Palmer Joseph

Run Your BusinessNot Your Back End

Teams & SOPs, Sales Ops, Systems Built

Seven years as COO of an online course business, from its first dollar to eight figures. I run the team, the SOPs, sales ops, support and launches, and I build the systems behind them, so the founder stops being the bottleneck.

The operating record

  • 8 figures generated
  • 4,700+ customers served
  • 12-person team led
  • ClickFunnels 2CCX Award
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About Me

I wasn't the face of the business. I ran everything behind it.

In 2016 I was laid off with 250 other people in a single afternoon. What I built next, with a co-founder, took eight months to make its first dollar. It went on to do eight figures over nearly seven years: 4,700+ customers, a twelve-person team, five salespeople, and offers up to $7,900.

I wasn't the face of it. I ran everything behind it: hiring and letting people go, the sales team's pipeline and commission, customer support, refunds and chargebacks, launches to a list of about 100,000, and the tools and contractors that kept it all running. The part I'm proudest of is the SOPs. I documented the business until the team could run the day-to-day without every decision coming back to the founders.

When the market it served dried up, I was the one who called it. We had offers on the table, turned them down, and wound it down on purpose because the numbers said to. Knowing when to fix something, when to automate it, and when to stop is part of the job.

Now I'm looking for the next one: a full-time or long-term COO or operations role, working directly with a founder who wants the back end to stop being their problem. The difference I bring is that I also build the systems. If a process needs a dashboard, a follow-up workflow or an onboarding tracker, I build it myself instead of waiting on a developer. The projects below are some of them.

Palmer Joseph holding the ClickFunnels 2CCX Eight Figure Award for earning over $10,000,000
Co-founded. ClickFunnels 2CCX Eight Figure Award, for earning over $10,000,000.
Revenue built, not advised on
$10M+
Customers served over seven years
4,700+
Team led at peak
12

What I Do

What I take off your plate

01

Team & Hiring

Hiring, onboarding, and letting people go when it isn't working. I built and ran a twelve-person team across sales, admin and support, and I'd rather have the hard conversation in week two than in month six.

02

SOPs & Delegation

The business shouldn't depend on you remembering everything. I document how the work actually gets done until the team can run the day-to-day without routing every decision back to you. It's the part of those seven years I'm proudest of.

03

Sales Operations

The CRM and pipeline, quotas and commission, sales meetings, and coaching reps on high-ticket offers up to $7,900. A sales team that knows its numbers every week instead of finding out at the end of the month.

04

Support, Refunds & Chargebacks

The support inbox, the refund requests, and the chargebacks that land at the worst possible time. Run with a process and an owner instead of a scramble, so customers get an answer and you get your mornings back.

05

Launches & KPIs

The launch calendar, the checklist, and the operations behind every promotion to the list. Plus a weekly numbers review, so decisions come from data instead of gut feel.

06

Systems I Build Myself

The difference between me and most operators. When a process needs a dashboard, a lead-response queue or an onboarding tracker, I build it, AI-assisted where it saves time and with a person approving anything that matters. No waiting on a developer.

The systems worth building, the ones that need a person in the loop, and where I start.

Selected work

Explore the work

Working systems, built and deployed — every one live and clickable. The interactive versions run on invented records, so nothing confidential is on display and there is nothing you can break.

Speed To Lead

Explore demo — Speed To Lead
speedtolead.com
Speed To Lead on three phones — the recovery queue, a captured voicemail with its transcript, and a lead record, proof the whole system works in a truck or a waiting room
Speed To Lead recovery queue — an after-hours voicemail rebuilt as one scored, owned, urgent lead with the original transcript, a timeline of what happened, and a staff-approved reply recorded against it

Nudge Invoicing

Explore demo — Nudge Invoicing
Nudge Invoicing work queue — eight fictional records from overdue estimate to paid, each tagged Routine or Review, beside the selected record's amount at stake, owner, recommended next step, and activity timeline
Nudge Invoicing customer view — the follow-up email and SMS drafted for the selected record, written to that client's work, amount, and timing, shown before anything is sent

Welcomely

Explore demo — Welcomely
Welcomely client portal — the no-login view a client actually sees: the stage they are in, the one thing needed from them, where to put it, and a prepared next step
Welcomely Workflow Studio — a repeatable client moment built as a visible rule, with the trigger, the outcome, and the toggle deciding whether a person approves before anything reaches the client

Lead Enrichment Lab

Explore demo — Lead Enrichment Lab
Lead Enrichment Lab review queue — a scored shortlist of prospects, each with the public-web evidence and sources behind its rating
Lead Enrichment Lab email studio — a personalized outreach email drafted in the owner's voice, ready to review and send from Gmail

TVMK

Explore demo — TVMK
The install-report system — the phone app the installer taps through at the end of a job beside a sheet of the PDF the customer receives, with a schematic wall elevation drawn from the answers he gave
The website before and after — the two-page template it replaced on the left, the rebuilt six-page site on the right, both captured at the same viewport
Client work

NextRound Hiring

Explore demo — NextRound Hiring
nextround.com
NextRound Hiring candidate view — the side an applicant actually sees: where they stand, their availability, and a booking sheet for choosing an interview time instead of trading emails about it
NextRound Hiring score explainer — a 92/100 match opened up into the four rubric criteria behind it, the evidence found for each, and the question a manager still needs to ask before deciding

Oracle

Explore demo — Oracle
Oracle knowledge galaxy — 200+ connected orbs orbiting a central hub, with a live business insights panel
A section of the Oracle galaxy selected, lighting up every connected note and file

Morrow Aesthetics

Explore demo — Morrow Aesthetics
morrowaesthetics.com
Morrow Aesthetics on a phone — the editorial hero and menu rendered for mobile, proof the concept is fully responsive
Morrow Aesthetics — a scroll-driven anatomy tour where a gold leader line draws from a marker on the editorial portrait to the active treatment callout

Forge Tracker

Explore demo — Forge Tracker
Forge Tracker home screen — a lived-in training dashboard with an 18-day streak, weekly volume, and over a million pounds lifted all-time
Forge Tracker progress screen — animated volume and estimated-1RM charts trending up across months, with a muscle-balance breakdown

Client Results

The systems are the point. This is what they did.

Owners in home services, trades, and clinics — in their own words, unedited. Tap any card to read it in full.

Before we brought Cleverstack in, we were losing four or five jobs a week just because nobody picked up the phone during busy hours. Palmer set up an AI voice agent that answers every call, books estimates straight into our calendar, and texts back anyone we miss within thirty seconds. Within about six weeks our booked estimates went up 34% and we haven't had a “missed call” complaint since. Worth every penny.
Michael SullivanOwner
Cleverstack built us a missed-call text-back system and an AI follow-up sequence for quotes that go cold. We used to lose maybe 30% of our plumbing quotes to silence. Now every quote gets three automated follow-ups over ten days, and we've recovered close to 18% of what used to just disappear. Palmer walked me through the whole thing personally which I appreciated since I'm not exactly tech savvy.
Anthony MarchettiOwner, Plumbing
Working with Cleverstack changed how we handle new leads completely. We're an electrical contracting company and used to have a shared inbox three different people were supposed to check. Nobody checked it consistently and leads went cold. Palmer built a system where every web form and missed call triggers an instant text response, and if nobody responds in 15 minutes it escalates automatically. Our average response time went from almost 4 hours to under 6 minutes.
Brandon KowalskiOperations Manager, Electrical Contracting
Cleverstack set up our review request automation about four months ago. Every completed job now triggers a text asking for a Google review with a direct link, and we went from averaging maybe two reviews a month to fifteen. Our rating climbed from 4.2 to 4.7 stars.
Nathan PrescottOwner
We hired Cleverstack to build a missed-call text-back and voicemail transcription system for our garage door repair business. Every voicemail gets transcribed and texted to whichever tech is closest to that job site. Response complaints basically disappeared. Palmer had it done in under two weeks.
Douglas ReinholtFounder, Garage Door Repair
I run a locksmith business and speed is everything in this trade. Cleverstack built a missed-call text-back system paired with an AI dispatcher that can quote emergency lockout pricing in under a minute. Average time from missed call to technician dispatched dropped from around 12 minutes to just under 4. Palmer really understood the urgency piece of our business, which surprised me honestly.
Vincent OkonkwoFounder & CEO, Locksmith
I own a moving company and our old process was a mess of spreadsheets and sticky notes. Cleverstack connected our website forms, missed calls, and Facebook leads into one automated system. Took about a month to sync everything properly, but now nothing falls through the cracks. Palmer stuck with it through a couple of hiccups early on, which I respected.
Steven MarchettiOwner, Moving
I've worked with a few automation companies before and Cleverstack is genuinely the most competent one I've dealt with. Palmer built a full follow-up and nurture sequence for my flooring business that doesn't feel robotic to customers. Quote-to-close time shrank from about 11 days to 7, which matters a lot when customers are getting three or four quotes.
Harold WhitfieldOwner, Flooring
I own a chain of three auto repair shops and coordinating leads across locations was a nightmare before Cleverstack came in. Palmer built a centralized system that routes missed calls and web leads to whichever shop is nearest. Took roughly six weeks to fully roll out because of the routing logic, but our no-show rate dropped from around 18% to 9% since launch.
Samuel PetrakisOwner & Founder, Auto Repair
Cleverstack put together a full missed-call and lead nurture system for our plumbing business. It actually asks about the specific issue, whether it's an emergency, and gives realistic arrival windows. Our average lead response time dropped from just over three hours to about four minutes. Palmer checks in every couple months just to see how it's performing, which most vendors don't bother doing.
Owen CastellanosFounder & CEO, Plumbing
Fantastic to work with. Clear pricing, clear timelines, and Palmer actually delivered on both, which is rare these days.
Marcus DelgadoVice President
Everything Palmer explained matched exactly what we discussed in our first call. No surprises, no scope creep. That kind of honesty goes a long way with me.
Sarah WhitmoreDirector of Operations
Very thorough onboarding process with Cleverstack. Palmer took the time to actually understand our workflow before building anything.
Priya RamanathanCo-Founder
Good experience from start to finish. Palmer was upfront about what would and wouldn't be possible with our budget.
Julian CastroPresident
Straightforward process, no unnecessary jargon. Palmer explained everything in terms that made sense to a non-technical guy like me.
Ray ThibodeauxOwner
Good value for what we paid. The automation Palmer built has paid for itself many times over already.
Connor BlackwoodCOO
Clean build, great support, and Palmer didn't disappear after the project was done like some companies do.
Elijah VasquezProject Manager
Solid company, solid work. Palmer and his team stood by everything they said they'd deliver.
Hassan MalikPresident
We run a small chain of gyms and Cleverstack automated our trial membership follow-up, which used to be handled inconsistently by whoever was at the front desk. Our trial-to-paid conversion climbed from about 22% to just over 30% in the first two months. Palmer also suggested a couple tweaks to our messaging that we hadn't even thought of.
Trevor LindqvistOwner, Gyms
I've had automation vendors overpromise before, so I went in cautious. Palmer was upfront that results take a few weeks to stabilize as the AI learns our specific call patterns. That honesty mattered to me. For our electrical business, it took about four weeks before the voice agent was handling calls without much correction, but it's been essentially hands-off since. We're booking around 30% more service calls per month now.
Marcus FeldmanOwner, Electrical
I run a roofing company and honestly I was skeptical about AI answering my phones. Customers can tell when they're talking to a robot, right? Wrong. The voice agent Palmer Joseph built sounds natural, asks the right qualifying questions, and hands off seamlessly to my estimator when someone's ready to book. Took about two months to fully dial in the script to match how we actually talk to customers, but now it's booking 15-20 estimates a month on its own.
Robert FitzgeraldFounder, Roofing
I own a pest control company in the Fraser Valley and by far the biggest issue we had was after-hours calls. People see a rat and they call at 9pm, we don't answer, they call the next guy. Cleverstack set up a voice agent that handles those calls, quotes rough pricing, and books next-day service automatically. In the first full month we picked up 22 extra jobs we would've lost outright. Palmer had it up and running in about three weeks including all the pricing tiers.
Kevin MarsdenFounder & CEO, Pest Control
I didn't think an AI agent could handle emergency plumbing calls the way a real dispatcher could. I was wrong. Palmer's team built a system that triages calls by urgency and texts our on-call tech directly for anything flagged as an emergency. It's not perfect on every single call, maybe one in twenty needs a human, but that's a massive improvement from where we started.
Gregory HalvorsenOwner, Plumbing
As a landscaping company owner, my biggest headache every spring was the flood of quote requests I couldn't keep up with. Cleverstack built an AI intake system that asks qualifying questions and pre-sorts leads by job size before they ever reach me. Took about five weeks to get tuned properly, but it's been running clean for two seasons now. Palmer checked in periodically even after launch to make sure it was still performing.
Timothy AbernathyOwner, Landscaping
I was referred to Cleverstack by another contractor and I'm glad I made the call. Palmer built an AI voice agent for my HVAC business that handles the initial call, checks our calendar in real time, and books maintenance appointments without any back and forth. We've booked over 200 additional appointments in the last five months that we would've otherwise missed during peak hours.
Frank DelvecchioOwner, HVAC
We're a small dental practice and Cleverstack built us an automated recall and rebooking system for patients overdue for cleanings. Our recall rebooking rate went from around 40% to 61% over the first three months. Palmer's team also trained our front desk staff on how it worked, which made the transition painless.
Daniel AshworthPractice Owner, Dental
Cleverstack built an AI voice receptionist for my painting company that's honestly better than the part-time answering service I used to pay for. Cost me less than half what I was paying before and books appointments 24/7. My booked walkthroughs are up about 25% since we turned it on four months ago. Palmer's pricing was fair too, no hidden fees.
Adam KrzywickiOwner, Painting
As someone who runs a real estate brokerage, I wasn't sure an automation company that mostly works with trades could handle our world, but Cleverstack adapted well. Palmer built a lead response system and an automated nurture sequence for buyers who aren't ready yet. We've converted several leads that were six months old into closed deals this year alone.
Jonathan PressleyBroker/Owner, Real Estate
As a roofing contractor, storm season used to overwhelm our phone lines completely. Cleverstack built a voice agent specifically trained to handle the surge in calls after a big storm. During the last major windstorm that hit our area, the system handled over 140 calls in two days without a single one going to voicemail. Palmer had warned me the AI would need a few real storms to fully calibrate, and he was right, but it held up better than I expected even the first time.
Peter YaroslavskyOwner, Roofing
Cleverstack built us an AI-driven booking and reminder system for our veterinary clinic. Our no-show rate dropped from around 15% to under 7% within the first two months. Palmer's team even handled a couple of edge cases we hadn't thought to mention during planning.
Benjamin OkoroClinic Owner, Veterinary

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