Operations platforms
Jobs, contracts, schedules, and billing in one place.
Custom software built around how you work.
Web apps, integrations, and automations for the parts of your operation that off-the-shelf software doesn't fit.
You might need this if
If an existing tool fits with a few changes, we'll tell you, and set it up instead of building.
- Your team keeps a spreadsheet next to the software, because the software doesn't fit.
- You pay for several tools and still copy data between them.
- The software for your industry handles the common cases but not the way you actually work.
- A process depends on one person remembering to do something.
How it works
01
Discovery
We learn the work and hand you a written plan with scope, cost, and timeline.
02
Build in cycles
We build in short cycles with regular reviews, so you see progress as it happens.
03
Launch with training
Your team gets SOPs and walkthroughs before the old way is retired.
04
Support
We stay on retainer to fix issues fast and keep improving the system.
What we build
CRMs and client databases
Built around your relationships and the data you actually use.
Integrations
Connect the tools you already pay for, like QuickBooks, Google Workspace, and Airtable, so data moves on its own.
Automations
Reminders, reports, follow-ups, and document handling that used to take someone's afternoon.
Client and team portals
Give clients, vendors, or staff their own view, with the right access.
AI-assisted workflows
Searchable SOPs, document extraction, and drafts your team reviews instead of writing from scratch.
What you walk away with
- A working system built around your process
- Integrations with the tools you already use
- Documentation and training for your team
- Support on retainer after launch
Questions we hear
How long does a build take?
It depends on scope. Discovery ends with a written plan that includes a timeline, so you know before anything is built.
Do we have to replace the tools we already use?
Usually not. We often connect what you have and build only the missing piece.
Who maintains it after launch?
We do, on a monthly retainer, and we document everything so your team understands how it works.
Can our team make changes on their own?
Everyday edits, yes. We train your team on what they can change safely and handle the rest.
What does it cost?
Work runs on a monthly retainer. Discovery gives you a scoped plan and a cost before you commit to a build.
Keep reading
The other three
Most engagements use all four, in order.
Operations consulting
We learn how your organization actually runs and find where time and money leak out.
Process improvement
We redesign how work moves so your team can run it consistently and measure it.
Change management and training
We train your team, document the process, and stay through adoption so the change holds.
Tell us what's slowing your team down.
A 30-minute call is enough to know whether we can help.