Every engagement begins with a two-week Operations & Opportunity Assessment. From there, most clients move into one of three managed tiers. Pricing is posted. Scope is defined. No mystery proposals.
Satisfaction guarantee: if you don't walk away with a clearer picture than you came in with, we refund it.
Start with an Assessment →Before we ask you to commit to anything monthly, we spend two weeks understanding the business — your workflows, your constraints, where the weight is, and what's actually worth doing next.
SMB owners and operators ($500K–$30M revenue) who want a clear next move before making a bigger commitment. It's also the fastest way to see whether we're the right fit for you — and whether managed services is the right shape of help.
Each tier is a defined set of managed functions we operate on an ongoing basis. Contracts start with a 12-month initial term, then go month-to-month. A 60-day-for-cause out clause keeps everyone honest.
For the owner-operator who wants to stop doing one specific thing.
The operational backbone of a growing SMB.
Full managed operations with a dedicated account lead.
10% discount on any tier when paid annually. Strong cash-flow lever on your side; stronger commitment on ours.
Published per-unit rates on every volume-gated function. You grow, we meter, nothing surprises you.
Upgrade or adjust scope any time. Credited pro-rata, no re-papering required.
Four-week engagement. Deliverable-based, not hourly.
A working plan for founders building a new business or offering. We help shape the product, the positioning, and the operating model — including how new technology fits in without overwhelming the early team.
For pre-revenue founders, we'll consider a blended cash + SAFE structure so the engagement doesn't starve the business. When the startup has revenue, there's a discounted path into managed services if it makes sense for both sides.
Talk it through →Yes. Not because we're trying to tack on revenue — the Assessment is priced close to cost — but because we've never had a managed engagement go well when we skipped it. Two weeks of structured diagnostic saves six months of guessing.
The initial term is 12 months, then month-to-month. Inside the initial term, there's a 60-day-for-cause out clause: if we miss defined SLAs or don't deliver against the scoped outcomes, you can exit without penalty. After month 12, 30-day notice is enough.
A defined scope of operational work we pick up and run end-to-end — not a project, not an hour-bucket. Examples: inbound lead qualification and routing; tier-1 support triage; meeting operations; SOP documentation; CRM hygiene. The full catalog is on the Playbooks page.
Both. We use modern tooling — including AI — wherever it legitimately makes the work faster, more consistent, or more affordable. But there are always people in the loop: reviewing, adjusting, and owning the client relationship. We don't sell automation as a replacement for judgment. We sell operations that actually run.
Today, we focus on US-based SMBs. Time zones, compliance frameworks, and the regulatory environment are simpler when we're on one continent. We may expand later.
Absolutely. Plenty of owners use the Assessment to get a clearer picture and a roadmap they implement themselves. If you come back later for managed services, the Assessment fee is credited against your first month.
Thirty minutes. No pitch. We'll understand where you are and tell you honestly whether an Assessment is worth starting.