Services
Four pillars. One person accountable for all of them.
Every engagement draws from the same set of capabilities, scoped to what the business actually needs first.
Growth
Getting the right opportunities into the pipeline, and turning more of what you already generate into signed business.
Growth Strategy
Seasonal campaign planning, local SEO and Google Business Profile management, referral and review systems, and proposal-to-close conversion work.
Who it’s for
Owners who have steady lead flow in-season but watch it evaporate every slow stretch, or who are winning less than they should from the proposals they're already sending.
What’s included
- A campaign calendar built around your actual sales and delivery capacity — not a generic content schedule
- Local SEO and Google Business Profile management where being found nearby matters
- Referral and review systems that turn finished work into the next lead
- Proposal-to-close process review — where deals stall and why
- Brand and creative direction, plus account-based marketing for named target accounts when it fits the business
Outcomes
- A pipeline that doesn't go quiet in your slow stretches
- A higher percentage of proposals that turn into signed work
- Less dependence on word-of-mouth as the only lead source
A $150 lead that turns into a single job is a wash after acquisition cost. The same lead, turned into a maintenance contract, a returning patient, or a renewing subscription, is worth 10–30x that over a few years. It's the same math whether the business sells lawn care, care visits, or software seats — growth and retention have to be built together, or the math never works.
Retention
Keeping the customers you already paid to win — and growing what they're worth over time.
Retention Strategy
Converting one-time customers into recurring revenue, renewal campaigns timed to when people actually decide to stay or go, and upsell paths for the customers ready for more.
Who it’s for
Owners who close plenty of one-time business but don't have a system for turning it into recurring revenue.
What’s included
- A defined path from one-time customer to recurring revenue — a contract, a membership, a subscription tier
- Renewal campaigns timed to when clients actually decide to re-up, not a generic quarterly email
- Upsell and expansion paths for your best customers
- Churn review — where customers are actually leaving, and why
Outcomes
- A higher share of one-time customers converted to recurring revenue
- Renewal campaigns that run on a calendar instead of a hope
- Recurring revenue that smooths out the swings in cash flow
A client who never gets a renewal or upsell offer is a client you paid to win once. The same client on a retention path — a maintenance contract, a higher care plan, an annual subscription — is a multi-year account. The offer just has to exist and show up at the right moment.
Reporting & Ops
The systems, dashboards, and staff direction that make growth and retention work repeatable instead of heroic.
Reporting & AI-Assisted Automation
Dashboards that combine marketing, sales, and retention data in one place; AI-assisted lead scoring, forecasting, and renewal reminders; and ownership-level reporting on what's actually driving the business — CAC, renewal rate, lifetime value, upsell revenue.
Who it’s for
Owners making decisions from disconnected spreadsheets or gut feel, who need one clear view of what's driving growth, retention, and profit — down to the segment or job type, not just a blended number.
What’s included
- A combined marketing/sales/retention dashboard, built on the tools you already use
- AI-assisted lead scoring so your team spends time on the opportunities most likely to close
- Renewal and review-request reminders that run automatically
- CAC, renewal rate, and customer lifetime value tracked by segment, not as one blended number
- A monthly or quarterly report that answers 'is this working' in one page
Outcomes
- One dashboard instead of three spreadsheets and a gut feeling
- Time spent on the leads and accounts most likely to matter
- Pricing, staffing, and spend decisions grounded in real numbers, not instinct
The business outcome comes first: knowing which leads are worth your team's time this week, and which customer segment is quietly worth the most over three years. AI is what makes it possible to score every lead and segment every account the moment the data comes in — not a system that watches how your team performs. It's there to clear the runway, not to supervise anyone.
Team & Operations Optimization
The right CRM, scheduling, and estimating stack for how your business actually runs — plus direct leadership of the staff or contractors who execute the plan, when the engagement calls for it.
Who it’s for
Owners running on a patchwork of tools that don't talk to each other, and owners with marketing, sales, or client-success staff who need direction and accountability the owner doesn't have the hours — or the specific background — to provide.
What’s included
- An audit of your current CRM, scheduling, and estimating (or proposal) tools
- A recommended stack sized to your team and volume — not the biggest platform available
- Implementation and staff onboarding for whatever's adopted
- Direct oversight of relevant staff or contractors for the duration of the engagement, with clear scorecards
- Budget and P&L ownership for the function, when the engagement calls for it
- Agency and freelancer management alongside any in-house hires
- Regular coaching and check-ins, and a plan for what the role looks like once the engagement ends
Outcomes
- A software stack the team actually uses
- Fewer things falling through the cracks between the first call and the invoice
- Existing staff pointed at the goals that actually predict renewal, not busywork
A scheduling tool that doesn't talk to the CRM means someone is retyping the same job twice. A marketing coordinator without a clear scorecard is busy, not necessarily effective. Fixing both is unglamorous — and usually worth more than any new campaign.
Also part of every engagement
The specific skills underneath the four pillars.
Most of these cut across more than one pillar, so they're listed here rather than repeated four times over.
- Marketing strategy
- Brand strategy
- Creative strategy & direction
- Account-based marketing (ABM)
- Retention
- Churn reduction
- Analytics and reporting
- Define KPIs and measurement
- Automation
- CRM administration
- Budget ownership
- P&L management
- Marketing team development — who to hire, and when
- Team management
- Agency & freelancer management
Not sure which pillar fits first?
That's exactly what the diagnostic is for.