21:14
SYSTEMS FOR OWNER-RUN BUSINESSES
Make a living without giving up your life.
We build the systems that answer the new inquiry, send the quote, chase the invoice, and fill the calendar. Then we run them for you every month, so your hours go to the work people pay you for.
00
18
TUESDAY
21:14
QUOTES WENT OUT
AT 14:02 ON THEIR OWN
06
12
CLIENT WORK
GYM, DINNER
QUOTES SENT
$300, 60 minutes by video. Your top three fixes in writing, credited toward your audit if you go ahead.
WHAT WE RUN INQUIRIES â– QUOTES â– INVOICES â– BOOKINGS â– COLLECTIONS â– MONDAY NUMBERS
THE USUAL WEEK
Every job in the business has your name on it.
Sales, delivery, billing, scheduling, the books. It works because you remember everything, and it stops working the week you don’t.
MON · 22:40
The inquiry that sat for three days.
You saw it. You meant to reply. Someone else replied first.
WED · 21:05
The invoice that goes out when you remember.
Cash comes in on the evenings you have time to chase it.
THU · 07:15
The schedule held together by texts.
Bookings, changes, and reminders, all by hand, all from your phone.
SAT · 10:30
The week off that wasn’t.
Laptop in the bag. Phone face up on the table.
WHAT OWNERS SAY
What changed for them.
“
I used to do the billing at the kitchen table after the kids went to bed. Now I read one page on Monday morning and the rest is handled.
OWNER, FAMILY DENTAL PRACTICE
“
I took a full week off this summer for the first time since I started the business. The phones got answered and the invoices went out.
OWNER, HVAC CONTRACTOR
“
Tax season used to mean chasing our own invoices on top of everyone else’s returns. Equilibrium Consulting took collections off my plate completely.
MANAGING PARTNER, CPA FIRM
THE SHORT VERSION
60
MINUTE SYSTEMS CHECK
1
FIXED MONTHLY FEE
1
LEAD WHO KNOWS YOUR BUSINESS
0
LOCK-IN
A NORMAL MONTH · HOW WORK MOVES
THE SERVICE
One monthly service. It starts with a build.
You probably already pay for software that doesn’t talk to itself, and you fill the gaps by hand after hours. We connect what you have first, and add new tools only when those can’t do the job.
Then the systems do the routine work. Your lead handles whatever they can’t, with specialist partners behind them when a job calls for one.
Inquiries
Quotes
Invoices
Bookings
Your systems
BUILT IN TOOLS YOU ALREADY USE
EXCEPTIONS
✓ Done
NO ONE TOUCHED IT
Your lead
WORKS EXCEPTIONS
Specialists
WHEN NEEDED
MONTHLY
Managed operations
Plans from $2,000 a month, scoped to your business. Extra work is quoted before we start.
Working the exceptions your systems flag
Chasing collections
Reviewing your Monday numbers with you
Vendor cleanup
New workflows as you grow
Running more than one location? We roll your setup out to each new site.
WHO IT’S FOR
Built for owners who are the back office.
A GOOD FIT
✓ You own the business and still do most of the admin yourself.
✓ There’s no office manager. Or the office manager is you.
✓ The work runs on texts, spreadsheets and your memory.
✓ You’d rather pay a monthly fee than hire for the back office.
✓ You have one location, or several that should run the same way.
PROBABLY NOT A FIT
— You want the cheapest one-off setup, with nobody running it after.
— You already have an operations team that just needs a tool.
— You want ads, social media or a new website managed.
— You need someone on site full-time.
THE SYSTEMS CHECK
The first session is about your calendar, not your software.
$300, 60 minutes by video. We ask what a good week looks like for you, then find what’s in the way of it.
The week you want, in your words.
What’s in the way, starting with your biggest bottleneck.
Your top three fixes, in writing, within two business days.
A quote for the systems audit, priced to the scope of your business. The $300 is credited toward it if you go ahead.
SYSTEMS CHECK · SUMMARY
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GOAL
Gym before work. Dinner at home most nights. One real day off a week.
BIGGEST BOTTLENECK
FLAG
Every quote waits for a free evening to get written.
TOP THREE FIXES
Acknowledge every web inquiry automatically.
Turn approved quotes into invoices with no retyping.
Send a reminder when an invoice is 7 days late.
ILLUSTRATIVE EXAMPLE, NOT A CLIENT
WHO DOES THE WORK
Run by someone who’s been the only employee.
Since 2014 we’ve run a business with no staff and no back office. We know which shortcuts hold up and which ones break, because we’ve lived with both.
2014
RUNNING A BUSINESS SINCE
0
EMPLOYEES
Every client has one lead: one person who knows your business, runs your monthly check-in, and is the person you call. Specialist partners handle the parts that need them.