The Ops Install

How much work is in your pipeline right now?

And would three people in your business give the same number? If not, the answer is spread across your inbox, a spreadsheet, your quoting tool and someone's head. I connect the software you already use so it all feeds one place, and you run the business from there.

One place. I'll make it the only place.

Book a free 20-minute fit call

Twenty minutes on a shared screen. If there's nothing worth fixing, I'll say so.

Jobs go missing between your tools.

Every service business runs on the same six layers. An enquiry comes in, someone responds, a quote goes out, the work gets done, the invoice gets paid, and in the businesses that grow, somebody learns which jobs made money and where they came from. The work itself usually goes well. The trouble sits in the handoffs between layers.

Three questions will tell you if this page is for you:

Which of last quarter's marketing dollars turned into paid work?

If you were away for two weeks, what breaks first?

How many quotes are waiting on a follow-up that nobody owns?

If any of those took more than five seconds to answer, the fix is the wiring between your tools. In a 2025 survey of 3,385 software buyers, only 34% called themselves successful adopters of the tools they'd bought (Capterra / Gartner Digital Markets).

Buying software is the easy part. What I build is the connecting layer between the tools you already have: your inbox, your website form, your quoting tool, your accounting, your calendar. Each one keeps doing its job, and they start passing information to each other, so you can see and run the whole business from one place.

How it works

01Free 20-minute fit callWe walk your business through all six layers on a shared screen, using your numbers: how many enquiries a month, what a job is worth, how many quotes you win. I count how many places you have to look to answer "where's that job at?" If nothing is worth fixing, I tell you, and that's the end of it.

02A two-page proposalWhat I'd build, the fixed price and what it won't do, in writing. You hear the price on the call and see the exact number in the proposal, before you commit to anything. It's free and there's no obligation.

03The installHalf before work starts, half before handover. I connect the tools you already pay for so every enquiry is captured, followed up and traced back to the marketing dollar that produced it, and all of it shows up in one place. You own every account, and you get recorded walkthroughs so you can answer "how do I..." without calling me.

The proposal is the scope. Anything beyond it is quoted before it's done.

Book a free 20-minute fit call

Where this stands

The first install, for a design-build firm in Nova Scotia, is finished and paid for. Its numbers go on this page once there are 30 days of them.

One promise I won't make is that every leak disappears. What I build makes each leak visible, and that's the first step to getting the work back.

Read this before you book.

I don't sell software.Nothing gets created in my name, billed to my card, or locked behind my login.

I don't do scheduling, dispatch, card payments, call tracking or field apps.If you run crews and trucks, tools like Jobber, ServiceM8 or Housecall Pro already do that well, and I'll tell you so on the call rather than build you a copy. Where I help a trades business is the part those tools leave to you: getting every lead captured and knowing which marketing dollars became jobs.

The price is fixed and the scope is written down.There's no monthly fee to me.

This isn't for you ifyou work alone (you need your pricing sorted first, and the toolkit is built for that), you run e-commerce, or you already have a CRM that someone owns and uses every day. A CRM nobody uses is a fine place to start.

Who's behind this

I'm Luke. I built a licensed financial practice in Canada from zero, on my own, and ran every layer of it myself: compliance files, client pipeline, quoting, collections. In 2026 I sold it. The practice worked, but the licence chained it to a postal code, so I sold the business I'd built to build one I can run from anywhere.

That decade taught me the two things this work needs: how to sell something complex to people who start out sceptical, and how to run the operations behind it well enough that a regulator could walk in on any given Tuesday.

Questions worth asking

What does it cost?

It depends on how many of the six layers need work. I'll give you a number on the call, and the proposal has the exact price before you commit to anything. You pay half before work starts and half before handover.

Am I committed to anything after the call?

No. If you get a proposal, it's yours to keep, whether you hire me or someone else.

Do I have to switch software?

No. I connect what you already use. If there's a real gap, I'll tell you on the call. Free tiers come first, anything new has a $100 a month ceiling, and I'll look for something old to cancel to cover it. You see the number before the proposal.

We already have a CRM. Nobody uses it.

That's a good place to start. The fit call tells us whether to revive what you have or replace it, and reviving is the cheaper option when it works.

What happens after the install?

You keep the recorded walkthroughs. Everything I build has a 14-day warranty: if it doesn't work as the proposal describes, fixing it is on me. After that there's an optional quarterly tune-up.