
Distributor program
Fix one costly recurring process using your own files, then screen pricing, freight, rebates and discounts for margin leakage.
You get: the fixed process and a Margin Exposure Screen showing where to look next.
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Pre-Sale Profit & Operations Review
An evidence-based look at margin leakage, owner dependence and operating risks before a business changes hands.
You get: the questions a buyer will ask, answered early, and a prioritized plan for a practical handoff.
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Google Workspace Automation
Automate repetitive office work inside Gmail, Sheets, Drive, Docs and Calendar, the tools you already pay for.
You get: a working workflow your team can run next week, with no new software to buy.
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Electrical Profit Leak Diagnostic
A free three-stage diagnostic that estimates annual profit leaks across nine areas of field labor, execution and billing.
You get: a dollar estimate of where profit is leaking and which fix to make first.
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CNC & Fab Shop Profit Leak Diagnostic
A free three-stage diagnostic that estimates annual profit leaks across machine time, quality and quoting.
You get: a dollar estimate of leaks by category, so you know where to start.
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Website Chat Assistant
An AI assistant on your website that answers common questions from information you approve and emails you callback requests.
You get: after-hours answers and callback requests in your inbox. $300 setup + $249/month, month-to-month.
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Monthly Business Snapshot
Financials, online presence, competition and the local market on one page, rebuilt monthly from files you drop in a shared folder.
You get: a two-minute headline and a drill-down for each section. See the sample, built on a fictional business.
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Tell us the problem you can feel this week and we will point you to the right starting place.
Email Dave →