Think we can’t handle your messiest process?

Game on.

Screenshare your most frustrating process with one of our certified leads, we’ll map it together live and show you where you can recoup time and money. Within 48 hours, we’ll send you a color coded blueprint to your inbox (and if we’re even one minute late, we cover the cost for you).

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Logo for Anchor & Oak Strategies featuring a green oak tree growing from a navy blue anchor with a water reflection and the company name in blue and green text.
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A monochrome logo with a stylized letter 'G' intertwined with a number '2' on a black background.
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A woman with glasses and bracelets is sitting and writing on a paper with blue ink. There are multiple pieces of paper with handwritten words on a wall in front of her.

Every leader has that one process they cannot stand.

The onboarding that honestly feels embarrassing?

The project intake process that’s always a mess.

How your team is entering and tracking tasks in your project management tool.

Invoicing that for some reason takes you an entire Friday afternoon at month end.

Project handoffs that always result in your cross department teams arguing.

A cup of frothy coffee on a decorative black and white saucer, placed on a wooden surface.

Who This Is For:

  • Professional services firms delivering client facing services

  • You have one specific process in mind that’s driving everyone crazy (if “everything” feels messy, we have a different offer for that)

  • You want a fast, concrete answer rather than a multi-week engagement

Who This Is Not For:

Blueprint Examples

Example 1

Custom software development firm (also provides technical consulting & platform implementation work)

22 employees

$3.5M ARR

Flowchart illustrating the sales to delivery handoff process, showing steps from client contract signing, deal close, welcome email, no-signature post, delivery, to project kickoff, with risk indicators for handshake and key person risks.
A flowchart titled 'Order of Operations' showing steps in a process with color-coded sections for different phases, including steps like 'AE talks through context live', 'AE owns a deck section', 'Standardize the kickoff deck', 'Set a completion gate', 'Assign one accountable owner', and 'Add a pre-kickoff PM + AE huddle'.

Example 2

RevOps consultancy (specializing in Hubspot & Salesforce builds)

19 employees

$4M ARR

A flowchart illustrating the current state workflow of CRM implementation projects, including steps from kickoff call to go-live, with associated risks and issues highlighted in colored notes.
A project timeline diagram titled 'Recommended Order of Operations' showing phases from 'Now' to 'If Stable'. It includes sections for fixing the process, checkpoints, and progression with steps such as 'Lock Scope & Log Changes', 'Standardize Discovery', 'Track Consultant Variance', 'Add Leadership Checkpoint', and 'Review & Decide'.
Green infographic titled "Working with the 128 Collective" with phases labeled Capture, Connect, Clarify, and Control, describing a four-phase approach to change management.

Bring Your Messiest Process

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When You’re Better Served By a Specialist

You trusted us to help your business. Our promise is to not bite off more than we can chew. The following is a list of items that are occasionally surfaced in our analyses, and we believe there are pro’s out there who will get you further. We’ve compiled a thoroughly vetted list of trusted companies and will help match you with a referral for your exact use case as needed.

  • Charlie Covert

    Emotive Strategic

  • OpsanaHR

  • Mermaid Marketing

    Perlee Digital

    Delta Digital

  • Kung Fu Marketing

  • Perlee Digital

    SafeMode Studios

  • Phil Gerard, Sales Xceleration

  • Decimal

  • Analytics4Growth

  • Anchor & Oak Strategies

  • TR Edwards Consultancy

  • The Lazy Millennial

Let’s Stay Connected

Follow along for insights, strategies, and a behind-the-scenes look at how we help businesses thrive.

No you’re not dreaming 💭 This is entirely possible. But it involves pausing and addressing the systemic trends and patterns of your company. Are you willing to do the work? #marketingstrategy #revenueoperations #processdocumentation #stan
Sound familiar? Sorry not sorry but someone had to say it #marketingstrategy #revenueoperations #processdocumentation #standardoperatingprocedure #riskmitigation