Example engagements

What working with us usually looks like.

Six common situations, what we would build for each, and the numbers we would agree to track with you from the first week.

AdvisoryProfessional services

Growth plan for an owner-led firm

Revenue has plateaued, the owner is still in every sale, and nobody can say which marketing actually produces clients.

What we build
  • —Diagnostic of offers, pricing and pipeline
  • —Sales process and role redesign
  • —A 90-day plan with weekly numbers
What we track
  • —Close rate by source
  • —Owner hours in sales
  • —Revenue per client
ScaleX OSHome services

Faster response for a multi-location business

Inquiries arrive after hours and on weekends, and by the time someone calls back the customer has booked a competitor.

What we build
  • —Voice, text and email response on every inquiry
  • —Online booking and reminders
  • —Follow-up for quotes that went quiet
What we track
  • —Time to first reply
  • —Booked appointments per inquiry
  • —No-show rate
Lead pipelineCommercial insurance

Outbound pipeline for a regional brokerage

The team depends on referrals and purchased lists with poor contact rates and no way to tell who is ready to talk.

What we build
  • —Ideal customer profile and signal selection
  • —Verified intent data into the CRM
  • —Email and call sequences by segment
What we track
  • —Contact rate
  • —Cost per qualified meeting
  • —Meetings per week
AI systemsHealthcare clinics

Patient communication across several locations

Front-desk staff spend most of the day on the phone, reminders are inconsistent and follow-up after visits rarely happens.

What we build
  • —Inbound call handling and scheduling
  • —Reminders and post-visit follow-up
  • —Reactivation of lapsed patients
What we track
  • —Missed calls
  • —Staff phone time
  • —Returning patients
Custom buildReal estate investment

Deal-sourcing tool for an investment team

Analysts spend their week collecting property and owner data by hand instead of evaluating deals.

What we build
  • —Data aggregation and owner lookup
  • —Scoring against investment criteria
  • —Automated owner outreach
What we track
  • —Deals reviewed per week
  • —Analyst hours saved
  • —Owner response rate
IntegrationB2B software

One source of truth for a sales team

Customer data sits in three systems, reps qualify leads by hand and leadership cannot trust the pipeline report.

What we build
  • —CRM and marketing system integration
  • —Lead scoring and routing
  • —Pipeline reporting leadership can use
What we track
  • —Rep time on qualification
  • —Qualified pipeline
  • —Forecast accuracy

Illustrative engagement patterns. Client names, results and figures are shared privately on request and under NDA where applicable.

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