ProAsiste Demos

Marcus Whitman, managing partner of a 6-person firm doing corporate, contract & employment work. Focused on growing recurring retainer clients and protecting realization rate.

• "What needs my attention this week?"
• "Status one-pager on the Nordic acquisition."
• "Which clients should we target for retainer conversion?"
• "Chart Q1 revenue by practice area."

Tony Delgado, owner/service-manager. Juggles the bays, fleet accounts, and parts. Wants to grow recurring fleet contracts and lift the average repair ticket.

• "What's in the bays and what needs a call?"
• "Where do I stand on the fleet contract goal?"
• "How's the average ticket trending and what's dragging it?"
• "Chart Q1 revenue by service category."

Hannah Brecht, owner of a 12-person shop. Fighting to cut order lead time, protect margin against rising lumber costs, and win wholesale accounts before the fall market.

• "What's the state of the floor and what should I worry about?"
• "What's driving our lead time, and what gets us to 6 weeks?"
• "Where are we on landing new wholesale accounts?"
• "Chart Q1 revenue by channel."

Andre Okafor, owner/ops director of a 14-truck fleet. Pushing on-time delivery up, fixing the worst lanes, and locking dedicated-lane contracts against spot-market swings.

• "Give me the operational picture and what's at risk today."
• "Break down the on-time gap. Where do I find 5 points?"
• "Which lane is hurting us and what do I do about it?"
• "Chart Q1 revenue by service type."

Priya Nair, founder of a 9-person agency. Growing recurring retainer revenue, improving team utilization, and converting the new-business pipeline before clients' fall planning.

• "Where do things stand and what needs me this week?"
• "How do we get retainer revenue to $75K/mo?"
• "How bad is the Bluebonnet scope creep and what should I do?"
• "Chart Q1 net revenue by type."