Operations · The Back Office
Automate the repetitive work that slows service businesses down
The Back Office handles the workflows that keep jobs moving: follow-up, routing, customer updates, CRM hygiene, reporting, and handoffs.
Who it’s for
Built for operators with real demand
- Operators ready to scale without adding admin headcount
- Service businesses whose CRM data is too messy to act on
- Dispatch teams that need routing and customer updates handled automatically
- Operators who want reporting they can actually trust
Where growth is capped
What The Back Office unlocks
- Manual follow-up caps how many opportunities convert
- Days-old quotes and invoices slow cash flow and growth
- Late customer status updates drag down repeat-business rates
- Stale CRM data makes marketing and dispatch fly blind
- Reporting that takes a day a week is reporting no one uses
What it does
How The Back Office works
- Maps the repetitive work that caps team capacity, then ships automations that free the team to grow the business.
- Job and dispatch routing tied to availability, location, and skill.
- Customer follow-up sequences (text, email, voice) tied to job status.
- CRM hygiene: deduplication, enrichment, and stage updates handled automatically.
- Reporting and notifications that surface what actually needs attention.
Offer
Starting at $1,500
Every engagement starts with a free 1-hour Strategy Call. Pricing is published; final scope is set after the call.
Audit
Find what’s capping team capacity. Map the top 3–5 automations.
$1,500
10-day delivery
- Operations workflow audit
- Top 3–5 automation opportunities scored by ROI
- Tool and integration assessment
- Phased roadmap to build
- Internal team alignment session
Phased build
Build
Phased deployment of approved automations.
$5,000–$30,000
- Custom-built automations on your stack
- Native integrations with CRM, dispatch, and telephony
- Human-in-the-loop where it matters
- Observable, auditable, owned by you
- Documentation and team handover
Managed
Ongoing operation, monitoring, and improvement.
$2,000–$5,000/month
- Daily monitoring and on-call coverage
- Iterative improvements against KPIs
- Quarterly automation review
- New automations scoped and shipped
- Direct line to the build team
Proof
Built from the field
How it fits
The Back Office sits in the Operations layer
Operations is what keeps the business from breaking as volume grows. Without it, every new lead from the other three layers makes the team’s day harder.
See the whole stackPresenceOperator Sites
DiscoveryFound Everywhere
CaptureMainvoice
OperationsThe Back Office
Next layer
What to fix next
Stop being a backup option
Become the business customers choose first
One free hour, direct with the founder. We map what’s making your business invisible and walk through the moves that turn it into a magnet for new customers and compounding revenue.
60 minutes · Direct with the founder · Concrete next steps