Find the $100K hiding in your back office. In two weeks.
A focused assessment of how cash, jobs, and decisions actually move through your business — and a 30/60/90-day plan to fix what is costing you money.
If two or more of these sound like your business, you're losing cash and hours you can get back.
“Work orders come back half-filled-in. The same job gets re-typed into three systems, and entries still go missing.”
“Invoices go out two or three weeks after the work is done — and sometimes don’t go out at all.”
“We do recurring work — maintenance, renewals, inspections — but nobody owns the follow-up, so a real chunk of it never gets billed. Money left on the table every month.”
“I’m the only one who actually knows where everything stands. Who owns what, what’s stuck, what’s overdue. If I’m out for a week, it stalls.”
“We pay for three or four tools. None of them talk to each other. Work falls through the cracks between them.”
“Customers, vendors, even my own team only move when someone chases them. There’s no proactive follow-up culture.”
$5,000 to find six figures of hidden opportunity.
For a typical $5M service business, the assessment surfaces work worth six figures a year across cash, margin, labor, and revenue protection.
Sample only. Actual results depend on billing volume, labor cost, collection patterns, adoption, and the specific workflows inside your business. The assessment builds the model from your numbers, not these.
Seven concrete deliverables. No 30-page report nobody reads.
Current-state workflow map
A visual of how a job actually moves from sale to delivery to invoice to cash. Every handoff, owner, and tool labeled.
Billing & revenue leakage review
Where invoices stall, where scope creeps, where time goes unbilled, and where AR is quietly aging.
Owner dependency assessment
The decisions and approvals running through you that shouldn’t be — and what it would take to delegate them cleanly.
System & tool usage review
What your CRM, accounting, scheduling, and field tools are actually being used for, and where they overlap, conflict, or sit idle.
Priority issue list
Every gap we found, scored by cost-to-business and effort-to-fix. No 30-page report. A ranked list you can act on.
30/60/90-day implementation roadmap
What to fix first, second, and third — with the business case behind each.
Fixed-fee phase proposal
If the roadmap surfaces work worth doing, a written proposal with scope, price, and timeline. No retainers, no surprises.
Tight, structured, and built around your team's time.
Set scope, pull the snapshot
60-minute working session with you and one or two key people. We align on scope and pull a snapshot of how work flows today.
Talk to the people doing the work
Three to five short interviews with the people who actually do the work. Pulled examples from your CRM, accounting, and field tools.
Build the map and the model
I assemble the workflow map, dollar impact model, priority list, and 30/60/90-day plan.
Walk the findings, hand off the plan
90-minute working session walking through findings, the roadmap, and the fixed-fee phase proposal.
Total time commitment from you and your team: roughly 5–7 hours across the two weeks. I do the heavy lifting.
You're the fit if…
- $2M–$20M revenue is the sweet spot — smaller works if the mindset is right.
- Service business: trades, field service, professional services, agencies.
- Founder-led, still in the operating seat.
- Open to seeing what the data actually says — not just confirming what you already believe.
- Ready to act on the findings, not file them.
Fintech is secretly a service business. So is yours.
Most people assume fintech is all technology — that the work runs itself. It doesn't. Behind every fintech is a real service business: clients to deliver to, coverage to manage, projects to move end-to-end, follow-up that doesn't happen unless someone owns it.
I ran the operations and technology side at fintech companies. Not the finance side, not the billing cycles. The delivery side — client coverage, project workflow, the cadence that keeps work from getting stuck. The same kind of work that runs through any growing service business.
The pattern I saw over and over: when revenue grew, the instinct was to add headcount. Almost always, the real answer was to fix the process. Cleaner handoffs, clearer ownership, follow-up that doesn't depend on one person remembering. Headcount gets you through the next quarter. Process gets you through the next stage.
Service businesses in the trades, field service, and professional services hit the same wall — without a glossy industry name on it. Same patterns. Same fixes. That's what D1 Ops is built around.
Two weeks from now, you'll know.
Where cash is stuck. Where margin is leaking. Which decisions shouldn't be on your desk. And the order to fix them in.
Book a 20-min fit call →Fit call is free. No deck, no pitch. We talk through what is breaking and I tell you honestly whether the assessment is worth your $5,000.