A focused assessment of how cash, jobs, and decisions actually move through your business. You get the findings, the dollar figures, and the plan. Then we build the fixes for you.
The $3,500 is credited in full toward Phase 1 if you continue.
“Work orders come back half-filled-in. The same job gets re-typed into three systems, and entries still go missing.”
“Invoices go out two or three weeks after the work is done, and sometimes they don’t go out at all.”
“We do recurring work: maintenance, renewals, inspections. But nobody owns the follow-up, so a real chunk of it never gets billed. Money left on the table every month.”
“I’m the only one who actually knows where everything stands. Who owns what, what’s stuck, what’s overdue. If I’m out for a week, it stalls.”
“We pay for three or four tools. None of them talk to each other. Work falls through the cracks between them.”
“Customers, vendors, even my own team only move when someone chases them. There’s no proactive follow-up culture.”
For a typical $5M service business, the assessment surfaces work worth six figures a year across cash, margin, labor, and revenue protection. The assessment finds the number. The build phases go get it.
Sample only. Actual results depend on billing volume, labor cost, collection patterns, adoption, and the specific workflows inside your business. The assessment builds the model from your numbers, not these.
Deliverable 01 is the current-state workflow and value chain. Here is what one looks like, from a $5M commercial trade business we mapped recently.
Scope is confirmed on site and the quote is finalized after the fact.
Jobs and crews are coordinated by text, so nothing lives in one place.
Hours, materials, and change orders are captured on paper, if at all.
Work orders come back to the office to be deciphered and re-keyed.
Printed, marked up, and retyped — weeks before a bill ever goes out.
A large aged balance, chased from memory, sliding past 90 days.
A visual of how a job actually moves from sale to delivery to invoice to cash, with every handoff, owner, and tool labeled. The picture your business has never seen of itself.
Every contractor runs on the same seven stages, from winning work to improving on it. Each one rated red, amber, or green as it works today, on a single page.
Where invoices stall, where scope creeps, where time goes unbilled, and where your receivables are quietly aging out of reach.
The decisions and approvals running through you that shouldn’t be, and what it would take to delegate them cleanly.
What your accounting, scheduling, and field tools are actually being used for, and where they overlap, conflict, or sit idle.
Every gap we found, ranked by cost to your business and effort to fix. Not a 30-page report. A ranked list you can act on.
What we fix first, second, and third, with the business case behind each, at a fixed fee per phase. If you accept it, we do the building.
The deliverables scope the build. If you accept the proposal, we install the fixes and train your team in 30, 60, and 90 day phases, and the $3,500 credits in full toward Phase 1.
60-minute working session with you and one or two key people. We align on scope and pull a snapshot of how work flows today.
Three to five short interviews with the people who actually do the work. Pulled examples from your CRM, accounting, and field tools.
I assemble the workflow map, dollar impact model, priority list, and 30/60/90-day plan.
90-minute working session walking through the findings, the build plan, and the fixed-fee phase proposal.
Total time commitment from you and your team: roughly 5–7 hours across the two weeks. I do the rest.
Most owners who book this are in the same spot: the business is too big to run the back office on your own, and too small for a full-time operations person.
Most people assume fintech is all technology, that the work runs itself. It doesn't. Behind every fintech is a real service business: clients to deliver to, coverage to manage, projects to move end-to-end, follow-up that doesn't happen unless someone owns it.
I ran the operations and technology side at fintech companies. Not the finance side, not the billing cycles. The delivery side: client coverage, project workflow, the cadence that keeps work from getting stuck. The same kind of work that runs through any growing service business.
The pattern I saw over and over: when revenue grew, the instinct was to add headcount. Almost always, the real answer was to fix the process. Cleaner handoffs, clearer ownership, follow-up that doesn't depend on one person remembering. Headcount gets you through the next quarter. Process gets you through the next stage.
Service businesses in the trades, field service, and professional services hit the same wall, without a glossy industry name on it. Same patterns. Same fixes. That's what D1Ops is built around.
If that pattern sounds like your business, book a 20-min fit call →
Invoices usually go out late because the information needed to bill is scattered across field notes, texts, spreadsheets, and someone's memory, and a person has to chase it down and re-enter it before anything can be sent. The fix is process first: one place where job information lands when the work is done, one person who owns getting the invoice out, and a standard for what complete means. That is what D1Ops builds for you. D1Ops typically targets invoice turnaround going from weeks to days. In a recent anonymized engagement with a $5M Boston-area commercial trade business, the target was two weeks down to 48 hours.
Fix the process first. When every problem still needs a senior person, the hire you reach for is a $200K-plus operations leader. Once invoicing, collections, and handoffs no longer depend on memory and seniority, the hire you actually need is an $80K to $100K coordinator running clean systems. The gap between those two hires is $100K to $120K a year. The Cash & Capacity Assessment shows you, in your own numbers, which one your business needs.
Operational drag is the time and margin a business loses to manual re-entry, chasing information, slow billing, and decisions waiting on one person. It is why a business can have steady revenue and a good team and still feel short on cash and hours. Cash flow is the symptom. Operational drag is the cause. The Cash & Capacity Assessment measures it in dollars and hours from your own books.
Founder pricing is $3,500. The standard price is $5,000. If you move forward, the $3,500 is credited in full toward Phase 1. The Cash & Capacity Assessment is a two-week, working-session assessment of how cash, jobs, and decisions actually move through an owner-led trade or field-service business. It produces a workflow map, a dollar impact model, a ranked issue list, and a 30/60/90-day plan for the build phases, where we do the implementation.
Two weeks, built around two to four working sessions with you and the people who run the business. Total time from you and your team is roughly 5 to 7 hours across the two weeks, ending in a 90-minute readout where you get the findings and the phased plan.
Do not buy more software yet. The assessment looks at what each tool is actually being used for, where they overlap or conflict, and where work falls through the cracks between them. Sometimes the answer is an integration. Often it is clearer ownership, better intake, or a simpler workflow, because software built on a broken process just makes the mess run faster. D1Ops works with QuickBooks, Jobber, Fleetio, spreadsheets, and shared drives every day.
The Cash & Capacity Assessment is built for owner-led commercial trade and field-service businesses with $2M to $20M in annual revenue, with the strongest fit between $3M and $10M. That covers electrical, fire protection, mechanical, HVAC, and plumbing contractors, starting in Greater Boston and New England. The common situation: revenue is growing, the team is busy, but invoicing is slow, receivables are aging, and every decision still runs through the owner.
From the assessment: a map of how a job actually moves from sale to invoice to cash, a rating of each of the seven stages in that path, a billing and revenue leakage review, an owner dependency read, a system and tool review, a priority issue list ranked by cost and effort, and a fixed-fee proposal for the build phases. Every dollar figure is sized from your own books and presented as a projection, not a promise. The assessment is the start of the work, not the end of it. If you accept the proposal, we build and install the fixes ourselves in 30, 60, and 90 day phases, train your team on them, and hand them over. You end up with working systems, not a binder.
No. Software comes last at D1Ops, because software built on a broken process just makes the mess run faster. The assessment first maps the workflow and finds the gaps. Sometimes the fix is software or an integration. Often it is clearer ownership, better intake, cleaner documentation, or a simpler workflow, and those cost far less than a new platform.
A fractional COO sells you ongoing time on a retainer. D1Ops sells finished work: we assess the business, then build and install the systems the assessment says you need, at a fixed fee per phase. Each step is earned: a free 20-minute intro call, then the paid assessment, then a written proposal, then 30, 60, and 90 day build phases where we do the implementation. There are no long contracts, and you know the scope, price, and deliverables before each step. Typical targets: 10 to 15 percent off controllable overhead, 5 to 10 hours a week back to the owner, and invoice turnaround from weeks to days.
No. EOS, coaching programs, and books like Traction teach you a method, and you and your team run it yourselves. D1Ops does the work for you. We build and install the actual systems: the invoicing process, the collections process, the handoffs between the field and the office. We train your team on them and stay until they hold in daily use. You are not learning a system to go run. You are getting working systems installed in your business, and you own them when we leave.
Only me. What you share is used to build your assessment and the plan that comes out of it. It is not shared with anyone else, and nothing from your business appears in marketing without your written permission. If you want an NDA signed before we start, I will sign one.
Where cash is stuck. Where margin is leaking. Which decisions shouldn't be on your desk. And the order to fix them in. Then, if you want the fixes built, we build them.
Book a 20-min fit call →Fit call is free. No deck, no pitch. We talk through what is breaking and I tell you honestly whether the assessment is worth your $3,500. Founder pricing; standard price is $5,000, and the $3,500 credits in full toward Phase 1 if you continue.