Another ops manager, another consultant deck, another SaaS seat. The org chart keeps growing and you are still the integration layer.
Every operator at your scale hits the same wall. Your business is too big to run from spreadsheets and too small to hire a CFO, a CTO, a COO, and a CAIO.
Your team is hitting capacity on repetitive tasks that should have been automated two years ago. Every consultant who walks through the door wants to sell you a strategy. Every software vendor wants to sell you a subscription. You do not need either.
You need someone who has actually operated a business at your scale to come in and install the system.
That is the Install.
ERP, WMS, CRM, accounting, compliance software, Gmail, Drive, Calendar, inventory. One intelligence layer reads across all of it. Your CFO gets a consolidated dashboard. Your GMs get their specific views. Nobody exports a spreadsheet again.
Examples from active engagements:
SOPs documented. Edge cases handled. Recorded walkthroughs for every system. Not a hand-off, a complete skill transfer. When the person who installed it leaves, the system does not.
When you acquire the next location, you integrate it in 30 days, not 6 months. When your CFO wants a new dashboard view, you build it, not a vendor. The operating layer is yours.
Full diagnostic across ERP, WMS, CRM, accounting, compliance. Interview every department head. Identify the three to five systems with the highest year-one payback. Lock the engagement targets with your CFO.
Systems 2 through 5 ship in sequence. Each one tied to a tracked dollar outcome on the dashboard. Your GMs and department heads are in the room during build, not trained after. Weekly P&L reporting to you.
Full skill transfer. SOPs, edge cases, and runbooks documented. CFO sign-off on measurement methodology. Year-one target locked in contract. You decide whether to continue on retainer or run solo.
You keep what we built. Steward retainer (embedded Fractional CAIO) continues at $10K to $15K per month, quarterly renewal. No sales cycle. Continuous execution. You can exit at any renewal boundary.
Every Install engagement has a measurable year-one value target set at kickoff. Recovered margin. Hires avoided. Revenue unlocked. We agree on the number. We track it monthly. Your CFO signs off on the measurement methodology.
If year-one value comes in below 3× your investment, the engagement extends at no additional charge until it does. Month 13 is free. Month 14 is free. Until the math works.
No outs. No "scope change." No "act of God." Just the number.
Written into every engagement contract.
Book a call. You talk about your business, your leaks, and what you would want installed first. I listen and diagnose. By the end of the call, one of three things happens.
No pitch deck. No follow-up sequence. No pressure. If you are not a fit, I will recommend a different vendor.
Book a discovery call →
