We help small businesses find exactly where software, automation, or AI can fit into their business to save them time and money - then hand over a full roadmap or build it for them.
THE PROBLEM
Sound familiar?
You're running a solid business. But somewhere between the follow-ups you forgot to send, the spreadsheet you're still updating manually, and the tools that don't talk to each other — hours disappear every week.
It's not a people problem. It's a systems problem. And it's fixable. We know because we've lived on both sides of it.
Manually updating spreadsheets that should sync automatically
Tools that don't talk to each other
Follow-ups falling through the cracks every week
Google Business Profile is stale and not being updated
Missed calls and leads you never got back to
Needing more reviews but forgetting to ask for them
REAL RESULTS
What this looks like in practice.
8 hours
recovered each week
45 to 10 mins
estimate prep work
11 day
invoice delay — eliminated
2-3 jobs
per month no longer falling through the cracks
A masonry contractor running a 4-person crew was good at the work. The business side was a different story.
Estimates were written in a notes app and emailed manually. New leads came in by phone, got written on whatever paper was nearby, and followed up with whenever there was time — which was rarely. Job scheduling lived in the owner's head. Invoices went out late because nobody had time to chase them between jobs.
After the assessment, we found three places where the time was actually going:
Estimates and follow-ups were taking about 6 hours a week — almost all manual work that could be templated and partially automated
Leads were falling through the cracks with no system tracking them — an estimated 2–3 jobs a month never followed up on
Invoice delays averaging 11 days after job completion, pushing cash flow out by weeks
We built a simple CRM to track leads, an automated estimate template that cut prep time from 45 minutes to under 10, and an invoicing workflow that sends automatically when a job is marked complete.
Your business here.
If you've had an assessment and want to share what changed, we'd love to tell your story.
HOW IT WORKS
Three steps to getting your time back.
WHAT YOU GET
What comes out of an assessment?
After working with us, you'll know exactly what to do next — not a vague list of ideas, but a specific, prioritized plan built around your business.
Where to start
Prioritized so you know exactly what to tackle first and what can wait. No overwhelm, no 47-item to-do list.
A realistic roadmap
What a real implementation looks like for your size and budget — no overselling, no fluff. Built for a real business owner to actually use.
Which tasks to automate
We identify the specific workflows that are good candidates — and the ones that aren't. Not everything should be automated.
Tools you're underusing
Most businesses already have tools that can do more. We find the gaps before recommending anything new.
WHO IS THIS FOR
Built for business owners, not tech people.
You're spending hours on tasks that feel like they should be automated by now
You've looked at AI or automation tools but don't know which ones are actually worth it
You're growing and your current systems are starting to crack
You want someone to just tell you what to do — not sell you a platform
You're a small business owner, not a tech person, and that's fine
WHY COMPASS ROSE
Lived the operational reality
Years spent as a legal secretary and executive assistant — not observing operational chaos from the outside, but working inside it. That's where the instinct for what actually breaks down comes from.
Trained to diagnose complexity
Years as a Senior Business Intelligence Analyst at one of the largest credit unions in the world, the work isn't just process mapping — it's using data to understand why people behave the way they do, how that connects to business outcomes, and what the numbers are actually telling you underneath the surface question. That analytical lens is what drives every assessment.
Based in Atlanta, GA
Serving small businesses across the Southeast and nationwide.
"I spent years inside the operational reality of small businesses before I ever touched an automation tool. That's not an accident — it's the whole point."
PRICING
The assessment.
One flat fee. A full written report. A 30-minute follow-up call with our founder — on every assessment, regardless of which option you choose.
We start by understanding how your business actually operates — not how you think it operates. Then we map out what's worth automating and what a build would look like.
FAST TRACK
Assessment with Cora
$500
Usually available within 2-3 days
Cora is our AI assessment assistant — available any time, no scheduling required. She guides you through a structured interview about your business, then generates a detailed findings report. Same methodology, faster turnaround.
Every assessment includes a 30-minute follow-up call with our founder to walk through your findings and make sure you leave with a clear next step.
60-min diagnostic interview with Cora
Full written report within 72 hours
Deep-dive into your current tools and workflows
Prioritized roadmap with ROI estimate
Honest take on what AI can and can't do for you
Clear action plan you can act on immediately
Optional: we scope and build the implementation
Limited — 2 to 3 slots per week
DIRECT ACCESS
Assessment with Founder
$950
Usually available within 2-3 days. Book early.
A 60-minute session directly with our founder. Same structured process as the Cora assessment, with the added benefit of real-time back-and-forth — push back, go deeper on specific areas, and think through your situation with someone who's spent a decade inside business operations.
Every assessment includes a 30-minute follow-up call with our founder to walk through your findings and make sure you leave with a clear next step.
60-min diagnostic interview with Founder
Full written report within 72 hours
Deep-dive into your current tools and workflows
Prioritized roadmap with ROI estimate
Honest take on what AI can and can't do for you
Clear action plan you can act on immediately
Optional: we scope and build the implementation
NOT SURE YET?
Start with a free pre-assessment.
Answer a few quick questions about your business and we'll send you a personalized snapshot of where automation and AI could help you most.
No sales call. No obligation. Takes about 3 minutes.
AFTER THE ASSESSMENT
What happens next is up to you.
Some clients take the plan and run with it themselves. Others want us to build. Either way, you leave with something actionable.
DIY with the plan
Take the findings to your team or a developer. The plan is clear enough to hand off. Everything is documented, prioritized, and ready to execute.
We build it
We scope and build based on what we found. Everything custom — no packages. We hand it to you running and show you how it works.
Ongoing support
Systems need maintenance. We can stay on to iterate and improve over time — or just be available when something needs adjusting.
Ready to find out what's slowing you down?
The assessment takes about an hour. The clarity lasts a lot longer.