Fast Track Your Business Efficiency.
You lead; let your systems do the heavy lifting. You’re already winning work. What’s missing is a back end that moves as fast as your front end clean handoffs, faster cycles, fewer “where is this at?” pings. I step in as your temporary COO to install simple systems and AI copilots that remove busywork, tighten accountability, and give you your time back.
We automate the repetitive, systemize the variable, and keep a human in the loop where stakes are high.
Who This Is For
Roofing, HVAC, remodeling, specialty trades ready to scale without chaos.
1–200 people who want dependable handoffs, clean follow-ups, and fewer dropped balls.
Need launch/execution discipline not another course to collect dust.
✔ If you’re great at the craft but ops, delegation, and documentation aren’t your strength you’re in the right place.
How It Works The BRU Method™ with an AI layer
Week 1 — Blueprint
- Process mapping across lead → quote → job → cash.
- Time & task audit to find real bottlenecks.
- Data snapshot: response times, close rates, cycle time, rework.
- AI Quick Wins list (no-code automations, AI summaries, routing rules).
Week 2 — Rewire
- Replace duct-tape workflows with lean SOPs & checklists.
- Clarify who owns what (no more “I thought they had it”).
- Automatic lead triage & assignment with SLA timers.
- Call/email/DM AI summaries straight into CRM/job file.
- Quote & kickoff checklists auto-generated from scope notes.
- QA copilot flags missing photos/permits/docs pre-install.
- Owner’s daily digest: yesterday’s movement, today’s priorities, risks.
Weeks 3–4 Unburden
- Deploy automations with human-in-the-loop guardrails.
- Train team & VA(s); convert tribal knowledge into a searchable SOP hub.
- Instrument a simple dashboard: speed, load, errors, cash timing.
- Transition plan so you lead from the front, not from the inbox.
✔ All in 30 days or less not a never-ending consulting engagement.
- ✓Lead → Quote handoffs happen automatically with ownership & SLA timers.
- ✓Owner sees one daily digest instead of 20 Slack pings.
- ✓Field teams get checklists generated from the actual scope—fewer rework loops.
- ✓Invoices go out faster; STIPs/compliance are tracked inside the workflow.
What Makes This Different
✓Builder, not advisor. I work inside your tools and with your team then leave you with systems that stick.
✓AI with judgment. Automate the repetitive, systemize the variable, keep a human where stakes are high.
✓Your stack, not mine. No forced migrations. We integrate what you have and add only what earns its keep.
✓ Measurable gains: Faster response, tighter follow-through, fewer rework loops, clearer ownership tracked weekly.
What You Walk Away With in 30 Days
Visual map of core workflows and bottlenecks.
Lead routing, summaries, QA checks, owner digest.
Who does what, when, and how accessible and searchable.
Speed, throughput, quality, cash milestones at a glance.
Hands on training for your team and VA(s).
Keep momentum after week 4 clear next wins.
Who This Is Not For
If you want generic advice or another course to “get to later,” this isn’t it. This is a done-with-you build sprint that changes how your business runs now.
Your Next Step
Walk away with a 3-step plan whether we work together or not.
Book Your 15-Min Call →See which growth lever will move the needle fastest—staffing, finance desk, or ops optimization.
Take the Quiz →When you’re ready to be the hero who scales without chaos, I’ll be the guide who makes it real.
