The whole business, one consultant who's actually run one.
My edge is AI and technology: I teach owners how to use it to cut overhead and cut out the middlemen. The net is everything an owner carries: marketing and in-home sales (my specialty), pricing, operations, hiring, growth. Fixed prices, plain English.
Used to cut overhead and cut out the middlemen
The specialty: in-home selling, reviews, referrals, the Giving Loop
Pricing, operations, hiring, growth, even buying your building
15+ years running my own businesses. Fixed prices, nothing to install.
I'm not teaching from a slide deck. I'm teaching what runs my own trucks.
I've spent 15-plus years owning small businesses, and the biggest of them is a chimney & fireplace company in Bucks County that I built into a multi-million-dollar operation. Along the way I hit the same walls you're hitting: calls going to voicemail while we were on roofs, quotes sitting half-written at 9 p.m., customers who ghosted because we followed up once and gave up.
The off-the-shelf software never quite fit a trades business, so I built my own: AI-powered estimating my techs use to price and close jobs right in the customer's home, marketing systems, follow-up that doesn't forget. Then I put it to work in my own company. Not a demo. Not a pilot. The stuff my techs and my office use on real jobs, every day.
That's what you're buying when you hire me: not a vendor, not another subscription, but a consultant who already made the mistakes on his own dime and kept what worked. And once the tech is squared away, I'm the same phone call for the traditional stuff: pricing, operations, hiring, growth. I've run the P&L you're running. I've also bought commercial real estate, so when the conversation turns to owning your building instead of renting your shop, that's firsthand too.
And the chimney company? It's Warrington Chimney & Fireplace. Look it up before we ever talk: the trucks, the reviews, the service area. That's the resume.
If a tool can't survive a Monday morning at my own shop, I won't recommend it for yours.
Where the money leaks
None of these show up as a line on your P&L. All of them are money leaving the building.
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Missed calls
A missed call is a $300-800 job in most service trades. Three a week is $47,000-$125,000 a year, walking to the next name on the list while you're on a roof.
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Quotes that come later
The job usually goes to whoever quotes first, and nobody quotes faster than the one who prices it right there in the home. If your estimates arrive by email three days later, you're not losing on price. You're losing on speed and presence.
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Nobody chases anything
Estimates die in inboxes. Invoices age past 60 days. Happy customers never get asked for the review. Each one is earned money you dropped on the way to the bank.
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Renting your own customers
Lead brokers sell you your neighbors one call at a time and keep the list. Agencies bill every month for marketing you could own. Anyone standing between you and your customer is charging you for the introduction.
Job values vary by trade and market. Count your own missed calls for a week, then run the math with your numbers. That's the honest version.
The Tech & AI Audit
The audit finds which of these leaks (and which of the dozen quieter ones) are costing you most. Ninety minutes together, then a written roadmap built around the software you already have.
Pricing is straightforward and I'll give it to you on the call, no games.
90 minutes + a written roadmap within 5 business days
- 90 minutes, you and me, walking through how calls, quotes, in-home sales, follow-up, and office admin actually happen in your business.
- A written roadmap within 5 business days: specific tools, monthly costs, and setup steps for your software stack, not a generic list.
- Your audit fee is credited toward the sprint if you book within 60 days.
Want to see the shape of the roadmap before you commit? Ask on the free fit call and I'll walk you through the format, section by section.
The AI Adoption Sprint
The roadmap tells you what to fix. The sprint is thirty days of fixing it together: your person at the keyboard, my experience in the room. Nothing gets set up in my accounts, and that's the point: when we're done, your team runs it because your team set it up.
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Weeks 1-4: Four working sessions
One a week, 60-90 minutes, screen shared. Whoever runs your office drives; I navigate. We work straight down your roadmap: missed-call text-back, review requests, quote follow-up, the in-home quoting flow, scheduling reminders, whatever's worth the most to your business first.
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Between Sessions: I keep it moving
Async support all sprint long. When your office manager hits a wall on a setting or a vendor question, the answer comes from me, usually the same day, so nothing stalls until next week's session.
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Day 30: Yours, documented, running
Every subscription in your name, every login in your hands, plain-English notes your office can follow. If we never speak again, everything keeps working. There's nothing of mine to hand back.
- Your tools, your accounts. No vendor lock-in, no black box, no software of mine in your business.
- Limited slots. I take a limited number of sprint clients at a time, because I'm still running my own company too.
- Audit fee credited. Your audit fee comes off the sprint when you book within 60 days.
- The Giving Loop Playbook, included. Every sprint comes with my charity-partnership marketing system, the local-reputation engine to go with the operations work.
Bigger or messier than a sprint can cover? Larger engagements are scoped and quoted after the audit. That's what the roadmap is for.
Ongoing Advisory
After the sprint, most owners don't need more setup. They need a consultant who already knows their operation. Two calls a month plus my eyes on whatever comes up in between: a pricing decision, a hiring question, a new AI tool worth (or not worth) your money, the next thing to automate.
This is traditional consulting from someone who's run the P&L you're running. It's month to month, cancel anytime, and I'll tell you when you no longer need me. Most clients start here after a sprint, because advice lands better when I know your business from the inside.
two 45-minute calls a month · async questions answered within 2 business days
No annual contract, no hourly meter.
Billed monthly, in advance. Cancel before your next billing date and you're done.
Stop spinning your wheels. Build something you can sell.
Here's the quiet truth about most service businesses: they aren't businesses. They're jobs with the owner's name on the door. The day you stop swinging, the income stops. That's not a company. That's not a retirement plan either.
Everything on this page points the other way. Systems that run without you in the room. Customer relationships you own instead of rent. Books a buyer can actually read. A name your town knows. That's what separates you from the truck, and separation is what a buyer pays for.
Whether you sell in five years, hand it to your kids, or just want a summer off without the phone ringing, the work is the same: build a company that's worth something without you in it. And if you own the building underneath it, even better. I've done that too.
This is the long conversation the monthly advisory exists for. If an exit is on your horizon, say so on the fit call and we'll aim the roadmap at it from day one.
Questions owners actually ask
What happens after I send the form?
I read it myself and reply within one business day with a couple of times for a call. If I'm not the right fit, I'll say so on that call and point you somewhere better.
Do I have to start with the audit?
Yes. I won't recommend fixes for a business I haven't looked at. The audit carries the guarantee above, it's priced plainly on the call, and the fee is credited toward the sprint if you book within 60 days.
What if you can't find anything?
Then the audit is free. The roadmap itemizes the monthly dollar value of every leak it finds; if the total doesn't reach $1,000 a month, tell me within 30 days and you pay nothing and keep the roadmap.
I'm not technical. Is that a problem?
No, and most of my clients aren't. Whoever runs your office drives the keyboard and I navigate. If your office can send an email, they can run everything we set up.
Are you going to sell me software?
No. I don't take referral fees from any vendor, and the only software I offer is Emberline, which I built for my own chimney and fireplace shop and offer only to that trade. Everything else we set up is a tool you own, in accounts you control.
What does it cost after the sprint?
Nothing, unless you want it to. Everything lives in your accounts and keeps working without me. If you want ongoing help, advisory is month to month, cancel anytime, and we'll talk numbers on the call.
Can you help me get the business ready to sell?
Yes, and it's the same work either way. A business that runs without you, with customers you own and books a buyer can read, is worth more if you sell and easier to live with if you keep it. If an exit or retirement is on your horizon, say so on the fit call and we'll aim the roadmap at it.
Tell me where your business leaks money
A couple of sentences is plenty. I read every one of these myself. Rather talk it through first? Book a free 30-minute fit call instead. If I'm not the right fit, I'll say so and point you somewhere better.
I serve Bucks & Montgomery Counties in person and work with businesses everywhere else virtually.