01 // Portfolio Hub
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
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
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
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
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
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
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
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
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