Real Questions.
Real Answers.

We fix the operational leaks costing service business owners time, revenue, and their sanity. We come in, map where the money is bleeding and where the hours are going, fix the process first, then layer in AI and automation on top. Not months of coaching. Real systems, real results.

Service-based business owners doing $500K to $50M. Three main verticals: Trades and Field Service (HVAC, plumbing, electrical, construction, landscaping), Clinics and Practices (veterinary, dental, medical, chiropractic), and Professional Services (CPAs, law firms, consultants, financial advisors). If you run a hands-on, relationship-driven service business and you're running on manual processes and scattered tools, you're the right fit.

We build. We don't hand you a framework and send you home to figure it out. We sit inside your business, extract what's in your head, map your actual processes, and build the systems ourselves. You get something running — not homework.

We are not a marketing agency. We are not here to run your ads or post your content. We fix the operational infrastructure that has to exist before any marketing investment makes sense. Broken follow-up, manual quoting, scattered tools, zero visibility — those are the problems we solve. Marketing on top of a broken system is money wasted.

Yes. ProsperityFi works with clients nationally and globally. Kristina splits time between Florida and the Treasure Valley -- her entire family relocated to Idaho in 2023. We run in-person roundtables in both markets, but the consulting, done-for-you implementation & systems build is not location-dependent.

Thirty minutes. Kristina personally takes every initial consultation. You walk through where your business is today — revenue, team, biggest friction points. Together you identify the 2 to 3 areas bleeding the most time and money. You leave with a clear picture of what a fix looks like. No pitch. No vague roadmap. Real clarity.

Phase 1 — fixing the biggest leaks — typically runs 30 to 90 days depending on the complexity of your systems and how many tools we're connecting. Phase 2, building the growth engine on top of a clean foundation, follows after Phase 1 is stable and working.

We do both. We build it, connect it, and hand it to you running. You are not paying for a deck and a to-do list.

Phase 1 is fixing what is actively costing you money right now. Lead leakage, manual follow-up, no visibility, quoting delays, disconnected tools. Phase 2 is building the growth engine once the foundation is solid — referral systems, content engines, upsell automation, data dashboards. You do not skip to Phase 2. That is how you end up with AI on top of broken processes.

No. Most owners know something is off but cannot pinpoint it. That is exactly what the first call is for. You can also take the free Find My Leaks audit first — five questions, instant score, tells you where the gaps are before you ever get on the phone.

AI does not fix broken processes. It accelerates them — which means a broken process with AI on top breaks faster and costs more. We always fix the process first. Then we layer in AI and automation where it actually solves a problem. That order matters and almost everyone gets it backwards.

We work inside what you already have where possible. We are not married to any single platform or tool. We meet you where you are to take you where you want to go — which is why we work in phases. We use what works best for your specific situation and what your team can actually operate independently after we hand it off. Most of what we build is custom-coded or configured specifically for your business, not a stack of off-the-shelf tools bolted together.

No — and this is the most common fear we hear. The goal is to automate the repetitive and manual so the personal actually gets more attention, not less. The follow-up text goes out automatically. The quote gets generated on-site. The report runs itself. That frees you to be in front of clients, not inside spreadsheets.

Almost always yes. The most common problem we see is not that the tools are wrong — it is that they were set up independently and never connected. A CRM that does not talk to your calendar, a quoting system that does not update your project management tool, ad data sitting in a spreadsheet while your leads sit somewhere else. Connecting these is usually Phase 1 work.

That is fine. We build from wherever you are. Some clients come in with ClickUp fully built. Some come in with everything in their head and a spreadsheet. We have worked with both. The starting point does not matter as much as being ready to build.

Real numbers from real clients: a veterinary clinic went from $1M to $3M in 9 months using their existing database of 4,500 clients — zero new hires, zero ad spend. An architecture firm owner went from 80 to 100 hours a week down to 30 to 40 and doubled the business. Minimum revenue leaks recovered per engagement: $500K. Admin time saved after implementation: 30 to 60 percent. Hours reclaimed per week for owners and teams: 15 to 40.

Every engagement is scoped to the business. There is a setup fee for Phase 1 implementation and a monthly retainer for ongoing optimization and automation. We do not publish flat pricing because a three-person trades company and a 50-person beverage distributor are solving different problems at different scales. The first call is free and you will know within 30 minutes if the investment makes sense for your situation.

The minimum we have found in revenue leaks per engagement is $500K. That is the floor. The 27x ROI figure comes from a veterinary client. For most businesses, the question is not whether there is ROI — it is how fast. For clients with an existing database they are not proactively reaching, the return often shows in the first 60 days.

Individual results may vary and are based on following the process and implementing. Outcomes are contingent upon establishing the right foundational processes, application of strategies presented, consistency, and engagement of qualified personnel for processes, implementation and team training.

That is the most common thing we hear. Most of what gets sold to business owners is either coaching (tells you what to do, does not build it) or marketing (adds more top-of-funnel before the funnel is fixed). We are neither. We build inside the operations. The reason it did not work before is usually that someone sold you a solution before diagnosing the actual problem.

Yes. Trades and field service is one of our three core verticals. The most common problems we fix: quoting slow and following up slower, dispatch chaos, jobs booked but revenue leaking in the gap, no recurring revenue system, and the owner still the hub for every decision. If your techs are in the field but your office is still on paper, that is our wheelhouse.

Yes. Clinics and practices is one of our three core verticals. The pattern we see most: full schedule, but existing patients going cold, no reactivation or recall system, front desk overwhelmed, and revenue sitting in unpursued follow-ups. The $1M to $3M veterinary result came entirely from activating a database they already had.

Yes. Professional services is our third vertical. The core problem is almost always the same: your most expensive asset is your team's time, and it is being consumed by admin, manual onboarding, and rework. Billable hours lost to tasks that should be automated is the leak we fix first.

A free five-question assessment on the ProsperityFi website. No email required, no gate. You pick your industry, answer five questions about your current operations, and get an instant score out of 25 with a breakdown of where your biggest leaks are. Takes two minutes.

Your score falls into one of four tiers: Systems Strong (20 to 25), Moderate Leaks Identified (14 to 19), Significant Leaks Identified (8 to 13), or Critical Leaks Identified (7 and under). Each result is specific to your industry track — Trades, Clinics, or Professionals — and tells you exactly which area is costing you the most right now.

You can book a free 30-minute strategy call directly from your results page. Or you can opt in for a full leak breakdown report sent to your email — a plain-English breakdown of what your score means and the fastest fix for your situation, specific to your industry and tier.

Yes. No email required to see your score. No pitch on the results page. If you want to go deeper, the call is there. If you are not ready, the results are still yours.

A private, in-person half-day event for service business owners in the Boise area, brought to you by ProsperityFi. Not a networking happy hour. A working session where owners get real operational answers, not sales pitches. Invite only.

Owner-led service businesses in the Treasure Valley — trades, clinics, and professional services. The goal is a room of owners who are past survival mode and ready to build systems that scale.

Invitations go out directly to qualified businesses in the Treasure Valley. You can also express interest by booking a strategy call and mentioning the roundtable.

Founder and Owner of ProsperityFi. Twenty-plus years inside owner-led businesses finding the leaks everyone else walks past. Background spans luxury real estate, private equity deal rooms, higher education, online consulting, and operational consulting across trades, clinics, and professional services. She has worked alongside owners and leadership teams who have built and sold companies. She takes every initial consultation personally.

Every initial consultation is with Kristina directly. Engagements are led by Kristina with a vetted team behind the build. You are not handed off to a junior consultant after the close.

Two ways. Take the free Find My Leaks audit at prosperityfi.com/audit — two minutes, instant score, no email required. Or book a free 30-minute strategy call directly at prosperityfi.com/consult. Either way, you will know exactly where you stand within the first conversation.

Yes. For owners who need ongoing operational or marketing leadership without a full-time executive hire, ProsperityFi offers fractional engagements. As a Fractional COO, Kristina works inside your business at the leadership level — owning operational execution, managing the systems and team accountability, and freeing the owner to focus on growth and relationships. As a Fractional CMO, the focus is on marketing strategy, brand positioning, content systems, and visibility — building the engine that brings the right clients in. Fractional engagements are scoped individually based on your business size, stage, and what the role actually needs to accomplish. The first call will tell you quickly whether this is the right fit.

Everything stays with you. Every system we built lives in your infrastructure, in accounts you own. Every workflow is documented. Every automation keeps running. You are not dependent on ProsperityFi to operate what we built. If you decide to part ways — whether the engagement is complete or circumstances change — you walk away with a fully operational system, full documentation, and a team that knows how to run it. There is no lock-in. A system that stops working when we leave is not a sustainable system, and sustainable is the whole point.

No. ProsperityFi accesses AI platforms including OpenAI and Anthropic through their enterprise APIs. Under those agreements, data submitted through API calls is not used to train external models. When we build systems for your business, your data stays within your business environment and is not retained by the AI platform beyond completing the request.

We are not married to any single platform or tool. We meet you where you are to take you where you want to go — which is why we work in phases. We use what works best for your specific situation and what your team can actually operate independently after we hand it off. Most of what we build is custom-coded or configured specifically for your business, not a stack of off-the-shelf tools bolted together.

Your data stays in your business environment. We build inside your existing tools — your CRM, your scheduling platform, your job management software — and connect them to each other. We do not create parallel databases or move your data to systems we control. When the engagement ends, everything we built belongs to you and runs in infrastructure you own and access.

That is a different question from how ProsperityFi accesses AI. Free consumer products like ChatGPT Free and Claude.ai Free operate under different terms than enterprise APIs and may be subject to data retention and model training policies set by the platform. ProsperityFi is not responsible for data handling by third-party consumer tools your team uses independently. Before entering sensitive business or client information into any free AI tool, we recommend reviewing that platform's current terms of service. If this is a concern for your business, it is worth discussing during your consultation — we can advise on safer alternatives.

Yes. Every system we build is documented before we hand it off. You will know exactly what is running, why it is running, and how to modify or turn it off. We do not build black boxes. Every workflow is visible to your designated administrator and every tool we use is one your team can access directly. Full training is included so your team can operate and adjust independently after the engagement ends.

They keep running. Everything we build lives in your infrastructure, not ours. Your CRM, your automation platform, your dashboard — all of it is in accounts you own. If you decide to part ways, you have a fully documented, fully operational system that your team can manage, modify, or hand to another provider. There is no lock-in. That is intentional. A system that stops working when we leave is not a sustainable system.

That is exactly what the Voice-to-CRM system is built for. Your techs do not need to type anything. They speak a 60-second note from their truck and it routes automatically — job notes filed, CRM updated, follow-up scheduled. The barrier is not motivation. It is that the current process requires too many steps. When the process is speak-and-done, compliance goes up dramatically.

Yes. Every rep speaks their notes after a call — prospect details, next steps, deal stage — and it all routes to a pipeline you can see live. You know where every deal is, what was last said, and what needs to happen next. Without asking anyone.

The gap between a lead coming in and a human responding is where most deals die. Voice-to-CRM and Ops Systems work together to close that gap — leads get an automated response within minutes, follow-up sequences run on a schedule, and nothing sits idle waiting for someone to remember to call.

That is the exact problem the dashboard solves. Your data is accurate — it is just siloed. We connect your existing tools and pull the numbers that actually matter into one view. You look at one screen and you know. No report pulling, no spreadsheet math, no waiting on month-end.

Yes. We connect your pipeline and invoicing data, set your monthly target, and build a live progress view. You see where you are against the number at any point in the month — not at the end when it is too late to adjust.

That is the Proactive Smart Profile System. We segment your database by recency, spend history, and service type, then build automated outreach that goes out in your voice at the right time. You do not touch it. It runs. The vet clinic we worked with had 4,500 clients in exactly this situation. Nine months later they had tripled their revenue.

No. Batch-and-blast is the reason most database outreach fails. The Proactive Smart Profile System is segmented, sequenced, and personalized based on what you actually know about each client — their history, their last interaction, their service type. The right message to the right person at the right time is what makes it feel like a relationship, not a broadcast.

Start by listing everything she does that happens the same way every time. Invoice generation. Appointment reminders. New client intake. Follow-up emails. Data entry between systems. Every one of those is a candidate for automation. We map the full picture, prioritize by time saved, and build the highest-impact automations first. Most office managers reclaim 10 to 15 hours a week within the first 30 days.

Invoice follow-up is one of the cleanest automations to build. The sequence is always the same, the timing is predictable, and it should never require a human to initiate. We build an automated sequence in your voice — reminder at 7 days, follow-up at 14, escalation at 30. Your team only steps in when a situation actually needs human judgment.

That is an ops systems problem. The process exists — it just lives in your head. We extract it, document it, and build it into your systems so new hires follow the same steps every time. You can bring on three people in the same month and the quality does not drop.

Slow quotes lose deals — it is one of the most common and most fixable revenue leaks we find. We build a quoting system that pulls from your pricing database, pre-fills your standard line items, and gets a professional proposal out the same day — or on-site if your team is doing field estimates.

Usually yes. We map your franchise requirements first, identify the gaps your corporate system does not cover, and build around them. Most franchisees have more flexibility in their own processes and client communications than they realize. We find the room and build there.

That is exactly how we build everything. Every system is documented, every process is written down, every automation is visible and transferable. When you are ready to bring on a GM, open a second location, or hand off operations, the infrastructure is already there.

Posting without responding is the most common reason social media does not convert. If someone comments and gets silence, they move on. The content is not the problem. The follow-through is. Everything that comes in gets a drafted response in your voice, reviewed by a human, and sent.

Yes. The system monitors every platform you are active on and manages the engagement layer regardless of where the content comes from. Your agency keeps creating. We make sure nothing goes unanswered.

The blank page problem is a systems problem, not a creativity problem. We build a process that starts from what you already know instead of starting from nothing. You go from blank page to approved content in minutes, not hours.

That is the whole point. We spend time upfront extracting your voice — how you talk, what you say, what you never say, your examples, your stories. Everything produced is calibrated to that. You review it and you will recognize yourself in it. If you do not, we keep refining until you do.

The first call. We have worked with agency owners and consultants who are brilliant at building content machines, onboarding systems, and marketing engines for their clients — and have none of it for themselves. The reason is always the same — no system, no accountability, no one holding the mirror. We can help you with your marketing, onboarding, and delivery systems the same way you build them for the people you serve. We build it for you. You get to experience what your clients experience.

A website that looks great and does not generate leads is almost always a systems problem, not a design problem. Design is the last five percent. What is actually missing is a full SEO and visibility system — on-site content structured around what your clients are searching for, schema markup so search engines and AI tools understand exactly what you do and where, keyword strategy that matches real buyer intent, off-site activities that build domain authority and trust signals, and ongoing content that establishes topical authority in your space. Most website rebuilds skip all of this and wonder why nothing changed. We build the whole system. Design follows the strategy, not the other way around.

A growing share of searches now happen inside ChatGPT, Claude, and Gemini before someone ever opens Google. If your site is not structured with clear expertise signals, FAQ content, schema markup, and topical authority, you will not show up in those answers. We build for both — traditional search and AI-powered search — so you are covered as the landscape keeps shifting.

Yes — and this is more common than you think. A messy database is not a dead end. It is a starting point. We audit what you have, clean the duplicates, fill the gaps where possible using available data sources, and build a segmentation structure that makes the good records actionable immediately. The incomplete records get a lightweight reactivation sequence designed specifically to update the profile — a simple touchpoint that invites the client to confirm their information and opt into future communications. Most businesses recover 30 to 50 percent of their dormant records just from that first outreach. You do not need a perfect database to start. You need a system to clean it and keep it current going forward.

A name and a phone number is enough to start. The Proactive Smart Profile System is not just about what you have — it is about what you build from here. We design your intake process, your forms, your surveys, and your opt-in sequences to capture exactly what you need to make future outreach intelligent. Every new client interaction becomes a data-building opportunity. A new patient fills out a form that captures their pet's name, breed, age, and last visit. A new HVAC customer fills out an intake that captures their equipment, install date, and service history. A new consulting client answers three questions that tell you their biggest challenge and their growth stage. Within 90 days of building this right, your database starts working for you instead of sitting there doing nothing. The owners who get the biggest results from this system are the ones who committed to building the data layer properly from day one.

Most businesses capture the basics — name, email, phone — and miss everything that makes the difference between a generic follow-up and a white-glove experience. This is not about heavy sales. It is about knowing your client well enough to show up for them at exactly the right moment, with exactly the right thing. That is what keeps clients for life and generates referrals without asking. Here is what the Proactive Smart Profile System is built around: Contact data: name, email, phone, preferred contact method, business name if B2B. Relationship history: first purchase or visit date, last purchase or visit date, total spend, services purchased, frequency of engagement, how they found you. Profile data specific to your industry: for clinics — patient or pet name, species or condition, last visit, next recommended visit, referring provider. For trades — property address, equipment type, install date, last service date, warranty status, seasonal needs. For professionals — business size, industry, key challenge, engagement stage, contract or renewal date. Preference and communication data: how they want to hear from you, what topics they care about, what they have opted into, what matters most to them personally. Trigger data: birthdays, anniversaries, equipment age milestones, contract renewal dates, seasonal patterns, life events — anything that gives you a natural, genuine reason to reach out at the right time. When you have this data, your outreach stops feeling like marketing and starts feeling like service. The HVAC client whose system is three years old gets a heads-up before the summer heat hits — not a blast email, a personal note that says you were thinking of them. The dental patient who mentioned their daughter was nervous about her first appointment gets a follow-up that asks how it went. The law firm client whose contract renews in 60 days hears from you before they ever have to think about it. That is white-glove service at scale. The data makes it possible. The system scales it. And the client feels taken care of — because they are.