Services

What we do, and what it costs.

We do two things: we solve your operational challenge and build the fix, and we work alongside you as a fractional operations, strategy and AI partner. It always starts with a free discovery call, where we learn how your business runs, find your costliest problem, and recommend the option that fits. You only pay for value.

Step 1 · Free

Start with a discovery call

Thirty minutes to talk through what is going on. You do not need a plan. This is where we figure out together whether you need a build, an automation, ongoing help, or nothing at all yet.

Book a 30-Minute Call (opens in a new tab)

Step 2: the option that fits

After the call, it comes down to two options. Most problems are solved with a build that stays inside your company. If the whole industry could use it, the partner option lives inside the build.

  • Option 1 · The build

    We solve your operational challenge and build the fix

    Scoped to your workflow

    Quoted after the discovery call, once we know the problem

    • Built with your team on your real jobs and numbers
    • Software or a focused automation, whichever fits
    • Your team trained to own it
    • You own it, and the savings start in the first weeks

    Not every problem needs new software. Sometimes the right build is a focused automation that combines automation and AI around how your team already works. One example: a weekly 13-week cash flow forecast that took 1 hour 45 minutes by hand now builds itself in 30.

    Within the build · Optional

    The partner option: when the whole industry could use it

    If other shops share the problem, you can choose to partner. You pay only the cost of the build, or split it with 3 to 5 peers, and earn a share of the product's revenue every year as more shops use it, plus a lifetime discount. That is why it can be lucrative.

    What you pay for the build

    • Built for you alone: Full build price
    • Partner option: Cost of the build only
    • Partner option, shared with 3 to 5 peers: Your share of the cost

    Bars are illustrative.

    Partnering is your choice, and most builds stay inside your company. Worst case, you still keep a tool that grows your revenue and cuts operating expenses.

    How the revenue share works

  • Option 2 · Ongoing

    Fractional operations, strategy and AI partnership

    From $6,000 a month

    Scope set together after the discovery call

    • Access to the full ClearOak team, not one consultant
    • Operations: find where time and money leak, and fix it
    • Strategy, finance and growth from operators who have run it
    • AI and technology put to work where it pays off

    Often it starts with a quick automation that speeds up the process, and we keep going from there. That steady, step-by-step progress is where an operating partner pays off most.

    Details

Option 1, optional: the partner option

How does the revenue share work?

With the partner option, you keep the operational savings and you earn a share of the product's revenue every year as we sell it to other shops. One product, many shops: the more shops use it, the more you earn. Worst case, you still keep a tool that grows your revenue and cuts operating expenses.

Partnering is your choice, and it is not the only option. Many problems we solve stay inside your company. You decide whether to partner, and we decide together whether a solution makes sense to take to scale. When we do, every partner who helped shape it benefits.

Your revenue share is set in writing in your proposal before any build. We walk through the numbers with you on a call.

Option 2 · Ongoing

Fractional operations, strategy and AI

Not every business needs a build first. Some need a senior operating team in their corner, month after month. You get access to the whole ClearOak team, working alongside your leadership with the same servant-first approach.

  • Access to the full ClearOak team, not one consultant
  • Operations: find where time and money leak, and fix it
  • Strategy, finance and growth from operators who have run it
  • AI and technology put to work where it pays off

Starts at

$6,000

a month

Scope and price are set together after the first call.

Data protection

How do we protect your data and your process?

Protecting your data and your proprietary process comes first in everything we do. It is one of the most important parts of being your partner.

  • Your process stays yours

    The way you quote, schedule and run jobs is what makes your business yours. We protect it like it is our own.

  • Your data is never shared

    Customer lists, pricing and processes are never shared with other partners or used outside your business without your permission.

  • The industry gets the solution, not your secrets

    What we take to market is the general fix that helps every shop run more efficiently. Never your numbers, your customers or your methods.

Let's just get on a call.

Thirty minutes to talk through what's going on in your business. You don't need a plan or a project in mind. We just want to listen and help, because this is our passion, and we'll tell you honestly whether we can help.

Book a 30-Minute Call (opens in a new tab)