Services
Practical operational clarity. Installed thoughtfully.
Every engagement is scoped to deliver a defined outcome — not a retainer for its own sake.
The 36-Month Window
The tools exist. The window is open. Most owners don't have time to figure it out.
Automation tools like Make.com, AI responders, and integrated CRMs are cheaper and more accessible than ever. But knowing how to assemble them correctly — in a way that matches how your shop actually runs — takes time most owner-operators don't have. We are in a 24-to-36 month window where this knowledge is the difference between shops that grow and shops that get left behind. OpsRelay builds the integrations so you don't have to learn them.
Fractional Operations
Diagnostic & System Install
Starting at
$1,250
We begin by mapping how leads, work, and decisions currently move. Then we identify where follow-through stalls and install simple structures that improve visibility and ownership.
This is fractional operations in practice — scoped engagement, defined outcomes, and real accountability at every step, without the overhead of a full-time hire.
What's Included
- —Workflow mapping (leads, tasks, handoffs)
- —Bottleneck and drop-off identification
- —Clear ownership lanes
- —Simple pipeline or task visibility structure
- —Weekly review rhythm
- —Written summary + action plan
Focus
- —Reduce operational friction
- —Clarify ownership
- —Create visibility without micromanagement
- —Install systems that match your team
Structured and scope-bound. Clear outcomes at every step.
Workflow Automation
Connected Systems.
Fewer Manual Steps.
Pricing on inquiry
Where automation reduces friction, we integrate tools like Make.com, Zapier, and Square — connecting your systems so handoffs happen automatically and nothing falls through the cracks.
Automation is added carefully and only where it eliminates noise — never where it introduces complexity your team can't maintain.
Common Automations
- —Lead capture → CRM routing
- —Form submissions → task creation
- —Payment triggers → onboarding steps
- —Status updates → team notifications
- —Follow-up sequences from intake data
Tools We Work With
- —Make.com
- —Zapier
- —Square
- —Google Workspace
- —Your existing stack
Workflow Automation
Relay Intake — 90-Second Lead Capture
Starting at
$1,500
Most trade shops lose leads not because of bad service, but because they were 10 minutes late to respond. Relay Intake connects your website forms and missed calls to an automated SMS responder that qualifies and routes every lead in under 90 seconds — 24 hours a day, 7 days a week.
What's Included
- —Web form → automated SMS/email responder
- —Missed call → instant text-back trigger
- —AI qualification flow (emergency vs. routine)
- —Lead data routed to your dispatch board or CRM
- —Setup documentation and handoff
Why It Works
- —78% of customers book with the first company to respond
- —One captured HVAC install pays for the entire setup
- —Works with your existing tools — no new software required
- —Runs while you are on the job site
Workflow Automation
Relay Bridge — Dispatch-to-Invoice Connection
Starting at
$3,500
Your techs complete the job on Tuesday. You invoice on Friday. That gap costs you cash flow and creates double data entry for your office staff. Relay Bridge connects your field workflow directly to your accounting software — so when a job is marked complete in the field, the invoice is drafted automatically.
What's Included
- —Workflow mapping of your current field-to-invoice process
- —Custom integration connecting your FSM or field app to QuickBooks/Xero
- —Auto-draft invoice triggered on job completion
- —Automated review request sent to customer after payment
- —Setup documentation and handoff
Why It Works
- —Eliminates manual data re-entry between field and office
- —Reduces invoice-to-payment cycle from days to hours
- —Built to your specific tools — not a generic template
- —Includes a review automation that compounds your Google ranking
Google Business Profile Optimization
Digital Perimeter.
Local Search Visibility.
Pricing on inquiry
A fully optimized Google Business Profile establishes your Digital Perimeter — the foundation of local search visibility that connects your business to customers actively searching in your area.
We audit, build, and align your GBP so Google's algorithm reflects exactly what your business does and where you do it — creating a consistent trust signal between your profile, your website, and your citations.
What's Included
- —Full GBP audit and gap analysis
- —Category and service configuration
- —Cross-Platform Identity Sync (NAP)Ensuring your Name, Address, and Phone match everywhere to maximize Google's trust.
- —Review strategy and response templates
- —Photo and post optimization
- —Schema alignment with your website
Why It Matters
- —Rank in local map pack results
- —Build trust with verified business signals
- —Create a consistent digital presence
- —Align online citations with your service area
- —Project a professional commercial presence while maintaining founder privacy.
Service Area Business Strategy
Built for Businesses
That Go to the Customer.
Pricing on inquiry
Service Area Businesses — those that serve customers across a region rather than a fixed location — require a distinct local SEO strategy. We define your service area footprint, configure your SAB presence correctly across Google and key directories, and align your digital signals so the algorithm knows exactly where you work.
Done right, SAB strategy removes the guesswork from local visibility and puts your business in front of the customers already searching for what you offer.
What We Address
- —Service area radius and city targeting
- —SAB-specific GBP configuration
- —Citation cleanup for mobile businesses
- —Local content strategy by service zone
Who This Is For
- —Field service and mobile businesses
- —Contractors and tradespeople
- —Delivery and route-based operations
- —Any business without a public storefront
Business Development & Scaling
Monthly Operational Review
From
$900/mo
As your business grows, systems drift. Ongoing support provides light monthly structure to refine workflows, adjust ownership, and keep operational clarity intact — without a heavy retainer.
Designed to support business development and scaling at every stage — from stabilizing a growing team to building the operational foundation that sustains long-term growth with confidence.
Drawing on years of hands-on experience running operational systems in a high-volume, multi-department business environment, OpsRelay offers ongoing operational oversight that goes beyond software. We help owner-operators install the disciplines — the weekly rhythms, the 90-day goals, the accountability structures — that make the tools actually stick.
What's Included
- —Monthly 60-minute workflow review
- —Small refinements to tracking or structure
- —KPI review and visibility adjustments
- —Defined async support window
Operational Health Check — What We Build Together
- —A simple weekly performance dashboard tracking 5–7 key business metrics (leads, close rate, job completion, cash flow)
- —A monthly structured operational review — a fixed-agenda meeting that surfaces what's on track, what's off track, and who owns the fix
- —90-day operational priorities — defined goals with clear ownership and a built-in accountability check at the end of each quarter
- —Async check-ins between sessions to keep momentum between meetings
Is this a formal business operating system? It draws on proven operational frameworks, but it is adapted for smaller, owner-led trade businesses. We don't install a full methodology wholesale. We take what fits — the performance dashboard, the meeting rhythm, the 90-day priorities — and build it around how your shop actually runs.
Typically follows initial engagement. Can be scoped independently.
Not sure where to begin?
Start with a 30-minute clarity conversation. We'll talk through how work is currently flowing and identify a practical next step.
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