How it works · Audit to keys
Four steps,
about ten weeks.
Here is the whole thing, from the first ninety minutes at your shop to the day your office manager runs it without me — including the parts most people leave for the contract: what I need from you, how we talk, how you pay, and what happens if it goes wrong.
The sequence
Four stops. You can get off at any of them.
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Step 1 · Week 1
The Toil Audit
Ninety minutes at your shop. We walk every recurring office task, how many hours it eats, and what it's worth in dollars — the estimates going unfollowed, the invoices aging, the agreements lapsing. I put a number on each one and pick the three we'd fix first.
A written report with a dollar figure on every task. Yours to keep whether or not you go further. The $1,500 is credited in full if you do.
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Step 2 · Weeks 2–3
The install
I build the five workflows around your pricing, your templates and your voice. One dedicated folder gets set up. Every workflow is written down in a plain-English SOP binder. Two training sessions with whoever runs your office, recorded so nobody has to remember them.
Five workflows live, a folder you control, an SOP binder, and a trained office. Built to your shop, not a template.
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Step 3 · Weeks 4–11
I run it, not you
For sixty days I do the weekly runs myself and the output just lands in your inbox: drafted proposals, follow-up sequences, the invoice call list, the Monday numbers. This is the part that makes it stick. Most software fails because it's handed over on day one, before anyone trusts it.
A working back office you watched run for two months before you owned it. Weekly output, no effort from you beyond clicking send.
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Step 4 · Ongoing
You take the keys
Your office manager takes over the daily driving. If you want me to stay on, the Care Plan keeps me doing the weekly runs, the monthly numbers report, and one new workflow every quarter. Month to month, cancel any time, keep everything.
Everything running out of your folder, in your name, under your control. No lock-in in any direction.
What I need from you
A couple of hours total over the first two weeks: access to the folder and the spreadsheets you already keep, your past proposals and emails so it learns your voice, and answers to a handful of questions about how you price and who you call twice. After that, someone clicks send.
How we talk
Email for anything that should be written down, which is most things. The Toil Audit and the two training sessions are in person or on a call. During the sixty days, the output just arrives — no status meetings, no dashboard you have to check.
How you pay
The Toil Audit is paid up front and credited against the install. The install is billed on completion of the build. The Care Plan bills monthly from the day you start and stops the month you cancel. Card or ACH, USD. The AI subscription underneath is in your name, on your card.
What you own
The folder, the templates, and the written SOP binder are yours from the start. If we part ways, I hand you the files and spend an hour making sure your office manager can keep running it without me.
Where your data lives
Everything runs out of one dedicated folder we set up together. It never gets access to your whole drive or your accounting file. Nothing about a customer reaches them without one of your people reading it first.
If it goes wrong
The two-job guarantee: if the follow-up system hasn't recovered two signed jobs you'd otherwise have lost within ninety days, I keep working free until it does, or I refund the install and you keep the SOPs and the folder. Your call.
The two-job guarantee
Two signed jobs in ninety days, or you pick what happens next.
Not two leads, not two conversations — two jobs you would otherwise have lost, recovered because somebody followed up on day ten. If we don't get there by day 90, either I keep working free until we do, or I refund the install and you keep everything. Your call, not mine.
No contractThe Care Plan is month to month. Thirty days' notice, no penalty, no clawback.
You own itThe folder, the templates and the written SOPs are yours. If we part ways, I hand you the files.
Your data stays putEverything runs out of one dedicated folder we set up together. It never gets access to your whole drive.
Book the Toil Audit.
Ninety minutes at your shop. I put a dollar figure on every piece of paperwork you're carrying, and you leave with a written report whether or not you ever hire me. $1,500, credited in full against the install.
Book the Toil Auditbill@lateshift.work · Austin, Texas · Usually replies same day