Seven stages, in order, told through one example business. Findings before recommendations. Cheap fixes before builds. And a full quarter of tracking after anything goes live.
A Del Val Investment Group engagement runs in seven stages: audit, reporting, remediation, solution design, delivery, resolution, and tracking. We map how the work actually flows, put the findings in writing with costs attached, make the free fixes first, build only what is left, and then track the result for a full quarter after go-live.
Cape Coastal Air & Plumbing — illustrative example
Booked jobs were flat while ad spend climbed. Nobody could say which leads were being lost, or where.
Median first reply: 19 hours
41% of leads: no same-day reply
Median first reply: 19 hrs → 4 hrs
Same-day replies: 59% → 96%
After an implementation goes live, we track the numbers it was built to move for a full quarter, and make tweaks as needed.
Illustrative example. Cape Coastal Air & Plumbing is not a real company, and every figure in this walkthrough is invented to show how the process runs. Our real, attributed results are on the Results page.
Walkthrough
1. The goals
Every owner-led business is working on the same three goals, whether or not they are written down anywhere. Get more customers. Make each customer worth more. Spend less to serve them.
Three goals. Most businesses only ever work on the first.
2. The whole process
Getting to them runs the same way every time: seven stages, in order, each ending with something you receive — and any of them can be the last one.
Seven stages. You can stop after any of them.
3. Audit
Stage one, the audit. We shadow how the work really moves — not how the org chart says it should. Expect questions, screen shares, and access to the systems you already use.
Your time: a few hours, spread out.
4. Reporting
Stage two, reporting. Every finding in writing, with the cost attached, ranked worst first. Nothing is recommended yet — this is what is true, not what to buy.
You can stop here and keep the report.
5. Remediation
Stage three, remediation. The simplest fixes happen first — ownership, process, turning on what you already pay for. No new software, no build. Often the biggest single jump.
Process change, not a software purchase.
6. Solution design
Stage four, solution design. Only what remediation could not fix gets designed, and you approve a fixed scope at a fixed price before anyone builds anything.
No surprise invoices. Ever.
7. Delivery
Stage five, delivery. Built to the agreed scope against milestones you sign off one at a time. You see it working before it is called done.
Nothing ships without your sign-off.
8. Resolution
Stage six, resolution. We go back to the number the audit used to justify the work and re-measure it the same way. If it did not move, we say so.
Before and after, same definition.
9. Tracking
And stage seven, tracking. For a full quarter after go-live we keep watching those numbers and adjust the build where results fall short. Tweaks inside that window are included, not re-quoted.
A quarter of measurement after go-live.
Illustrative example. Cape Coastal Air & Plumbing is not a real company, and every figure in this walkthrough is invented to show how the process runs. Our real, attributed results are on the Results page.
The example
A 14-person home-services company. Two owners, six trucks, one office manager.
We map how the work actually moves — not how the org chart says it should. Interviews, a walk through the real systems, and the numbers you already have.
Example — illustrative only
Every lead landed in a shared inbox. Whoever saw it first forwarded it to whoever seemed free. Three handoffs before a customer heard back.
Median first reply: 19 hours
You get
Current-state map of the workflow in scope
You get the findings in writing, with the cost of each one attached, ranked by what it is worth to fix. No slideware.
Example — illustrative only
Of 240 enquiries in the prior quarter, 98 never received a same-day reply. At their close rate and average ticket, that gap was the single largest line item on the report.
41% of leads: no same-day reply
You get
Written findings, ranked by cost
The cheap fixes happen first, before anyone builds anything. Process changes, ownership, and turning on what you already pay for.
Example — illustrative only
One intake queue instead of a shared inbox. One named owner for the first reply. Both changes landed in week one and cost nothing but the decision.
Median first reply: 19 hrs → 4 hrs
You get
Changes your team can make without us
Only now do we design a build, and only for what the remediation could not fix. Smallest thing that works, priced before it starts.
Example — illustrative only
Website form to CRM, an automatic text acknowledgement inside 60 seconds, and dispatch to the on-call tech. Their existing scheduling tool stayed — it was working.
You get
Fixed-price scope and a written design
Built to the agreed scope, at the agreed price, against defined milestones. You see it working before you sign off.
Example — illustrative only
Three weeks, two milestones, one training session with the office manager. The owners approved at each milestone before the next began.
You get
The working system, plus handover documentation
We go back to the number the audit used to justify the work, and check it. If it did not move, that is our problem to say out loud.
Example — illustrative only
Same-day reply rate was re-measured against the same definition used in the report — the comparison the audit was built to make possible.
Same-day replies: 59% → 96%
You get
Before-and-after against the original measure
For a full quarter after go-live we keep watching the same numbers and adjust the build where results fall short.
Example — illustrative only
Month two showed replies slipping on weekends. The routing rule was changed to a weekend on-call rotation — a tweak inside the window, not a new project.
You get
A quarter of measurement, and the tweaks that came out of it
An implementation is not finished when it ships. For a full quarter after go-live, we keep measuring the same numbers the audit used to justify the work, and adjust the build where the results fall short. You see what changed, in the terms we agreed up front.
This is follow-through on work already delivered, not a support contract. If you want monitoring and a monthly improvement cycle beyond that quarter, that is our retainer, priced separately.
The scorecard takes about 2 minutes and tells you which of the three pillars is costing you the most. That is where the audit would start.
Illustrative example. Cape Coastal Air & Plumbing is not a real company, and every figure in this walkthrough is invented to show how the process runs. Our real, attributed results are on the Results page.
