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Owner Capacity Recovery
Get Your Time Back
Starting at $199 · Normally $249
Find where the owner's time and attention are being consumed, protect the work that truly requires you, simplify repeated work, reduce what you must remember, and create breathing room.
What we may work on
- Map where the day actually goes.
- Separate owner-only work from accumulated work.
- Reduce interruptions and repeated decisions.
- Create clearer ways to record, track, and complete routine work.
- Prioritize corrections without trying to overhaul everything at once.
Lead Capture & Customer Follow-Up
Stop Losing Customers
Starting at $199 · Normally $349
Bring scattered calls, texts, messages, estimates, callbacks, and follow-ups into a process a working owner can actually maintain.
What we may work on
- Map where inquiries arrive.
- Separate new leads from unfinished conversations.
- Create missed-call and follow-up responses.
- Track the next action instead of relying on memory.
- Reduce customer drop-off without adding a complicated sales system.
Retained Income & Connected Operations
Keep Your Money
Starting at $199 · Normally $449
You do quality work. Money comes in. Too little of it stays. We follow every dollar across the whole operation, find the root causes, and build one clean flow around the way your business actually runs.
What we may work on
- Follow every dollar from the first quote to the final payment.
- See the whole business—every process, system, breaking point, and manual operation.
- Find where money changes hands, gets delayed, gets missed, or quietly costs more than it should.
- Identify why the financial result does not match the work or sales.
- Fully use and connect existing systems—or build what is missing—so costs and financial results are easier to see.
Online Presence & Social Media
Get Seen, Get Found
Starting at $199 · Normally $649
Make it easier for a local customer to find the right information, understand what you do, trust what they see, and contact you.
What we may work on
- Review what customers find when they search for you.
- Correct outdated or inconsistent public information.
- Clarify services and service areas.
- Simplify contact and estimate-request paths.
- Create a maintainable local visibility routine.
Merchant Services, Payment Systems & Automation
Automated Payment Processing
Starting at $199 · Normally $449
Design, set up, connect, automate, and streamline the merchant services, payment systems, and software that move money through your business.
What we may work on
- Connect payment platforms and business software that are not talking to each other.
- Design the flow for customer payments, invoices, deposits, payouts, transfers, bills, services, and subscriptions.
- Automate handoffs and updates after you give the required approval.
- Reduce repeated entry, manual checking, and preventable waiting between systems.
- Keep you in control while connected systems handle the repetitive work.
Operations Strategy, Management & Process Engineering
Add an Operations Leader to Your Team
$299 per month
Get ongoing access to an experienced and certified professional who can help you evaluate ideas, organize operations, and design better ways for the business to work.
What is included
- Operations Strategist: evaluate ideas, opportunities, investments, priorities, services, and growth plans.
- Operations Manager: organize work, responsibilities, vendors, workloads, timelines, and accountability.
- Process Engineer: analyze operations, find root causes, redesign workflows, connect systems, and introduce appropriate automation.
- Up to five hours of direct support each month, divided across the month.
- Hands-on implementation beyond this service is discussed and contracted separately through 3P Help Me.