Pricing.
Where to start
Stage
Phase
Term
Price
Business Checkup
Checkup.
A half day by video.
$5,000, one time.
The client provides access to documents, systems and files. We review operations and deliver a written plan outline. On-site visits are available on request.
The $5,000 fee is credited toward the Diagnostic.
The Diagnostic
Diagnostic.
Under 60 days.
$15,000, one time.
We interview the owner and key staff and review financials, systems and subscriptions to identify what is holding the business back. Deliverables include written findings, a plan with milestones and owners, pricing for each piece of work, and a recommendation on any hire.
The Diagnostic concludes with a working session of up to two hours with the owner and leadership team.
Operating partner engagement
Build and Run.
The first three months.
$7,500 a month.
Implementation of the approved plan in the client's existing systems, including automation. Weekly reporting, with results measured at 30, 60 and 90 days.
Ongoing work
Grow.
Following the initial three-month term.
The cost of upkeep. New work is quoted separately.
We operate the systems we built. Each new initiative is quoted separately.
The terms
- All work is quoted in writing before it begins. Projects are paid 100% upfront, or 50% upfront and 50% before handover.
- Clients pay software and system costs directly.
- The initial term is three months, then month to month with 30 days' notice.
- Client accounts and data remain client property. Within 30 days of the end of an engagement, client data is returned or deleted, with a signed certificate.
- A mutual NDA is signed before the Checkup and before any document or login is exchanged.