Ops audit (D0–D30)
We shadow your CSR queue, pull three months of FSM data, and build a revenue-leak ledger — missed calls, no-shows, aged leads, review gaps, renewal churn — with dollar figures attached.
Full ledger, week 4Capability 06 · AI Consulting
Run the playbook in-house.
We build it. You own it.
For operators who want the roadmap, the vendor shortlist, and the training — but want their own ops team executing it. 90-day engagement. Fixed scope. You walk away with a rollout plan your CSR team can actually run.
What you get
Six deliverables. Fixed scope. No surprise invoices.
Vendor shortlist (D30–D60)
Not a "top 10 AI tools" list. Three vendors per capability, scored on your stack, your SLA, your budget. RFP kit and pricing benchmarks included.
Scored shortlistRollout plan (D60–D90)
Sequenced week-by-week rollout with training scripts for your CSRs and a weekly scorecard template your ops lead actually uses.
Plug-and-play planTeam training
Two live sessions with your dispatchers and CSRs, hands-on with the chosen tools. Recorded and added to your onboarding vault.
2 live sessionsWeekly scorecard
Template + live build for 4 weeks post-launch. Tracks the KPIs that actually matter for your trade — by tech, by campaign, by channel.
4 weeks liveQuarterly retainer (opt.)
After D90: quarterly re-benchmarking, vendor pricing re-negotiation, and new-capability integration. Optional, not required.
$3k/quarterFAQ
What owners ask
Are you going to recommend yourselves?
No. We're genuinely vendor-agnostic — if your best fit is a competitor's receptionist, we'll say so. That's the point of paying for advice instead of a sales pitch.
How much does it cost?
Fixed $18k for the 90-day engagement. Full SOW before you sign. Optional $3k/quarter retainer after that.
We already bought a tool — can you just train us?
Yes. Skip the audit, jump to rollout + training. We'll scope it at a lighter price.
Next step