to $15,000. A connected system build generally ranges from $15,000 to $50,000, and builds across multiple systems and teams start at $50,000. These are typical project ranges in USD. Your scope and fee are agreed before work begins. Ongoing support and recruiting are scoped separately.
Will you build the solution and train our team?
Yes. Project work can include configuration, workflows, documentation, and training so the team can use what is built. Deliverables and responsibilities are defined in the agreed scope.
What if we need ongoing operating leadership?
Fractional COO work is scoped around continuing priorities, team accountability, and cross-functional execution. A project and ongoing leadership can be combined when the scope calls for both.
Find the gap.
Build the fix.
A 30-minute conversation about what needs to work better in your business.