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Step 3 of 3

I keep your system running and make it better every month

Each month you get one finished improvement, the system kept current, and a report of your numbers against where you started. It's for firms that have finished an Install.

US$2,900 a month

That's $34,800 a year, after a three-month minimum.

Start with a Diagnostic
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What you get each month

I spend about two days a month on your system.

  • One finished improvement

    We choose it together at the monthly call, from what your numbers show. I build it, test it and leave it working in your accounts.

  • The system kept current

    I update it as Claude and your tools change, and I test every update on your own past enquiries and proposals before it goes live. Every month I also check that it still can't send.

  • A report and a 30-minute call

    Your numbers against last month and against where you started, what the improvement did, and what to build next.

What I can build for you

These are the improvements on offer. Each one is a piece of the system your firm keeps, built in a month.

  • A clearer offer page Your main service page rewritten from the words your clients use, with what it costs and how to start. You publish it.
  • An enquiry form with one qualifying question A short form on your site that writes straight into your enquiry list, instead of a bare email link.
  • Call notes to a summary Your rough notes from a call turned into a summary the same day, ready for the proposal.
  • A site AI assistants can read A check of your site, with a written list of changes for whoever looks after it.
  • A researched prospect list Organisations like your best past clients, added to your pipeline for you to decide on. Any outreach is yours. This one takes two months.
  • A way to write your posts Drafts in your voice from your notes and your won work, with a monthly calendar. You write the final text.
  • Win and loss debriefs A few questions after every decision, with the reason and the lesson recorded and summarised each quarter.
  • A case note after each win A one-page case note drafted from the proposal you won, for your client's permission before it goes in your library.
  • Thanks to the people who refer you A note drafted when a referral arrives, and an update when it closes, for you to send.
  • A handover when you win The proposal you won turned into a kick-off brief for your team and a welcome note for the client.

What the monthly report measures

Each number sits beside last month, the three-month average and where you started. Where a percentage could mislead, you see the count.

  • Enquiries: how many came in, where from, and any left without a reply.
  • Response time: how long a first reply takes, and how many follow-ups went out on time.
  • Proposals: how many went out, and the working days from call to proposal.
  • Your time: the hours you spent on proposals.
  • Work won: proposals won over the last 90 days.

Price and terms

I work with five Operate clients at most.

Operate

Three-month minimum

US$2,900 a month

Billed monthly in advance, starting the day after your Install's 30-day fix window ends.

Prices exclude taxes

Start with a Diagnostic

Each month

  • One finished improvement each month
  • The system kept current
  • A report of your numbers against where you started

Then $2,900 a month ($34,800 a year), and you can stop with 30 days' notice

Three months at least, then month to month. You can stop with 30 days' notice.

The price is fixed for 12 months. For the three founding clients it's fixed for 24.

Prices are in US dollars and exclude taxes. If your firm is in the UK or the EU, your firm accounts for any VAT under the reverse charge, so I don't add it to the invoice.

Who it's for

Firms that have finished an Install.

If you haven't, you start with a Diagnostic.

The rules

See how I keep each rule, on the home page

  • The system lives in your own accounts.

  • Nothing reaches a customer without a person approving it.

  • You keep everything if you leave.

  • How your data is handled is agreed in writing before work starts.

If you stop

You keep everything.

The system stays in your accounts and keeps working, in your firm's name. You just stop getting the monthly improvements, updates and reports.

Questions about Operate

Who chooses the improvement?

We choose it together at the monthly call, from what your numbers show. Founding clients get first say on what I build next.

What if nothing on the list fits?

Tell me what you need. If it fits in a month's work, it can be that month's improvement. If it doesn't, I'll quote it separately.

Can we pause?

No. After the first three months you can stop with 30 days' notice. If you come back later, it starts with a short refresh, quoted separately.

What if you're ill, or you stop?

The system runs in your accounts, so it keeps working day to day without me. Its settings and instructions are in your account too, so someone else could pick them up.

Operate starts with a Diagnostic

You start with a five-day Diagnostic, for $1,950.

When you book a Diagnostic:

  1. You send a short request, which takes two minutes.
  2. I reply within one working day and suggest a 20-minute call to see whether it suits your firm.
  3. If it does, you get the engagement letter (a short contract), the data statement and the invoice. You read them all before you pay, and then we fix the dates for your five days.
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