Services & Pricing

Sounds like you if:

your team keeps asking how things are done, or one person holds all the know-how.

You get:

step-by-step guides for your core processes, built with the people who do the work, tested by someone new, and stored where your team can find them.

The result:

fewer interruptions, and work done the same way without you.

Sounds like you if:

you want the whole business written down: who does what, how work flows, and where everything lives.

You get:

one operations manual covering roles, key processes, tools, and access, organized so a new person can use it.

The result:

a business someone else could step into.

Sounds like you if:

you're hiring an office manager, admin, or operations person and don't want them to inherit the chaos.

You get:

clear responsibilities for the role, the workflows and templates they'll run, and a 30-day onboarding plan.

The result:

your new hire gets up to speed faster, and you stop being the training manual.

Sounds like you if:

quoting, scheduling, invoicing, or follow-up keeps dropping balls.

You get:

the process mapped the way it really works, rebuilt in the tools you already have, documented, and tested on real jobs.

The result:

one workflow that runs the same way every time.

Sounds like you if:

every new client gets a different start, or you're chasing paperwork.

You get:

the path from first yes to first win: welcome emails, intake forms, scheduling, and a checklist your team follows.

The result:

every client starts smoothly, without you chasing it.

Sounds like you if:

happy customers never leave reviews because nobody asks at the right moment.

You get:

the timing, templates, and simple reminders so the ask happens every time. Never paid for or incentivized.

The result:

a steady, honest flow of reviews and referrals.

Sounds like you if:

you suspect leads or customers slip away but can't see where.

You get:

I go through your website, inquiry, quote, and follow-up as a brand-new customer, then fix the top rough spots.

The result:

a prioritized fix list, with the key touchpoints rewritten.

Sounds like you if:

every hire starts from scratch and decisions come down to gut feel.

You get:

a job post, interview questions, a simple scorecard, and an offer checklist.

The result:

you hire for fit, and reuse the kit for every hire after.

Sounds like you if:

new people take too long to get productive, or you repeat the same training every time.

You get:

a first-day checklist, a week-one plan, 30/60/90-day check-ins, and who trains what.

The result:

new team members get up to speed without you repeating yourself.

Sounds like you if:

meetings eat the week but decisions still slip.

You get:

the right meetings, who attends, simple agendas, and a one-page weekly scorecard.

The result:

fewer, shorter meetings where things actually get decided.

Sounds like you if:

files are scattered across drives, inboxes, and desktops.

You get:

• A cleaned-up shared drive with a naming system, plus one dashboard with your daily links, key numbers, and priorities.
• An inbox and calendar setup that protects your owner time (folders, filters, and focus blocks).

The result:

you find anything in seconds and see your week at a glance.

Sounds like you if:

you rewrite the same quotes, proposals, and follow-ups every week.

You get:

an organized library of your proposals, quotes, follow-ups, checklists, and agreements.

The result:

send in minutes what used to take an hour.

Sounds like you if:

to-dos live in your head, texts, and sticky notes.

You get:

a simple system in a tool your team will actually use, with owners, deadlines, and a quick-start guide.

The result:

nothing falls through the cracks.

Sounds like you if:

you need new software or a service provider and have 20 tabs open.

You get:

your requirements, the real options compared side by side, and a clear recommendation.

The result:

a confident decision in days, not months.

Sounds like you if:

drafting, summarizing, sorting, and follow-up eat hours every week.

You get:

up to two AI workflows set up in your own accounts and tested on real work, with a person approving anything that goes out.

The result:

hours back on repeat admin, without losing control.

Sounds like you if:

you know you should post and follow up more, but start from a blank page every time.

You get:

a simple AI-assisted workflow that turns one idea or job update into posts, emails, and replies in your voice.

The result:

consistent communication without the blank-page problem.

Sounds like you if:

you're paying for AI tools nobody is sure are worth it.

You get:

every AI subscription reviewed against what it actually does for you.

The result:

a keep, cut, or consolidate list, and money back in your pocket.

Sounds like you if:

your team is already using AI and there are no rules yet.

You get:

a plain-English policy: what's allowed, what data never goes in, and who checks the output.

The result:

your team uses AI confidently and safely.

Sounds like you if:

you might sell in the next one to five years, or you just want that option, and right now the business still depends on you. A buyer would ask for documentation you don't have yet.

You get:

• An owner-dependency map: where the business still needs you, and a plan to hand each piece off
• Your core workflows written as step-by-step SOPs a buyer and your team can follow
• An inventory of accounts, systems, and who has access (we never collect passwords)
• A summary of customer and vendor agreements and whether they transfer to a new owner
• A review of how cleanly business and personal finances are separated, plus compliance items to tidy up
• A buyer-ready handoff package, organized in one place
• An open-items list showing which professional (attorney, CPA, or broker) should handle what's left

The result:

A business that can run without you, with the paperwork to prove it, so you walk into buyer conversations prepared instead of scrambling.

Sounds like you if:

you just bought a business, or you're about to close. The way it actually runs lives in the seller's head, scattered files, and "we've always done it this way," and your transition time with the seller is short.

You get:

• Structured knowledge-capture sessions with the seller and key staff before the seller steps away
• An inventory of accounts, vendors, contracts, recurring tasks, and key dates, plus a record of where each login lives (we never collect passwords)
• Your first 5 core processes written as step-by-step SOPs your team can follow (more can be added in sets of up to 3)
• A 90-day new-owner operating calendar: what happens when, and who owns it
• A Business Command Center so every document and system has one home
• A 30-day check-in after handoff

The result:

you run the business with confidence from the first month, instead of rebuilding it from memory after the seller is gone.