Assess, then progress.

See where you're currently at to determine what's the best plan of action for your business.

Have questions and need personalized expertise?

No two meetings are the same. Got a lot of concerns and questions and looking for direction?  Feel overwhelmed and just need to talk to out with a pro?  Batter up.  There's no selling here, just providing guidance based on where you're currently at.
Tech with a Pro
1hr Virtual Meeting
$500
/ one-time
$100 per extra 30 min block
Fill out questionnaire before call
Get an IT strategy
What you should be doing
What's your next step
Realistic tech costs for business
Software assessment for your biz
Any questions you have answered
Post Call Report
Get Started
Where's the Process
1hr Virtual Meeting
$500
/ one-time
$100 per extra 30 min block
Fill out questionnaire before call
Current processes
How to develop process
How to document process
How to streamline process
How to automate process
How to create better process
Post Call Report
Get Started
Salesforce Alternatives
1hr Virtual Meeting
$500
/ one-time
$100 per extra 30 min block
Fill out questionnaire before call
Go over current sales process
Define your requirements
Cost Analysis of not going Salesforce
Cost of Salesforce customizations
Define actual alternatives
Should you go Salesforce
Post Call Report
Get Started

Established and looking for the next level

Typically $1mil or higher revenue, 4 or more full-time employees with profit margins not where they should be. Also if you're looking to sell the business in due time, this is you.  If operations are messy, odds are you're not using technology to help you execute consistently.
Show me the Problems Assessment
Sometimes it's hard to see the problems right in front of your face. We'll show you the bottlenecks, so you can be operationally mature, faster
Tactical solutions
Leaner, more mature operations
Smooth service lifecyle
Insight without asking team
Get a custom Action Plan
Be a Turn-key Business
Similar but different goal. Being turn-key is a goal for those who want to play a more an investor or hands off role in the business.
Key to higher valued exits
Matured Operations
Remove yourself from daily ops
Gain insight without asking
Get a custom Action Plan
Show me the problems

Assessment + Action Plan

$4995
/ one-time
Cashflow analysis
Technology Assessment
Process Discovery
Service Lifecycle
Roles & Delegation
Reporting Assessment
Get StartedBook a call
Be a Turn-key Business

Assessment + Action Plan

$4995
/ one-time
Cashflow Analysis
Technology Assessment
Process Discovery
Service Lifecycle
Reporting Assessment
Technology Gap Analysis
Get StartedBook a call

What do assessments entail?

1 Hour Virtual Meeting Assessments

1 hour virtual meeting assessments all have the same format. Fill out any needed questionnaire's (we'll send you links after booking) for your assessment, then we'll send you a link to schedule your assessment.  We'll go through the questionnaire in details and also cover any questions you have. If time goes over the 1 hour, we just bill $100 for additional 30 minute blocks.  After the call is completed, we'll send over a post call report detailing everything we talked about.

Deep dive

Some assessments involve a deep dive into your business within the areas that are looking to be improved. Looking at the business as a whole and then extremely detailed in certain categories to attain the desired results. We have been in 1000's of businesses and seen it all. Everyone makes mistakes while in business. Some are done out of necessity, others done because they weren't sure what to do.  We don't judge, we just pinpoint issues, and devise a plan and then put it into action.

Become operationally mature

Being operationally mature means you've worked out all the kinks within your service lifecycle. Nothing falls in between the cracks. All details are accounted for.  This usually happens years down the road, even decades, and sometimes never. Some owners and managers focus on sales, other's focus on service delivery. Wherever the effort goes, that's what gets improved. We provide an outside look to what makes smooth transitions between the sale through to delivery and then customer satisfaction.

Transition to Turn-key


When a business is turn-key it means it's literally turn-key. Someone like an operation manager or new owner can just step into the role of management and the machine does not stop. It's a well oiled machine that produces cash flow.  Financials are good, operations are smooth, the business is leveraged to perform and is efficient, employees know what to do, and follow the same process.  When you're not turn-key, it can seem overwhelming trying to get there.  You have to do it in steps and have a plan.  If your current operations are a mess, you're going to experience some pain on the way to turn-key. After the assessment you'll have an idea what it will take.  We give you an action plan that will detail our suggested route to being turn-key, including what needs to improve.

Got a custom project that needs a technical assessment?

Let us know below and we'll be in touch shortly.