Let’s build the foundation that helps you grow your business, not your to-do list.
We work with you to document your processes, put AI workflows in place that save you time, and give your team the tools to keep it all moving.
Business Operations + AI Training
HOW WE WORK TOGETHER
Three ways to go All In
Start where it makes sense for you. Most owners start with the Assessment and go from there.
Business Operations + AI Readiness Assessment
$1,250
$999
Limited-time price · 2-week engagement
We take a real look at how your business runs today: sales process, CRM, onboarding, marketing materials, SharePoint, reporting, and where AI could save you time. You'll walk away knowing exactly where you stand.
Executive summary
Risk read
3 to 5 quick wins you can put in
place right away90-day roadmap
Prioritized recommendations
Fixed price. Book your first session directly.
Build it
Infrastructure Build
Custom quote
Typically based on the assessment findings and scoped based on priorities
Once we identify the operational gaps, we build the systems that close them, together with you and your team.
CRM and pipeline clean up
Proposal templates
SOPs
Onboarding guide
KPI dashboard
AI quick reference and prompt templates
Internal knowledge base setup
Scoped around what your Assessment finds.
Fractional Growth Operations Partner
Retainer
3 month minimum
Once your foundation is built, we’ll stay on part-time to keep it running, refine what’s working, and expand how your team uses AI.
Ongoing system refinement
Reporting kept current
Expanding AI use across your team
Ongoing trainings
Ad hoc projects
Let’s talk about how we can fit into your work.
Start here
Stay supported
ADD-ON SERVICE
Need something faster?
A focused 2-week sprint. We find the tasks eating your time, build up to 5 AI workflows, run one live training session with your team, and hand you an AI Quick Reference you'll actually use.
AI quick-start sprint
$2,300
For businesses we’re already working with
Business Owner Vacation Package
An escalation plan and a delegation plan so you can actually step away.
$4,000 flat fee
Business Sale Prep
Documentation and knowledge transfer ahead of a sale.
$5,000 to $25,000