How we work

From first call to launch, one step at a time.

Understand the business, fix the process, then apply technology where it fits. Here’s what each step involves, who’s on the project, and how your data is handled.

The three steps

What happens, and what you get.

  1. Step 1

    Understand the business

    It starts with a free 20-minute call, then a closer look at how your company runs, alongside the people who do the work.

    What you get

    A plain-English summary of where time and money are leaking, and two or three fixes ranked by impact.

  2. Step 2

    Fix the process

    Often the biggest win is a handoff, an approval step or a report nobody reads. Fixing it usually needs no new software at all.

    What you get

    Better ways of working, tested before your team or your customers rely on them.

  3. Step 3

    Apply technology where it fits

    Then your systems get connected so nobody retypes data, and AI is added where it’s safe and pays off. You’ll see what it costs, and what it should never touch.

    What you get

    Connected systems, a trained team and tracked results. You own everything that’s set up: the accounts, the logins and the documentation. [PLACEHOLDER: support after launch, e.g. 30 days included, then optional monthly support]

Where the time goes

Where companies like yours usually find hours back.

Common starting points, not a menu. What you actually need comes out of the first conversation.

A technician reaching into the organized shelves of a service van
Field trades and home services

Speed-to-lead and estimate follow-up

  • Missed calls answered with an instant text-back, so the lead doesn’t call the next company
  • Web and phone leads logged and routed in minutes, day or night
  • Open quotes followed up automatically at 3 and 7 days, so fewer go cold
  • Accepted quotes handed to dispatch with the job details, address and notes already filled in
Client folders and a laptop on the desk of a professional firm
Law, accounting and advisory firms

Client intake and document assembly

  • Conflict checks and onboarding intake collected and routed before the first meeting
  • Engagement letters generated from intake answers, ready for review and signature
  • Billing reconciled against matters and time entries, so nothing slips through unbilled
  • Clear rules on which client information AI may and may not touch

Whatever gets built is yours. It’s set up in your company’s name, documented, and keeps working if we ever part ways. No black boxes and no getting locked in.

Who’s on the project

One accountable lead, specialists when needed.

Collins leads every project. Senior specialists join only for the parts that need them, and only for as long as they’re needed.

Collins’s background →

Your projectLed by Collins DeLoach, PrincipalYour single point of contact from first call to launch
  • Systems integrationConnecting CRM, accounting and field or practice software
  • AI implementationPutting AI to work safely, where it pays off
  • Process and changeRedesigning workflows and bringing your team along
  • Security and infrastructureEnterprise depth through AccessIT Group

We bring in senior specialists as each project needs them, and only for as long as it needs them. You’ll meet each one, and approve the cost, before they start.

Your data

Your data stays yours. That’s where we start.

Collins’s enterprise work includes healthcare, pharmacy and medical diagnostics companies, where careful data handling is required, not optional. Your company gets the same discipline.

  1. 1You see the data first.

    You’ll know what data a change touches, and who can see it, before any tool is chosen.

  2. 2Nothing goes into AI without your OK.

    No customer or client information goes into an AI tool until you’ve approved how it’s used.

  3. 3Tools that don’t learn from your data.

    We favor business-grade tools whose terms say your data isn’t used to train their models.

When a project calls for deeper security or infrastructure expertise, it’s backed by SolutionXT’s strategic alliance with AccessIT Group.

Common questions

Questions owners ask before they book.

What does it cost?

The strategy call is free. After that, every project gets a fixed price in writing before any work starts, and there are no long-term contracts.

We price by what the fix is worth, not by the hour. Most first projects cost about what a new office hire would for a couple of months, and the hours they save keep coming back every year after. On the strategy call we’ll estimate what the problem costs you today, and the project has to make sense against that.

What if it doesn’t work?

What a project has to do is agreed in writing before it starts. If it doesn’t do that, it gets fixed at no extra cost.

What happens if we stop working together?

Everything that was set up stays yours and keeps working. Accounts and logins are in your company’s name, and your team has the documentation to run it.

Do we have to use AI?

No. Many of the best fixes are a better process, or two systems finally talking to each other. If AI would help, you’ll see exactly where and why. If it wouldn’t, you’ll hear that too.

Is our data safe?

You’ll know what data any change touches and who can see it before anything is built, and nothing about your customers or clients goes into an AI tool without your approval. Your team also gets plain written guidelines on what AI is and isn’t safe to use for.

Want an NDA in place before the first call? Send us yours, or we’ll send you ours.

Will this disrupt my team?

Changes are planned around how your team already works, tested before anyone relies on them, and rolled out with training. Most companies start with one or two fixes, not an overhaul.

We already have an IT provider. Do we still need this?

Your IT provider keeps your systems running. This work is about how the business runs on top of them: processes, handoffs and where AI fits. The two work side by side.

Do you work outside Texas?

Yes. Onsite across Dallas/Fort Worth and Waco, and remote anywhere in the U.S.

Work with SolutionXT

Ready to find out where to start?

Book a free 20-minute call with Collins. No pitch, no prep.