Our Services

fulcrumm delivers targeted automation solutions that enable small businesses to eliminate growth constraints, increase operational capacity, and create predictable, error-free back-office processes.

Growth Bottleneck Audit

Fixed fee: $3,500

Our comprehensive operational analysis identifies the critical bottlenecks preventing your business from scaling efficiently.

What You Get:

  • Comprehensive analysis of current operational workflows
  • Identification of 3-5 key automation opportunities
  • ROI calculation for each opportunity
  • Implementation roadmap with timelines and fixed costs
  • Detailed report and executive presentation

Timeline: 1-2 weeks

Book Your Audit

Implementation Projects

After your audit, we deliver fixed-fee implementation projects targeting your specific operational bottlenecks:

Customer Intake & Sales Automation

Streamline how you capture, process, and convert leads into customers with automated follow-up sequences and sales workflows.

Fixed fee: $5,000-$8,000

Timeline: 2-3 weeks

Inventory Management Automation

Gain real-time visibility and control over your inventory.

Fixed fee: $6,000-$10,000

Timeline: 3-4 weeks

Production & Workflow Optimization

Maximize capacity and eliminate scheduling conflicts.

Fixed fee: $7,000-$12,000

Timeline: 3-4 weeks

Reporting & Analytics Dashboard

Get instant visibility into your key business metrics.

Fixed fee: $4,000-$7,000

Timeline: 2-3 weeks

Document Processing Automation

Eliminate manual data entry and document handling.

Fixed fee: $5,000-$9,000

Timeline: 2-3 weeks

Customer Follow-up & Retention Systems

Build automated systems to nurture customer relationships, increase retention, and drive recurring revenue.

Fixed fee: $5,000-$8,000

Timeline: 2-3 weeks

Our Process

1

Discovery

We analyze your current operations to understand your business model, processes, and growth constraints.

2

Audit

Our Growth Bottleneck Audit identifies specific opportunities for automation and process improvement.

3

Roadmap

We create a prioritized implementation plan with clear timelines and fixed costs.

4

Implementation

Fixed-fee projects deliver specific automation solutions with guaranteed results.

5

Optimization

Ongoing refinement ensures your systems scale with your business.

Industries We Serve

Our solutions benefit a variety of small to medium-sized businesses across multiple sectors:

Healthcare Practices

Optimize patient workflows, documentation, and administrative processes.

Property Management

Streamline tenant communication, maintenance requests, and property oversight.

Retail/eCommerce

Enhance order processing, inventory management, and customer service.

Professional Services

Improve client management, project delivery, and operational efficiency.

Technology Companies

Optimize customer onboarding, support processes, and internal operations.

Financial Services

Enhance document processing, client communication, and compliance workflows.

Frequently Asked Questions

How quickly will I see ROI from your services?

Most clients see positive ROI within 3-6 months of implementation, with some seeing returns in as little as 30 days.

Do I need technical expertise to work with you?

No. We handle all technical aspects of implementation and provide simple interfaces for your team.

Will I need to replace my existing systems?

Rarely. We typically integrate with your existing systems rather than replacing them.

How do you determine your fixed fees?

Our fees are based on the complexity of the implementation and the value it will deliver, not hourly billing.

What happens after implementation?

We ensure your team is fully trained and offer optional ongoing support to optimize your systems as your business evolves.

Ready to Eliminate Your Operational Bottlenecks?

Book your Growth Bottleneck Audit today and take the first step toward efficient scaling.

Book Your Audit Now