Operations Diagnosis
Map the current workflow, software stack, staff handoffs, bottlenecks, and owner-visibility gaps.
On-Site Operations and Practical AI Consulting
Consulting for service businesses that need systems, not slogans.
StrategixAI helps owner-led service businesses diagnose operational bottlenecks by first understanding the real workflow. We go on site when there is a fit, map the current-state operation, design CRM architecture, plan automations, connect software, and use practical AI only where it strengthens the workflow.
What Consulting Includes
A practical path from messy operations to a buildable systems plan.
CRM and Pipeline Architecture
Design stages, fields, statuses, tasks, automation rules, dashboards, and reporting around the real operating model.
Automation and Integration Roadmap
Prioritize where GHL, CRM tools, QuickBooks, Stripe, websites, portals, APIs, and AI-assisted workflows should connect.
Implementation Planning
Define a practical build plan with scope, phases, dependencies, staff adoption, and expected business outcomes.
Owner Visibility
Create reporting and dashboards that show lead flow, estimate status, job status, revenue, bottlenecks, and team follow-through.
Build and Adoption Support
Stay involved through implementation, testing, staff training, iteration, and system refinement.
Systems we commonly plan and build
On-site operations review
Operations discovery
Workflow mapping
Business process mapping
SOP documentation
CRM and pipeline architecture
Job intake systems
Estimate follow-up automation
Scheduling and dispatch workflows
Customer communication automation
Review and referral systems
QuickBooks, Stripe, GHL, website, API, and portal integrations
AI-assisted operations
Staff training and adoption
Reporting dashboards
Owner visibility systems
Primary service-business fit
The best fit is an owner-led field-service company with crews, estimates, customer communication, payment flows, reviews, referrals, and handoffs that need to become visible and repeatable.
Crawl space companiesFoundation repair companiesRoofing companiesRestoration companiesMold remediation companiesWaterproofing companiesHVAC companiesPlumbing companiesElectrical contractorsPest control companiesSeptic companiesLandscaping and lawn care companiesTree service companiesGarage door companiesInsulation companiesConcrete companiesPainting contractorsFence companiesPool service companiesPressure washing and exterior cleaning companies