Name the work
If you cannot say the job in one sentence, we survey first or we decline. “We need AI” is not a job.
Where companies start
Pick the week that costs you money.
Most first projects start on one repeating job. The three that keep showing up are overnight inquiry follow-up, order exceptions, and invoice follow-up. They are patterns — not invented case studies.
If none of these is your week, name the work that repeats. A first setup is still one job, one owner, one dull number.
Chooser
If this is the expensive week, start here.
The three
Revenue. Recovery. Cash.
Each of these is a first setup. The second job comes after the first one pays back.
Revenue velocity · Professional firms
Overnight inquiry packs for professional firms
The twelve-hour engagement pack
A partner opens one file in the morning and can answer the inquiry.
Field Survey $9,500, then a $24,000 Single Agent Install
Read this use case
Service recovery · Manufacturing and distribution
Order-exception agents for plants and distributors
The exception floor
The plant stops living in “where is my order.”
Field Survey $9,500, then a $24,000 Single Agent Install
Read this use case
Cash · B2B operating companies
Accounts-receivable follow-through for B2B operators
The aging desk
Cash follow-through without a collector that pretends to be you.
Field Survey $9,500, then a $24,000 Single Agent Install
Read this use case
A different job
The catalog is not a cage.
These three are first setups because they show up again and again. They are not the only jobs Helixfield will take.
Bring the repeating work, the tools you already pay for, and the person who would own the system. If those three are clear, Helixfield will say whether a Field Survey is the right first move.
How we choose
One job. One owner. One outcome.
A mid-size company does not need a transformation office. It needs the work that already repeats to stop living in one person’s head.
Name the owner
The owner is the person who can reject a draft. Not the most technical person. Not an unnamed committee.
Measure something dull
Hours to first response. Exceptions closed the same day. Invoices that received a packed follow-through. Dull numbers survive a demo.
Questions
Direct answers
Briefing
Bring the job, not the slogan.
We will say whether a $9,500 Field Survey is the right first step — or that it is not.