THE toolkit

OPERATIONAL INFRASTRUCTURE FOR THE INDUSTRIAL MIDDLE MARKET.

How It Works

Operations Partner.  Fixed-Fee Sprints.  Clean Exit.

Every engagement starts with an audit. From there, the scope is built around what the operation actually needs — not a pre-packaged service menu.

1
Assess
2
Stabilize
3
Repeat
01
★ Assess

Procurement Audit & Supplier Strategy

$2,500–$3,500 | 2–4 Weeks

Built by someone who has sat on both sides of the distribution table.

$10K+ in recoverable savings identified in qualifying operations

This is the fastest path to provable ROI. Businesses overpay for MRO, consumables, and tooling because they've never had someone from the distribution side evaluate their vendor relationships. We know how distributor pricing models work because we built them — and we use that to reposition your accounts into the right brackets.

What's Included
Full Spend Audits
Contract Optimization
Pricing Tier Negotiation
PO Automation & Efficiency
Vendor Consolidation
Capital Purchase Strategy & Vendor Program Optimization
02
Stabilize

Workflow Stabilization

$5,000–$8,000 | 4–6 Weeks

Identify and fix the 1–2 biggest bottlenecks. Targeted and surgical.

10%–20% throughput recovery in most qualifying operations from targeted bottleneck fixes

After the procurement audit surfaces what's doing the most damage, this sprint addresses it directly. The scope is built from what the audit finds — not a pre-set package. The four capability areas below are what this sprint draws from. Most engagements focus on two or three, scoped to the exact problems identified in the assessment.

Capability Areas — Scope Built Per Engagement

Lean Workflow & Process Optimization

When system changes or compliance rollouts create bottlenecks, we remap affected workflows using Lean principles to recover throughput. We handle physical shop floor process mapping — not IT config. ERP rollouts and security requirements shouldn't kill your spindle uptime.

ERP Strategy & Financial Integration

We connect operational reality to financial reporting. Whether replacing spreadsheets or optimizing a legacy ERP that was set up and never fully utilized, the goal is one connected system where data moves from quote to production to invoice without manual re-keying.

Inventory & Operational Process Design

We design the internal logic and physical processes for ERP-driven inventory control — cycle count programs, receiving standards, and just-in-time purchasing triggers aligned to actual consumption data. Stop buying on gut feel. Buy on math.

Lead-to-Cash Pipeline Systems

We stop revenue leaks at every handoff. Full-spectrum pipeline architecture covering prospecting, quoting, job tracking, invoicing, and payment collection. A quote that never gets followed up is a deferred decision. We build the system that captures it.

Deliverables Across All Stabilization Engagements
Order flow & job tracking
Quoting & margin consistency
Cycle counting & JIT inventory logic
Lead-to-cash pipeline
CRM and ERP optimization
SOP development & team adoption
03
Repeat as Needed

The operation runs. You grow it.

As bottlenecks get resolved, new ones surface. Most clients keep us engaged on a project basis — one sprint at a time, no retainer, no open-ended commitment.

  • Same fixed-fee model
  • Same defined deliverables
  • Same clean exit
  • No retainer required

Not sure where you fit?

Most shops know they have 3 problems and 1 that's killing them. Book a free 30-minute call — we'll tell you which step to start on and what you're leaving on the table.

Book a Free 30-Min Call

Why ClearBridge

The gap nobody else fills.
It's the only one we want.

Big consulting firms don't walk into a 15-person job shop. IT firms configure networks, not workflows. Off-the-shelf software can't install itself. And a full-time ops hire at market rate doesn't pencil out for most shops. ClearBridge exists because that gap is real — and full of good businesses that deserve better than they're getting.

15 Yrs Enterprise distribution & operations experience, both sides of the table
$10K+ Avg. recoverable savings identified in qualifying procurement audits
4–6 Wks Fixed-fee sprint with defined deliverables and a clean handoff every time
Fixed-fee engagements — no hourly billing, no scope creep, no surprises
Train-the-Trainer handoff — your team owns it completely when we leave
Built by operators, not consultants — we've worked the floor, managed the accounts, and pushed the implementations
We solve the core problem first — optimization only after the fundamental issue is resolved
Anything over 6 weeks scopes as independent phases, each with its own deliverables and ROI checkpoint
No retainer model — we stay engaged only where the return is clear on the next sprint

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