Most founders who fix it say the same thing: 'I should have done this two years ago.' PROX builds the operational infrastructure that gets you there — intake, routing, CRM, and follow-up systems built to run without manual coordination.
— Leads are arriving. You just don't know which ones got dropped.
— Intake works differently depending on who picks it up that day.
— You've lost deals not because the prospect said no — but because nobody followed up.
— The CRM exists but nobody trusts the data. Pipeline stages don't match reality.
— New hires learn the process by watching someone else improvise it.
— Growth means more volume on the same broken system — and the owner is still the bottleneck.
None of these are people problems. They are structural gaps. Structural gaps have structural fixes.
That's different from an automation agency — they hand you tools and leave you to configure them.
Different from a chatbot shop — they solve the symptom, not the structure underneath it.
Different from a consultant — they deliver a deck. We deliver a working system.
We design it. We build it. We hand it off running.
Before we build anything, we map the current structure. In service businesses between $500K and $3M in revenue, here's what we consistently find:
— 2-3 inbound channels with no routing logic between them
— CRM configured for a different version of the business than the one running today
— Follow-up that works when the founder is the one doing it
— Intake that varies by person, not by process — which means it varies by day
None of these are people problems. They are structural gaps. Structural gaps have structural fixes.
Two structured implementation engagements — one for how clients come in, one for how work gets delivered.
SERVICE 01 — PRIMARY
A structured consulting and implementation engagement for service businesses — intake, routing, CRM, communication systems, and follow-up workflows. 4–5 weeks. Hands-on build and full handoff.
SERVICE 02
PROX builds the internal operational systems that turn closed deals into organized delivery. Onboarding, handoffs, internal workflows, and delivery automation for service firms.
Three phases. No surprises.
We map your front-office structure — inbound channels, intake process, CRM setup, follow-up — and identify exactly where the system breaks down.
We build the full system architecture with you. Process design, tool stack, AI integration points. You approve the design before we build anything.
Hands-on build with your team. Your involvement is a few hours over 30-45 days. We do the work. Structured rollout. Full documentation and handoff.
Every month without operational infrastructure, the average service business absorbs 100+ hours of manual coordination, loses leads to slow response, and trains new hires on a process that doesn't exist.
One firm we mapped was handling over 60 client conversations a day. 30% were the same questions, answered manually. That was over 100 hours a month. Zero revenue generated.
The longer you wait, the more expensive the fix becomes — because the debt compounds.
Accounting firms, financial advisory practices, immigration firms, training businesses, multi-location service operations — anywhere inbound communication, intake, and follow-up are operationally unmanaged and the owner is still the bottleneck.
See How We've Solved This BeforeEvery engagement starts with an operational assessment. We map your current structure before recommending anything. You leave the first call with a specific diagnosis — not a pitch.
Full operational architecture designed with you — process flows, tool configuration, routing logic, and CRM structure. You approve it before implementation begins.
We implement. Not a document. Not a recommendation. A working system, handed off with full documentation. Your team's involvement is a few hours over 30-45 days.
We use AI where it adds real operational value — not as a headline, and not where a process design works just as well. Infrastructure first. AI second.
45 minutes. We review your current front-office structure — inbound channels, intake process, CRM setup, follow-up — and give you a clear picture of where the system breaks down. You leave with a specific diagnosis, not a pitch. No commitment.
