Business support that fitswhat you need next
Research, marketing, systems, and implementation coordinated around your business.
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Intelligence & strategy
Make decisions about markets, customers, and growth with better information.
When this helps
You are deciding where to expand, which customers to pursue, where to focus marketing, or how to respond to a changing market. We bring outside evidence together with your operating realities so the next decision has a clear basis.
How this could look
A contractor considering nearby towns can compare the opportunity, competition, travel requirements, and its own ability to serve each area before committing to a launch.
What we can help with
Market and territory research
Compare service areas, demand indicators, housing and business characteristics, and the practical reach of your operation.
Competitive intelligence
Map relevant competitors, examine positioning and service mix, and identify questions worth validating before changing direction.
Customer and account research
Define the types of customers, properties, or businesses that fit your offering and build a clearer picture of where to find them.
Expansion and growth strategy
Compare service lines and growth options against capacity, economics, and the priorities you set.
Pricing and service-line strategy
Research the market context and compare pricing or service-line options using your available information and explicit assumptions.
What you can expect
- A research brief with sources, assumptions, and limitations
- A comparison of the options and the tradeoffs between them
- A prioritized recommendation and practical next steps
Brand & growth
Help the right customers understand your business and take the next step.
When this helps
Your website no longer reflects the work you do, your message changes from channel to channel, or marketing activity is disconnected from the customers you want. We connect positioning, content, and customer acquisition around a defined goal.
How this could look
A website project can begin with your service mix and target area, then connect the new pages to lead handling and follow-up instead of ending at launch.
What we can help with
Brand positioning and messaging
Clarify who you serve, which problems you solve, and how to explain the value of your business in plain language.
Website design and development
Build clear service and location information, useful page structure, and an inquiry journey that fits how your team actually works.
SEO / AEO and local search
Improve the clarity, usefulness, and technical accessibility of content for search and answer experiences. Support accurate website and Google Business Profile information without promising rankings or placement.
Content, social media, and measurement
Plan useful articles and social content, connect channels to business priorities, and define how inquiries and results will be reviewed.
Reputation and customer-feedback processes
Define how feedback is collected and reviewed, who responds, and how the business follows up with customers.
What you can expect
- A messaging and website plan grounded in your customers
- The agreed pages, content, and channel work
- A measurement plan and a manageable publishing process
CRM & revenue operations
Keep inquiries, customer information, and booked work connected.
When this helps
Leads arrive through several channels, follow-up depends on memory, or the office and field teams work from different information. We help define a repeatable process before choosing or connecting the software that supports it.
How this could look
An inquiry from the website can enter the correct pipeline, reach the person responsible for booking, and carry the right context into the field-service system.
What we can help with
CRM and field-service software
Compare requirements, help select and configure suitable tools, and plan how the CRM and field-service platform should share information.
Lead routing and booking
Define who responds, what information is captured, how work is qualified, and how the next action reaches the right person.
Follow-up and customer data
Organize records, clean up duplication, define pipeline stages, and create follow-up workflows with clear ownership.
Sales and customer-service workflows
Map the work of office, sales, and call-center teams, establish practical reporting, and connect marketing sources to the inquiry process where the data supports it.
What you can expect
- A documented inquiry-to-booking workflow
- A system and integration plan with clear data ownership
- Configured workflows, testing, and a team handoff for the agreed scope
Technology & automation
Make your tools support the way your business needs to work.
When this helps
Your team repeats the same administrative steps, information is copied between tools, or it is difficult to see which system contains the right answer. We start with the workflow and focus automation on work that is worth making repeatable.
How this could look
A repeatable reporting workflow can collect the agreed inputs and prepare a review pack, while a person remains responsible for checking exceptions and deciding what to do.
What we can help with
Software and vendor selection
Translate the business problem into requirements and compare tools against fit, implementation effort, ownership, and ongoing cost.
Integrations and data systems
Connect appropriate systems, define which records are authoritative, and make the movement of data easier to understand and maintain.
Automation and internal AI tools
Design assistance for repeated tasks with appropriate human review, defined exceptions, and a clear owner.
Dashboards and reporting
Bring relevant information into a practical operating view, with definitions and limitations that the team can use.
What you can expect
- A prioritized workflow and technology plan
- The agreed integration, automation, or reporting implementation
- Documentation, exception handling, and an operating handoff
Operations & finance
Understand the operating numbers behind the work you sell.
When this helps
You need a clearer view of capacity, branch performance, service-line economics, or the resources a growth plan will require. We organize the questions and available company information into a management view that supports decisions.
How this could look
Before adding a service area, an owner can examine the staffing, travel, scheduling, and operating assumptions that would need to hold for the expansion to make sense.
What we can help with
Processes and operating procedures
Map repeated work, clarify handoffs, and document procedures that match the operation rather than an abstract template.
Capacity and branch performance
Examine how staffing, territory, service mix, and workload affect the operation and the options in front of you.
Budgeting and forecasting
Build management planning tools with explicit assumptions, useful scenarios, and a process for comparing plans with actual results.
Profitability and expansion economics
Review the agreed cost and performance measures to understand tradeoffs across services, locations, and growth plans.
Vendor and product comparisons
Compare operating vendors, products, and purchasing options against the business requirements, with assumptions and tradeoffs made clear.
What you can expect
- A defined set of operating measures and assumptions
- A management reporting, process, or planning tool for the agreed question
- A review cadence and a practical improvement plan
Management analysis supports your decisions and can complement your accountant’s work. Tax, audit, legal, and other regulated services belong with appropriately qualified professionals.
People & organization
Give the team a clearer structure for doing good work.
When this helps
Responsibilities have become unclear, a growing business needs different roles, or training and hiring processes no longer match the work. We help connect organization decisions to the operating plan.
How this could look
As an owner spends less time dispatching every job, a clearer office or operations role can define who owns scheduling, customer follow-up, and the daily handoff to the field.
What we can help with
Organization and workforce planning
Clarify the structure the business needs, the work each role owns, and how that structure may need to change as the company grows.
Roles and compensation research
Develop job descriptions and role expectations, and research relevant compensation information with its context and limitations.
Recruiting strategy and process design
Improve the way the business defines needs, evaluates its recruiting process, and coordinates with appropriate recruiting specialists.
Training and succession planning
Coordinate training priorities, document important responsibilities, and identify continuity needs for key roles.
What you can expect
- An organization or workforce plan tied to the business priorities
- Clear role descriptions, responsibilities, and handoffs
- A practical recruiting, training, or continuity process for the agreed scope
Ongoing advisory
Keep the plan, the people, and the implementation moving together.
When this helps
You have several priorities, multiple vendors, or a plan that needs regular attention to become useful work. An ongoing relationship creates a place to review the evidence, make decisions, assign responsibility, and follow through.
How this could look
Research may point to a website change, a follow-up problem, and a reporting gap. The advisory relationship keeps those pieces connected under one plan instead of three unrelated projects.
What we can help with
Strategy and KPI reviews
Review the agreed operating measures, outside market context, progress against priorities, and the decisions that need an owner’s attention.
Project and vendor coordination
Define scope, responsibilities, milestones, and handoffs across FranklinDalke, your team, and outside specialists.
Fractional growth and strategy support
Provide a recurring working relationship around the growth and management questions in scope.
Implementation oversight
Track progress, surface dependencies, and adjust the plan when the evidence or circumstances change.
What you can expect
- A shared plan with accountable owners and milestones
- A recurring decision and review meeting with useful preparation
- An action record and coordination of the agreed implementation work
Before we begin
Can we start with one project?
Yes. A defined question or project can be the starting point. We agree on the goal, responsibilities, deliverables, and scope before work begins.
Does FranklinDalke do every part of the work?
We handle work where we are best suited and coordinate appropriate specialists where they add more value. The scope should make clear who is doing what and how the work connects.
Can the work fit around our existing software and vendors?
We can begin by reviewing what you already use and where the gaps are. A recommendation to replace a tool should have a clear business reason; an engagement can also focus on better use or coordination of existing systems.
How is pricing determined?
The scope, complexity, responsibilities, and expected deliverables inform the proposal. We first clarify the business question and the work needed rather than assigning a package before understanding the situation.
Start with the question
in front of you
Tell us what you are trying to improve. We can work through which services belong in the plan.