Turn Operational Chaos Into a Self-Running Engine.
For business owners generating $500K–$10M+ who are bottlenecked by manual tasks, fragmented software, and margin leak. Combining Big 4 financial auditing, CFO leadership, and modern SaaS systems architecture to eliminate operational drag and multiply net profit.
The Operational Ceiling
Why Growth Breaks Companies Without Architecture
When a business reaches $500K to $2M+ in revenue, what got you here will no longer get you there. Brute-force hustle and fragmented software turn into an operational bottleneck that burns out your staff and destroys profit margins.
The Copy-Paste Software Trap
You're paying for 8 different SaaS tools — billing, forms, CRM, email marketing, scheduler, spreadsheets. Your team spends 15–25 hours per week manually transferring data between apps because none of them actually talk to each other cleanly.
Lead & Pipeline Leakage
Inbound inquiries sit unworked for hours. Handoffs between sales reps and fulfillment get dropped in Slack or inbox black holes. You don't have a reliable single source of truth for where deals stall or why customer conversion collapsed.
Zero Real-Time Margin Visibility
Top-line revenue looks healthy, but you don't know your true net margin by product line, sales rep, or acquisition source until 3 weeks after month-end when your bookkeeper finally reconciles the accounts.
The Architecture
Four Pillars of a Frictionless Operating System
We don't sell generic "business coaching." We re-engineer the actual machinery of your company — the data pipelines, the workflow triggers, the communications layer, and the financial models that drive net profitability.
Operational Friction & Bottleneck Audit
We conduct a forensic map of every touchpoint in your business: how a lead enters, how it is qualified, how it transfers to sales, and how client onboarding is fulfilled.
- ✓ Process Mapping: Visual identification of friction points and manual bottlenecks
- ✓ Redundancy Elimination: Removing repetitive tasks that cost payroll hours
- ✓ SLA Accountability: Automated alerts when tasks or leads sit untouched
Custom CRM Architecture & Data Pipelines
Building an enterprise CRM configuration (GoHighLevel, Supabase, PostgreSQL) engineered for your specific sales cycle, ensuring clean data and automated pipelines.
- ✓ Unified Ingestion: Zero lead loss via custom webhook endpoints and validation
- ✓ Dynamic Tagging & Scoring: Segment customers by deal size, intent, and stage
- ✓ Lifecycle Automation: Automated nurture, payment collection, and onboarding triggers
Dialer, Telecom & Communication Stacks
Having built telecom software and high-throughput dialer systems (TeleCRM, ViciDial, Twilio/SIP integrations), we eliminate phone lag and connect reps instantly.
- ✓ Instant Call Routing: Inbound call queues and round-robin agent distribution
- ✓ Speed-to-Lead Dialers: Trigger immediate outbound bridges the second a form submits
- ✓ TCPA & Telecom Compliance: STIR/SHAKEN registration, DNC checks, and spam mitigation
CFO Financial Modeling & Unit Economics
Jeromy's background as an Ernst & Young auditor and corporate CFO means every operational process connects directly to P&L profitability and margin expansion.
- ✓ Unit Economics Breakdown: True Customer Acquisition Cost (CAC) vs Lifetime Value (LTV)
- ✓ Real-Time KPI Dashboards: Daily cash collections, rep conversion rates, and gross margin
- ✓ Cash Flow Forecasting: Predictive modeling for inventory, payroll, and scaling runway
Real-World Engineering
Case Studies in Operational Efficiency
How disciplined systems architecture, clean automation, and financial rigor create massive bottom-line results.
Eliminating 22 Hours/Week of Manual Data Entry & Slashing Lead Response from 4 Hours to 45 Seconds
The Challenge: A growth-stage professional services company was relying on three disconnected Google Sheets, Typeform, and manual email notifications to process client inquiries. Leads were regularly waiting 3–6 hours for first contact, and administrative staff spent over 20 hours per week manually typing customer data between billing and scheduling systems.
The Solution: Jeromy architected a unified GoHighLevel pipeline integrated with custom Supabase webhook listeners. Inbound forms automatically validate contact details, check for duplicates, assign reps based on territory and current capacity, and trigger multi-channel speed-to-lead notifications within 45 seconds.
- • Custom webhook ingestion endpoint with payload schema validation
- • Supabase relational sync for customer transaction records
- • Automated two-way SMS & dynamic calendar booking confirmation
- • Automated internal Slack & push notification escalation for delayed reps
- • Zero manual copy-pasting required across the entire customer lifecycle
Restructuring a 15-Person Sales Floor with High-Throughput Dialer Routing & 2.2x Active Talk Time
The Challenge: A mid-sized sales organization with 15 inside reps was burning cash on leads because agents were manually dialing from spreadsheets. Reps averaged only 65 calls and 42 minutes of live talk time per day. Inbound calls were frequently abandoned in hold queues, and manager visibility was nonexistent.
The Solution: Leveraging Jeromy's experience building TeleCRM and integrating ViciDial/Twilio VoIP architectures, we implemented an automated power-dialer queue with skill-based routing, instant call transfer logic, and automated dispositions. Rep talk time more than doubled within 3 weeks.
- • High-concurrency SIP trunking with automated local presence pools
- • STIR/SHAKEN A-attestation verification to prevent spam flags
- • Smart dialer pacing based on live available rep capacity
- • Automated call recording, AI transcription, and key phrase alerting
- • Real-time leaderboards connecting dials directly to revenue closed
Identifying Unprofitable Customer Segments & Expanding EBITDA Margin by +18% in 90 Days
The Challenge: A company generating $4.2M in annual revenue was struggling with shrinking cash reserves despite record top-line months. The founder had no visibility into true gross margins by client tier, and fulfillment teams were spending 60% of their bandwidth servicing low-margin, high-touch accounts.
The Solution: Applying Big 4 audit and corporate CFO financial modeling, Jeromy conducted a full unit economics audit. We mapped fully-loaded labor costs, software overhead, and CAC across each tier, re-engineered pricing tiers, automated repetitive client deliverables, and eliminated unprofitable service lines.
- • Unit economics model calculating fully-loaded CAC, gross margin, and payback period
- • Customer tier profitability matrix exposing negative-margin service lines
- • Dynamic 13-week cash flow forecasting model integrated with accounting data
- • Incentive alignment tying sales compensation directly to gross margin collection
Client Profile
Who Systems Consulting Is Built For
We work best with companies that have achieved product-market fit, generate strong customer demand, and are ready to invest in serious infrastructure to scale cleanly.
- ✓ Established Revenue: Companies doing between $500K and $10M+ in annual gross revenue
- ✓ Manual Friction: Teams bogged down by spreadsheet tracking, copy-paste tasks, and disconnected apps
- ✓ Sales Floor Expansion: Organizations with 3 to 50+ sales reps requiring automated lead routing and dialer pipelines
- ✓ EBITDA Focus: Owners and executives who value net profit, unit economics, and data-driven management
Who This Is NOT For
- ✕ Idea-Stage Startups: If you don't have existing revenue or paying customers, you need sales validation before systems engineering.
- ✕ Tactical Quick-Fix Seekers: We build durable, scalable operating systems, not temporary band-aids or cheap hacks.
- ✕ Slide-Deck Enthusiasts: If you want a 100-page consultant presentation to sit in a Google Drive folder, we are not the right fit. We build live production systems.
Methodology
The 3-Step Systems Engagement
A structured, engineering-driven roadmap designed to deliver immediate high-leverage wins while building your long-term operating machine.
Forensic Audit & Architecture Map
We deep-dive into your existing workflows, software licenses, manual spreadsheets, and financial reports. We produce an exact blueprint of where profit leaks and how the target system will operate.
Build, Integration & Automation
We build the custom pipelines, configure the CRM, write the webhook handlers, integrate the telephony/dialers, and connect executive financial dashboards without disrupting daily revenue generation.
Stress Testing, Team Training & Hand-Off
We stress-test the data flows under simulated volume, train your sales and administrative team with concise standard operating procedures (SOPs), and monitor system performance to ensure zero friction.
Answers
Frequently Asked Questions
What types of businesses do you work with?
While I have deep vertical expertise in insurance agency scaling, my Business Systems Consulting practice serves growth-stage business owners across professional services, B2B agencies, healthcare, finance, and logistics doing $500K to $10M+ in annual revenue who need operational infrastructure built.
How do you differ from a typical CRM setup agency?
Most CRM agencies are marketing freelancers who set up standard templates without understanding business operations, custom programming, or financial accounting. I bring Big 4 audit and CFO financial rigor combined with hands-on software engineering (having built SaaS platforms with 450+ paying users and managing $3M+/month in volume). Every system is architected around net EBITDA margin, clean data integrity, and operational velocity.
Will our daily business operations be disrupted during the build?
No. We build and test the new architecture in staging environments and mirror live data before cutting over. Your team continues processing leads, sales, and clients without missing a beat.
How much does a systems consulting engagement cost?
Because every business has different legacy tools and operational requirements, engagements are custom-scoped following an initial strategy consultation. We offer both targeted 30-day bottleneck elimination sprints and full comprehensive enterprise systems architecture builds.
Direct Access
Book a Business Systems Consultation
30 focused minutes. A deep-dive audit of your current software stack, operational bottlenecks, and unit economics — with a clear roadmap to automate and scale.
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