Business Infrastructure for Service Providers
The back office your service business should already have.
Systems, ops, and infrastructure for service providers doing real revenue but running on duct tape. We build the CRM, the automations, the SOPs — so your business runs whether you're at your desk or on a plane.
30-min call · No pitch · Free audit if we're a fit
Who This Is For
If your business is making money but you're the bottleneck — you're in the right place.
Solo Operators with Real Revenue
You're making money but everything runs through you. Onboarding is improvised, follow-ups are manual, and you're the only one who knows how anything works.
→ Perfect Fit
Small Service Teams
You've hired help but you're still the operations department. You can't step away without things falling apart.
→ Perfect Fit
Growing Service Firms
You're ready to hire or scale but realize your processes aren't documented. Everything lives in your head and you can't delegate.
→ Perfect Fit
The chaos that keeps you stuck
- Everything lives in your head — nothing is documented
- Client onboarding is different every single time
- You're manually chasing leads, payments, and follow-ups
- Your "systems" are a collection of spreadsheets and sticky notes
- You can't take a week off without everything stalling
- You're great at your craft but buried in running the business
What your business looks like after
- A full CRM with automated client journeys from inquiry to payment
- Onboarding that runs itself — contracts, intake, and welcome sequences
- Follow-up and nurture automations so no lead ever slips again
- SOPs and a knowledge base your team or VA can actually use
- Dashboards that show you what matters at a glance
- A business that runs while you're on a plane, a beach, or offline
Services
Seven pieces of the back office. Pick what you need or hand us the whole thing.
Business Infrastructure
CRM, pipelines, and automations that actually fit how you work.
Learn moreSystems Consulting
Process design and operational strategy from someone who's run it.
Learn moreBookkeeping
Clean books, monthly close, and tax-ready financials. (Powered by Tides Bookkeeping.)
Learn moreWebsites
Production sites that load fast, convert, and don't break in six months.
Learn moreMarketing Operations
Lead routing, nurture sequences, and the plumbing behind the campaigns.
Learn moreDay-to-Day Ops Support
Embedded help when you don't need a hire but you need someone.
Learn moreAI Integrations
We find the right AI tools for your business and implement them so they actually get used.
Learn morePriority Niche
We work especially well with independent real estate brokerages running 5–30 agents.
Agent onboarding that takes weeks instead of days. Lead routing held together with manual forwarding. Compliance docs scattered across three tools. We've seen the pattern — and we know how to fix it. With a working bookkeeping practice and a real estate referral license, we speak the language.
See the Real Estate PlaybookThe Process
From operational chaos to automated infrastructure in 4–6 weeks.
I build this with you — not for you. You walk away knowing exactly how your systems work and how to maintain them.
Free Discovery Call
30 min · No cost
30 minutes. We talk about your business, your pain points, and whether this is the right fit. No pitch, no pressure.
Free Business Audit
60–90 min
A deep dive into your entire operation. You leave with a clear map of what's broken and what to fix first — whether or not you hire us.
Build & Implementation
4–6 weeks
We design and build your stack — CRM, automations, SOPs, dashboards. You're in the room. You learn how it works.
Handoff & Ongoing Support
Optional retainer
You own everything. We stay on as a retainer if you want a steady hand on the back office.
Pricing
Honest numbers for serious operators.
Every engagement starts with a Foundation Build. Pick the monthly tier that matches how much of your back office you want off your plate.
Foundation Build
The 6-week build that gets your operations out of duct tape and into a real system.
- Discovery + operations audit
- GoHighLevel workspace build — CRM, pipelines, calendar, core automations
- Tool stack consolidation (we kill what you don't need)
- Existing data migration
- 2 hours of team training, recorded for future hires
- 30-day post-launch support
Required before any monthly tier starts. Real estate brokerages can substitute the Brokerage in a Box snapshot at $1,997.
Tier 01
Operate
You run it. We keep it tuned.
Best for operators who want their systems maintained, not managed.
- GoHighLevel workspace — managed hosting, updates, support
- 2 hrs/month of automation tweaks and adjustments
- Website hosting, security, and uptime monitoring
- Quarterly performance snapshot
- Email support (next-business-day response)
Tier 02
Optimize
A partner, not just a platform.
Best for operators who need ongoing build-out and someone in the system every week.
- Everything in Operate
- 6 hrs/month of systems work — new builds, optimizations, integrations
- Monthly website content updates
- Lead and inbox management — weekday business hours
- Monthly dashboard review
- One 60-minute strategy call per month
Tier 03
Outsource
Hand us the back office. Go run the business.
Best for established operators who want the back office fully off their plate.
- Everything in Optimize
- Unlimited systems work within agreed scope
- Full website content + on-page SEO management
- Same-day lead and inbox response across all channels
- Monthly KPI review call + custom reporting
- Weekly check-ins
- Priority queue on all requests
No annual contracts. Month-to-month after the Foundation Build. Cancel any tier with 30 days' notice — your workspace and data are yours. All prices USD.
Add-ons
Bolt onto any monthly tier.
These can be added to Operate, Optimize, or Outsource.
Not sure which tier fits?
Book a free 30-minute discovery call. No pitch — we'll talk through where your business is stuck and whether we're a fit.
About
Built by someone who actually lives this.
I run a bookkeeping practice, hold a real estate referral license, and I'm building this business while preparing to relocate to Europe. Every system I build for clients is a system I've built for myself first. The nomad part isn't a brand — it's the proof.
Read the full story
Let's see if we're a fit.
Free 30-minute call. We'll talk about where your business is stuck and whether my approach is the right fit. No pitch. Just clarity.
Book Your Free Discovery CallFree audit follows if we're a fit · Spots are limited · No commitment required