Owner dependency
Where the business stops without you. Which decisions, approvals, and questions still route through one person.
Free diagnostic - Find out where your business is stuck. In 30 minutes.
A 30-minute call to pinpoint where you’re losing owner hours, where leads leak, and which component of The Independence Stack to install first. You walk away with a clear written assessment, even if you don’t hire us.
No deposit, no obligation. Written assessment delivered within a few business days. You keep it either way.
Most service businesses lose more than they realize.
The owner can’t leave the inbox without something falling over. The team can’t move without checking in. New hires take months to ramp because the knowledge lives in the owner’s head. The CRM has 10% adoption because everyone works around it.
You don’t need a new tool. You need a clear-eyed look at where the business depends on you, and a plan that fixes it in priority order.
What we look at on the call.
Team operations
Where the team waits on you. What questions get asked over and over. Where ramp time bleeds.
CRM + data hygiene
What actually lives in the CRM versus in heads, sticky notes, and side spreadsheets. How much you trust the data.
Knowledge & SOPs
Where institutional knowledge lives. How much is queryable versus tribal. What breaks when someone leaves.
Owner visibility
Whether you actually see which jobs are profitable, where cash is going, and what your team is on this week.
What you walk away with.
A clear written assessment. Specifically:
- Where the business depends on you most — and what it’s costing you in time and money
- Which component of The Independence Stack to install first, and why
- An honest estimate of the owner hours you’d reclaim in the first 90 days
- An estimate of the multiple uplift these systems would create at exit — if you ever sell
- Pricing: Standard Install at $15,000 + $1,500/mo, plus Strategy Skills or Exit-Ready Premium if relevant
- Whether we’re a fit (we’ll tell you if we’re not)
Process.
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Book the call
You answer a few questions about your business. We confirm fit before scheduling.
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30-minute diagnostic
You walk us through your business, your stack, and what feels broken. We map where the leaks are.
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Written assessment
A clear written assessment of which component of The Independence Stack to install first. Yours to keep.
04
Quote (if we’re a fit)
If you want us to install, you get a fixed quote. Standard Install is $15,000 + $1,500/month. No obligation.
Who this is for.
Service businesses doing $2M+. HVAC, contractors, home services, med spas, professional services. Owners who can feel that something is leaking and want a real plan, not a sales pitch.
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Common questions about the diagnostic.
Why is the diagnostic free?
Because the diagnostic is also our sales conversation. If we’re a fit, we’ll quote the install. If we’re not, you keep the written assessment. Either way, no obligation.
What’s the catch?
No catch, but a fit check. We only run the call for service businesses doing $2M+. Under that, we’ll tell you on the form and save us both the time. Above $10M, we’ll route you to a more enterprise-shaped engagement.
How long does it take?
One 30-minute call. We’ll send the written assessment within a few business days.
Will I have to switch tools or CRMs?
No. The diagnostic assesses what you have. If we end up working together, the Independence Stack integrates with your existing stack first; we only recommend tool changes when the savings or capability gain is obvious.
Will the system replace my team or my customer relationships?
No. The whole point is the opposite. The personal touch, character, and relationships are what make your business special — and AI can’t replicate them. The stack handles the boring parts (operations, follow-up, knowledge management) so you can spend more time on the parts only you can do.
What happens after the call?
You get a written assessment — yours to keep. If you want us to install, the standard quote is $15,000 + $1,500/month for the full Independence Stack. Strategy Skills and Exit-Ready Premium are quoted separately. If you’d rather take the assessment in-house, you can.