Our services
The work we do.
The decisions it supports.
Bring us the part of the business you want to improve. Our team helps you understand what’s happening, compare the options, and choose where to focus.
See ways to work with usSales & customer growth
Which opportunities deserve more attention?
Inquiries are coming in, but too few turn into customers. Or sales depend on constant new business while repeat purchases receive little attention.
What we examine
- Trace selected inquiries through quotes, follow-up, and recorded customer decisions.
- Compare conversion and repeat business across customer types or offerings where the records allow.
- Examine lost opportunities, stalled quotes, and how sales responsibilities are assigned.
What you receive
- A breakdown of where opportunities stall and the evidence behind it.
- Recommendations on sales priorities, follow-up, and ways to encourage repeat business.
The decision it supports
Which customers, offers, or stages of the sales process deserve attention first.
Pricing & profitability
Which products, services, or jobs are worth growing?
Sales look healthy, but the return feels disappointing. You’re considering a price change, a different product mix, or taking on more of a particular type of work.
What we examine
- Compare selling prices, discounts, and direct costs across selected products, services, or jobs.
- Examine labor time, purchasing costs, and differences between expected and actual delivery costs.
- Consider how changes to pricing or the mix of work could affect demand and available capacity.
What you receive
- A comparison of selected offerings, with the assumptions and limits of the available information.
- Pricing or product-mix options, their tradeoffs, and recommended priorities.
The decision it supports
Where to adjust pricing, focus growth, or reconsider work that uses too much time for its return.
Operations & team effectiveness
What needs to change before the business takes on more work?
The team is busy, work gets delayed, or routine questions keep landing with you. You need to understand whether the issue is workload, scheduling, or how responsibilities are organized.
What we examine
- Map the selected workflow, including handoffs, repeat work, and points where tasks wait.
- Compare demand, schedules, and actual working hours to understand capacity constraints.
- Review responsibilities and approval decisions that repeatedly come back to the owner.
What you receive
- A view of the bottlenecks and responsibilities affecting the agreed area.
- Practical recommendations for scheduling, handoffs, role clarity, or process changes.
The decision it supports
Whether to change the workflow, shift responsibilities, or consider additional capacity.
Payments & collections
Where are customer payments getting held up?
Work is complete but invoices go out late, balances remain overdue, or nobody has a consistent view of which payments need attention.
What we examine
- Compare completion dates, invoice dates, payment terms, and actual payment timing.
- Review selected overdue balances, recorded disputes, and collection follow-up.
- Look for unclear ownership or missing steps in the billing and collection process.
What you receive
- A summary of the delays and process gaps affecting customer payments.
- Recommendations for billing timing, payment terms, follow-up, and accountability.
The decision it supports
Which billing or collection changes to prioritize and how to monitor payment delays.
Business performance & planning
What should the business focus on next?
You have several ideas for improvement but limited time and resources. Or you have plenty of numbers without a useful way to decide what needs attention.
What we examine
- Select business measures that help answer the question you’re working through.
- Compare performance, previous actions, and the information behind a proposed change.
- Assess a defined growth option against the team’s capacity, available information, and competing priorities.
What you receive
- A focused set of measures and a clear record of decisions and priorities.
- An assessment of the agreed options, including tradeoffs and questions still to resolve.
The decision it supports
What to pursue, what to defer, and what evidence would justify the next step.
