01 // Portfolio Hub

    Built for the operator inside the portco.

    For the CEOs, COOs, and CROs running PE-backed portcos and growth-stage businesses.

    Speed-to-lead averages 4 hours across mid-market portfolio companies. Top quartile is under 5 minutes. The strategy is fine. The system that delivers it is broken. We come inside and fix it.

    02 // Where the system breaks

    Four symptoms. One root cause.

    Missed Calls

    Inbound revenue, lost.

    Slow Follow-up

    Speed-to-lead in hours, not minutes.

    Location Variance

    Customer experience that depends on the location.

    Manual CRM

    Pipeline visibility nobody trusts.

    03 // The three layers

    Demand capture. Sales execution. Operational infrastructure.

    One connected system. Each layer feeds the next. We build them in sequence so nothing gets stranded.

    Hover a node

    Voice-first inbound qualification with CRM-write automation.

    • Sales

      Voice-first inbound qualification with CRM-write automation.

    • Marketing

      Content engine producing buyer-stage briefs at weekly cadence.

    • Operations

      Cross-location dispatching with one source of truth on capacity.

    • Support

      After-hours triage that escalates only the cases worth escalating.

    “The strategy is fine. The system that delivers it is broken.

    04 // The engagement

    The Value Creation Assessment.

    Three weeks inside the business. A custom report. Then we build it.

    Timeline

    3 weeks from kick-off

    Deliverable

    Custom web-based report

    Sessions

    Operational working sessions across functions

    Analysis

    Full technology stack and workflow mapping

    Research

    Market and competitive context for the business

    Output

    Five-section infrastructure plan

    What comes next

    We build it

    Investment

    $25,000 flat fee

    05 // What this looks like in production

    Multi-location auto service group // Automotive

    Multi-location automotive scheduling, end to end.

    Six locations on six spreadsheets. We rebuilt intake on a single source of truth and added an AI voice agent that books 30% of overflow and after-hours leads.

    6

    Locations

    30%

    Overflow leads booked by voice agent

    1

    Source of truth

    National field services franchisor // Field Services

    Voice agent + drive-time-aware scheduling for a franchisor.

    Doubled the franchise count from ~15 to ~30 locations with no added customer service headcount. One voice agent, one drive-time algorithm, three booking surfaces.

    2x

    Franchise locations

    2,000+

    Calls per peak month

    0

    Added CS headcount

    Custom cabinetry e-commerce brand // E-commerce

    Custom operations layer + voice & chat on Magento.

    Closed the gaps Magento and Zoho couldn't, on a $10K+ AOV custom-build business. AI cart agent, OCR invoice review, shipping estimator, and an 18-route voice agent.

    18+

    Voice agent routes

    20-30 min

    Saved per shipping quote

    95%

    Pallet packing accuracy

    Regional waste services operator // Waste Services

    Voice agent + geo-aware quote calculator.

    24/7 inbound voice agent and a custom GeoJSON-driven quote calculator that prices by city plot lines, not zip codes. Cut monthly ad spend in half at the same conversion volume.

    50%

    Ad spend reduction

    1,500-2,000

    Calls per month

    24/7

    Customer service coverage

    06 // Built for your sponsor too

    The same system reads two ways.

    Built for the operator running the business. Reported in a register your sponsor can read in two minutes. Same infrastructure, two audiences, no translation layer in between.

    07 // Closing

    See where the system breaks.