What we build

One platform.
Configured for your operation.

Every engagement runs on your framework — CRM, automation, and reporting. The tier determines how deep we go. But the platform is the same whether you're a solo contractor or running five crews. We don't give you less software. We scope the right amount of build.

Your Framework

What runs under every engagement

⚙️
CRM Pipeline management, lead routing, client communications
🔄
Automation Engine Automation workflows — the logic layer that runs 24/7
📊
Clarity Weekly dashboard — lead & lag measures in one view

Three tools. One operating system. Built for service businesses.

Most service business owners are running three to five disconnected tools that don't talk to each other. Your Framework replaces that fragmentation with one integrated platform — custom-built for your operation and monitored by us on an ongoing basis.

CRM

Your pipeline. Your clients. Your communications. Organized.

Your CRM is where every lead, every client, and every job lives. We configure it around your specific operation — stages, routing logic, follow-up triggers, and communication templates all built to match how your business actually works.

  • Custom pipeline stages for your sales process
  • Lead routing from every source — form, call, ad, referral
  • Branded communication templates in your voice
  • Contact management and client history
  • Appointment and job tracking
  • Integration with your booking software
Automation Engine

The logic layer that runs your business when you're not watching.

the automation layer is the automation backbone — the workflows that fire when a call is missed, a quote is requested, a job is completed, or an invoice goes unpaid. It connects your tools, triggers your sequences, and handles the follow-up you used to do manually.

  • Missed call text-back — fires within 60 seconds
  • 3-touch lead follow-up sequence
  • Instant quote generation and delivery
  • Review request automation post-job
  • Invoice follow-up and payment recovery
  • No-show recovery and rescheduling
Clarity

Know what's coming. Not just what already happened.

Clarity is your weekly owner dashboard — delivered every Monday morning before you start your day. But it's built differently than most reporting tools. Most dashboards only show lag measures — outcomes you can't change anymore. Clarity shows both.

  • Lead measures — the actions driving your results
  • Lag measures — revenue, reviews, clients won
  • Quotes sent vs. quotes closed this week
  • Missed call recovery rate
  • Review requests sent and Google rating trend
  • Follow-up completion rate per lead source

Pick the tier that fits where you are.

Every tier includes the full Framework. The difference is depth — how many workflows we build, how much of your operation we automate, and how closely we partner on strategy.

Tier 01

The Blueprint

The essential systems every service business needs running before anything else.

Best for:
Cleaning companies · Salons · Solo contractors · New service businesses under $200K

The Blueprint gets the most critical gaps closed fast. Missed leads stop falling through the cracks. Reviews start building automatically. Your CRM is organized and your pipeline is visible. Most clients see measurable change in the first 30 days.

  • CRM setup and pipeline configuration
  • Missed call text-back automation
  • 3-touch lead follow-up sequence
  • Review request automation (post-job)
  • Branded communication templates
  • Clarity — weekly dashboard
  • Lead source tracking
  • 30-day post-launch check-in

Clarity tracks: Missed call recovery rate (lead) → new clients won (lag) · Review requests sent (lead) → Google rating (lag)

What's included
  • Full framework deployment
  • Clarity dashboard
  • Ongoing monitoring
  • Priority support
  • Updates as your business changes

Pricing discussed on your discovery call based on your operation's scope.

Get Your Framework →
Tier 03

The Architect

Complete systems architecture for operators scaling toward multiple locations or exit.

Best for:
Multi-location operators · $500K+ service businesses · Owners building toward scale or exit

The Architect is a complete operational build — every system, every touchpoint, every data feed automated and connected. AI receptionist and call routing. Client onboarding sequences. Lead scoring. Custom KPI tracking built around your specific growth targets. Clarity at this tier becomes a full strategic intelligence tool, showing not just where you are but where you're headed.

  • Everything in The Build
  • AI receptionist and call routing
  • Client onboarding automation sequence
  • Lead scoring and priority routing
  • Hiring pipeline automation
  • Clarity — full strategic dashboard
  • Custom KPI tracking by market/location
  • Predictive lead measure scorecard

Clarity tracks: All four lead/lag pairs · Custom measures by location or market · Weekly scorecard with forward-looking projections

What's included
  • Full framework deployment
  • Clarity — strategic view
  • Dedicated ongoing support
  • Quarterly strategy reviews
  • Custom reporting build-out

Pricing discussed on your discovery call based on your operation's scope.

Get Your Framework →

Most dashboards tell you what already happened. Yours will tell you what's coming.

There are two kinds of numbers in every business. Lag measures are outcomes — revenue earned, reviews received, clients won. They tell you the final score. You can track them, but by the time you see a problem, the week is already over.

Lead measures are the actions that drive those outcomes — quotes sent within two hours, missed calls recovered the same day, follow-ups completed per lead. These you control right now. When you move a lead measure, the lag measure follows.

Clarity is built around both. Every Monday morning, you see not just what happened — but whether you're on track to hit your targets before the month ends. That's the difference between managing your business and reacting to it.

Rooted in

The lead and lag measure philosophy comes from Traction by Gino Wickman and the 4 Disciplines of Execution — the same operating framework we run The Valley Clean Team on today.

Your weekly scorecard — what it tracks
Lead measure (you control this) Lag measure (it drives this)
LeadQuotes sent within 2 hours
LagClose rate this week
LeadMissed calls recovered same day
LagNew clients won
LeadReview requests sent post-job
LagGoogle rating trend
LeadFollow-ups completed per lead
LagRevenue per lead this month

Available in Tier 2 and Tier 3. Blueprint tier includes Google rating and missed call recovery tracking.

What's not included — and why we say that upfront.

We believe in telling you exactly what we build and what we don't. If something below is critical to your business, we'll tell you who can help — or whether it's something we can scope separately.

  • Paid advertising management (Google, Meta, etc.)
  • Website design or development
  • Content creation or social media management
  • Bookkeeping or financial reporting
  • HR or payroll systems
  • Custom software development outside your framework
"We don't sell you things you don't need to justify an invoice. If the Blueprint tier is right for where you are, that's what we'll recommend — even if the Build tier is more revenue for us. The framework has to work for your business first."
— Todd Frederickson, Framework Systems

Every workflow we build. All of them.

These are the exact automations we deploy for service businesses. Not theoretical. Not coming soon. Running in live operations today — organized by what they do for your business.

Lead Generation 6 workflows
Lead Gen Instant Quote Generator Lead submits a form, quote lands in their inbox inside 2 hours — calculated from your rate card, branded, with a booking link attached. "We'll get back to you" is why you're losing jobs. Build · Architect
Lead Gen Lead Scoring & Priority Routing Every new lead scored 1–100 based on budget signals, urgency keywords, and job size. Hot leads hit your phone instantly. Warm leads enter a nurture sequence. Cold leads get educational content. Architect
Lead Gen Cancellation Recovery When a customer cancels, a personalized text goes out 10 minutes later with 3 open slots. If no response in 24 hours, a follow-up with a discount offer fires automatically. Recovers 30–40% of lost bookings. Build · Architect
Lead Gen Cold Outreach Sequencer Add a prospect to a sheet, the system takes it from there — personalized first email, Day 3 follow-up, Day 8 value drop, Day 14 breakup message. Stops the moment they reply. Build · Architect
Operations 6 workflows
Operations Client Onboarding Sequence Contract signed → welcome email, document collection, kickoff call scheduled, invoice sent, team notified — all automatic. First impressions determine retention. Architect
Operations AI Receptionist & Call Routing Answers calls 24/7, handles pricing and hours questions from your knowledge base, books appointments directly into your calendar, and routes urgent calls to your cell. Every call logged. Architect
Operations Contract Expiration Tracker Scans your contracts folder weekly for agreements expiring in 60 days. Monday morning digest sorted by urgency. Renewal outreach sequence fires automatically at the 30-day mark. Architect
Operations Recurring Client Conversion One-time job customers automatically entered into a re-engagement sequence — seasonal offers, service anniversaries, and loyalty incentives timed to your business cycle. Build · Architect
Operations Hiring Pipeline Automation Application received → screener questions sent → interview scheduled → team notified. Keeps your hiring moving without manual coordination at every step. Architect
Client Success 5 workflows
Client Success Social Proof Collector After a positive interaction, a text asks for a one-sentence testimonial. Reply comes in, gets formatted with name and date, added to your testimonial library, and queued for posting. Builds automatically over time. Build · Architect
Client Success Churn Risk Detector Daily scan for accounts with declining activity or no contact in 7+ days. Churn risk score 1–10. High-risk clients hit your CS team in Slack with a suggested save play before they leave quietly. Architect
Client Success NPS Survey Automator Survey fires at 60 days. Score 9–10 gets a review request. Score 7–8 gets a feedback ask. Score 0–6 triggers your save playbook and immediate team alert. All tracked with trends over time. Architect
Client Success Renewal Reminder Sequence 90-day heads up, 60-day benefits reminder, 30-day final notice with early renewal offer. Every touchpoint tracked. Renewal conversations start before the client even thinks about shopping around. Build · Architect
Revenue Recovery 4 workflows
Revenue Recovery Invoice Follow-Up & Payment Recovery 3 days overdue → friendly reminder. 7 days → firm follow-up with payment link. 14 days → owner alert for personal outreach. No awkward emails you have to write. Reduces late payments by 60%. Build · Architect
Revenue Recovery Proposal Follow-Up Sequence Proposal sent → Day 3 check-in → Day 7 value reminder with case study → Day 14 breakup email with an open door. Closes the gap between quote sent and job booked. Build · Architect
Revenue Recovery Repeat Business Engine 30 days after completed service, a check-in goes out asking if the issue returned. Yes or a click → new job created and technician notified. No response → seasonal prevention offer at 60 days. Build · Architect
Revenue Recovery Win/Loss Analyzer Every closed deal prompts a reason capture. Monthly analysis of close rate, deal size, and sales cycle. Tells you what's actually working and what's quietly costing you jobs. Posted to your team automatically. Architect
Reporting & Intelligence 4 workflows
Reporting Weekly Owner Dashboard (Clarity) Every Monday at 7am — revenue from Stripe, reviews from Google, leads from your CRM, appointments from your calendar. One clean email with week-over-week trends and 3 AI-generated action items. Full picture before your day starts. Blueprint · Build · Architect
Reporting Lead & Lag Scorecard Tracks the numbers that predict your results before the week ends — quotes sent, missed call recovery rate, follow-up completion — alongside the outcomes they drive. Know what's coming, not just what happened. Build · Architect
Reporting Competitor Price Monitor Checks competitor pricing pages every morning. Compares against your rates in a live sheet. Alerts you in Slack the moment anyone drops below your price — with a screenshot. Never get undercut without knowing. Architect
Reporting Anomaly Detection Alert Monitors key metrics hourly — revenue, leads, error rates. If anything deviates more than 2 standard deviations from the 30-day average, you get an immediate Slack alert with the anomaly and likely causes. Architect

25 workflows across 5 categories

Not every business needs all of them. On your discovery call, we identify the highest-impact gaps first and build from there.

See which ones fit your operation →

We configure the framework for how your industry actually works.

Not sure which tier fits?

That's exactly what the operations map is for.

30 minutes. We'll walk through your operation, identify the highest-impact gaps, and hand you a map of exactly what we'd build — and which tier addresses it. No commitment. No pressure. If it's not the right fit, we'll tell you.

Get Your Framework

Most clients are live within 2 weeks · Serving service businesses across the Southeast