Know the action that will move the needle.
We set up your CRM as one system of record, measure every department against plan, and run a weekly review that drills from the company number down to the person and the action that closes the gap.
- CRM setup
- Dashboards against plan
- Weekly review
- AI agents
| Rep | Leads | Cancels | NSLI |
|---|---|---|---|
| Rep A | 41 | 1 | 34% |
| Rep B | 38 | 2 | 29% |
| Rep C | 44 | 9 | 11% |
One view of the business, built around yours
Four practices, one engagement. Each is designed for your operation from a written report on how your company actually works. Nothing is copied from another client.
Wherever you're starting from
You don't need the right software to talk to us. Most of the work is in your systems and processes. The platform comes second.
Spreadsheets and email
We map how work really moves, design your system of record from the ground up, and help you choose the CRM that fits the way you operate.
Another CRM
Already invested in a CRM? We review what yours can do during the initial assessment, then recommend how to build on it. Any suggestions come after we've seen it working.
JobTread
Our deepest specialty. We implement it from scratch or restructure an account you've used for years, then build your dashboards on top.
From your workflows to your dashboard
Every engagement follows the same path. What comes out the other end is different every time, because it is built from your operation.
- System of recordYour CRM structured so every KPI is captured at the source.
- Systems and processesWe embed with your teams and map how work really moves.
- Custom designDesigned in your brand, for the way your people work.
- Executive dashboardActual against plan at the top, drill-down underneath.
- Agents and automationRepetitive steps automated, documentation kept current.
- Launch and adoptionYour Success Manager gets every team lead up and running.
From the top-level number to the squeaky wheel
In most leadership meetings, everyone looks at the same top-level numbers, and nobody leaves with the action. Press Run the review and the dashboard does the walking: every number to percent of plan, the furthest off first, then down through market, product and team to the one place that needs attention.
Then it shows the ripple. Get one rep's NSLI to target and the market recovers, and the market lifts the company. Weekly for the details, quarterly for the direction.
- CompanyNet sales88% of plan
- MarketSouth81%
- ProductRefacing, South74%
- RepJoe M., NSLI14% vs 27%
- Point of action9 cancels on 44 leads, most within 3 days of sale. Sales manager rides along Tuesday; reviewed Monday.
- The rippleJoe to 27% = +6 sales · South to 96% · Company to 95% of plan
Signal, static and scale
Growth depends on every department working from the same truth. Getting there is the difference between scaling up and stalling out.
Separate signal from static
One person's signal is another's static, and both matter. We define which KPIs each role acts on and how they connect across departments.
One source of truth
Standardized data from the system of record, not ten personal reports. People are accountable to the numbers, not the authors of them.
Aligned to scale
Meetings spent on the issues, not on how the data was pulled together. That is what lets growth take hold without setbacks.
It's yours, and it should look like it
Most business software puts its own name on every screen your team uses. We don't. Your dashboards, reports and tools carry your logo, your colors and your language. No Howdah logo, no third-party branding.
Same approach, three different companies. Each one looks like itself, on a desk or in the field.
See how the top-level view drills into the detail
Three fictional companies, three operating models. Every figure is sample data. Open one and use it the way leadership would.
Kitchen remodeler
Remodeling and cabinet refacing across three markets. Performance to plan, GSLI and NSLI by rep, cycle time, capacity, schedule attainment and incident rate.
Open the sample
Bathroom remodeler
Shower and tub replacement across three markets. Performance to plan, lead conversion, cost per net sale, cycle time and incident rate by crew.
Open the sample
Custom home builder
Annual plan, schedule against baseline, days per phase, budget by cost code, allowances and working capital.
Open the sampleThe elephant in the room
See the whole elephant.
A howdah is the seat on an elephant's back. From up there, you see the whole animal.
Sales sees leads. Production sees crews. The office sees paperwork. Leadership sees revenue. Alignment starts with admitting everyone is describing a different animal.
We're selective about who we work with.
Every engagement starts with a fit review. We only take on work where we're confident we can move your numbers, and we keep our client list small enough to give each one full attention.
Tell us about your company in a few questions. We reply to every request personally.