Documented
Transition Results
We do not publish aggregate statistics we cannot verify. These are actual sprint outcomes from real post-close engagements.
By the Numbers
Fixed-scope sprint delivers documented operating layer and first automation.
Past-due invoices collected through Agentic CFO layer without damaging relationships.
Structured collections protocol and exception queues cut days-sales-outstanding.
Owner sees daily coverage and route assignments without asking anyone.
Real Transitions, Real Results
Each outcome below links to the full case study with context on the business, the approach, and the handoff.
Single-Person Dependency Eliminated
A Midwest HVAC contractor eliminated scheduling logic that lived entirely in one dispatcher's head for 12 years. The owner now sees daily coverage without sending a text.
Read case study Specialty HealthcareIntake Triage System Deployed
A medspa acquisition replaced provider text-message retention with a codified intake and triage system. Lost consultations recovered within the first week.
Read case study Niche DistributionCollections Process Automated
An industrial parts distributor reduced A/R aging by 40% and recovered $127K in past-due invoices through an Agentic CFO layer over QuickBooks.
Read case studyHow These Results Are Produced
Every result follows the same four-phase protocol: Discovery & Extraction, Graph Construction, Command Layer Installation, and Narrow Automation.
We do not promise outcomes we cannot control. We do promise a fixed-scope sprint that produces a documented operating layer, a readable weekly brief, and one working automation attached to a real operational leak.
Review our methodologyStart Your Documented Sprint
The first step is a 15-minute briefing to validate fit and outline the specific operating problem we would solve in your first 30 days.
Request Transition Briefing