For $1M–$5M Founders Who Are the Bottleneck
I help growing companies get what's in the founder's head into systems — so you can stop being the bottleneck and actually delegate.
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The Problem
What worked when you were five people doesn't work at fifteen. You've hired, you've bought tools, but the business still runs through you.
Sound familiar?
"I'm the only one who knows how this works"
You can't delegate because nothing is documented
If your key person left tomorrow, critical processes would break
You're too busy being the system to build the system
This is the ~12 employee ceiling. Small enough that "just ask me" was the operating system. Big enough that it no longer works.
You don't need more tools. You need someone to get what's in your head into systems — so your team can run without you in every loop.
The Solution
I do what you can't do for yourself: step back, map what's actually happening, and find where you're bleeding money.
In 2 weeks, you'll know exactly what's broken, what it's costing you, and what to fix first — so you can stop being the system and start building one.
A visual map of all your systems, data flows, and handoff points. See how work actually moves through your business — not how you think it moves.
Every inefficiency quantified in dollars. Time waste. Dropped leads. Error costs. Bottlenecks. Underutilized tools. You'll know exactly what each problem is costing you per year.
A prioritized list of what to fix and in what order. Quick wins vs. strategic projects. Build vs. buy recommendations. No guessing.
Immediate fixes you can implement this week at zero cost. Start seeing ROI before the diagnostic is even complete.
A 60-minute executive walkthrough of all findings. Bring your team. Ask questions. Leave with complete understanding.
30 days of post-diagnostic support via email and Loom. Implementation questions answered.
How It Works
We talk about what's happening in your operations. I ask questions. You describe the pain. If it sounds like a fit, we move forward. If not, I'll tell you.
I get access to your tools, interview key team members, and map how work actually flows. I trace leads from first touch to closed deal. I trace orders from sale to fulfillment. I find every manual handoff, every bottleneck, every leak.
You receive the full diagnostic package: the Operational X-Ray, Revenue Leak Report, Profit Priority Roadmap, and Quick Wins Playbook. We walk through it together on a 60-minute call. You leave knowing exactly what to fix and in what order.
You can take the roadmap and execute it yourself. You can hire anyone to build it. Or I can handle the implementation — and because I've already diagnosed the problem, we're building the right thing from day one.
Best Fit
About
I'm Luke Potter. I've spent 25 years in software and technology — building systems, debugging integrations, and figuring out why things break.
I work with founders at the ~12 employee inflection point — where the business has outgrown "just ask me" but hasn't built the systems to replace it. You know the stage: you can't delegate because nothing is documented, and you can't document because you're too busy doing everything.
I break that cycle. I get what's in your head into systems — SOPs, workflows, automations — so your team can run without you in every loop. Not by buying more tools. By mapping how work actually flows and fixing the one constraint that's costing you the most.
New Brunswick, Canada — working remotely with clients across North America
FAQ
Two weeks from kickoff to delivery. Most clients receive their findings in 7–10 business days.
Viewer or admin access to your main tools (CRM, project management, communication, accounting). A 45-minute kickoff interview with you. 10 minutes each with 2–3 team leads.
That's exactly why I start with diagnosis. Most projects fail because they automate the wrong thing. The diagnostic ensures we're solving the right problem — not just the one that's visible.
I can, but that's not where I add the most value. If you need simple Zapier-level integrations, I can recommend someone. I specialize in complex, multi-system architectures where the diagnosis matters.
You have three options: (1) Execute the roadmap yourself or with your team. (2) Hire anyone to build it — the roadmap is tool-agnostic. (3) I handle the implementation, and because I've already diagnosed the problem, we build the right thing from day one.
If you don't walk away with total clarity on what's broken, what it's costing you, and exactly what to fix first — I keep working at no additional cost until you do.
Book a 30-minute Clarity Call. We'll talk about what's happening in your operations, and I'll tell you honestly whether I can help.
No pitch. No pressure. Just clarity.
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