Inside your operation first
Three days alongside your teams before anything is built. We map how work really moves, put a price on every delay and every tool, then build the plan and stay on as your AI team.
Operations reviewExample
- Sit in
- Map
- Measure
- Plan
Day 1Working sessions with each team
Front desk
Every new inquiry gets typed into the CRM by hand.
Sales
Proposals wait on me. I'm in meetings all day.
Owner
I couldn't tell you what our software costs.
Day 2How work actually moves
Front deskSalesOwner
Inquiry
CRM entry
Proposal
Approval
Waits 3 days
Day 2What it costs
hours a month retyping
$3,200a month in staff time
3 daysuntil a proposal goes out
- CRMKeep
- Scheduling appReplace
- Shared spreadsheetsRetire
Day 3Diagnosis and 90-day plan
- Orbit drafts proposals from past work. Sales approves.Week 2
- New inquiries go into the CRM on their own.Week 4
- Swap the scheduling app. Retire the spreadsheets.Week 6
Plan delivered