For advisors
Your client keeps running into the same problem. We fix it.
You see the recurring issues first: the late numbers, the knowledge stuck in one person, the manual work that never goes away. We fix those as bounded projects and hand them over, and you stay your client’s trusted advisor.
How do we work with advisors?
You introduce a client with a recurring operational problem. We scope one process or workflow, fix it and hand it over. According to KPI’s team, the referrals that work best name a specific problem, like slow month-end reporting or a process only one person understands.
How we help your client.
SOP Documentation
For work that lives in people’s heads. Record a task and we write the SOP, or we interview and watch your team and document a whole workflow. Either way you get instructions a new person can follow, and a team that uses them.
Training Programs
For new hires who take months to get up to speed, and teams who learned the job from whoever was around. We turn your processes into onboarding and training your people actually finish.
Workflow Automation
For work that involves too much copying, checking and chasing. We map the workflow, cut the steps that don’t need to be there and connect or build the tools to handle the rest.
AI Solutions
For teams that think AI could help but don’t know where to start. We find the tasks where AI earns its keep, then build the assistant, app or automation and hand it over.
Who sends us work.
Accountants and CFOs
The numbers are late and the process underneath them is a mess. We fix and document the process the numbers come from, and automate the manual steps.
Fractional executives
Fractional CFOs, CMOs and COOs see the gaps up close. When the fix is a documented process or a workflow that needs building, we take that piece.
Consultants and coaches
Your client has the plan. What is missing is someone to write down how the work gets done and build the systems behind it. That is the part we take.
Marketing and IT providers
You are close to owners whose growth has outrun their operations. When the bottleneck is the process, not the campaign or the software, that is our work.
Attorneys and wealth advisors
A business that depends on what one person knows is a risk to plan around. We get that knowledge written down so the business can run without them.
Bankers and lenders
You want to lend and cannot get comfortable because the reporting is thin and the process lives in one head. Documented processes and reliable reporting fix both.
How a referral works.
- You introduce a client, or just tell them to get in touch.
- We tell you both, honestly, whether we can help. If we cannot, we say so on the first call.
- If it becomes a project, there is a referral fee. Ask us.
- You keep the relationship. We own the project, not the client.
Refer a client
Have a client in mind?
Send us the referral and tell us what they keep running into, or book a short call if you’d rather talk it through. We’ll tell you whether it’s a fit before anyone spends time on it.