Services
Three ways to take your business back.
Every engagement is outcome-driven, fixed in scope, and starts with the same question: where is your business really leaking?
Operations Audit
See exactly where time and money are leaking.
Timeline
2–3 weeks
Format
Fixed-fee engagement
The problem it solves
Leaders know their business is leaking time and money — they just can't see exactly where, or what's worth fixing first. Most teams react to symptoms instead of root causes.
What's included
- Business process walkthrough across sales, ops, finance, and client delivery
- Time, cost, and capacity leak analysis
- Tool & data flow mapping — what exists, what's broken, what's redundant
- Prioritized opportunity roadmap — ranked by ROI, speed, and effort
- Executive-ready report + 90-minute findings session
When to choose this
When the business feels heavy but the owner can't pinpoint why — or before committing to any AI or automation work. This is always the starting point.
Workflow Transformation
Install AI workflows that cut hours, errors, and cost.
Timeline
Project-based
Format
Outcome-scoped
The problem it solves
Teams are drowning in manual, repetitive work — intake, approvals, data entry, reporting, follow-ups. Margin and morale both suffer.
What's included
- Redesign of high-impact workflows using AI + automation
- Silent integration across existing tools (CRM, accounting, ops software, email, docs)
- AI agents and assistants embedded into daily work
- Team rollout, training, and adoption support
- 60-day performance tracking against baseline metrics
When to choose this
When the diagnostic has identified specific, high-cost workflows that must be rebuilt — and the client is ready to reclaim hours, cut errors, and lower operating cost.
Operating System Partnership
A long-term partner to run your operations backbone.
Timeline
Ongoing retainer
Format
Quarterly roadmap
The problem it solves
The business has outgrown spreadsheets, silos, and owner-dependency. Leadership wants a company that runs itself — not one more project.
What's included
- Fractional AI & operations leadership (ongoing retainer)
- Quarterly roadmap, KPI reviews, and optimization cycles
- Continuous rollout of AI workflows across departments
- Vendor, tool, and data governance oversight
- Direct line to LevyGC's senior team
When to choose this
When the client wants a long-term partner to systematically remove the owner from day-to-day operations and scale without adding headcount. Typically $5M+ revenue.
Book a Discovery Call
Find out where your business is really leaking.
Start with a free 30-minute Discovery Call. If there's a fit, we'll scope the Operations Audit. If not, you'll leave with at least one thing worth acting on.
No pitch. No pressure. Just clarity.