Once clients enroll, your backend determines profitability. We build efficient, compliant systems that deliver results while keeping clients engaged and satisfied.
You can have great sales, but if your backend is broken, clients cancel and revenue disappears. Here's what's usually wrong.
Clients drop out because they feel ignored or don't see progress
Inefficient processes delay settlements and frustrate clients
Clients don't hear from you regularly and lose confidence
Negotiators accept poor settlements or can't close deals
No clear roles or workflows—everything is ad hoc
You don't know clients are unhappy until they cancel
We've fixed these backend issues for dozens of firms—and can do the same for you.
A complete client management and settlement system that drives retention and profitability
We design your org structure with clear roles, responsibilities, and workflows for client success, legal, accounting, and settlement teams.
We connect your operation with trust administrators and payment systems, ensuring smooth fund flow and compliance with escrow requirements.
We document every step from creditor negotiations to settlement agreements to fund disbursements—eliminating confusion and delays.
We set up systems to organize, store, and retrieve client documents efficiently while maintaining compliance and security.
We train your settlement negotiators on proven tactics and establish KPIs that drive better outcomes and accountability.
We implement proactive systems that identify at-risk clients early and intervene before they cancel—dramatically improving retention rates.
A Texas debt relief company was hemorrhaging clients with a 45% cancellation rate within the first year. Their backend operations were killing profitability despite strong frontend sales.
52%
Reduction in Cancellations
$2.4M
Additional Annual Revenue
38%
Faster Settlement Times
6 Mo.
Timeline
Proven methodology for transforming your backend operations
We analyze cancellation patterns, settlement times, client communication gaps, and operational bottlenecks to identify root causes.
We design new workflows, create communication templates, build tracking systems, and establish retention protocols.
Your backend team learns the new systems. We train negotiators, client service reps, and managers on best practices.
New systems go live. We monitor retention metrics, settlement performance, and make adjustments based on early data.
Common questions about our backend operations services
Backend Operations packages typically range from $20K-$40K depending on complexity, team size, and current infrastructure. This includes department design, process mapping, training, retention systems, and initial optimization. We provide detailed pricing during your free assessment.
Most clients see meaningful improvement within 60-90 days after implementation. The full impact becomes clear around 4-6 months when you can compare cohorts before and after the changes. Our Texas client saw a 52% reduction in cancellations within 6 months.
Not necessarily. We first optimize your existing team's efficiency and effectiveness. However, we'll identify if you're understaffed and help you determine the right roles to hire. Often, better systems mean you can handle more clients with the same team size.
Absolutely. Most of our backend clients have existing operations that need optimization. We audit what you have, identify what's working and what's not, and make targeted improvements rather than rebuilding from scratch. We're pragmatic about what needs to change.
If you implement our systems properly and don't see significant improvement, we'll continue working with you at no additional cost until we identify and fix the issue. Our reputation is built on delivering results, not just delivering services.
Yes. Most clients engage us for ongoing support on a monthly basis for at least 6-12 months after implementation. This includes performance reviews, troubleshooting, optimization recommendations, and strategic guidance as you scale. No long-term contracts required.
Schedule a free backend assessment. We'll analyze your cancellation patterns, settlement processes, and operational gaps—then show you exactly how to fix them.
Questions about backend optimization?