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Prepared for Kathy Alimenti · April 21, 2026

Operations, solidified. Systems, aligned.

For the last several months your team has been running a business that's growing faster than its systems can support. This proposal is how we turn that around — keeping Blue Link, keeping the team, without asking you to become a technologist.

Read the full proposal · Jump to options · Jump to ROI
Operations is so laborious in our company… the part of the company where we are losing the battle the most, even though I have the best team.
— Kathy, April 20, 2026
01 ROI · one line

The math is simple.

The direct-labor savings target — AP + quote sheets + image sourcing — pays for the opening investment inside the first year.

Everything after that — Janine's institutional knowledge documented, sales decks generated in under thirty minutes, warehouse reporting you actually use — is upside.

Full ROI breakdown
02 Recommended opening

Option B — Pre-move start.

You start before the Danvers move. The chaos of moving becomes the best observation window we'll ever get. Every workflow under stress, every manual workaround, every SOP that only lives in Janine's head — all of it surfaces in the first thirty days because the move forces it to.

See all three options
Recommended · Pre-move start
Months 1–2
$22,000/mo
4 days/week
Months 3–6
$16,000/mo
2.5 days/week
Hours delivered
~576
Effective hourly
~$188/hr
Opening-phase total
$108,000

After month 6 the relationship continues as long as it's valuable — cadence decided together at the six-month mark.

03 Opening-phase options

Three shapes. You pick one.

All three deliver the same scope. They trade timing, cadence, and total investment.

Option A

Standard

Months 1–2
$25,000/mo · 4 days/wk
Months 3–6
$16,000/mo · 2.5 days/wk
Hours delivered
~576
Opening-phase total
$114,000
Effective hourly
~$198/hr
Best fit when
Starts post-move. Maximum schedule flexibility.
Option B
Recommended

Pre-move start

Months 1–2
$22,000/mo · 4 days/wk
Months 3–6
$16,000/mo · 2.5 days/wk
Hours delivered
~576
Opening-phase total
$108,000
Effective hourly
~$188/hr
Best fit when
Starts before the move — captures the observation window.
Option C

Intensive

Months 1–2
$20,000/mo · 4 days/wk
Months 3–6
$20,000/mo · 4 days/wk
Hours delivered
~768
Opening-phase total
$120,000
Effective hourly
~$156/hr
Best fit when
Sustained high-intensity. Lowest effective hourly.
04 Understanding · at a glance

What landed on April 20.

Where time goes
Operations is losing the battle — even with the strongest team.
Full context →
The chart you want
"Packing list says 24. You've got 20. That's all I want."
How we build it →
SOPs as the throughline
Every automation solidifies a role. Nobody is leveraged out.
Why it runs through every phase →
05 Engagement shape

Designed to continue.

The opening six months are the defined investment. What comes after is decided together at month six — there's no forced end date.

Engagement timeline Ramp months 1 to 2, Operating months 3 to 6, Ongoing from month 7 onward with a fading tail indicating continuation. Phase 01 Ramp Months 1–2 · 4 days/wk Phase 02 Operating Months 3–6 · ~2.5 days/wk Continues Ongoing Month 7+ · cadence TBD month 1 month 3 month 7 no forced end date
Structure · cadence · retainer mechanics
06 Phases · at a glance

Three phases · one throughline.

Phases flow Phase 1 Discovery and quick wins, Phase 2 Build and embed, Phase 3 Scale and long-term rhythm — with an open-ended continuation arrow beyond Phase 3. Phase 01 · weeks 1–4 Discovery & quick wins · Baseline hours measured · First AP automation live · First SOPs in markdown · Week-4 readout Phase 02 · weeks 5–12 Build & embed · AP across top-5 vendors · Quote-sheet generator live · Janine manual v1 (10 SOPs) · Docuware decision Phase 03 · weeks 13–24 Scale & long-term rhythm · AP long-tail rollout · Trade-show playbook · Warehouse-cost reporting · Week-20 cadence decision continues — cadence set with you at the six-month mark
Phase deliverables · outcomes
07 Why me

Three proofs.

01 · Alumni spotlight
"A natural entrepreneur in the AI innovation realm."

Fall 2023 feature on AI work across multiple industries.

02 · Local
Ten minutes from the new Danvers office.

On-site days are full on-site days. No Boston-traffic half-days.

03 · SwervePoint parallel
Prior Director of IT — same shape of business.

Multi-line wholesale distribution, inventory-driven, warehouse-centered. Same playbook.

About Michael · full background
08 Next steps

One decision, one date, one call.

  1. 01
    Decide which option fits
    By Friday, May 8.
  2. 02
    Book the walk-through
    Tuesday May 5 at 10 AM or Thursday May 7 at 2 PM. 45 minutes, any questions, no obligation.
  3. 03
    Kickoff hold
    Start date reserved through Monday, May 11.
Book the walk-through Read the full proposal