Done-for-you ops, AI, and CRM
Aligned builds the systems, runs the automations, and trains your team so the shop doesn't grind to a halt the day you take off. Trades, home services, restaurants, agencies, solo operators — if you're drowning in ops, we get you out.
Owner-operated. We work with a small handful of businesses at a time — not a SaaS factory.
Sound familiar?
The follow-ups, the proposals, the invoices — they all flow through you. Nobody else can do it the way you do it. So you do it. Forever.
Pipeline, payroll, parts, prep, scheduling — it's all in your head or scattered across 6 tools. You guess instead of plan.
Approvals stack up. Decisions stall. The shop runs at the speed of you returning a text, not the speed of the work.
What Aligned does
No off-the-shelf software you'll abandon. No 6-month consulting deck. We sit with you, map how the work actually moves, and ship the systems — the CRM, the automations, the dashboards, the AI — that quietly run the shop while you focus on what only you can do.
Not a generic SaaS you'll abandon in 90 days. We map your sales/ops/install/service flow and build the CRM around it — leads in, jobs out, dashboards your team will actually open.
Lead intake, appointment confirmations, quote follow-up, review requests, vendor PO reconciliation, weekly KPI reports. The mechanical 80% of your week — handled.
Sales pipeline, install schedule, AR, fleet status, top performers — in one view, updated live. Open it on your phone in the truck and know exactly where you stand.
Documented playbooks, role-based permissions, automated handoffs between sales/install/service/admin so the work moves forward whether or not you're online.
Who it's for
We started in the trades and home services because that's where we live. But the bottleneck is the same everywhere — you can't grow past yourself until the systems do the lifting.
Plumbing, electrical, HVAC, water treatment, roofing.
Cleaning, pest, lawn, pool, pet, mobile.
Single-unit and small franchise groups.
Marketing, design, dev, content shops.
Consultants, coaches, fractional execs.
If you're the bottleneck, you belong here.
How it works
Free 30-min intro call. We learn where the time is going, where leads are dropping, where margin is leaking. You leave with a plan whether or not we work together.
Custom CRM, automations, AI agents, dashboards, role-based permissions — built around how you actually work, ready in weeks not quarters.
Monthly tune-ups, weekly metrics review, new automations as you grow. We're the in-house ops/tech team you didn't have to hire.
Ready to stop being the bottleneck?
You'll leave with a clear read on what's worth fixing first — even if Aligned isn't the right partner for it.