Business Consulting

Your team is busy all day. Is the work getting finished?

Operations and sales systems from someone who has run them inside fast-growing companies, so more of the work gets done and fewer leads slip away.

Book a Free Intro CallNo cost • 15 minutes • Zoom
The problem

Most growing businesses hit the same wall.

Sales come in, the team is working hard, and somehow the owner is still in the middle of every decision. Calls get missed. Jobs run late. Everyone is busy, and the owner can't take a week off without things sliding.

The usual answer is to work harder, hire another person or spend more on ads. That rarely fixes it, because the problem is usually how the work moves through the business, and nobody has had time to step back and look.

What we've seen work

Three examples from Tom's work running sales and operations at nationwide companies.

+20%

The team that spent every evening moving tasks

A case team spent 30 minutes at the end of each day moving unfinished to-dos to the next day. Task lists kept growing and cases fell behind. Tom built a case management system, retrained the team to work toward each case's end result, and started measuring finished cases instead of activity. Closed cases went up 20% a year, two years running.

+18%

The leads nobody entered

Incoming calls went straight to salespeople, who skipped the leads they didn't like, and many never made it into the CRM. Tom set up a front desk to answer every call, screen it, log it and pass qualified callers to the closers. On the same ad budget, 18% more leads made it into the system, the close rate went from 14% to 16%, and closed deals rose about 20%.

+24%

Building the sales engine

At a firm with no real lead flow or lead management, Tom built both and ran the sales team. Revenue grew 24% the first year and 22% the next.

These results came from teams Tom led at companies where he worked. Your business will have its own numbers. The approach carries over.

What we work on

The systems underneath a business that runs without you in every decision.

  • Lead handling and sales process. How calls get answered, followed up and closed, so you stop losing customers you already paid to find.
  • Team systems. Clear roles, a defined way to get work from start to finish, and measures based on results.
  • Getting you out of the middle. Decisions and steps written down so your team can handle them without you.
  • Owner pay and structure. How you pay yourself and how the business is set up, tied to your tax plan.
  • A simple scorecard. The few numbers that show whether the business is healthy, reviewed on a set schedule.
How it works

Find the biggest leak first.

  1. Free intro call

    Tell us where the business feels stuck.

  2. Diagnostic

    We look at how work, leads and money move through your business and find the biggest leaks.

  3. Plan and build

    We pick the one or two changes worth the most, put the systems in place and train your team on them.

  4. Measure and adjust

    Regular check-ins to track the numbers and keep the changes from slipping.

What clients say
★★★★★
“Tom is great at what he does great service, very friendly, and very professional! He will always point you in the right direction and help with all of your business needs.”
Ebbs! · Google review
★★★★★
“Truly incredible Hands-On excellent work they've helped me out of a few big jams.”
Alex Kilzer · Google review
Questions owners ask

I just need more leads.

Maybe. Often the faster money is in the leads you're already getting. Before spending more on ads, it's worth knowing how many calls go unanswered or never get followed up.

You're a tax firm. Why would you consult on operations?

Tom's background is operations. He has been a COO at two nationwide companies and has run sales, case management and client care. The tax work and the operations work support each other.

My team will resist change.

Most teams resist being told to work harder. They tend to welcome a system that makes the day easier. We bring your best people in to help teach the rest.

How long before I see a difference?

That depends on the business and what we find. The diagnostic gives you a clear picture of where to start and what to expect.

Find the leaks before you spend more to fill the bucket.

One short call. Tell us where things feel stuck, and we'll tell you honestly where we'd start.

Book a Free Intro CallNo cost • 15 minutes • Zoom