Code Switch Consulting

Business systems consulting · service businesses

Stop spending more time on admin than on the customers you serve.

We build the systems, automations, and dashboards to keep work moving smoothly from client intake to delivery.

Home Services · Automation

Missed-call text-back and callback workflow

Capture a missed business-hours call, immediately send a text-back, create or update a lead record, and assign a callback task that escalates if it remains untouched.

The recognition part

Sound familiar?

The five places service businesses lose their day.

Illustration of documents and arrows converging on one person01

"I'm the bottleneck."

Approvals, answers, and handoffs all wait on you. The business runs at your speed, and stepping away means things stall.

Illustration of notes, emails, and spreadsheets scattered and drifting apart02

"Work details are spread across emails, text messages, spreadsheets, and sticky notes."

The real system is whatever people remember to do. The same data gets entered twice and still doesn't match, and nothing has one source of truth.

Illustration of a person peering through fog at a blurry dashboard03

"I'm blind to profitability, work status, and other insights in my business."

Decisions run on gut feel and month-end exports instead of what's happening right now. By the time you see what happened, the month is already over.

Illustration of a person juggling many tangled app windows04

"I have to bounce across too many apps to serve my clients."

Your tools don't share information, so your team does it for them. It takes three logins to answer one customer's question.

Illustration of hands passing papers and gears in a repeating loop05

"My operational workflows have too many manual, time-intensive tasks."

Work that should happen automatically still gets done by hand: one text, one copy-paste, one reminder at a time. It's the same effort every single time.

How we work together

Three steps. Start anywhere.

The fix isn't always more software. Most clients start with the Audit, but if you already know what needs to be built, we can start with the Build Sprint.

01Most start here

Ops Clarity Audit

90-minute working session

We trace how work and information move through your business, where it piles up, where it gets lost, and what is worth fixing first. You leave with a written report and a clear starting point.

$750

02

Ops Build Sprint

Based on audit findings

One focused solution built around the problem costing you the most: scoped, built, and handed over to your team. Includes documentation, role-based training, and 30 days of support after launch.

$3.5k–$15k+

03

Ops Optimization Retainer

Ongoing partnership

Monthly support to keep your system running, improving, and growing. Includes proactive monitoring, one improvement per month, and priority response when something needs updating.

$1k–$2k/mo

A working session around a conference table

Who you work with

We get input from the entire team to ensure a solution that works and is truly adoptable throughout the company.

Builds fit existing work habits, and the handoff is part of the deliverable: documentation, role-based training, and adoption checks before we step back.

Why us

What makes this different

01

Fix handoffs, not just tracking.

Most tools tell you work is late. The real fix is making the handoff itself clear: who's next, what they need, and an automatic tap on the shoulder to get things moving. Instead of work sitting static and unseen, the right person gets notified at the right moment.

02

Build around existing systems.

You didn't get this far on nothing. Keep what works, connect what's disconnected, and fill the gaps instead of ripping everything out and starting over.

03

Adoption is a deliverable.

A build isn't done when it's live. It's done when your team is running it. Documentation, role-based training, and adoption checks are part of the deliverable, not an afterthought.

What gets built

See what this could look like for your industry.

Medical / DentalSmall Business FinancingHouse CleaningJuice / Food ShopFuneral ServiceMartial ArtsHome Services
Browse the examples

Who it's for

Is this a fit?

If a standard tool solves your problem, we'll tell you which one and why. Not everything needs to be custom.

Likely a fit if you

  • Run an independent service business with 6–50 people (including contractors and part-timers) *
  • Already pay for a core system, but still run parts of the business on spreadsheets, texts, and memory
  • Have multiple people and stages touching the same work
  • Have hit growth (or a painful slip) that exposed operational gaps

* To be honest, complex workflows for single-person businesses can make sense too... because solopreneurs need love too!

FAQ

Questions we get

Ready for your operations to run smoother?

A short call. We look at where the friction is and whether we're the right fit. No deck, no pressure.

Book an Intro Call

Usually 30 minutes. You'll leave with at least one thing worth fixing, whether or not we work together.