Your business, on one sheet.
Every client starts here. We sit with your team and hand you a one-page map of your business: how work moves, where it sticks, what to keep, cut or add, where AI fits, and a priced plan for what we build.
Five parts, one page.
- How work movesEvery step from first call to paid invoice, and who touches it.
- Where it sticksYour bottlenecks, ranked by what they cost you.
- Keep, cut, addEvery tool and subscription you pay for, with a call on each.
- Where AI fitsWhich busywork AI can take off your plate, and which needs a person.
- The build planWhat to build first, in order, with prices.
Below, each part is filled in for a made-up trades business, not a real client.
One day in the business, drawn out.
Each row is a person or a system. Each column is a step in the job. Red dashed lines are where things break today. Tap any box or line for the story behind it, then switch to the plan.
Example, not a real client.
Bottlenecks, ranked.
We rank them by what they cost in hours and jobs. The top of this list is what we fix first.
Example, not a real client. The costs are rough estimates.
Swipe sideways to see the fix for each one.
| Rank | Where it sticks | What it costs | The fix |
|---|---|---|---|
| 1 | Every job typed in 3 timesInto the spreadsheet, the calendar and the invoice, and mistakes slip in. | about 6 hours a week | Crew app: enter it once, it fills the rest |
| 2 | Quotes typed up at nightThey go out two or three days after the visit. | jobs lost to faster quotes | AI drafts the quote from visit notes, signed online the same day |
| 3 | Three calendarsA whiteboard, a phone and an office calendar. | a double-booking a month | One calendar the whole team sees |
| 4 | Payments chased by textNobody owns the follow-up. | cash in 30+ days late | Pay-by-link and automatic reminders |
| 5 | After-hours calls go to voicemailSome callers try the next company. | a few jobs a month | An AI receptionist, through Shift Reception |
Every tool you pay for, with a call on each.
You may be paying for apps nobody opens, while the important work still gets done by hand. This part of the sheet fixes both.
Example, not a real client.
| Today | Call | Why |
|---|---|---|
| Accounting software | Keep | Works, and the bookkeeper knows it. |
| Email inbox | Add AI | Quote requests get buried. AI sorts them and drafts a reply to check. |
| Three job spreadsheets | Cut | Same job typed 3 times. One job board replaces all three. |
| Quotes in a Word file | Add | A quote clients sign online, the same day. |
| Unused scheduling app | Cut | Paid monthly, opened twice this year. |
| Group text for the crew | Keep | The crew likes it. The crew app sends job details there too. |
| Follow-up texts | Agent | An agent will send reminders and review asks. Agents that text are in build. |
AI takes the busywork. People keep the judgment.
AI is a tool on the map, not the point of it. We only put an agent where it saves real time and a person can check its work.
Example, not a real client.
AI can take
- Typing each job into the calendar and the invoice
- Turning visit notes into a draft quote to check
- Payment reminders, on schedule (in build)
- Asking happy customers for a review (in build)
Needs a person
- Walking the job and pricing it
- Talking a worried customer through a change
- The work itself
- Deciding what to fix next
What to build first, with prices.
In the order that pays back first. You see every price before anything gets built, and you can stop after any step.
Example, not a real client. The prices are our real starting prices.
- FirstCrew app with AI quotesFixes 1 to 4: each job entered once, AI-drafted quotes signed the same day, one calendar, pay-by-link with reminders.from $5,000
- NextWebsite, plus Shift ReceptionQuote requests come in online. Fixes 5: Shift Reception, a Kaizen Shift company, answers after-hours calls.from $1,500
+ $397/mo
+ $1,000 setup - ThenCare plan: Never Miss a LeadKeeps it all running: every lead on one list, up to 2 hours of edits a month.$297/mo
- Every monthBack to the mapEach month, find the next bottleneck. A monthly call with Scott comes with Always Growing.$497/mo
Get your business mapped.
Start with a 30-minute call. Tell Scott where things get stuck, and you'll know on the call whether a map makes sense for you. The map is $1,000, and it comes off your build if you go ahead.
All prices are in Canadian dollars, plus GST.