How it works
Diagnose. Install. Measure. Expand. Deepen.
STRATA installs vertical by vertical, layer by layer. Every engagement opens with the Revenue Audit; every layer is sized against operator numbers; every retainer is governed by the pause clause.
Typical recoverable on a $1M to $5M book is $30,000 to $90,000 per year. The audit produces your specific figure.
The STRATA method
Five steps. No skipping.
Step 01
Diagnose
A fifteen-minute Revenue Audit against the operator's own data. We calculate the specific dollar figure of recoverable revenue. If the figure does not justify the retainer, we say so on the call.
Step 02
Install
Layer 1 configures inside the first two weeks against the existing CRM, AMS, or PMS. The visible ROI event lands inside the first thirty days.
Step 03
Measure
We track the production lift in numbers the operator already tracks. Production by source, retention by cohort, hours reclaimed per role. No new dashboards required.
Step 04
Expand
Layer 2 (Document Processing) installs once Layer 1 is producing. Layer 3 (Follow-Up Automation, Internal Reporting) layers on top of the operational infrastructure already in place.
Step 05
Deepen
Integration depth becomes operational dependency. The customer's book of business runs through the stack. Switching cost compounds with every layer that lands, and the engagement becomes operationally indispensable.
The stack sequence
Layer 1 produces the visible ROI event first. Everything else installs on top.
Layer 1
Day 0 to 30
Revenue Recovery and Speed-to-Lead. Visible production lift inside thirty days.
Layer 2
Day 30 to 90
Document Processing. Integration depth across the AMS, CRM, or PMS of record.
Layer 3
Day 90+
Follow-Up Automation and Internal Reporting. Recurring revenue sequences and the unified weekly view.
Sprint
Post-acquisition
Integration Sprint for PE-backed or migration scenarios. Accelerated deployment across the acquired portfolio.
Pricing posture
Investment, not cost. Setup matches monthly.
Pricing is published. The retainer is sized against the audit figure. Setup matches monthly to align the operator and the firm on the same time horizon. The value compounds: every layer that lands adds operational depth and switching cost across the engagement.
Layer 1 retainer
Revenue Recovery plus Speed-to-Lead. The visible ROI event lands inside thirty days.
$10,000 per month
$10,000 setup
Layer 2 retainer
Layer 1 plus Document Processing. Integration depth across the system of record.
$12,500 per month
$12,500 setup
Layer 3 retainer
Full stack: Layer 1 plus Layer 2 plus Follow-Up Automation and Internal Reporting.
$15,000+ per month
$15,000+ setup
Integration Sprint
Post-PE acquisition or migration. Accelerated deployment across the acquired portfolio.
$25,000 to $50,000 one-time
Plus $10,000+ per month retainer
Professional Audit
Paid forensic audit. Produces the specific dollar figure and a prioritized roadmap. Converts to retainer or returns the figure for in-house execution.
$25,000 standard
$5,000 introductory (first ten engagements per launch vertical)
The pause clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
Audit-tied performance
The Revenue Audit produces a specific dollar figure for recoverable revenue against your own data. The retainer is sized against that figure. If the figure is wrong, the engagement does not start.
The honest no
If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.
No long contract
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.
Output guarantee, not satisfaction guarantee
STRATA does not promise the operator will be happy. STRATA guarantees the operating layer will produce a measurable result against the audit figure. Operational performance is the contract.
Pricing is published.
The figure is sized against your data.
Book the Revenue Audit. Fifteen minutes. Honest no on the call if the figure does not justify the retainer.
The Pause Clause stands. The first 90 days is month-to-month.