D1 Ops builds the systems your back office runs on: invoicing, collections, and the handoffs between the field and the office. For $2M–$20M commercial trade contractors in electrical, fire protection, mechanical, HVAC, and plumbing. We do the work, we train your team, and you own the result. Not a program you run yourself. The actual systems, installed for you.
Not ready to talk? See what your back office is costing you →
Revenue is steady. The team is good. But the systems that got you here aren't built for where you're going. Sound familiar?
Print, mark up, retype, send. Completed work does not become cash fast enough.
Job notes, receipts, approvals, status updates, and follow-ups live across too many places.
Labor, rework, scope changes, and non-billable drag show up too late to fix.
The business depends too much on memory, escalation, and owner involvement.
Every engagement starts with a two-week assessment of how cash, jobs, and decisions move through your business. The work that follows is us building and installing the fixes it finds.
Cash flow is the symptom. Operational drag is the cause.
The same completed work, from cash-in-weeks to cash-in-days.
Most owners who call us are in the same spot: the business is too big to run the back office on your own, and too small for a full-time operations person. D1 Ops fills that gap by doing the work, not by handing you a method. We map how your business actually runs, then build and install the real thing: the invoicing, the collections, the handoffs between the field and the office.
We map how work, cash, and decisions actually move, from the field to the office to the bank, and size the drag in your own numbers, so the priorities are obvious.
Invoicing, collections, and the field-to-office handoffs, rebuilt and installed as systems that run. We do the building, not just the advising.
We train your team and stay until it holds in daily use. You own everything we build. It runs without us, with no license to keep paying.
Which is why it isn't a framework you run yourself, a rented executive, or one more tool. It is the real systems, built for you and yours to keep.
Six stages and one owner on the critical path. This is a typical $5M commercial trade business today. The assessment produces a version of this for your business, with the actual handoffs, owners, and tools labeled. Then we rebuild the stages that are broken.
Scope is confirmed on site and the quote is finalized after the fact.
Jobs and crews are coordinated by text, so nothing lives in one place.
Hours, materials, and change orders are captured on paper, if at all.
Work orders come back to the office to be deciphered and re-keyed.
Printed, marked up, and retyped — weeks before a bill ever goes out.
A large aged balance, chased from memory, sliding past 90 days.
The end point is systems we built, running in your business. The assessment is how we scope that work, not the product. No long contracts before we understand the problem. Each step is earned by the last one being useful, and the Assessment fee is credited in full toward Phase 1 if you move forward.
We talk through what's breaking and whether this is the right fit. If it isn't, I'll say so.
Working sessions with the people who actually run the business. We map how work moves from sale to billing to cash, find the gaps slowing you down, and build the real number from your books.
Start with the free 20-min call →
$3,500, credited in full toward Phase 1 if you continue.
If the Assessment surfaces work worth doing, you get a phased proposal: scope, timeline, price, and priorities, in writing.
We build the systems, train the team, and make sure the process holds in the business, not just on paper. You own everything we build.
Software built on top of a broken process just makes the mess run faster. That is why technology comes last: the assessment determines what should be fixed, automated, integrated, or left alone.
I only take on an Assessment when I can already see the path to a number worth more than it costs. If I can't, I'll tell you on the intro call and point you somewhere better, before you've spent anything.
The measure of success is not how much the owner does. It is how much the business can do without them.
Katie Kelly, founder of D1 Ops
Family-run commercial trade business. Strong reputation, steady demand, and real operating complexity. The assessment found that the biggest opportunity was not more selling. It was compressing the path from completed work to invoice, reducing manual admin, and giving ownership visibility into what was stuck, aging, or at risk. Phase 1 is the build: installing those fixes and training the team to run them. All figures are sized from the client's own books and presented as projections, not promises.
When the back office cracks, the instinct is to add headcount. Almost always, the cheaper answer is to fix the process first, then make the smaller hire.
A senior operations leader who can sell, run delivery, and chase cash. Today, every problem still needs a senior person.
A coordinator running clean systems, once invoicing, collections, and handoffs no longer depend on memory and seniority.
What fixing the operating gap is worth every year, in your own numbers, before counting faster cash or recovered hours.
The value does not need to be argued. Your own numbers do it.
Estimate how delayed invoicing, manual admin, and scattered handoffs may be affecting cash, margin, and management time.
I will send the numbers you set above, with the assumptions behind each line, so you can check the math or share it. One email, no automated sequence, no newsletter.
Ready to talk now? Book a 20-min fit call → or text Katie at 555-555-5555.
Directional, not a quote. The assessment builds the real number from your data.
Sometimes the answer is software. Sometimes it is clearer ownership, better intake, cleaner documentation, or a simpler workflow. The point is to fix the operating gap in the right order.
I ran the operations and technology side at fintech companies, not the finance side, the delivery side. Client coverage, project workflow, the cadence that keeps work from getting stuck. The same work that runs through any growing service business.
The pattern I saw over and over: when revenue grew, the instinct was to add headcount. Almost always, the real answer was to fix the process.
That is what D1 Ops does for commercial trade businesses. Not a big-firm playbook, not a 30-page report nobody reads, but a working assessment of your business, and then we build the systems to fix what it finds.
Invoices usually go out late because the information needed to bill is scattered across field notes, texts, spreadsheets, and someone's memory, and a person has to chase it down and re-enter it before anything can be sent. The fix is process first: one place where job information lands when the work is done, one person who owns getting the invoice out, and a standard for what complete means. That is what D1 Ops builds for you. D1 Ops typically targets invoice turnaround going from weeks to days. In a recent anonymized engagement with a $5M Boston-area commercial trade business, the target was two weeks down to 48 hours.
Fix the process first. When every problem still needs a senior person, the hire you reach for is a $200K-plus operations leader. Once invoicing, collections, and handoffs no longer depend on memory and seniority, the hire you actually need is an $80K to $100K coordinator running clean systems. The gap between those two hires is $100K to $120K a year. The Cash & Capacity Assessment shows you, in your own numbers, which one your business needs.
Operational drag is the time and margin a business loses to manual re-entry, chasing information, slow billing, and decisions waiting on one person. It is why a business can have steady revenue and a good team and still feel short on cash and hours. Cash flow is the symptom. Operational drag is the cause. The Cash & Capacity Assessment measures it in dollars and hours from your own books.
Founder pricing is $3,500. The standard price is $5,000. If you move forward, the $3,500 is credited in full toward Phase 1. The Cash & Capacity Assessment is a two-week, working-session assessment of how cash, jobs, and decisions actually move through an owner-led trade or field-service business. It produces a workflow map, a dollar impact model, a ranked issue list, and a 30/60/90-day plan for the build phases, where we do the implementation.
Two weeks, built around two to four working sessions with you and the people who run the business. Total time from you and your team is roughly 5 to 7 hours across the two weeks, ending in a readout where you get the findings and the phased plan.
Do not buy more software yet. The assessment looks at what each tool is actually being used for, where they overlap or conflict, and where work falls through the cracks between them. Sometimes the answer is an integration. Often it is clearer ownership, better intake, or a simpler workflow, because software built on a broken process just makes the mess run faster. D1 Ops works with QuickBooks, Jobber, Fleetio, spreadsheets, and shared drives every day.
From the assessment: a map of how a job actually moves from sale to invoice to cash, a rating of each of the seven stages in that path, a billing and revenue leakage review, an owner dependency read, a system and tool review, a priority issue list ranked by cost and effort, and a fixed-fee proposal for the build phases. Every dollar figure is sized from your own books and presented as a projection, not a promise. The assessment is the start of the work, not the end of it. If you accept the proposal, we build and install the fixes ourselves in 30, 60, and 90 day phases, train your team on them, and hand them over. You end up with working systems, not a binder.
No. Software comes last at D1 Ops, because software built on a broken process just makes the mess run faster. The assessment first maps the workflow and finds the gaps. Sometimes the fix is software or an integration. Often it is clearer ownership, better intake, cleaner documentation, or a simpler workflow, and those cost far less than a new platform.
Only me. What you share is used to build your assessment and the plan that comes out of it. It is not shared with anyone else, and nothing from your business appears in marketing without your written permission. If you want an NDA signed before we start, I will sign one.
A fractional COO sells you ongoing time on a retainer. D1 Ops sells finished work: we assess the business, then build and install the systems the assessment says you need, at a fixed fee per phase. Each step is earned: a free 20-minute intro call, then the paid assessment, then a written proposal, then 30, 60, and 90 day build phases where we do the implementation. There are no long contracts, and you know the scope, price, and deliverables before each step. Typical targets: 10 to 15 percent off controllable overhead, 5 to 10 hours a week back to the owner, and invoice turnaround from weeks to days.
No. EOS, coaching programs, and books like Traction teach you a method, and you and your team run it yourselves. D1 Ops does the work for you. We build and install the actual systems: the invoicing process, the collections process, the handoffs between the field and the office. We train your team on them and stay until they hold in daily use. You are not learning a system to go run. You are getting working systems installed in your business, and you own them when we leave.
Two ways to start, whichever suits you.
Book a 20-min fit call →I'll reply with what's likely worth assessing, and whether D1 Ops is the right fit.
No automated sales sequence. No generic newsletter. Just a practical next step, from me, not a bot. — Katie