Seven pieces of the back office. Built by an operator, not an agency.
Pick the piece you need or hand us the whole stack. Either way, you end up with infrastructure you actually understand.
Business Infrastructure
CRM, pipelines, and automations that fit how you actually work.
We design and build your entire client management system from the ground up — CRM architecture, pipeline stages, automation triggers, and integrations with the tools you already use. No template installs. No generic playbooks. Built to match your actual sales and delivery motion.
Who it's for
- →Service businesses managing clients manually through email and spreadsheets
- →Operators who've tried CRMs before and abandoned them because they didn't fit
- →Teams where the founder is still the only person who can track deals
What's included
- ✓CRM setup and custom pipeline configuration (GoHighLevel or equivalent)
- ✓Lead capture forms and intake automations
- ✓Client onboarding sequences — email, SMS, and task triggers
- ✓Payment link integration and follow-up automations
- ✓Internal notification and task assignment rules
- ✓30-day support window post-launch
What you walk away with
You open your CRM and see exactly where every client and prospect is. Leads don't slip. Follow-ups happen automatically. New clients get a professional onboarding experience without you lifting a finger.
Talk About ThisSystems Consulting
Operational strategy from someone who's built and run service businesses.
Before you build anything, you need a clear picture of what's actually broken and what to fix in what order. This is a structured engagement to map your current operations, identify bottlenecks, and produce a prioritized build plan — so you're not spending money on the wrong problems.
Who it's for
- →Founders who know something is broken but aren't sure where to start
- →Businesses preparing to hire or scale who need documented processes first
- →Teams coming off a failed tech implementation who need a reset
What's included
- ✓90-minute operational deep-dive session
- ✓Full process map of current state (where work lives, who does what, where it breaks)
- ✓Bottleneck and risk identification
- ✓Prioritized fix roadmap with effort/impact ratings
- ✓Tool and stack recommendations
- ✓Written deliverable you keep regardless of next steps
What you walk away with
You have a clear, written picture of your operations — what's working, what's broken, and exactly what to build first. Most clients say this alone is worth the engagement.
Talk About ThisBookkeeping
Clean books, monthly close, and tax-ready financials. Powered by Tides Bookkeeping.
This service is delivered through our sister brand Tides Bookkeeping, which already serves active real estate clients. Monthly bookkeeping, categorization, reconciliation, and P&L reporting so you always know where the money is — and your accountant stops dreading tax season.
Who it's for
- →Service businesses running books in a shoebox or not at all
- →Operators who've been doing their own bookkeeping and are done with it
- →Real estate brokerages and agents needing commission-aware financial tracking
What's included
- ✓Monthly transaction categorization and reconciliation
- ✓Bank and credit card feed setup
- ✓Monthly P&L and balance sheet
- ✓Accounts receivable tracking
- ✓Year-end close and tax prep package
- ✓Ongoing advisory access for financial questions
What you walk away with
You know exactly how much the business made last month, where it went, and whether you're on track. Tax season is a non-event.
Talk About ThisWebsites
Production sites that load fast, convert, and don't break in six months.
We build marketing sites for service businesses that need to convert — not impress a design award committee. Fast-loading, accessible, SEO-ready, and built to be maintained without a developer on retainer. No WordPress spaghetti. No page builders that break when you update a plugin.
Who it's for
- →Service businesses running on a DIY site that looks like it was built in 2017
- →Operators launching a new service or brand who need a professional presence fast
- →Businesses whose site loads slowly or doesn't rank for anything
What's included
- ✓Custom design aligned to your brand (no templates)
- ✓Built on Next.js or WordPress — chosen for your use case
- ✓Mobile-first, responsive layout
- ✓SEO fundamentals: meta, schema, sitemap, robots
- ✓Contact form or booking embed integration
- ✓Vercel or Cloudflare Pages deployment
- ✓Performance target: 95+ Lighthouse score
What you walk away with
A site that represents the quality of your work, loads in under 2 seconds, and gives prospects a clear reason to book a call.
Talk About ThisMarketing Operations
The plumbing behind the campaigns — so leads don't disappear after they click.
Most marketing agencies will run your ads and stop there. We build the infrastructure that makes marketing work: lead routing, nurture sequences, re-engagement flows, and the reporting that tells you which channels are actually producing. We don't run campaigns. We make sure the campaigns you run actually convert.
Who it's for
- →Businesses spending money on marketing with no clear way to track what's working
- →Operators whose leads come in but don't get followed up properly
- →Teams running ads into a dead inbox with no nurture system behind it
What's included
- ✓Lead routing setup by source, type, or geography
- ✓Nurture email and SMS sequences (5–15 touchpoints)
- ✓Re-engagement campaigns for cold leads
- ✓UTM tracking and source attribution setup
- ✓CRM-to-marketing platform integration
- ✓Monthly performance reporting dashboard
What you walk away with
Leads that come in get followed up — automatically, consistently, and in a way that reflects your business. You stop losing deals because someone fell through the cracks.
Talk About ThisAI Integrations
The right AI tools for your business — found, implemented, and actually adopted.
Most businesses hear about AI from every direction and have no idea where to start. We cut through the noise. We assess your workflows, identify where AI will actually save you time or money, source the right tools, and build the implementation so your team uses them consistently. No experiments for their own sake — only what moves the needle.
Who it's for
- →Service businesses curious about AI but overwhelmed by the options
- →Operators who've tried AI tools but couldn't get them to stick
- →Teams looking to reduce repetitive admin without replacing their people
What's included
- ✓AI workflow audit — where you'll actually get ROI
- ✓Tool selection and vendor evaluation (we're stack-agnostic)
- ✓Implementation and integration with your existing systems
- ✓Team training and adoption support
- ✓Prompt engineering for your specific use cases
- ✓30-day post-launch support
What you walk away with
Your team has AI tools that work for your specific workflows — not a generic ChatGPT subscription that nobody uses. You save real hours on real tasks every week.
Talk About ThisDay-to-Day Ops Support
Embedded help when you don't need a hire but you need someone.
A retainer engagement where we're in your corner on the day-to-day back-office tasks — managing your systems, handling operational questions, running reports, and making sure the infrastructure we built keeps working. Think fractional COO, without the COO price tag.
Who it's for
- →Operators who've built the systems but don't have time to maintain them
- →Businesses between ops hires who need coverage without a full-time salary
- →Founders who want a second brain on the back office while they focus on growth
What's included
- ✓Weekly check-in and status review
- ✓CRM maintenance — pipeline hygiene, tag cleanup, data integrity
- ✓Automation monitoring and troubleshooting
- ✓Ad hoc reporting and data pulls
- ✓SOP updates as processes evolve
- ✓Priority response for operational issues
What you walk away with
Your back office runs without you babysitting it. Someone is watching the systems, catching the breaks before they become problems, and keeping the operations moving.
Talk About ThisNot sure which piece you need first?
Start with the discovery call. We'll map out what's broken and figure out the right starting point together.
Book Your Free Discovery Call