What makes an SDR successful?

Scorecards, script, script practice, review of game tape, sales meeting rhythm, constant feedback cycles, and accountability to meet the floor.

Do I need the Operations Manager before an EVA?

No. You can place an EVA without an Operations Manager first. But good people don't fix broken systems. Broken systems break good people.

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. The AI track covers AI memory systems, the models we run (Claude, GrokBot and Hermes), and deploying AI agents at different levels of the business. 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.

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.

Hire an AI trained Edge Virtual Assistant for all the roles in your business.

We believe A-Players have high alignment & high activity.

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Install led by a Fractional COO

EDGE Operations Manager

Full-time second in command

Marketing
- Social Media Manager
Outbound
- Outbound Cold Callers
Production
- Project Manager
Accounts Receivable
- Billing Clerk

We embed leadership roles into your business to build the systems then place all of the roles needed to manage the operations with our Edge Virtual Assistants so lead acquisition improves, sales convert, economics are healthy, & growth is mapped with a plan.

85+

owner-led businesses

$2M+

recovered and saved

client stories published

18 wks

9 sprints per install

Edge Virtual Assistants atHometown RoofingDeer Creek ConstructionRemedy Claims ConsultingLiberty RoofworksBay 2 Bay PlumbingiCare Air Care HVACStanley Roofing ChicagoRed Beard Roofing

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.

People do what you inspect, NOT what you expect. And so... our Operations Manager inspects.

Department
Seat Edge places

Install led by a Fractional COO

EDGE Operations Manager

Full-time second in command. Runs the team, the numbers and the weekly meeting rhythm.

WorkflowsPlaybooksScorecardsMeeting rhythm

Leads and sales

Marketing
- Social Media Manager
- Marketing Coordinator
Outbound
- Outbound Cold Callers
- Lead Researcher
Lead Intake
- Receptionist
- Inbound Lead Qualifier
Estimating
- Estimator
- Takeoff Specialist

Sales follow through and delivery

Account Management
- Account Manager
- Sales Coordinator
Production
- Project Manager
- Scheduler
Field Support
- Materials Coordinator
- Permit Coordinator
Claims and Supplements
- Claims Support
- Supplement Writer

Money

Accounts Receivable
- Billing Clerk
- Payment Posting and Collections
Accounts Payable
- Invoice Processor
- Vendor Payments
Bookkeeping and Payroll
- Bookkeeper
- Payroll Administrator
Reporting
- Financial Reporter
- Scorecard Analyst

People, growth and specialist seats

Culture and People
- Culture Manager
- Recruiting Coordinator
Executive Office
- Executive Assistant
- Operations Coordinator
Growth and AI
- AI Engineer
- Automation Specialist
Industry Seats
- Medical Assistant
- Law Firm Assistant

Good people don’t fix broken systems. Broken systems break good people.

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Who we serve

If you’re the one holding it all together, we’re for you.

Owner-led businesses where the owner is the operating system.

Roofing•Restoration•HVAC•Plumbing•Electrical•Remodeling•Landscaping•Property services•Deck builders•Construction and trades•Home services•Law firms•Estate planning and legal•Accounting firms•Wealth management and financial services•Medical offices•Medical and aesthetics•Radiology and diagnostics•Marketing agencies•Fitness and coaching•E-commerce and DTC•SaaS and tech•Education and info products•Real estate•Recruiting and staffing•Professional services

Specialist EVA Bench

Specialist operators recorded by the operators themselves

Estimating, supplementing, claims support, and admin execution. This is the bench Edge recruits, trains, and places to plug into your EdgeOS install.

Ximena