How we onboard a $4M business in 30 days.

Most operating-partner engagements stall in the first 60 days because nobody sets the milestone cadence. We start every $1M–$5M deployment on the same 30-day clock.

Week 1 — Diagnostic and access

• Day 1: kickoff call. Stakeholder map. Access requests (CRM, ad accounts, bookkeeping, email, calendar).
• Day 2–3: stack audit. Every tool listed. Every integration documented. Owner reviews + signs off.
• Day 4–5: pipeline + workflow walk-through with the operator. Bottlenecks identified.
• End of week: written diagnostic delivered. Three-track 30-day plan agreed.

Week 2 — System install

• CRM rebuild — pipeline, stages, automations, dashboards. Built around their motion, not a template.
• Unified inbox stood up — email, SMS, calls, web chat funneled to one stream.
• Missed-call text-back live by day 10.
• Owner + team 30-min training session at end of week 2.

Week 3 — Marketing + AI go-live

• First paid campaign live — single channel, single offer, closed-loop attribution wired.
• Voice AI deployed for inbound overflow + after-hours coverage.
• Lifecycle email + SMS sequences plugged into CRM stages.
• First weekly performance dashboard delivered to the owner.

Week 4 — Financial + handoff

• Bookkeeping running weekly close cadence. Last quarter cleaned up.
• Monthly P&L + cash dashboard delivered.
• Owner training on the Friday-numbers review.
• Month-1 readout: what we found, what we built, what's next.

This is the standard motion. We don't deviate often. Predictability of deployment is what makes the rest of the relationship possible.