Full Operations Modernization
The whole operation, rebuilt to run on systems instead of on you.
One done-with-you engagement: we analyze the entire operation, build the full document set, provision and wire the connected systems, and support your team for two weeks while they put it in place. The aim is to get the daily operation off you: fewer calls routing back to you, and hours back in your week. Results depend on how your team implements, and we don’t guarantee outcomes.
Two anchor prices, plus 12 months of Keystone Command (a $1,990 value) included at every tier. Multi-site and larger engagements are scoped; full pricing below.
We take a limited number of engagements at a time so each one gets our full attention and is built around your business. Applications are reviewed in the order received. We take the ones we are confident we can move and hold the rest for the next opening.
What it is
One engagement that rebuilds the entire operation, not one constraint.
Full Operations Modernization rebuilds the whole business, not one constraint: every core process analyzed and re-systematized, the strategy and culture written down, and the result delivered as a finished document set. Keystone is closed while we finish the build, and the set moves into your Keystone tenant when it opens. Done with you, over two weeks of support, not done for you.
Who this is for
A selective engagement. We take a limited number at a time.
- You want done-for-you: someone to migrate your books, stand up your dispatch, or run the hire. Your team implements; we build the system and support them.
- You want a "custom valuation" or a tweaked score. The engagement never touches the valuation math.
- Revenue is under $300K, or you have no team to put the system in place.
- You want a single fix, not the whole operation rebuilt, or you are not ready to commit to a paid engagement yet. Join the waitlist for Keystone and you get one email when it opens, with the 18-question diagnostic behind it.
- You run a home-services business doing $300K to $5M and you are the bottleneck for most of it.
- You want the whole operation re-systematized, not one constraint removed.
- You have a team that will do the implementing, with our documents and support.
- You will commit to the analysis: an on-site visit (we travel to you, anywhere in the US) or a deep remote intake, your call.
What you get
The full document set, built to run the operation, not to sit in a binder.
Four deliverables that run the daily operation, plus three document classes that go beyond it. Every asset is written to be run by your team, so the operation keeps working after we step back.
Which decisions you keep and which your team owns, written as real lines. Goes into the Decision Routing Engine when Keystone opens.
The procedures the business runs on, written so a manager can follow them. Goes into the AI SOP Generator library when Keystone opens.
The numbers your managers own and the weekly standup you review them in. Goes into Manager Standup when Keystone opens.
The short list of numbers that tell you the business is healthy without you in it daily. Goes into the Weekly Owner Brief and Owner Intelligence Dashboard when Keystone opens.
Where the business is going and the few moves that get it there, written down instead of carried in your head.
How the team is expected to work when you are not in the room, so the standard survives turnover.
The prioritized changes your team implements, sequenced so the first ones make room for the rest.
Until Keystone opens, the set is delivered as finished documents. The valuation baseline comes from your Keystone diagnostic and goes into the Value Tracker the day it opens.
How the price compares
One fixed engagement, not a standing retainer.
Getting an operating system installed and the operation actually running is usually a monthly relationship: a fractional COO, a packaged operating-system implementation, a boutique overhaul. Together they span roughly $15,000 to $90,000, and they keep billing. Full Modernization is one fixed engagement: you pay once, your team implements, and the system is yours to keep.
Every option above is a monthly or first-year relationship that starts higher than our one-time price and keeps billing. Ours is paid once. The system we build is yours to keep.
Market ranges reflect published 2024–2025 pricing for engagements that do related work (installing an operating system and helping run the operation): fractional-COO and integrator retainers, packaged operating-system implementations, and boutique operations-overhaul projects. They are illustrative of those categories, not quotes, offers, or claims about any specific firm; actual third-party pricing varies. Our prices are fixed and canonical.
The systems we connect
One connected operation, from quoting to payroll, on systems that talk to each other.
- Field operations: quoting, scheduling, dispatch, and invoicing on one system.
- The books: connected to the same system, so job and money data move without double entry.
- Keystone: the operating-system layer your documents move into and everything else connects to, once Keystone opens.
On top of the connected core, a fixed shortlist across the systems a home-services business actually runs on: added field-operations capacity, reviews and reputation, phone and VoIP, CRM and marketing, payroll and HR. Each is installed to a standard playbook rather than improvised per client. We work from a defined shortlist, not a per-client tool hunt, and we do not build custom software for one business.
Keystone is our own product. This engagement sets your business up on it once it opens, and we profit when you subscribe. We recommend it because the system we build for you has to live somewhere that keeps working after we step back. But you should know our interest.
How it works
Done with you, never for you.
Analysis
- On-site process observation, anywhere in the US: we travel to you and watch how the work actually runs. Travel is reimbursed at cost.
- Or a deep remote intake, if you would rather keep the analysis virtual.
- Your standard Keystone diagnostic, completed once it opens, as the display-only baseline.
Production
- The full document set, produced and delivered to you.
- The connected systems (field operations, books, and the chosen add-ons) wired together.
- Reviewed with you, so the system fits how the business actually runs.
Implementation support
- Two weeks of asynchronous support, text or email, while your team implements.
- A defined end on day 15. Reasonable-efforts async, not a retainer.
- The durable "keep going" system is Keystone, yours from the day it opens.
We provision the core accounts and wire the connected systems together, and we produce the documents. The hands-on implementation is your team’s: we don’t migrate your historical books, stand up your live dispatch, or run your hires.
Pricing
Anchored, then scoped. Not a checkout price.
A deep remote intake, done virtually. Available anywhere.
On-site process observation, anywhere in the US. We travel to you and spend a day inside the operation watching how the work actually runs. That is the read a remote intake can’t give. Travel is reimbursed at cost, on top of the fee.
The examples above are illustrative, not a quote or an offer. Final pricing is set after a scoping conversation and depends on the factors listed. Actual quotes may run higher or lower.
What grounds this
Data instead of hype. Honest limits instead of promises.
We don’t guarantee a business outcome. The engagement delivers a system your team implements; results depend on that implementation and on factors outside our control.
Every deliverable is a recommendation. You remain solely responsible for implementing it and for the decisions you make.
The engagement is built as a versioned method, a repeatable procedure rather than one person’s improvisation. Nothing in it computes or adjusts your valuation: the diagnostic is completed once and displayed, never reworded.
The Keystone valuation is an estimate, not a formal appraisal. It is a data-calibrated range built from the diagnostic, useful for knowing your number and what moves it. For an actual transaction, work with a certified business valuator or M&A advisor.
We do not publish testimonials or case studies until a client is thriving, has a real measured gain, and has given written consent. Until then, the data above is the proof.
Apply
Apply for a modernization consultation.
We take a limited number of engagements at a time. Each one is built around your business, not a template, and gets two weeks of direct support while your team puts it in place. We review every application personally. Tell us about the business and what is driving the decision to modernize now.
Application received.
We review every application personally and respond within two business days. If it is a fit, the next step is a scoping conversation to confirm the work and a start window.
We review every application personally and respond within two business days.