Business+

Overview

High-level overviews or deep-dive analysis of market dynamics using qualitative and quantitative methods to identify opportunities, risks, and competitive positioning (e.g., SWOT analysis, competitive benchmarking).

Scope

◦ High-level: Quick scan of local trends, 3–5 competitors, pricing, and positioning

◦ Deep dive: Detailed customer segmentation, behaviors, and market opportunities (surveys or focus group summaries if applicable)

Pricing
• Focused scan: $500–$1,200 USD
A concise market, competitor, pricing, or positioning review to identify immediate opportunities and risks.

• Deep-dive analysis: $1,500–$4,000 USD
A more developed research engagement covering customer segments, competitive dynamics, market behavior, and strategic implications.

• Add-ons: Expanded competitor set, additional customer segments, location or market comparisons, survey/focus group review, or deeper pricing analysis.

• Follow-on support: Reduced follow-on pricing may be available when research leads into a larger Business+ engagement.

Overview

Identify bottlenecks and inefficiencies through process mapping and workflow review (e.g., workflow audits, basic Lean principles) to improve day-to-day operations and resource use.

Scope

◦ Bottleneck audit: Review workflows, admin processes, and resource efficiency to identify wasted time, duplication, or breakdowns

◦ Flow optimization: Simplify processes and recommend practical improvements, including basic tool or system adjustments

Pricing

• Bottleneck audit: $600–$1,500 USD
A focused review of workflows, admin processes, and operational friction points, with practical recommendations for improvement.

• Flow refinement plan: $1,800–$3,500 USD
A more developed engagement that maps key processes, identifies inefficiencies, and outlines a clearer structure for day-to-day operations.

• Add-ons: Implementation sequencing, tool setup guidance, expanded workflow mapping, role/responsibility clarification, or follow-up review.

• Outcome-based option: A success fee may be considered when measurable cost savings or efficiency gains can be clearly defined and verified.

Overview

Advisory on non-promotional sales frameworks, including pipeline management, customer journey mapping, and relationship-driven sales approaches. Focuses on building sustainable client acquisition and retention without direct execution.

Scope

◦ Strategy roadmap: Define target segments, lead sources, and a clear, structured sales pipeline with next steps

◦ Competitive positioning: Clarify differentiation, pricing approach, and partnership opportunities to strengthen market position

Pricing

• Initial sales framework: $800–$2,000 USD
A focused engagement to clarify target segments, lead sources, sales pathways, and the structure needed to support relationship-driven growth.

• Comprehensive sales strategy: $2,200–$4,500 USD
A deeper engagement covering pipeline structure, customer journey mapping, competitive positioning, pricing approach, and partnership opportunities.

• Add-ons: Sales script guidance, pipeline templates, partnership outreach structure, follow-up planning, or implementation sequencing.

• Follow-on support: Reduced follow-on pricing or monthly advisory support may be available for continued refinement after the initial strategy is developed.

Overview

Organize and structure customer data into usable systems for sales and retention, including CRM setup guidance, data cleanup, and segmentation. Focuses on making data practical, accessible, and actionable.

Scope

◦ Database cleanup: Clean, standardize, and segment contact lists for tracking and follow-up

◦ Retention strategy: Define simple loyalty, follow-up, and re-engagement approaches based on customer data

Pricing

• Data cleanup: $400–$1,000 USD
A focused engagement to clean, standardize, and organize contact or customer data for clearer tracking, segmentation, and follow-up.

• CRM and retention strategy: $1,200–$2,500 USD
A more developed engagement covering CRM structure, tagging and segmentation logic, retention pathways, and practical re-engagement approaches.

• Add-ons: CRM tool selection, tagging structure, segmentation framework, follow-up templates, retention messaging, or light implementation guidance.

• Ongoing support: $300–$750 USD/month
Monthly support for data maintenance, CRM refinement, segmentation updates, retention tracking, and continued follow-up structure.

Overview

Guidance on organizational structure, internal processes, and key compliance requirements, including resource allocation, roles/responsibilities, and internal policies. Focuses on building clear, stable operations for day-to-day management.

Scope

◦ Efficiency roadmap: Define roles, responsibilities, and simple workflows to improve team coordination and onboarding/training

◦ Compliance review: High-level review of administrative and regulatory requirements to support proper setup and operations

Pricing

• Starter structure guidance: $500–$1,200 USD
A focused engagement to clarify roles, responsibilities, workflows, and immediate administrative needs.

• Administrative structure plan: $1,500–$3,000 USD
A deeper engagement covering internal processes, coordination structure, onboarding or training needs, and practical compliance considerations.

• Add-ons: Basic policy templates, role definitions, onboarding/training structure, workflow documentation, meeting rhythms, or implementation sequencing.

• Phased support: Milestone-based pricing may be available when administrative structure is developed across multiple stages.

Overview

Advisory on simple digital foundations to improve visibility and day-to-day operations, including tool selection, basic integrations, and presence optimization. Focuses on clarity and functionality without execution or promotional campaigns.

Scope

◦ Presence audit: Review current digital channels (e.g., website, social, listings) and identify gaps and quick improvements

◦ Tool & system guidance: Recommend practical tools and simple integrations to support operations, bookings, or customer engagement

Pricing

• Digital presence assessment: $600–$1,400 USD
A focused review of current digital channels, visibility gaps, platform use, and practical improvement opportunities.

• Digital foundations plan: $1,600–$3,200 USD
A deeper engagement covering digital presence, tool selection, simple integrations, platform structure, and operational functionality.

• Add-ons: Platform setup guidance, tool comparisons, basic integration mapping, website structure review, listing/channel review, or implementation sequencing.

• Bundled support: Introductory or bundled pricing may be available when this work is combined with broader Business+ or Creation engagements.

Overview

Guidance on practical sustainability and ethical business practices, including waste reduction, responsible sourcing, and community alignment. Focuses on building approaches that support both business goals and long-term sustainability.

Scope

◦ Ethical roadmap: Define simple, practical sustainability initiatives aligned with business operations and growth goals

◦ Practice integration: Identify ways to incorporate responsible practices into daily operations (e.g., sourcing, waste, community engagement)

Pricing

• Ethical growth framework: $700–$1,600 USD
A focused engagement to identify practical sustainability, sourcing, waste-reduction, or community-alignment opportunities.

• Sustainability integration plan: $1,800–$3,800 USD
A deeper engagement covering responsible practices, supplier or material considerations, operational integration, positioning, and simple reporting structures.

• Add-ons: Supplier/material review, sustainability positioning guidance, waste-reduction planning, community-alignment review, or simple reporting frameworks.

• Bundled support: Adjusted or bundled pricing may be available when this work is part of a broader Business+ engagement or aligned with an early-stage sustainability-focused venture.

Overview

High-level guidance on basic budgeting, cash flow awareness, and simple forecasting to support business stability and planning. Advisory only—no accounting or bookkeeping execution.

Scope

◦ Cash flow overview: Review income, expenses, and timing to identify gaps and improve cash flow visibility

◦ Budget & planning: Outline simple budgeting and forecasting approaches for short- and mid-term decisions

Pricing

• Financial foundations overview: $500–$1,300 USD
A focused engagement to review income, expenses, timing, cash-flow visibility, and basic budget structure.

• Budget and forecasting framework: $1,400–$3,000 USD
A deeper engagement covering simple forecasting, planning assumptions, expense organization, cash-flow awareness, and practical decision-support tools.

• Add-ons: Basic budget templates, cash-flow trackers, simple forecasting models, expense categorization, or review of planning assumptions.

• Phased support: Milestone-based pricing may be available when budgeting, cash-flow review, or forecasting support is developed across multiple stages.