For service businesses that have outgrown what they run on
At a big company, catching what falls through is someone’s job. At yours, it’s on you.
I spent twenty-five years doing that job inside big institutions: the handoffs and the follow-ups. A plumber with a phone in his pocket has the same handoffs. So does a clinic with one front desk, and neither one hired anybody to catch them.
You know your work better than I ever will. What I know is the part around the work, and it breaks the same way in every business. My job is to find what you can’t see.
Roger Demas, TangentSync
The one thing
Money leaks between the first call and getting paid. I find it and I fix it.
The leaks
Where the money goes.
The same five places in every service business. Different nouns.
- The call that rang out while you were on a job, and the customer who called the next name on the list.
- The quote that sat 4 days while the customer took the other bid.
- The job that only got on the calendar because you remembered.
- The invoice nobody chased.
- The review nobody asked for while the customer was still happy.
Every fix is picking the right tool and setting it up properly. Not custom software. Your accounts, your logins, nothing locked to us.
What changes.
You stop being the thing that holds it together.
The call gets answered while you’re under a sink. The quote goes out the same day you walk the job, not Thursday. The work is on the calendar because it got put there, not because you remembered at eleven at night. The invoice goes out on its own and chases itself. The customer gets asked for the review while they still mean it.
None of that makes you bigger. It makes the business run the same on your worst week as it does on your best one.
And you stop guessing at the money. What’s out, what’s been paid, what’s late, on a Tuesday morning, without calling anybody.
Who this is for
- The owner who has run the place for years, answers his own phone, and is on a roof when it rings.
- The clinic, studio, practice or nonprofit with a manager or a board, where the whole thing runs on one person’s notebook.
Different nouns, same leaks. I don’t need to know your trade to find them.
Who’s behind it
Roger Demas fixed the handoffs where customers and money fell through at Freddie Mac, a national mortgage lender, a city housing department, and a national housing nonprofit. TangentSync works from Frisco, Texas, in English and Spanish, with clients anywhere.
Roger Demas, Principal.
One way to start.
Call and say what’s not working, or write it down here. If TangentSync isn’t the right fit, you’ll hear that on the call.
Every call returned by the next business day.