Diagnose
30-minute Opportunity Leak Audit across Capture, Convert, Retain and Operate.
CDT builds and manages the systems behind lead response, quoting, bookings, follow-up, customer communication and retention — so opportunities keep moving without everything running through the owner.
Missed calls, quiet quotes, forgotten customers and repetitive admin can look like separate problems. Usually they point to the same thing: too much of the process lives in people's heads. CDT turns the repeatable parts into managed systems while keeping judgement with the people who should make it.
CDT builds one managed operating layer around the four stages that keep a service business moving: capture demand, convert opportunity, retain customers, and operate with less owner dependency.
The same process sits underneath referrals, outbound, industry funnels and the website. We diagnose the business before prescribing technology.
30-minute Opportunity Leak Audit across Capture, Convert, Retain and Operate.
Written findings within two business days. Yours to keep whether you hire CDT or not.
CDT configures the agreed system, QA tests it and gets required client approvals before go-live.
Monitor, maintain and optimise the installed operating layer as the business evolves.
Five ways to put your business on a stronger operating foundation.
People
Process
Automation
Growth
Capture fundamentals.
Nothing gets missed.
Solo operators and small teams getting organised.
Core systems: capture, follow-up, basic automation and monthly reporting.
Essential operating layer.
Conversion + retention.
Nothing goes quiet.
Growing businesses that want consistent momentum.
Capture, conversion, retention, referrals and reporting.
End-to-end customer journey layer.
Operating layer.
Reduce owner dependency.
Business owners ready to step out of the day-to-day.
Full operating system: people, processes, automation, reporting and growth.
Fully managed operating layer.
Tailored scope around
the bottleneck.
Businesses with specific needs or unique structures.
Custom combination of systems, modules and support.
Defined to your objectives.
Broader operational
structure for larger teams.
Multi-crew trade businesses and commercial operations.
Multi-team structure, advanced automation, reporting and oversight.
Scalable, multi-crew operating system.
Different industries. Similar operational headaches. CDT builds around the way work actually moves through your business — from the first enquiry through to the work being completed and the customer being looked after afterwards.
CDT connects the steps between a new enquiry and a finished job, so the next thing that needs to happen isn't sitting in someone's head.
The build gets the system live. Managed Systems keeps the agreed CDT layer looked after as the business changes.
A good operating system should not slowly turn into another piece of software nobody trusts. CDT stays involved after launch to keep the systems we build useful, maintained and aligned with the way the business actually operates.
Build and launch the agreed system.
OngoingKeep the agreed CDT layer healthy as the operation changes.
Keep an eye on the agreed workflows and relevant system activity so issues can be surfaced before they become normal.
SYSTEM HEALTHHandle CDT-side configuration fixes and reasonable minor adjustments inside the purchased scope.
UPKEEPUse real operating behaviour to improve timing, hand-offs and customer journeys where it makes sense.
REFINEMENTReview the system as staff, services, operating hours and processes change. Material new work is scoped separately.
ADAPTATIONReview new tools and technologies as they become proven, and recommend the ones worth adopting. Changes outside the agreed scope are quoted separately.
TECHNOLOGYThe same problem kept showing up: the owner was holding the business together manually.
CDT started with a trade-business lens because that is where my operating experience came from. I spent more than a decade across domestic, commercial and major infrastructure work, where I saw how quickly good businesses become dependent on people remembering every call, quote, booking and next step.
The principle travels well beyond trades. Service businesses get harder to scale when enquiries, follow-up, customer communication and repetitive admin live in somebody's head. CDT exists to build the systems around that work — not to automate judgement for the sake of it.
Book a free audit and we'll take a look at your current setup, identify the biggest opportunities, and show you what's possible.