The not-so-fine print
We know the word “guarantee” raises a caution flag for many business leaders. We also know how important it is for small- and mid-sized businesses to get exactly what they expect for the dollars they spend.
That’s why we’re being explicit, so you can be confident in engaging us.
Early in the engagement, we define operational ROI targets based on your existing process baseline using metrics your systems already show.
If we miss those targets within the agreed time period, we share the downside. That’s our operational ROI guarantee.
We’re not guaranteeing revenue or growth. We’re guaranteeing measurable improvement to how work gets done.
What operational ROI can look like
Operational ROI is always bespoke—tied directly to the processes we’re improving. Examples include:
- Sales
Reduce manual CRM work by 70% - Marketing
Reduce hours per week managing social accounts by 75% - Customer Service
Ticket deflection of 50% - Finance
Reduce delays and rework in AR and AP by 50% - Human Resources
Reduce the time to onboard an employee by 60% - Compliance
Reduce time preparing for audits and compliance assessments by 70%
How shared downside works
The service contract includes a defined baseline, an agreed operational ROI target and a validation window.
Performance is measured using system data generated by the workflow itself. Each month, results are reviewed against the agreed target, and adjustments are made as needed.
If ROI targets aren’t met, the downside is shared according to a tiered structure:
OUTCOME ACHIEVED | RESULT | |
| 100% of target | Full service fee | |
| 70-99% of target | 10-30% reduction | |
| below 70% of target | No service fee, reoptimize |
Fees are reduced or waived for the next validation period. If this occurs near the end of the contract, the same value is delivered through a service extension. The focus stays on improvement, not disputes.
If you’re committed on improving how work gets done, the first step is defining what operational ROI actually means for your business.