Lead flow
Uneven, and nobody knows why
Ads, referrals and word of mouth, run by whoever had time. A good month and a bad month look the same until the invoices come in.
Holding companies · search funds · private equity
One execution team across your portfolio.
You bought good businesses. We put the same growth engine into each one: leads coming in, every call answered, and every company reporting the same four numbers, every week.
After the close
Every company runs growth its own way.
Most owner-run companies you buy come with the same gaps, and none of them show up on a quarterly P&L until it is too late.
Phones
Calls go unanswered
Paid-for leads ring out after hours or while the team is on a job. Quotes sit without a follow-up.
Reporting
No two companies compare
Different CRMs, different definitions, different spreadsheets. You can't tell which company needs help until it's obvious.
What we run at each company
The work, the tools and the team that runs them.
- Get found. Google, Local Services and Meta ads, landing pages and a website that books.
- Answer every call. AI voice answering and texting, day and night, handing real jobs to the team.
- Follow up. Email and text automations, and a review program, so quotes and past customers don't go cold.
- Measure it. Call and digital tracking, a CRM connection, and dashboards for the operator and for you.
- Lead it. Senior leadership across growth, finance and IT, from founders who have done it inside PE-backed companies.
Every company keeps its own software, accounts and data. We build on what it already runs.
How a portfolio rolls out
One company first. Then the rest.
- 01You25 minutes
Pick one
Walk Brian through the portfolio and choose the company to start with.
- 02UsWeek 1
Find the leaks
We connect to that company's systems and show where leads, calls and customers are slipping.
- 03UsEvery week
Run the plan
We install the fixes, run them, and report weekly on whether the numbers moved.
- 04YouWhen it works
Roll out
The same playbook goes into the next company, and each one reports on the same four numbers.
One scoreboard
The same four numbers for every company.
Leads, new customers, cost to sell and what the owner keeps. Defined the same way everywhere, so you can compare companies, not spreadsheets.
01Leads
02New customers
03Cost to sell
04Margin
Who you'll talk to
Brian Redden, co-founder and CEO
Brian helped lead Virginia Green from family ownership to private equity, growing from one brand to six across five states. He has run sales, marketing, service and the contact center for owner-run companies for thirty years, and he takes every portfolio call himself.
More about the founders →Questions
What portfolio owners ask first.
Do our companies have to switch software?
No. We build on the CRM, phones and field software each company already runs, and set up a CRM only where there isn't one.
Who owns the accounts and the data?
Each company does. Ad accounts, phone numbers and data stay in the company's name, and access can be shut off at any time.
How is it priced across a portfolio?
Each company is a monthly membership, and the commercial terms are set per portfolio. Brian walks through both on the first call.
What do we need to start?
One company and its operator. We start there, report on it weekly, and roll out to the next company once you have seen it work.