Sanitized recreationJob Cost Ready
Construction and trades
Construction Operations System
Subcontractors, AP and job costing for a growing remodeler.
Ridgeway Renovations (fictional) · Illustrative dataPortfolio
See how the work is built.
These are twelve sanitized sample projects that show how I diagnose, build and roll out operations systems for service businesses. Every company is fictional, every number is illustrative, and no client or employer information is used. Each project carries one honest label and is tagged to the service path it shows.
How the labels work
Real capability
A type of work Kelly has actually done, described as that type of work.
Sanitized recreation
A fictional company and fictional data, built to show the same type of work Kelly has really done.
Illustrative sample project
A hypothetical engagement that shows how Kelly would approach the problem. The skills are hers; the engagement is made up.
No invented results: no hours saved, no dollars recovered. Sample numbers live only inside the sample scenario and are labeled illustrative.
Projects
Sanitized recreationSystems Setup and Cleanup
CRM and sales operations
CRM and Sales-to-Operations Handoff
From “deal won” to a job production can start.
Oakhaven Windows & Doors (fictional) · Illustrative data
Sanitized recreationSystems Setup and Cleanup
Reporting
KPI Dashboard and Management Reporting
One page leadership trusts on Monday morning.
Harlow & Pierce Advisory (fictional) · Illustrative data
Illustrative sample projectSystems Setup and Cleanup
Operations assessment
Business Operations Audit and 90-Day Roadmap
What to fix first, in what order, and who owns it.
Harbor & Pine Facility Services (fictional) · Illustrative data
Illustrative sample projectSystems Setup and Cleanup
Owner capacity
Founder Dependency Audit
Decision rights, delegation and backups so the owner can step away.
Brightwater Pool & Spa Service (fictional) · Illustrative data
Sanitized recreationSystems Setup and Cleanup
Process documentation
SOP Development and Operations Playbook
A playbook people use, not a folder of documents.
Cedar & Main Consulting (fictional) · Illustrative data
Sanitized recreationSystems Setup and Cleanup
Client operations
Client Onboarding System
From deal won to the 30-day check-in.
Ashby & Rowe Studio (fictional) · Illustrative data
Sanitized recreationSystems Setup and Cleanup
Project systems
Project-Management System Redesign
One home for projects, one template, statuses that mean something.
Kestrel Architecture & Design (fictional) · Illustrative data
Sanitized recreationPeople and Hiring Systems
People operations
Employee Lifecycle System
Hiring, onboarding, reviews and clean offboarding.
Quarry Lane Hospitality Group (fictional) · Illustrative data
Sanitized recreationGet Paid Faster
Billing operations
Billing Operations and Revenue Leakage Audit
Are we billing for the work we do, and only for the work we do?
Marlow Partners (fictional) · Illustrative data
Illustrative sample projectSystems Setup and Cleanup
Systems
Business Systems Stack Audit
What you pay for, what you use, what can go.
Saltmarsh Marine Services (fictional) · Illustrative data
Illustrative sample projectAI and Automation Implementation
Practical AI
AI Workflow Audit and Automation Roadmap
Where AI and automation help, and where they would make a mess faster.
Elmwood Property Management (fictional) · Illustrative dataBring me the problem
Have a problem like one of these?
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