Something in how you work is broken. Jerry helps clean it up.
Process cleanup, CRM and workflow problems, reporting nobody trusts, handoffs that drop things. Not "operations consulting" — the actual plumbing gets fixed.
If you've said any of these out loud recently.
The CRM is a mess.
Half the team doesn't trust it, so they keep their own spreadsheet instead.
Nobody trusts the reporting.
Three people can pull the "same" number and get three different answers.
The same information gets entered three times.
Because none of the tools actually talk to each other.
Important work lives in people's heads.
If that one person is out, the process doesn't run.
The founder is still doing things someone else should own.
Because handing it off never got built into an actual process.
The team has tools, but not a system.
Software everywhere, no shared way of actually using it.
Concrete, not theoretical.
- Map how work actually moves today — not the org chart version, the real version.
- Find where it breaks: the handoff that drops things, the report nobody trusts, the tool nobody uses right.
- Fix the system, not just the symptom — CRM structure, reporting, dashboards, documented process.
- Hand it off in a way the team can actually keep running without you in the room.
Growing past "we'll figure it out."
- Small-to-mid businesses that have outgrown ad hoc spreadsheets and tribal knowledge.
- Teams that adopted tools but never built the process around them.
- Founders who know something's inefficient but haven't had time to fix it themselves.
Not ready for a full rebuild? Start with the diagnostic.
A short, bounded first step if you're not sure how deep the problem goes yet — before committing to a bigger fix.
Map the problem, find where it actually breaks, and get a prioritized fix list — starting with the one thing worth doing first.
- Map how work moves today, end to end
- Identify the specific failure points
- A short written diagnostic + priority order
- Roughly a week, start to finish
Small and bounded, not a full engagement — priced on the intro call.
Ask about the diagnostic →