Fixed-Fee Sprints · Train-the-Trainer Exit

Too small for big consulting.
Too operational for IT firms.
That's exactly where we operate.

ClearBridge exists because the gap is real — and full of good businesses that deserve better than they're getting. Every engagement starts with an audit. From there, the scope is built around what your operation actually needs.

Big Consulting

Doesn't walk into job shops. Too expensive, too slow.

IT Firms

Configure networks, not workflows. They don't speak shop floor.

Off-the-Shelf SaaS

Can't install itself. Leaves your team holding the bag.

ClearBridge

Built by operators. Fixed-fee. Hands-on. Clean handoff.

The 3-Step Model

Assess → Stabilize → Maintain

Defined deliverables. Clean exit at every phase.

01 Assess

Procurement Audit & Supplier Strategy

Built by someone who has sat on both sides of the distribution table. This is the fastest path to provable ROI.

$10K+

Avg. recoverable savings identified in qualifying audits

2–4 Wks

Fixed-fee sprint with defined deliverables

100%

Pays for itself before Stabilize begins

What's Included

  • Complete vendor spend analysis
  • Contract term & pricing review
  • Hidden fee identification
  • Alternative supplier benchmarking
  • Bracket repositioning strategy
  • Volume consolidation planning
  • Rebate & incentive recovery
  • Vendor scorecard development
  • Purchase order workflow mapping
  • Approval hierarchy design
  • Capex vendor program optimization
  • Procurement SOP documentation
02 Stabilize

Workflow Stabilization

We identify the 1–2 highest-impact bottlenecks in your operation and fix them. Targeted and surgical — scope is built from what the audit finds, not a pre-set package.

10–20%

Throughput recovery in most qualifying operations

4–6 Wks

Fixed-fee sprint with clean handoff

1–2

Bottlenecks scoped and resolved per engagement

Lean Workflow & Process Optimization

  • Physical shop floor process mapping using Lean principles
  • Bottleneck identification and workflow recovery
  • System change & compliance rollout support

ERP Strategy & Financial Integration

  • Connect operations to financial reporting
  • Quote-to-invoice data flow without manual re-keying
  • Legacy ERP optimization and full utilization

Inventory & Operational Process Design

  • Cycle count programs and receiving standards
  • JIT purchasing triggers aligned to consumption
  • ERP-driven inventory control logic

Lead-to-Cash Pipeline Systems

  • Full-spectrum pipeline architecture
  • Quoting, job tracking, invoicing, and collections
  • Revenue leak prevention at every handoff

Pragmatic AI

Practical automation for real operations. No agents, no custom installs. Mainstream tools your team can adopt in days — configured for how your shop actually runs.

Quote & Follow-Up
  • Automated bid follow-up sequences
  • Job-stage customer triggers
  • Invoice & payment reminders
Data Entry & Documents
  • AI extraction from PDF POs
  • Direct push to ERP/quoting
  • Cross-platform sync via Zapier/Make
Communication & Knowledge
  • Inbox triage & routing
  • Meeting transcription + action items
  • Internal knowledge base build

Deliverables Across All Stabilization Engagements

01 Order flow & job tracking
02 Quoting & margin consistency
03 Cycle counting & JIT logic
04 Lead-to-cash pipeline
05 CRM & ERP optimization
06 SOPs & team adoption
03 Maintain

Continuous Improvement Reviews

Systems degrade without oversight. Protect your investment.

Suggested Quarterly Reviews

Half-day on-site. Formal CIR. Next bottleneck scoped.

On-Site Floor Audit

Workflows adopted and producing results

KPI Data Extraction

Hard numbers extracted directly on the floor

Spend Review

Procurement & supplier performance check

Next Sprint Scoped

Bottleneck identified before it costs you

Most clients who skip quarterly reviews call us back within 8 months for a second Stabilize sprint.

Maintenance is cheaper than a rebuild.

Outcomes, Not Hours

Real results from operations we've worked inside.

$18,400
Year-One MRO Recovery

A CNC shop in Connecticut had never had a distribution-side review of their vendor relationships. We repositioned three accounts into the correct pricing brackets and eliminated redundant supplier fees.

Precision Machining · CT
11 → 4 Days
Quote-to-Invoice Cycle

By mapping the lead-to-cash pipeline and automating job-stage customer notifications, a fabrication shop cut their billing cycle by 64% and reduced status-update calls by 80%.

Custom Fabrication · MA
$12,200
Annual Savings Identified

An injection molder was buying consumables on gut feel. We implemented consumption-driven JIT triggers and consolidated two tooling vendors into one master agreement.

Injection Molding · CT

15 Yrs

Enterprise distribution & ops experience

$10K+

Avg. recoverable savings in audits

4–6 Wks

Fixed-fee sprints, clean handoffs

0

Retainers. We stay only where ROI is clear.

Every engagement starts with Assess.

Book a free 30-minute call. We'll tell you which step to start on and what you're leaving on the table — no pitch, no pressure.

Book Your Free 30-Min Call
Fixed-fee only · No hourly billing · No scope creep