SaaS overlap.
Two CRMs doing 80% the same thing. A scheduling tool that duplicates your dispatch. $200–$800/mo of recurring software you're paying twice for.
Operator-led cost reduction for trades and service businesses. I'm a PMP-certified engineer who runs two businesses of my own, so I read your P&L the way an owner does, not a consultant.
These aren't exotic problems. They're the same places I find every Sunday night reading my own books. After 30 minutes on the right four screens (P&L, SaaS bill, ad account, the workflows you do every Friday), I know where yours are.
Two CRMs doing 80% the same thing. A scheduling tool that duplicates your dispatch. $200–$800/mo of recurring software you're paying twice for.
Burning on broad-match terms that haven't converted in 90 days. Negative keywords missing. Call extension untracked. 20–40% of monthly spend usually recoverable.
Routes built by gut, not by zone. Trucks late on Tuesdays. Overtime that's structural, not seasonal. Parts inventory sitting on three trucks instead of one.
50% of quotes never followed up on. One estimator bidding 18% under everyone else. No pricing floor enforced. Quotes that close 14 days late instead of 2.
Review requests, follow-ups and job-cost reconciliation, done by hand every week. Work that should run itself. See business automation.
A screen-share. I open three things: your P&L, your SaaS bill, and your ad account. Then I ask about the three things you do manually every Friday. That's where the leaks are.
The leaks I found, their dollar values, and the order to fix them. It's yours to keep, whatever you decide next.
Take the plan to your bookkeeper or ops manager. Many owners run with it and never need me again. Or get a fixed price for me to fix it, from $1,200. No retainer.
I find recurring cost leaks in your business: SaaS subscriptions you're paying twice for, Google Ads spend on broad-match keywords that haven't converted in 90 days, dispatch overtime that's structural not seasonal, and manual workflows you do every Friday that should run themselves. The free call is a 30-minute screen-share where I look at your P&L, SaaS bill, and ad accounts. You walk away with a one-page plan either way.
The 30-minute call is free, and you keep the one-page plan either way. If you want me to implement the fixes, it's a fixed price from $1,200, usually 2–6 weeks. No retainer. Support from $100 a month is optional if you want me to keep things running.
Five places, in order of frequency. (1) SaaS overlap: two CRMs doing 80% the same thing, $200–$800/mo recoverable. (2) Google Ads: broad-match terms that haven't converted in 90 days, 20–40% of monthly spend recoverable. (3) Dispatch and routing: trucks late on Tuesdays, structural overtime, parts inventory split across trucks. (4) Quote-to-close: 50% of quotes never followed up on, one estimator bidding 18% under everyone else. (5) Manual workflows: review requests, follow-ups, job-cost reconciliation done by hand.
Big firms send a team, charge $50K+, take 8 weeks, and hand you a 30-page PDF. I'm one operator who runs two businesses myself, charges $0 for the first call, takes 30 minutes, and hands you a one-page plan. You implement it yourself, or get a fixed price for me to fix one thing. Not a competing model. Different problem.
I work with businesses in Calgary, Chestermere, Airdrie, Okotoks, Cochrane, and surrounding Alberta. The call is a screen-share, so geography isn't a hard constraint, but the local context matters. I read Calgary trades P&Ls every week and the patterns repeat.
I'll read your books the way an owner does: SaaS bill, ad spend, dispatch, manual workflows. And find what's walking out the door every year. One-page plan in your inbox within 24 hours, whether you hire me or not.