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Compass & Coin

⚙️ Operational Engineering & Automation

Solving operations problems for Construction, Trade, Service and Manufacturing with process and technology.

Supporting Southeastern WI

The Reality In The Field

💬 Homeowner Text

“What’s my start date?”

🔔 Inbound Call

“I didn't get my estimate. Can you update my email address?”

⚠️ Estimate Follow-up

“I texted twice yesterday, can you please resend my invoice?”

You’re on the jobsite or shop floor. Leads ring, paperwork piles up, and revenue leaks.

Does your business believe in process improvement?

Create a free process map of your business

Select improvement area with clear problem statement

Identify pain points and bottlenecks

Brainstorm possible solutions

Fast prototype solution

Build process solutions and automation

Sustain and monitor outcomes

✓ 60–90 minute process review to diagnose the issue · $0 Cost · Direct with James Kempen · No software sales pitch — just understanding

Key Elements Discovered During Process Reviews

The 4 Sequential Phase Cards

Click any card to flip it over for the Reality Check and the Process Fix.

PHASE 01: INTAKE↻ Click to Flip

Is your first contact to estimate less than 5 days?

Click to reveal Reality Check & Process Fix

PHASE 01: THE FIX↻ Flipped

The Reality Check:

“Compare your last 10 customer ‘first contact’ timestamps against when they sent a response. If they are under one hour, you don’t need help. If the lead went stale for a day, that’s a customer who has moved on.”

The Process Fix:

Process Improvement: Process and technology that responds in near real-time. Inbound inquiries immediately capture the 5 core elements and create a unified sales opportunity.

Click to flip back

PHASE 02: SCHEDULING↻ Click to Flip

Does your scheduling run with fewer than two customer reschedules a year?

Click to reveal Reality Check & Process Fix

PHASE 02: THE FIX↻ Flipped

The Reality Check:

“Count both your customer cancellations and start-date reschedules over the year. If it’s less than two, you don’t need help.”

The Process Fix:

Process Improvement: A scheduling app that proactively sends the customer reminders 24 hours, 7 days, and 15 days prior. Takes the schedule off paper and automates the communication.

Click to flip back

PHASE 03: EXECUTION↻ Click to Flip

Do you track milestones so customers never get lost in your process?

Click to reveal Reality Check & Process Fix

PHASE 03: THE FIX↻ Flipped

The Reality Check:

“Add up estimates sent with no customer response. If you're tracking customer milestones, you don't need help.”

The Process Fix:

Process Improvement: Milestones that track your customer's progress at every step. Customized for your unique process and your needs in Southeastern Wisconsin.

Click to flip back

PHASE 04: BILLING↻ Click to Flip

Are 100% of your invoices sent within 24 hours and paid within 30 days of job completion?

Click to reveal Reality Check & Process Fix

PHASE 04: THE FIX↻ Flipped

The Reality Check:

“Check your unpaid invoices. Has every customer received automated, escalating reminders at 7 days, 14 days, and 29 days, with an automated text message escalation? If you have a defined and implemented dunning process, you don’t need help. Do you need help to recover your capital?”

The Process Fix:

Process Improvement: Automatic digital invoice trigger upon job completion. Includes a comprehensive automated reminder schedule at 7, 14, and 28 days with text escalation processes.

Click to flip back

Compass & Coin Core Standard

Every Project uses a Payback

We don’t sell bloated software subscriptions. We engineer lean systems that fund themselves from recovered leaky revenue, reduce operational effort, and increase business speed.

Step 01

Understand

$0

Understand the problem — unique to your business.

Step 02

Prototype

1 Mo Savings

Define the problem: Identify the pain points and process bottlenecks (Six Sigma). Brainstorm solutions, then launch a simple pilot to learn.

Step 03

Build

3 Mos Savings

Implement and test: Full system build, deployment, and testing. The goal is to achieve a full project payback in less than 180 days.

Step 04

Retainer

Self-Auditing

Automated daily self-auditing, edge-case maintenance, and continuous support so systems never decay.

💡 “Your business is your child. Teach it to be self-sufficient. Use process and automation to enable it to run itself — anything can be automated.”

Field-proven

CASPER: a production system at Watertight Masonry LLC — not a demo.

Every inbound opportunity captured around the clock, every customer communication in one dossier, confirmed schedules in three clicks — and it audits its own performance daily.

Read the case study

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Schedule a Free Process Review

60–90 minutes on the phone with James Kempen. We’ll pinpoint exactly where time and revenue are leaking in your operation.

🔒 No software pitch. No spam. Direct call with James Kempen.