How to automate your small business, starting with the work that runs through you by hand: intake, follow-up and scheduling. One-time, three to four weeks, $2,000.
Most of the routine work in a small business runs on the owner's memory. It works until the phone gets busy.
Every inquiry and request comes through you, in whatever inbox or text thread it landed in.
Quotes, callbacks and pending jobs live in your head, so the ones you don't remember slip.
Booking, rescheduling and reminders happen one message at a time, usually after hours.
We walk through how work actually comes in and moves through your business today: intake, prioritizing, follow-up.
The way your business runs, written down: who does what, in what order, and what happens when something comes in.
Workflows for the steps that eat the most of your day, set up so you and your team can run them yourselves.
Want us to run it for you afterward? That's a monthly plan, quoted in writing like everything else.
Not sure where to start? Take the free Playbook Check: eleven yes-or-no questions and the tools you already use.
The map, the written playbook and two workflows. Each extra workflow is $500, agreed in writing before any work starts.
You run the playbook; we keep it working.
We run it for you.
Your operations and your web presence, one plan.
Owner-run local service businesses, from a solo owner up to about 50 people, where the owner is the bottleneck: trades and contractors, event vendors, studios and salons, and small offices that take requests by hand.
We build around the tools you already use, such as Square, Google, Microsoft 365 and Outlook, forms and spreadsheets. New software only comes in when nothing you have can do the job.
Yes, as part of follow-up: the invoice goes out when the job is marked done, and reminders go out on unpaid ones, in the invoicing tool you already use. We never take payments for you.
Yes. Scheduling is one of the three places we start: a booking link your customers use, with reminders sent before the appointment.
We're based in Arvada and work in person across the Denver metro and the Front Range. The playbook work also runs over video, so we can do it from anywhere.
No. The free Compass Audit is a 30-minute read of your website, Google listing and search presence. The Ops Automation Playbook is paid work on how your business runs day to day.
Three to four weeks from start to finished playbook and workflows.
A few lines about how your business runs today. Cara reads every one herself and replies within one business day.