Business Strategy & Consulting
Strategic guidance on technology adoption, process improvement, and growth planning. Let's align your tech investments with your business goals so every dollar works harder.
Your Fractional CTO Partner
You know your trade. You know your customers. But technology decisions can feel overwhelming—which CRM to choose, how to integrate your systems, when to invest in new tools, and how to scale without chaos. We serve as your strategic technology partner, bringing enterprise-level thinking to your growing home service business. Think of us as your part-time Chief Technology Officer who understands the trades.
Consulting Services
Technology Roadmap Development
A 12-24 month strategic plan for implementing systems that support your growth goals. Prioritized initiatives, budget planning, and realistic timelines.
Process Mapping & Optimization
Document your current workflows, identify bottlenecks, and redesign processes to maximize efficiency. From lead to invoice, we optimize every step.
KPI Dashboard & Reporting
Define the metrics that matter for your business and build dashboards that give you real-time visibility into performance. Revenue per tech, conversion rates, average ticket size, and more.
Software Selection & Vendor Evaluation
Objective analysis of which tools are right for your needs. We evaluate options, negotiate with vendors, and ensure you're not overpaying for features you don't need.
Scaling Strategy
Planning for growth—whether adding technicians, opening new locations, or expanding service offerings. We ensure your systems can scale with you.
Quarterly Business Reviews
Regular strategic sessions to review progress, adjust priorities, and plan upcoming initiatives. Stay on track toward your goals.
Common Challenges We Solve
• "We're growing fast but our systems can't keep up"
• "We have too many disconnected tools that don't talk to each other"
• "Our team is resisting the new software we implemented"
• "We don't know which metrics to track or how to measure success"
• "We're about to open a second location and need to systematize"
• "We're paying for features we don't use and missing features we need"
• "We need someone who understands both technology and home services"
Engagement Options
Strategy Session
A focused 2-hour session to address a specific challenge or decision. Walk away with clarity and action items.
Technology Audit
Comprehensive review of your current tech stack with recommendations for optimization. Delivered as a prioritized roadmap.
Ongoing Advisory Retainer
Monthly strategic partnership with regular meetings, quarterly reviews, and on-call guidance. Your technology partner on speed dial.
Let's Plan Your Growth
Schedule a strategy session to discuss your business goals, current challenges, and how technology can accelerate your growth. We'll leave you with clear next steps—whether we work together or not.
Book Strategy Session