Operations & workflow for infrastructure firms
Your backlog is full. Your workflows weren't built for it.
Adeptive helps electrical, low-voltage, wireless and managed-service firms get their workflows unstuck — so they can win, adapt and deliver more work without the office growing at the same rate.
Unstuck
Most of the firms I work with aren't broken. They're stuck. The spreadsheet that ran the business at fifteen people is holding it hostage at fifty. The workflow that used to work doesn't anymore — and the people who know how to work around it are the same people you need in the field. I find where the workflow breaks, then rebuild it so it holds.
Services
Three workflows I fix.
Each one starts with the problem you can feel, and ends with a workflow your team actually uses.
01 / WIN
Proposal and pursuit workflows
The problem
Scoping, pricing and approvals run on a few senior people's memory. Proposals go out late, look different every time, and vanish after they're sent.
What I do
Rebuild the workflow from request to signature to handoff, in the proposal tool you've chosen, so every open proposal is visible and the engineers get their time back.
02 / ADAPT
Business-model shifts
The problem
The industry is moving — toward recurring services, new technologies and different buyers — and the way the firm sells, prices and delivers was built for the old model.
What I do
Help you decide what to offer and how to package it, then redesign the workflows behind it so the new model runs without breaking the old one.
03 / DELIVER
Handoff and back-office workflows
The problem
Won work reaches operations missing half the details. Client updates, invoicing and reporting get retyped between systems that don't talk to each other. And when a new ERP goes in, nobody has mapped how work will actually flow into it.
What I do
Connect the steps between sales, the field and the back office — proposal tool, CRM and ERP included — so information moves once and the right people see it when they need it.
Ways to work together
Vendor-neutral · Fixed scope
How I work
Clear start. Clear finish. No dependency.
A beginning, middle and end
Every project has a defined scope and a finish line. New work gets scoped separately, so you always know what you're getting.
Concise deliveries, clear handoffs
The deliverable is a working workflow, a trained team and a short playbook. Someone on your team leaves owning the workflow — and knowing how to improve it.
Workflow first, tools second
No software to resell. The workflow gets designed first, then the right tool is chosen — often one you already own.
Measured before and after
Each project starts with a baseline — hours, days, volume, win rate — so the results are numbers, not impressions.
Who it's for
Built for one kind of firm, at one kind of moment.
- Firm type
- Electrical and MEP, low-voltage and structured cabling, wireless and in-building connectivity, or managed IT services.
- Size
- Roughly 25 to 500 people. Big enough that workflows break under volume; small enough that no one owns fixing them.
- Situation
- A full pipeline and a stretched office. Often a trigger: a tool that's outdated or going away, a shift in what customers are buying, or a key person leaving.
Probably not a fit if you…
- Want software resold, not a workflow redesigned.
- Want a report and no implementation.
- Have no one internally who can make workflow decisions.
About
An operator who's run the office, not just advised it.
I'm Robb Lee. Adeptive is a new name for work I've been doing my whole career: fixing the problem owners can point to, and finding the one underneath it they can only feel.
I built my first workflow system in 1990, for a college admissions office. It turned each prospective student's stated interests and areas of study into a tailored response letter in days, where replies had taken months, or never come at all. In one enrollment cycle, the college went from losing top students to competing schools to a full class with a waiting list.
Since then I've built and sold my own design firm, led agency accounts for Coca-Cola and MCI WorldCom, and ran professional services and operations at Praxent as it grew from a seven-person design shop into a scaling software firm. More recently, I connected a specialty manufacturer's online ordering to the system it wasn't ready to replace, and rebuilt a national research firm's content approval and publishing workflow so one person was no longer the bottleneck for everything it published.
The person you meet is the person who does the work and directs the contractors.
35+
years fixing how work moves through a business
3
businesses I've run day to day, two of them my own
1990
the year I automated my first workflow
Robb Lee · San Antonio, Texas
Contact
Start a conversation.
Tell me a little about your firm and which workflow is slowing the office down. If it's not a fit, you'll hear that plainly.
- Based in — San Antonio, Texas; working with firms across the U.S.
- First conversation — 30 minutes, no pitch deck