Find the operational drag. Fix the right thing first.
A focused advisory for $5M to $50M companies that are growing, straining, and unsure where AI, automation, and better systems actually fit. The work begins with a paid diagnostic and continues only as long as it earns its place.
See How We Engage Book a 30-Minute Fit Call
Things are working.
Things are also straining.
Do any of these sound familiar? Quotes go out slowly, customer follow-up suffers, and prospects cool off. Customer information lives in three different systems and none of them agree. Your team retypes the same data into the same fields week after week. Reports take half a day to assemble, then nobody reads them. Spreadsheets are doing work they were never designed to do. Each department has its own version of the truth, and the customer experience starts to show it.
You know AI and automation should be solving some of this. You also know that picking the wrong tool, the wrong consultant, or the wrong fix could cost you more than doing nothing at all. That tension is what this advisory is built to resolve.
1% to 5% of margin walks out the door of most growing businesses.
On a $10M business, that is $100,000 to $500,000 a year of profit lost to friction nobody is tracking. None of it shows up on a P&L line called "drag." It hides inside payroll, missed deals, and slow growth.
The advisory exists to put a number on the friction, prioritize the fixes, and protect the next big decision you make about software, staff, or systems.
Three categories of business friction
Most advisors enter through technology and look for a problem. This advisory enters through operational diagnosis. The business comes first; AI, automation, and systems get prescribed where they actually fit.
Operational Drag
Eight repeating patterns of internal friction, from disconnected systems and poor data tracking to spreadsheets carrying loads they were never built for.
Revenue Drag
Slow quoting and slow customer communication that quietly cost you closed deals and erode trust with prospects.
Market Visibility Drag
The gap between the value you actually deliver and what your market understands about you and your competition.
$5M to $50M companies that have outgrown their stack.
The advisory works whether you run a professional services firm, an insurance brokerage, a B2B service business, or a multi-location operation. The patterns of operational waste repeat across industries, which is why the diagnostic translates from one business to another.
It is a fit when leadership is ready to make a decision about AI, automation, or systems within the next 90 days, and wants outside eyes on the problem before signing the check.
You will recognize yourself if:
- Your team is busy, and revenue is not growing as fast as your headcount.
- You have looked at AI tools and felt unsure which one is real.
- Reports take days to build, and decisions wait on them.
- Quotes and proposals take longer than a prospect's patience.
- Your CRM has data, and your team does not trust it.
Operator first. Technologist second.
Most AI consultants enter through technology. They arrive with a tool and look for a problem. Lee enters through operational diagnosis. The business gets examined first, the breakdown gets identified, then AI, automation, or systems get prescribed where they fit.
The combination of 20 years inside Marketing and Sales Operations, an active AI practice inside a real services business, and a vendor-neutral position is what lets the work spot waste quickly, talk to non-technical owners and technical builders in the same room, and connect you to the right execution partners without selling you their software.
The Full BackgroundCredentials That Matter Here
- 20 years inside Marketing and Sales Operations
- Author of CASH: The 4 Keys to Better Sales, Smarter Marketing, and a Supercharged Revenue Machine
- Running AI inside his own services business and using it to deliver client work
- Vendor-neutral position; no software resale, no hidden referral structure
- Cross-functional view across operations, sales, and marketing
COMMON QUESTIONS
What growing businesss ask before they engage:
What does the pilot cost, and how is it priced?
The pilot is fixed-fee and scoped on the 30-minute fit call. Pricing reflects the size of the business and the breadth of the diagnostic. The fee is small against the cost of operating without clarity, and small against the typical six-figure mistakes the pilot is built to prevent.
How long does the pilot take?
Most pilots run between three and six weeks from kickoff to leadership readout. The pace is set by your team’s availability for working sessions and document access, not by Lee.
What if the pilot finds nothing worth fixing?
That outcome is rare in companies between $5M and $50M, and it is also a useful result. You leave with documented confirmation that your operational house is in order, which is itself a defensible business case for your next investment.
Do you sell or resell software?
No. The advisory is vendor-neutral by design. Recommendations are based on what fits your business, not on any referral arrangement.
Do we have to commit to ongoing work after the pilot?
No. The pilot is a paid diagnostic that gives you what you need to decide. Ongoing work is one of four options, and the option to take the plan and run it internally is a real choice.
Can you work with our existing internal team and external partners?
Yes. The diagnostic is designed to work with the people you already trust. Lee’s role is to translate between leadership, internal teams, and outside builders so the right work happens in the right order.
Is this only for B2B service businesses?
The patterns repeat across industries. The advisory has applied across professional services, insurance brokerages, B2B service firms, and multi-location operations. The diagnostic translates because the friction is structural, not industry-specific.
The next step is a 30-minute conversation.
Confirm fit, scope the pilot, and get a clearer picture of where the operational drag in your business actually lives. If the pilot is not the right move, you will leave the call with a sharper view of what is.