For Portfolio Operators
You saw AI coming.
It's why you bought.
Now take full advantage.
You grew, acquired, and franchised knowing this shift was coming. It's here. I install the systems that capture your data and the automations that act on it — so your companies market better, sell faster, and run tighter than anyone else in the trades. Across everything you own.
- 01
The problem
When you buy a trades business, you're usually buying the seller's personal hustle — relationships in their head, follow-up done from their truck, numbers that live nowhere. The day they leave, the revenue engine walks out with them. Buyers pay for transferable systems, and most acquisitions don't have any.
Read the thesis → - 02
What I install
The same operating layer I run for independent contractors, executed post-acquisition: every lead, call, quote, and job instrumented into one source of truth; speed-to-lead, follow-up, and reactivation automated; sales turned into a process instead of a personality; the back office automated. Standardized across every company you own, so you finally get comparable reporting.
The systems → - 03
Where I fit
Pre-close, I run operational diligence — lead flow, follow-up leakage, data quality, automation upside. In the first 100 days, instrumentation and the fastest-payback automations, so integration shows up in the first quarter's numbers. Through the hold, the roadmap toward recurring revenue and a data asset that moves the exit multiple.
About Jacob →
Buying trades businesses?
Tell me what you're looking at — diligence, first 100 days, or the whole portfolio.
Start the conversationor email jragan@getsherpa.io
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