Support that meets you where you are.
Every business has its own rhythm. Our support is shaped around your priorities, your people, and where you want to go.
Two paths, one standard of care.
The same services, offered to both kinds of business. Each one is listed once below — the icons show who it's for, and the wording is written for each audience.
Owners running it all, in businesses like
- Law & legal
- Beauty & wellness
- Real estate
- Project management
- Accounting & bookkeeping
- Architecture & design
- Shops & product sellers
- Trades & contracting
- Consulting & agencies
…and plenty more. If you run the business and you’re the one holding it together, this is written for you.
Groundwork
Regulated practices
A three-week review of how your practice runs, with compliance and client care in view.
Owners running it all
A three-week review of how your business runs, ending with a written foundation: what to fix first, what to stop doing, and what to build next.
Operational Infrastructure
A complete, custom-built operations navigator, sized for where your business is today — from a solo practice to a growing team. The full breakdown is below.
Sales & Scripts
Regulated practices
Ethical, no-pressure intake, consult, and follow-up scripts suited to clinical care.
Owners running it all
An enquiry-to-booking workflow, sales call structure, follow-up sequences, and phone, email, and enquiry scripts. So every lead is answered properly and no one is pushed.
Ongoing Support
your fractional operations COO
Regulated practices
A steady operational lead for your practice, without the cost of a full-time hire: monthly implementation, ethical sales coaching, caring follow-up, onboarding, and referral habits.
Owners running it all
Ongoing implementation, script refinement, lead follow-up, and pipeline reporting. A steady operational lead, without the cost of a full-time hire.
Business Development System
Building more business with the data and structure of a solid business. A follow-up process, onboarding and offboarding experience, check-in schedule, and referral habits. So the clients you already have become your strongest source of new business.
Four things we make sure of.
Whatever we build together, the measure is simple: fewer surprises, clearer thinking, more hours back, and a steadier flow of clients.
Risk, managed
We keep an eye on what could go wrong — privacy, ethics, compliance, and the quiet gaps in between — so a problem is handled before it reaches a client.
Ahead, thought through
We plan past next week. Decisions are made with tomorrow in view, so growth arrives as a plan rather than a surprise.
Time, returned
We take the recurring work off your desk and shorten the back-and-forth, leaving you more hours with the people you care about.
Money, coming in
We make it easier for people to say yes: welcomed inquiries, warm follow-up, and clients who return and refer others.
Order that lets your business run well.
A complete, custom-built operations navigator. We learn the business before building, and every navigator is written for that client — never a template. Packages start at $2,500. Your investment depends on the size and complexity of your business and how much documentation you already have.
Start with the Navigator (PDF), a written operations and training guide. The Interactive Model builds on it with digital learning modules, knowledge checks, and owner analytics. Its price depends on business size, number of roles, and regulatory requirements.
Services are remote across Canada and the US.
For regulated professionals
Regulated practices carry additional compliance, ethics, and privacy requirements, so the work goes deeper.
Solo practice
For one practitioner with up to one support person. Your navigator covers your code of conduct, confidentiality, client interaction protocols, booking and cancellation, payment and refunds, and core compliance.
Small practice
For practices with two to five associates. Everything in the solo navigator, plus associate responsibilities, payroll and commission structure, referral outreach, and office operations. This is our full navigator.
Growing or multi-clinician practice
For teams of six or more who are scaling. The full navigator, plus approval matrices, performance and accuracy standards, emergency protocols, and department-level SOPs. Work at this size begins with a conversation: we connect first to understand your practice and confirm we can genuinely carry it before anyone commits.
For owners running it all
The same navigator, written for the way an owner-run business works.
Solo owner
For one owner with up to one support person. Core policies, client experience standards, booking and payment processes, and communication guidelines.
Small business
For teams of two to nine. Everything in the solo package, plus team roles and responsibilities, onboarding, and operational procedures.
Growing company
For teams of ten or more who are scaling or preparing to sell. A full navigator, approval structures, performance standards, and department-level SOPs. Work at this size begins with a conversation: we connect first to understand your business and confirm we can genuinely carry it before anyone commits.
Simple from the start.
A conversation
Every engagement begins with a conversation. We start by listening: what’s working, what feels heavy, and what you’re hoping to build.
A thoughtful plan, groundwork.
A focused three-week engagement to review how your business runs and build its first foundation. It also shows us both how much the work needs before anyone commits to anything larger.
Progress, together
We get to work, stay connected, and adjust as your business grows and evolves.
Growth add-ons
Once your foundation is in place, add the support that fits where you’re headed. Each add-on is priced on its own, so you only invest in what you need. Choose one, or combine them.
Pricing, plainly
- Groundwork is $1,300 for regulated practices and $1,100 for owners running it all.
- Operations packages start at $2,500.
- Growth add-ons are priced separately.
- You’ll know the scope and cost before we begin.
- No percentage of your income. No long-term contracts.