EDGE Operations Manager + AI-trained EVAs
We embed a Fractional COO and a full-time Operations Manager into your $2M to $50M service business to rebuild workflows, scorecards, and meeting rhythm so lead acquisition improves, sales convert, economics are healthy, & growth is mapped with a plan.
Then we fill the seats your company is missing with AI-trained EVAs (Edge Virtual Assistants): cold callers, estimators, claims support, project managers and more. Each one runs on the system and reports a number.
We map your constraint and the seats you are missing.
For owner-led service businesses with $2M to $50M in revenue and 5 to 250 team members, nationwide.
85+
owner-led businesses
$2M+
recovered and saved
29
client stories published
18 wks
9 sprints per install
The system goes in first
Your Fractional COO leads the 18-week, 9-sprint install. Your Operations Manager executes it: workflows, playbooks, a role library, scorecards and a meeting rhythm.
Then we fill the seats
The role library shows which seats are missing. Edge fills them with AI-trained EVAs (Edge Virtual Assistants) who run on the playbooks and report on the scorecard.
The org chart
One Operations Manager at the top. Every seat below runs on the system.
EDGE Operations Manager
Full-time second in command. Runs the team, the numbers and the weekly meeting rhythm.
- Outbound Cold Caller
- Marketing Coordinator
- Social Media Manager
- Receptionist and Lead Intake
- Estimator
- Account Manager
- Bookkeeping
- Claims Support
- Supplement Writer
- Project Manager
- Production Manager
- Executive Assistant
- AI Engineer
- Medical Assistant
- Law Firm Assistant
We place appointment setters, not salespeople. Your team closes.
The seats
What each EVA owns, and the number it is measured on
Every seat below is an AI-trained EVA. Each example is a workflow an Edge Operations Manager installed for a named client, taken from a published client story. The EVA in that seat runs the same kind of playbook.
Lead Acquisition
Outcome: Lead acquisition improves
Outbound Cold Caller
Owns
Appointment setting only. Works your target list on a daily call block and books qualified appointments on your team's calendar. Never closes.
Scorecard number
Conversations, appointments set, appointment show rate
Real client result on this workflow
Elite Resolution: outbound prospecting and pre-call confirmation playbooks lifted Strategy Call attendance.
Read the storyMarketing Coordinator
Owns
Runs the weekly marketing checklist: campaigns, local listings, referral partner outreach and the lead source report.
Scorecard number
New leads by source, cost per lead
Real client result on this workflow
Hometown Roofing: launched 3 proactive lead channels: local search ads, a referral partner portal and crew yard signs.
Read the storySocial Media Manager
Owns
Posts on a set weekly calendar from your own job photos and video, and logs every inbound message as a lead.
Scorecard number
Posts shipped vs. plan, inbound messages logged
Sales Conversion
Outcome: Sales convert
Receptionist and Lead Intake
Owns
Answers and returns every inquiry, qualifies it on a script and books the inspection or consult. Hands off to your team to close.
Scorecard number
Speed to lead, inquiries dispositioned in 24 hours
Real client result on this workflow
Red Beard Roofing: every new inquiry contacted and dispositioned within 24 hours.
Read the storyEstimator
Owns
Builds estimates from site photos, measurements and scope notes inside your pricing rules, and follows up on every open quote.
Scorecard number
Estimate turnaround time, open estimates aging
Real client result on this workflow
Deer Creek Construction: retail proposal turnaround cut to one to two days.
Read the storyAccount Manager
Owns
Owns updates and follow-through for existing customers and referral partners. Service and retention only, no sales quota.
Scorecard number
Accounts touched weekly, open requests aging
Real client result on this workflow
Keystone Adjusting: every contractor-referred claim gets a documented weekly touch and partner update.
Read the storyHealthy Economics
Outcome: Economics are healthy
Bookkeeping
Owns
Keeps the books reconciled on a fixed monthly calendar and matches every incoming payment to its invoice.
Scorecard number
Days to month-end close, unmatched payments
Real client result on this workflow
My Supplement Team: payments across every rail matched to their invoice within 24 hours.
Read the storyClaims Support
Owns
Moves claim files from intake to settlement: documents, Proof of Loss packets, carrier follow-up and check endorsements.
Scorecard number
Files by stage, days in stage, checks received
Real client result on this workflow
Key Public Adjuster: Proof of Loss, Acord forms and weekly carrier check follow-up taken off the owner.
Read the storySupplement Writer
Owns
Builds supplement requests from field photos and scope so the work done is the work billed.
Scorecard number
Supplements submitted, first-pass completeness
Real client result on this workflow
Apex Contracting: every regional market now hands off complete documentation on the first pass.
Read the storyDelivery
Outcome: Jobs get delivered
Project Manager
Owns
Runs each job from contract to final invoice: permits, materials, homeowner updates and closeout.
Scorecard number
Jobs on schedule, days from completion to final invoice
Real client result on this workflow
McAuley Roofing: final invoice issued the same day the city inspector signs off.
Read the storyProduction Manager
Owns
Owns the production calendar so crews, subs and materials line up. Audits the schedule daily.
Scorecard number
Jobs started on time, schedule changes
Real client result on this workflow
Mammoth Builders: the work order calendar audited twice a day so every sub and homeowner update is booked.
Read the storyGrowth Plan
Outcome: Growth is mapped with a plan
Executive Assistant
Owns
Runs the owner's calendar, inbox and follow-ups, and preps the daily brief so decisions happen on time.
Scorecard number
Owner hours on admin, follow-ups closed
Real client result on this workflow
Deer Creek Construction: automated morning executive briefs give the owners live pipeline visibility from the job site.
Read the storyAI Engineer
Owns
Builds and maintains the AI agents and automations that check your pipeline and take repeat work off the team.
Scorecard number
Hours of manual work removed, automations live
Real client result on this workflow
Liberty Roofworks: a daily AI audit every morning so nothing slips between field completion and billing.
Read the storyIndustry Seats
Outcome: Specialist support
Medical Assistant
Owns
Front office for medical practices: scheduling, intake, insurance checks and patient follow-up. Nonclinical only.
Scorecard number
Schedule fill rate, intake packets complete
Law Firm Assistant
Owns
Supports attorneys with intake, calendars, document prep and client updates. No legal advice.
Scorecard number
Intake response time, deadlines met
Not sure which seats you need first?
We map your constraint and the seats you are missing.
Proof
Built inside real owner-led companies
Before vs. after the install
Hometown Roofing, Omaha, NE
Read the Hometown Roofing storyOwner involvement
Before: Brett coordinated sales and production handoffs himself.
Jon runs the weekly sales and department scorecards, biweekly all-hands and memo system. Brett focuses on strategy and commercial partnerships.
Lead flow
Before: Heavy reliance on organic referrals and weather events.
Dedicated retail and insurance sales workflows plus local search ads, a referral partner portal and crew yard-sign playbooks.
Visibility
Before: Combined sales reporting without individual weekly rep scorecards.
Per-rep scorecards: leads assigned, inspections, estimates sent, win rate, revenue sold.
Having someone dedicated to operations and execution is more than I ever dreamed it would be. This ship is flying and sailing better than it ever has.
Operators at
How the install works
18 weeks. 9 sprints. Then the seats get filled.
- 01Workflows
- 02Playbooks
- 03Role Library
- 04Scorecards
- 05Meeting Rhythm
- 06Financial Reporting
- 07Decision-Making Compass
- 08Internal Memo System
- 09Company Intelligence
- 01
Book a Call
We look at your constraint and which seats are missing.
- 02
Install the system
Fractional COO leads, Operations Manager executes the 9 sprints.
- 03
Match the EVA
Matched to the role, your tools and your team, then trained before placement.
- 04
Run the scorecard
Your Operations Manager reviews every seat's number weekly.
FAQ
Straight answers
Do you place salespeople or closers?
No. Edge places outbound cold callers who set appointments. Your team runs the sales call and closes.
Do I need the Operations Manager before an EVA?
That is how the model works. The Operations Manager installs the workflows, playbooks and scorecard first, so every EVA walks into a defined seat with a number to hit.
What does AI-trained mean?
Before placement, every EVA completes Edge's pre-placement training: an AI track, core skills and a role track such as claims. AI speeds up the work. The EVA owns the result on the scorecard.
How do I know an EVA is performing?
Each seat has a scorecard number. Your Operations Manager reviews it every week in the meeting rhythm, so you see the number, not a status update.
Who manages the EVAs day to day?
Your Operations Manager. EVAs run on the playbooks your OM installed and report into the weekly meeting rhythm, so nothing routes back to you.
Which industries do you work with?
Owner-led service businesses nationwide: roofing, restoration, public adjusting, HVAC, plumbing, landscaping, property management, accounting firms and medical practices.
What does it cost?
Every company needs a different set of seats, so we cover investment on the call.
Medical and legal seats: do EVAs make clinical or legal decisions?
No. Medical seats are nonclinical and follow the practice's privacy and security policies. Legal seats give no legal advice.
Find out which seats your company needs.
One call. We map your constraint, the system it needs and the seats to fill.