Services · The Complete Catalog

Everything we do.
One designed engagement.

You are not buying items off a menu. You are hiring a firm that designs the right combination for the business you actually have.

This page is the full picture: the eighteen deliverables included in every engagement, and the fifty-four programs across six practice areas that get layered on top of them. See the whole surface area, then let us design your piece of it.

18Included in every engagement
54Programs in the catalog
6Practice areas
1Accountable relationship
01 How engagements work

Two tiers. One relationship.

Every Focus Efforts engagement has a floor and a ceiling. The floor is a fixed set of deliverables that runs for every client, no matter the practice area. The ceiling is whatever your business actually needs, selected from the full program catalog and sequenced across your first year.

Tier One

Included in every engagement.

The strategic foundation that runs for every client. Market research, four audits, territory and decision-maker mapping, your Digital Vendor Packet, portal access, and the ongoing execution rhythm that carries from Day 45 through Month 12.

You do not select these and they are not priced separately. They are the engagement.

Eighteen deliverables. Every client. Every time.
Tier Two

Designed for your business.

Fifty-four programs across six practice areas. Some clients need three. Some need fifteen. The right combination depends on your stage, your team, your market, and what is actually breaking right now.

This is where the design work happens, and it is why the first conversation matters more than any page on this website.

Custom scope. Sequenced across your year.
A note on how to read this page. Nothing here is a package. The catalog exists so you can see the full range of what a Focus Efforts engagement can include, not so you can assemble one yourself. Every program below links back to the practice area page where it lives, and every practice area page ends in the same place: a conversation.
02 Tier one

What every client gets, without asking.

The Setup Phase front-loads the strategic work in the first forty-five days. Monthly Engagement runs the tactical execution and continuous analysis for the rest of the year. This is the same for every client in every practice area.

Setup Phase

Days 0 to 45 · One-time
First 30 days

Market Research Report

Service area analysis, competitor mapping, opportunity identification, and Ideal Customer Profile definition.

Included
First 30 days

AI Search Foundation Audit

Visibility audit across ChatGPT, Perplexity, Gemini, Claude, and Google AI Overviews.

Included
First 30 days

Digital Footprint Audit

Current digital presence assessment, gap analysis, and prioritized recommendations.

Included
First 30 days

Local IQ Current State Audit

We arrange the audit and run the current-state analysis with our named digital partner.

Included
First 30 days

FocusedIntel Portal Access

Client portal with company database, contact intelligence, and live industry updates scoped to your territory.

Included
Days 0 to 45

Digital Vendor Packet

Submission-ready packet built for insurance, TPA, property management, and program networks.

Included
Days 0 to 45

Territory & KDM Mapping

Heat maps of your service area, cluster analysis, and Key Decision-Maker list development.

Included
Days 0 to 45

Bench Specialist Matching

The right partners lined up based on your specific engagement, before the work starts rather than mid-stream.

Included
Days 0 to 45

Event Calendar & Onboarding

Industry event calendar curated for your target profiles, plus a full client asset onboarding session.

Included
Day 30 and beyond

Refer-ERL™ Submissions Begin

Vendor program network placement submissions start rolling out to the qualified target list.

Included

Monthly Engagement

Day 45 through Month 12 · Ongoing
Day 45 and beyond

Refer-ERL™ Program Submissions

Continuous vendor program submissions across insurance, property management, TPA, and warranty networks.

Included
Day 60 and beyond

Deep & Wide Outreach

Weekly email campaigns and matching LinkedIn content sent direct to named decision-makers.

Included
Day 90 and beyond

F.O.C.U.S.+™ Analysis

Six pillars of ongoing operational review applied monthly to sharpen strategy and operations.

Included
Monthly

Intelligence & Program Monitoring

Ongoing updates on program networks, decision-maker changes, and developments across your vertical.

Included
Monthly

FocusedIntel Portal Updates

Live company database, contact refreshes, and industry intelligence delivered through the client portal.

Included
Monthly

Event Calendar Maintenance

Curated calendar of the industry events where your target decision-makers actually gather.

Included
Quarterly

Strategic Checkpoint Reviews

Comprehensive quarterly strategy sessions with formal analysis and roadmap adjustments.

Included
As needed

Bench Specialist Engagement

Named strategic partners brought in when your engagement calls for their specific expertise.

Included
03 Tier two

The full program catalog.

Fifty-four programs across six practice areas. Every practice area is built the same way: nine programs in three layers that build on each other. Click through to any practice area for the full detail on how each program is delivered and who it serves.

Practice Area 01

Need More Sales

The complete revenue engine. Program placements that route work directly to you, direct-to-decision-maker outreach, and enterprise digital marketing.

See the practice area →
Category 01 · Direct Demand Generation
01

Refer-ERL™

Placement into qualified vendor programs across insurance, TPA, property management, and warranty networks.

02

Deep & Wide Outreach

Direct-to-decision-maker email and LinkedIn campaigns aimed at the named people who assign work.

03

Digital Marketing

Full-stack paid search, social, video, SEO, and AI lead management at enterprise scale.

Delivered by Local IQ
04

CE Course Programs

Accredited continuing education built as a top-of-funnel demand engine and authority position.

Category 02 · Intelligence & Foundation
05

AI Search Foundation Audit

Your visibility across ChatGPT, Perplexity, Gemini, Claude, and Google AI Overviews, with a fix list.

06

Company Intelligence Reports

Named decision-makers, geography, events, news, and job-change alerts across your target market.

07

Digital Footprint Audit

Website, listings, reviews, social, brand consistency, and technical SEO assessed and prioritized.

Category 03 · Enablement
08

Corporate Digital Packet

Onsite production visit building your permanent library of drone, location, headshot, and video assets.

09

Custom Software & AI Agents

CRM integrations, workflow automation, and purpose-built AI agents for sales operations.

Delivered by Inuvus
Practice Area 02

Getting Organized

An operating system in three layers, so the business genuinely runs without you in every decision.

See the practice area →
Category 01 · Foundation
01

Process Audit & Documentation

How work actually flows through your business, captured as repeatable and teachable process.

02

Organizational Structure Design

Roles, reporting lines, decision rights, and accountability matched to where the business is going.

03

SOP & Playbook Development

Your operations written down the way your best people actually do the work.

Category 02 · Systems
04

Workflow Automation & Integration

Automate what eats your team’s time, then connect the tools so data stops being copied by hand.

05

KPI Dashboards & Metrics

Sales velocity, operational efficiency, financial health, and team performance in one live view.

06

Meeting Rhythms & Communication

The cadence that keeps everyone rowing in the same direction as the team grows.

Category 03 · Leadership
07

Fractional COO Services

Real operational leadership on the ground without the full-time salary and equity dilution.

08

Delegation & Accountability

The frameworks that let you hand off decisions with confidence and stop being the bottleneck.

09

Onboarding & Training Design

New hires productive in weeks instead of months, and hiring that stops feeling like a gamble.

Practice Area 03

Funding Deal Flow

Financial health, capital access, and ongoing financial leadership, built before you urgently need any of it.

See the practice area →
Category 01 · Financial Health & Optimization
01

Forensic Financial Audit

Surface the hidden losses, revenue leakage, and margin erosion your P&L is not showing you.

With Barry Blass & Associates
02

Cash Flow Optimization

Convert revenue growth into cash growth, because a strong P&L can still starve the business.

03

Financial Systems & Reporting

Reporting infrastructure and management dashboards that replace spreadsheets with real tooling.

Category 02 · Capital & Financing
04

Debt Restructuring & Shop

Better terms, multiple lenders, and a banking relationship that stops being adversarial.

05

Growth Capital Raise

Pitch preparation, buyer targeting, term negotiation, and closing support through our capital network.

06

Private Placement Structuring

PPM and CIM structuring, documentation, and placement through our securities attorney and broker bench.

Category 03 · Ongoing Financial Leadership
07

Fractional CFO Services

Financial planning, cash flow management, and strategic guidance at fractional cost.

Delivered by Blue Sky Advisory
08

Investor Relations & Reporting

The reporting cadence that keeps existing investors informed and confident.

09

M&A Financial Due Diligence

Quality of Earnings support, working capital normalization, and add-back defensibility.

Practice Area 04

Better Talent

Culture, acquisition, and retention architecture, plus the employment classification depth most advisory firms do not carry.

See the practice area →
Category 01 · Culture & Foundation
01

Culture Design & Values Definition

Make the right people want to work for you and the wrong people self-select out.

02

Compensation Architecture Design

Pay structures that attract the people you need and hold the ones you already have.

03

Career Path & Growth Framework

Visible advancement tracks, so good people can see a future without leaving to find one.

Category 02 · Talent Acquisition
04

Executive Search & Recruiting

Retained search for the leadership seats that decide whether the next five years work.

05

Hiring Systems & Interview Design

Turn open positions into qualified hires without burning six months per seat.

06

Employer Brand Building

Become the company good people in your market already want to work for.

Category 03 · Development & Retention
07

Leadership Development & Coaching

Turn the right hires into the leadership team that runs the business better than you do now.

08

Performance Management Systems

Accountability that develops people instead of just documenting them.

09

Succession Planning & Bench Building

The internal bench that protects the business from key-person risk and raises your multiple.

Also in this practice area: worker classification. The Talent page carries a full 1099 versus W-2 breakdown, the IRS three-prong test, and the ten conditions that get contractors reclassified as employees long after the job ended. Our bench includes five employment attorneys and a former IRS auditor who is also a CPA.
Practice Area 05

AI Tech Stack

Foundation, AI applications, and ongoing technology leadership, with a named custom software partner who ships.

See the practice area →
Category 01 · Foundation
01

Technology Stack Assessment

Every tool, subscription, and integration audited for what is used, ignored, and duplicated.

02

Data Infrastructure & Architecture

Clean, integrated data flows, because AI adds nothing on top of a broken foundation.

03

Systems Integration Blueprint

Connect CRM, project management, accounting, and dispatch so your team stops being the integration layer.

Category 02 · AI Applications
04

Custom Software Development

Real custom systems designed around your workflow, not generic SaaS with heavy configuration.

Delivered by Inuvus
05

Workflow Automation & AI

Automation aimed at the specific manual work eating your team’s time right now.

Delivered by Inuvus
06

AI Analytics & Business Intelligence

Predictive analytics across pipeline, operations, and financial health, in real time.

Category 03 · Ongoing Technology Leadership
07

Fractional CTO Services

Technology strategy, vendor management, and the discipline that keeps the stack from bloating again.

Inuvus and the Focus360™ bench
08

AI Governance & Ethics Framework

Policies and guardrails that let you adopt AI without data, compliance, or reputational exposure.

09

Technology Roadmap

A multi-year roadmap connecting business strategy to technology investment, reviewed quarterly.

Practice Area 06 · Flagship

Ready to Plan for Exit

Build-to-Exit is the multi-year work of building the multiple, not just executing the sale. Every other practice area ultimately flows through here.

See the practice area →
Category 01 · The Foundation
01

Build-to-Exit Engagement

The flagship multi-year engagement that coordinates every practice area toward one horizon.

02

Valuation Preparation

A defensible valuation built the way sophisticated buyers actually build one.

03

Due Diligence Preparation

Financial clean-up, documentation, contract review, and key-person risk mitigation before buyers look.

Category 02 · The Exit Vehicle
04

Strategic Buyer Sale

Position for the acquirer who values your relationships and footprint above the pure financials.

05

Private Equity Sale

Direct access to family offices and PE platforms, with positioning built for institutional criteria.

06

ESOP Structuring

Employee ownership as a tax-advantaged exit that preserves the culture you built.

07

Franchising & Licensing

Keep the business and extract recurring royalty revenue from a replicable operating model.

08

Management Buyout

Sell to your own team, often bridged with outside capital, preserving continuity at fair value.

09

Family Transfer & Succession

Structure the handoff so the next generation gets the business and the tax bill does not sink it.

04 Delivery

Programs are delivered by a bench, not a person.

No single consultant has real depth across all six practice areas. That is not humility, it is arithmetic. What makes this catalog deliverable is the bench behind it.

Some programs are delivered directly by Focus Efforts. Some are delivered by named strategic partners: Local IQ for digital marketing, Inuvus for custom software and AI, Barry Blass & Associates for forensic financial work and Quality of Earnings, and Blue Sky Advisory Services for fractional CFO and formal exit planning.

Tier 01

Named Strategic Partners

Publicly named firms delivering signature disciplines under our engagements. Ongoing relationships, not referrals.

Tier 02

Curated Specialists

Vetted attorneys, CPAs, CFOs, consultants, and industry experts brought in exactly when their expertise is required.

Tier 03

Buyer & Capital Network

Direct relationships with family offices and PE platforms actively investing in the property services vertical.

Bench specialists come into your engagement through Focus Efforts rather than being hired separately, which is how you get coordinated delivery and rates calibrated to a strategic advisory relationship instead of retail consulting. You do not assemble the team. We do.

See the full Focus360™ Professional Network →

05 On pricing

You will not find a price anywhere on this page.

That is deliberate, and we would rather explain it than have you wonder about it.

Strategic advisory is not a product with a shelf price. Two businesses with identical revenue can need completely different engagements, and quoting either one before understanding the business would be guessing dressed up as a number.

There is also a harder reason. A published price invites you to evaluate the line item instead of the firm. You would compare our audit against somebody else’s audit, and the comparison would be almost meaningless, because the thing that determines whether an engagement works is not the price of any single deliverable. It is whether the combination is right and whether the firm behind it is any good.

Scope comes before cost

We establish what the business actually needs first. The number follows the scope, which is the only order that produces an honest quote.

No ceiling, no floor

A posted price caps what we can design and anchors what you expect. Neither serves a business that needs something unusual.

Fit before fee

If we are not right for your situation, we will tell you in the first fifteen minutes. That conversation costs you nothing and it happens before money is ever discussed.

Every engagement is quoted after a real conversation, in writing, with the scope attached. You will know exactly what you are paying for before you sign anything.

06 How to start

You do not need to pick from this page.

Nobody arrives knowing which of the fifty-four programs they need. Figuring that out is the work, and it is the first thing we do together.

Step 01

15-minute conversation

Book a call. Tell us what is happening in the business right now. We listen, ask real questions, and give you an honest read on whether we are a fit for what you need.

Step 02

Assessment

If we are a fit, we assess the business across the practice areas that matter to your situation. Where the leaks are. What is working. Which programs would move the needle first.

Step 03

Designed engagement

You get a written engagement combining the Tier One foundation with the specific Tier Two programs your business needs, sequenced across the year with clear milestones and a scope you approve.

The Catalog Behind the Work

A catalog is not a plan. The plan is the point.

Seventy-two services on one page is impressive to look at and useless to act on by yourself. The value was never the list. The value is a firm that has spent three decades learning which combination works for a business at your stage, in your market, with your specific constraints.

Read the catalog for the range. Then notice that all fifty-four programs point the same direction. Every one of them takes the owner out of the center of a decision, which is the only thing that turns a job into an asset, whether you sell it, franchise it, hand it to your team, or simply want to stop being the person who has to be there.

Have the conversation that turns the catalog into a plan built for one business, which is yours.

“Let each of you look not only to his own interests, but also to the interests of others.” Philippians 2:4 · ESV