Work
Three engagements we can describe in detail. Client names stay private until they say otherwise — we walk references through on a call.
01 — Snapshots
SaaS · Embedded team
The situation: pipeline, billing and support data disagreed across three systems, and the monthly close took a week of founder time. What we ran: CRM hygiene and quoting rules, subscription reconciliation, a tier-one support desk with written answers, and a Friday numbers page. What changed: reporting moved from a monthly scramble to a weekly page with an owner, and the founder stopped doing bookkeeping.
Pillars: Grow + Run
E-commerce · Retained partner
The situation: stock disagreed with reality, returns were processed two different ways, and marketplace settlements never tied out first time. What we ran: daily inventory reconciliation, returns handling to one standard, bookkeeping across payouts and suppliers, and after-hours customer care. What changed: stock exceptions are found before customers do, and margin became a number measured per channel.
Pillar: Run
Healthcare · Project sprint
The situation: front-desk rules differed per location, credentialing renewals lived in one person's calendar, and billing follow-up was ad hoc. What we ran: one written intake and booking standard, a credentialing tracker with named owners and renewal dates, and a billing follow-up schedule. What changed: coverage could change without care slipping, and nothing was left to expire quietly.
Pillar: Run + Build
02 — In common
Tell us what is slowing the business down. You will get a practical plan back: what we take on, what stays with your team, and what it costs.
Two minutes on the form — or just email us directly. Whatever is quickest for you.
We dig into the workflow, the tools and the numbers, then confirm what we would take on.
Scope, owners, turnaround and price — inside two working days, with a start date you choose.