Strategy and operations consulting for ServiceM8 businesses
Workflow optimisation, pricing strategy, KPI design, and growth planning — using your ServiceM8 data.
Delivered by Magnolia Innovative Solutions.Most ServiceM8 partners stop at setup and support. We don't. The platform you've invested in only earns its keep if it's pointed at the right work, at the right price, with the right KPIs in front of the right people. Our consulting engagements turn the data ServiceM8 has been quietly collecting — quote-to-job conversion, technician productivity, customer profitability — into pricing decisions, workflow changes, and growth moves you can actually execute.
Sound familiar?
Where business consulting earns its keep
You don't know which jobs are profitable
ServiceM8 records labour, materials, and revenue per job — but if you've never looked at the data sliced by trade, technician, or customer, you're flying blind. We build the reports and walk you through what they're telling you.
Your pricing hasn't moved in years
Most trade businesses are 10-15% underpriced relative to what the market will bear. We analyse your job-level margins, benchmark against your local market, and recommend specific price moves with expected revenue impact.
You're working in the business, not on it
Quarterly business reviews focused on the numbers — what's working, what's not, what to fix in the next 90 days. A sounding board outside your team for the decisions you don't have time to step back and think about.
Growth has stalled
You've capped out on what your current setup can handle. We map the operational bottlenecks (dispatch, intake, billing) and the people bottlenecks (training, recruitment, role design) and stage a growth plan around them.
What you get
Included in business consulting
Operational audit
Deep-dive review of your ServiceM8 account and operations. Workflow mapping, data quality check, and a punch-list of high-leverage fixes ranked by impact.
Pricing analysis
Job-level margin analysis, customer profitability ranking, competitive benchmark, and specific recommendations on which service prices to move and by how much.
KPI dashboard design
The 5-7 metrics that should be on your phone every morning. Built from your ServiceM8 data, automated, and reviewed monthly.
Growth plan
12-month plan with quarterly milestones — capacity, hiring, marketing, pricing, and operational changes — sequenced for what's actually doable with your team.
Quarterly business reviews
90-minute sessions every quarter to review the numbers, adjust the plan, and decide the next quarter's priorities. Most clients keep this going indefinitely.
Strategic on-call
Direct text/email access for the day-to-day judgment calls — pricing a tricky quote, deciding whether to hire, how to handle a problem customer. Hourly or retainer-based.
The business consulting engagement, step by step
Audit
We spend 1-2 weeks inside your ServiceM8 account and your operations. By the end you have a clear picture of where the money is, where it's leaking, and what to do about it.
Recommendations
Written report with prioritised recommendations, plus a 90-minute working session to walk through them and answer questions.
Implementation
You implement the changes — or have us implement them — over the following 30-90 days. We're available throughout.
Review
Quarterly check-ins to measure impact, adjust the plan, and tackle the next priority.
Pricing
How business consulting is priced
Consulting is priced as a fixed-fee initial engagement (audit + recommendations + first quarterly review) or a monthly retainer for ongoing work. Most clients start with a fixed-fee audit to see the value, then move to retainer once they've worked through the initial recommendations.
“We came out of the pricing analysis raising our standard call-out fee by 15% and our hourly by 8%. Lost almost no customers. Added about $90k of margin in the next year on the same job volume. Worth ten times what we paid.”
Director
Plumbing business, 14 staff
Anonymised — full case study available on request
Frequently asked
Business Consulting questions, answered
Is this strategy or operations?
Do I have to do everything you recommend?
How is this different from a general business coach?
Do I need to be on ServiceM8 already?
What size businesses do you work with?
Will you sign an NDA?
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