Practical business systems for clarity and control
We help home improvement and trade businesses replace guesswork with clear visibility across sales, performance, and operations — without unnecessary complexity.
Who we work with
We typically work with owners and operators who:
- Are growing, but lack clear visibility into sales performance, margins, or operational health
- Rely on spreadsheets, inboxes, or memory to keep things moving day to day
- Know there are leaks in sales, margins, or operations — but don’t have the insight to pinpoint where or why
- Feel systems have evolved reactively rather than intentionally as the business has grown
- Want practical, usable systems that support decision-making — not software hype or unnecessary complexity
If that sounds familiar, you’re in the right place.
Core Development Components
- Custom data models and reporting layers
- API integrations between CRM, finance, and operational systems
- Bespoke dashboards tailored to decision-making
- Automation scripts to reduce manual handling and admin
- Data cleanup, validation, and consistency processes
- Lightweight internal tools to support operations
What We Do
We focus on fixing the systems that drive decision-making — not selling tools for the sake of it.
Sales & Pipeline Systems Improvement
We design and fix how leads are captured, followed up, quoted, and closed — so you can clearly see what’s driving conversions, and why deals are being won or lost.
What this typically includes:
- Pipeline structure and stages
- Lead source and conversion visibility
- Follow-up and handover clarity
- Simple reporting on sales performance
Outcome:
Clear insight into what’s driving revenue — and what isn’t.
Performance & Margin Visibility
We build reporting that shows what’s really happening across revenue, margins, and job performance — without relying on spreadsheets.
What this typically includes
- Revenue and margin tracking
- Job-level performance insight
- Sales and operational KPIs
- Visibility into bottlenecks and leakage
Outcome:
Owners can see problems early, not after margins are gone.
Operational Flow & Automation
We remove friction across sales, operations, and reporting by connecting systems and reducing manual work where it actually makes sense.
What this typically includes:
- CRM → reporting workflows
- Process automation where appropriate
- Data cleanup and consistency
- Reducing double-handling
Outcome:
Smoother operations and fewer decisions based on guesswork.
How Engagements Typically Work
A simple, transparent process
Systems Review
We start by understanding how your business actually runs today — not how a tool assumes it should.
Clear recommendations
You receive practical, prioritised recommendations focused on clarity and impact.
Implementation & support
We help implement solutions that make sense and support you where it adds value.
There are no forced long-term contracts, no black-box systems, and no unnecessary complexity.
Do we suit you?
Flexible by design
Depending on your needs, we work with clients through:
Not sure where to start?
Most clients begin with a short systems review to identify where visibility, margin, or operational flow is breaking down.