You've decided you've got an operations problem. You're right. But a new office manager won't fix a broken process — it just gives you someone to inherit it, and you'll wait months to find out if they can. Fix the process first.
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It's the fact that nothing is written down and everything lives in your head.
Written process, the right tools, and the boring plumbing that makes the office run without you in every decision.
We spend 45 minutes on everything that lives only in your head. I turn the messiest, most-repeated parts into a real process — documented steps, the right tool for each one, and automation where it saves the most time.
You get a plain-English report and a four-day quick-start. Do it before you hire and your next person walks into a system instead of a mess — useful in week one, not month four. Sometimes you find you don’t need the hire at all.
It usually pencils out fast: a $45K office hire only helps if the work is written down, handed off, and not duplicated across tools. If scheduling and billing already eat 60–90 minutes a day, fixing that first can delay or sharpen the hire. We work it out from your real numbers on the call — the tools to stop it usually run around $60 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take a seven-person HVAC shop. The owner is ready to hire an office manager, but the schedule, billing, and customer follow-up all live in different places with no written handoff.
→ Scheduling and invoicing connected, repeat office steps documented, and follow-ups queued automatically. The next hire walks into a system — or the hire can wait. ~7 hrs/week back.
45 minutes on the phone, then a plan to get the office running right — with or without a new hire. Worst case, you're out 45 minutes.
Book the audit — $999