Systematize Your Growth
A proven three-phase approach to fixing broken business processes—with quick wins you can measure in the first 2-3 weeks.
The Three Root Causes of Declining Revenue and Margins
When growth-stage companies experience revenue plateaus or margin compression, the root cause is almost always one of three scalable process gaps. We diagnose which gap is primary and fix it systematically.
Quoting/Pricing Process Gap
What You'll Hear:
"Quotes take forever. Pricing is all over the place. We discount to close every deal."
What's Really Happening:
Your quoting process is manual, slow, and inconsistent. Every salesperson prices differently.
How We Fix It:
Systematize quoting with templates, implement pricing rules and discipline, automate where possible.
Typical Outcome: Quotes 10x faster. Consistent pricing. 20% revenue growth + 10% margin improvement.
Customer Segmentation/Targeting Gap
What You'll Hear:
"High returns. Unprofitable accounts. Sales team chasing anyone with a pulse."
What's Really Happening:
No clear customer segments or ideal customer profile. Wrong products to wrong customers.
How We Fix It:
Analyze customer profitability, segment by profile, create ideal customer definition, train team on targeting.
Typical Outcome: Focused sales effort. Higher margins. Better customer satisfaction.
Sales/Distribution Process Gap
What You'll Hear:
"Growth plateaued. I'm in every deal. New hires struggle. Can't scale."
What's Really Happening:
Founder closes deals intuitively. Success isn't documented. Team can't replicate what works.
How We Fix It:
Document founder's approach, create repeatable process, build enforcement tools, train team.
Typical Outcome: Team replicates founder success. Revenue scales. Founder steps back.
Our Three-Phase Approach
Process Diagnosis + Quick Wins
4-6 Weeks
What We Do:
- Discovery interviews with founder, CEO, sales team, operations
- Initial data analysis and quick win identification
- Complete analysis of 2+ years of operational/sales/financial data
- Full diagnosis report (10-15 pages) + Executive briefing
What You Get:
- Immediate quick wins with measurable results ($2K-$20K typical impact)
- Full diagnosis report (10-15 pages)
- Executive briefing (90 minutes)
- Prioritized roadmap for Phase 2
Process Systematization + Custom Solutions
4-6 Months
What We Do:
- Design the systematized process (workflows, rules, standards)
- Build custom solutions to enforce the process
- Train your team to use new processes
- Weekly coaching and optimization
What You Get:
- Documented, repeatable processes
- Custom-built tools and automation
- Trained team ready to execute independently
- 20% revenue growth + 10% margin improvement
Ongoing Optimization (Optional)
Ongoing
What We Do:
- Monitor process performance and metrics
- Optimize workflows based on real-world results
- Add features and improvements as you grow
- Quarterly strategy reviews
What You Get:
- Processes that continuously improve
- Ongoing support and optimization
- Access to new tools and features
Investment Summary
Investment structured around measurable milestones—you don't pay unless you see results.
A fraction of what you'd pay a full-time hire or traditional consulting firm.
Elevaite AI™: Custom AI Assistants for Employee Productivity
Most companies buy AI tools and see 10% adoption. We build custom AI assistants around YOUR workflows—so adoption hits 90%+ from day one.
Built for Every Department
Executives
Email triage, meeting prep, report summaries
Sales Teams
CRM updates, follow-ups, proposal drafts
Operations & Finance
Report generation, invoice follow-ups, data analysis
HR
Policy Q&A, onboarding docs, scheduling
Starting at $500
Ready to Systematize Your Growth?
Start with a free process diagnosis. We'll identify exactly what's broken and show you how to fix it.
Schedule Free Diagnosis