Rochester, NY · Local service businesses

Every call answered. Every quote chased. The schedule done before Sunday.

Retrofit finds where a local service business is leaking time and money, and installs the fix. One system at a time. Live in 30 days. Runs after I leave.

90 minutes. You leave with a Punch List whether or not you hire me.

Jake in the back office of a client restaurant, laptop open on the prep table, the wall calendar behind him
Jake, portrait, in the Captivate Media studio or on a job site. Natural light, no headshot smile.
Who's behind it

Built by an operator, not an agency.

Jake co-owns Captivate Media, a Rochester video production company, and runs a weekly media brand that puts out a long-form episode and a dozen clips a week on systems he built himself. Retrofit installs the same kind of systems in your business.

Two installs in progress with local operators in the Rochester area. Results and names published when the owners sign off, not before.
The leaks

You already know where the leaks are.

A new patient filled out the form on your website at 8:10pm.

Your front desk saw it at 9 the next morning, called at 11, got voicemail. She'd booked somewhere else by 8:30.

You quoted the job on Tuesday.

Nobody followed up. He went with the guy who called back Thursday. That was a $6,000 job and it cost you nothing to lose it except the $180 you paid for the lead.

"Are you open? Do you do that? How much for..."

Answered forty times a week by whoever grabs the phone, in the middle of a job, with a different answer every time.

Your best manager spends Sunday afternoon building next week's schedule from a pile of texts.

And every "how do we handle this" still comes to your phone, because you're the only one who knows.

None of this is a technology problem. It's a "nobody has time" problem. I fix the nobody-has-time part.

Three installs

Three things I install

Every local business leaks in the same three places. The Walkthrough tells you which one is costing you the most. That's the one we do first.

Getting customers

01The Follow‑Up System

What happens to a lead at 9pm? If the answer is "it waits," this is where we start.

  • Every missed call gets a text back in 60 seconds.

  • Every web form and message gets a reply in minutes with the next step.

  • Every quote gets chased until it's a yes or a no.

  • The customers you haven't seen in six months get a reason to come back.

  • You get a count every Monday.

A contractor’s truck at a job site, phone on the dash lighting up with the text that just went back to a missed call
Delivering what you sold

02The Front Desk

What does your staff answer forty times a week?

  • Hours, pricing, availability, and "do you do that" answered correctly on the phone, the website, and by text, without a human.

  • Appointment reminders and job updates that go out on their own.

  • Every Google review answered within a day, in your voice.

A dental front desk mid-morning. Phone ringing, two patients checking in, nobody sweating it
Running the place

03The Back Office

What does your manager do by hand every week that a system should do?

  • A draft schedule before anyone sits down.

  • The Monday report from every location or crew in your inbox at 7am.

  • Applicants screened and scheduled the day they apply.

  • "How do we do this here" written down and searchable, so it stops coming to your phone.

A manager’s desk at 7am, coffee, the Monday report already sitting in the inbox

Yes, there's AI inside all three. You'll never have to think about that part. Neither will your staff.

How it works

First call to live system in 30 days

  1. STEP 01

    Walkthrough

    Week 1. 90 minutes. Free.

    We go through the three places your business leaks, in person or on video. You leave with a Punch List: the five to seven things costing you the most, ranked, with the first fix circled.

  2. STEP 02

    Scope and price

    Within 3 business days.

    One install. One fixed price. One go-live date. If it can't be done in 30 days I'll tell you before you pay, not after.

  3. STEP 03

    Install

    Weeks 2 through 4.

    I build it inside your business, on accounts you own, wired into what you already use: your phone system, your booking software, your Google listing, your scheduling app, your practice or job management system. Your manager sees it working before your staff does.

  4. STEP 04

    Live and handed over

    Day 30.

    Staff trained in 45 minutes, recorded. A one-page SOP that says what it does and what to do when it doesn't. Then 30 days of tune-up while it runs in the real world.

After that, most owners put it on Keep It Running and we start on the next thing on the Punch List.

Day 30

What shows up

One working system

Live in your business, on accounts you control. Not a demo. Not a pilot.

A one-page SOP

Your manager can read it in two minutes: what it does, what it touches, what to do if it stops.

Staff training

45 minutes, recorded, so the person you hire next month gets the same walkthrough.

30 days of tune-up

After go-live. Real customers will find edge cases. I fix them.

Your Punch List, updated

With the next two installs ranked and rough-priced.

Nothing you have to rent from me

Every login is yours. If we part ways, it keeps running.

Good fit

This works if

  • You run a local service business.

    A practice, a shop, a crew, a restaurant, a company with a phone that rings and jobs that get quoted or booked.

  • The business already works.

    You have customers, staff, and more coming in than you can answer. I make what you have run with less of you in it.

  • Something is still handled by whoever is closest.

    And it costs you a job, a patient, or a manager's Sunday.

  • You want one thing fixed, then the next thing.

    Not a six-month overhaul.

  • You'll give me access to the systems you already use.

    I can't wire the building without getting into the walls.

Not a fit

This doesn't work if

  • You're pre-revenue.

    There's nothing to retrofit yet. Come back when the phone rings.

  • You want a strategy deck, a roadmap, or an "AI readiness assessment."

    I don't make those. Plenty of people do.

  • You're hoping to cut half your staff.

    These systems do the work nobody is doing. They don't replace the people who are doing it.

  • You want to "explore AI."

    The Walkthrough is for owners who have a problem, not a curiosity.

  • You need it approved by a committee.

    I work with the person who can say yes in the room.

Pricing

What it costs

One number, quoted before you say yes. No hourly. No surprise invoice.

The Walkthrough

Where everyone starts.

Free

  • 90 minutes.

  • Three areas mapped.

  • You leave with a Punch List whether or not you hire me.

Book the Walkthrough

First Install

The first system, live in 30 days.

$5,000 to $10,000

  • One system, live in 30 days.

  • Fixed price quoted after the Walkthrough, so you know the number before you say yes.

  • Includes training, the SOP, and 30 days of tune-up.

Start with a Walkthrough

Keep It Running

After the first 90 days, if you want me on call.

$1,000a month

  • I watch it, fix what breaks, make small changes as your business changes, and check in once a month.

  • Month to month after the first 90 days.

  • Cancel with 30 days notice and everything keeps working.

Ask about it

Most owners do one install, put it on Keep It Running, and come back for the next one on the Punch List a quarter later.

Questions

Questions I get on every Walkthrough

Straight answers. If yours isn't here, ask it on the Walkthrough or send it over.

Free · 90 minutes

Book the Walkthrough

90 minutes. Free. You leave with a ranked list of what to fix first, whether or not you hire me. If nothing on the list is worth fixing, you lost an hour and a half and I bought the coffee.

Book a free Walkthrough

Or email me and tell me what's still being done by hand: jake@retrofitco.com