Playbooks
The operating work, written down.
Field notes on customer operations, revenue capture, and AI that stays on because the process underneath is stable, written for operators and sponsors of essential-services platforms: plumbing, HVAC, roofing and exteriors, and home services.
- Recovering Booked Revenue at a PE-Backed Plumbing Platform A three-location plumbing platform was winning demand and losing too much of it before it booked. Rebuilding the layer between the call and the dispatched job recovered about $39K a month, close to $470K a year.
- The Hidden Cost of Broken Intake in PE-Backed Healthcare In multi-site healthcare platforms, the patient is ready to book. The revenue quietly disappears in intake, and no line item ever shows it.
- Why Your AI Pilot Failed Before It Started The model was fine. The process underneath it wasn't. Automation applied to messy human behavior industrializes the mess.