Make the software you already bought actually work.
Your CRM is half-configured. Your ERP is a spreadsheet with tabs. Your team reverts to a Google Doc because the system nobody set up properly is worse than no system at all. We fix that: tuned, not rebuilt. Expert platform buildout, workflow design, and team adoption, without writing a single line of custom code.
How much of your licensed platform your team is actually using right now.
From audit delivery to your team using the retuned setup.
We tune what you already bought. No rewrite, no lock-in, no new stack.
Of what you already pay for. Stop buying tools you do not use.
You bought the platform. Your team ghosted it.
You signed a contract for Salesforce. Or HubSpot. Or NetSuite. Or GoHighLevel. Or Jobber. Or ServiceTitan. Or Monday. The sales demo was convincing. The implementation was two hours of clicking through default settings. Then the vendor disappeared and left you a customer-success email address that answers once a quarter.
Six months later, your sales team is back on a spreadsheet because the pipeline stages do not match how they actually sell. Your ops manager is copy-pasting invoices by hand because the sync was never configured. Your reports are noise because nobody mapped the custom fields. The platform is fine. It is doing exactly what it was configured to do, which is almost nothing. Before you rip it out, replace it, or bolt custom software on top of it, let us make it work the way your business actually works.
Sold, set up, and abandoned.
You signed a six-figure contract. The vendor did a polished demo, a three-hour setup call, then handed you a success manager who emails monthly. Your team abandoned the tool inside 90 days. Industry average: 73% of licensed SaaS seats sit unused within six months.
Your process, meet the default stages.
Your sales motion has seven distinct stages. The CRM came with four defaults. Someone tried to map them once, badly. Your reps now use the word "Qualified" to mean three different things depending on who logged it. Your reports are meaningless. Leads slip through the cracks every week.
Held together with middleware.
You pay for HubSpot plus QuickBooks plus Jobber plus Slack plus Zapier. The Zapier bill is the most expensive one and it breaks every six weeks. Your ops manager spends Fridays reconnecting pipes nobody remembers building. That is not an integration strategy. That is duct tape.
Audit, plan, build, train, tune.
Five phases from the first diagnostic read to the monthly optimization cadence. No sales theater, no configuration guesswork. Inside the platform you already own, using what you already pay for.
$2,500 platform audit. Ten-page honest diagnosis.
We get read-only admin access to your instance, interview three of your users for 30 minutes each, and read every module, object, and automation you have configured. You get a 10-page written diagnosis: what is working, what is broken, what is unused, what to kill, what to keep. Useful even if you never hire us further. If you do, it credits 100% against the Build package.
Build scope. Ranked by impact.
Not a Gantt chart. A prioritized list of configuration work, workflow redesigns, integration rebuilds, and custom object changes, ordered by revenue impact. You see the whole scope and price before the Build package starts. If anything has to get cut for budget, we tell you exactly what stays and what goes.
Inside your instance. Configured, not coded.
Weekly build sprints inside your platform. We reconfigure pipeline stages, rebuild the automations, remap your custom fields, reconnect integrations that actually hold, and kill every orphaned workflow. No rewrites, no migrations, no parallel system. Your data stays where it is. Daily Slack updates, end-of-sprint demo.
Your team, on the new setup.
A platform nobody uses is a platform that will rot again in six months. We run role-specific training for your sales, ops, and admin users, record the sessions, write a one-page runbook per role, and shadow your team through two real weeks of live use. Adoption is the deliverable, not the launch.
Monthly tune-ups. The gauge stays calibrated.
Platforms drift. New reps, new product lines, new vendors, new integrations. Our monthly Optimization retainer keeps the build tuned: a standing admin seat, a monthly 60-minute working session, Slack access for small change requests, and a quarterly review against the original audit. Cancel any month, no exit fee, everything you own stays yours.
Sixteen moves that turn a dormant platform into a working system.
Platform expertise, not custom code. We work inside your instance with admin access, rebuild what is broken, and leave documentation your team can run on after we leave.
Stop here if any of these are true.
You want custom software.We tune platforms you already own. If you need net-new product built, look at our commercial dev tiers instead.
You have not bought the platform yet.We do not do vendor selection or demos. Sign the contract first. Then call us to make it actually work.
You cannot grant admin access.The whole engagement runs inside your instance. Read-only for the Audit, admin for Build and Optimize. No admin, no engagement.
Your team refuses to change workflow.If the real problem is adoption rather than configuration, we will tell you that in the audit. Training works only when leadership backs it.
You want a managed-services contract.We build, train, and optionally tune monthly. We do not run your ops team forever.
You need it live next week.Audit takes one week. Build scopes vary but rarely under two. If you need the switch flipped faster than that, we are not your team.
Three packages. Start where you are.
Start here if you are not sure what is broken.
Read-only admin access, three user interviews, every module and automation reviewed. You get a prioritized action plan whether you hire us further or not.
- System map of your current instance
- Issue inventory ranked by revenue impact
- 30-60-90 day recommendation
- Quick-win list you can act on Monday
- Credits 100% toward Build if you hire us
For when the audit reveals you need new capability built.
Working integrations, custom workflows, reporting, and migrations delivered inside your instance in weekly sprints against a scoped Statement of Work.
- Integrations and native connector rebuilds
- Custom workflow and pipeline design
- Reporting, dashboards, and field mapping
- Data migration and object cleanup
- Weekly sprint demos, role-based training included
Continuous improvement for teams already running on CRM or ERP.
A standing admin seat for teams that want the system to keep getting better. Month-to-month, cancel any month, everything we build stays with you.
- Monthly improvement backlog and releases
- New automations and workflow buildouts
- Data hygiene, deduping, and cleanup
- Admin tasks, user onboarding, access reviews
- Monthly release notes and quarterly health review
At the six-month mark, three doors open.
Graduate to Starter or Momentum
$5,995 or $10,995 per month. 20% off month one. Same engineers, more hours, parallel workstreams, and the full commercial guardrails layer. You stay where your codebase already lives.
Move to App Upkeep
Monitoring, security patches, small changes, and dependency upgrades. Keeps your product alive without the full build tier. Hourly rate with a small monthly floor. Pause any time.
Take it and exit cleanly
Full code, documentation, runbooks, and deployment access. No exit fee. We made what you shipped, shippable. What you do with it next is yours.
Do you actually need admin access to our instance?
Which platforms do you work in?
Can you replace our Zapier setup with something more reliable?
Do you handle SOC 2, HIPAA, or BAA requirements?
What if the real problem is that my team will not use the tool?
How is this different from hiring an admin or a big-four consultant?
Can we pause or cancel the monthly optimization retainer?
Do you sign NDAs before we give you platform access?
Instances we made actually work.
Three real engagements. Same pattern every time: audit first, buildout inside the instance, train the team, optimize monthly. Named details changed where clients requested it.
From spreadsheet fallback to single source of truth
Pipeline stages matched to their real quoting motion, Jobber sync rebuilt, quote-to-invoice automated. Sales team stopped maintaining the shadow spreadsheet within three weeks.
From 19 Zapier zaps to native integrations
Killed every Zapier connector, rebuilt inventory sync natively, mapped custom fields to actual COGS. Ops manager got Fridays back. Zapier bill went from $1,800/mo to $0.
From 14% adoption to 96% daily use
Rebuilt the lead object, killed 34 unused custom fields, wrote one-page runbooks per role, shadowed the team for two weeks. License stopped being an expense and started being a tool.
Audit, Build, or Optimize. Pick your dive.
Not sure what is broken? Start with a $2,500 Audit. Know you need new capability built? Book the Build package. Already running and want the system to keep improving? Move straight to Optimize.
We would rather earn the Build package than trap you in a discovery cycle. Get the most out of what you already paid for.
