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Who we work with, and who we don't

Telling a prospect not to buy is the fastest trust move available. This page makes that line provable.

This works when

  • · Owner-led. The owner still touches delivery
  • · 5–49 employees, roughly $1M–$10M revenue. Big enough to need it, small enough to move fast
  • · Consulting, marketing and creative agencies, architecture and engineering, IT services, accounting and tax
  • · A bookkeeper, maybe an office manager. No COO, no IT department
  • · 8–15 tools that mostly don't talk to each other
  • · Tried tools before. Still open to doing it properly

Owner-led is the gate. Revenue ($1M–$10M) and headcount (5–49) are indicators.

This does not work when

  1. 1. Volume is too low. The work happens four times a year. A checklist is the right answer.
  2. 2. The process is still changing. It changes monthly because the business is still figuring it out. Automating it freezes a guess.
  3. 3. The real problem is a hiring decision. The work needs judgement, not throughput.
  4. 4. The tool genuinely cannot do it, and replacing it costs more than the problem.
  5. 5. Nobody will own it. No internal champion, no sign-off, no adoption.