Self-Assessment → In-Depth Assessment → Build. Three stages, each one optional, each one earning the next.
Free · 5 minutes
Eighteen questions covering how you find customers, quote work, chase follow-up, handle admin, and track profitability. You get a score, a tier, and your three weakest areas named on screen the moment you finish. No call is booked, and nobody phones you afterward unless you ask.
Why it’s free: because it should be. Finding out roughly where you stand isn’t worth paying for. Knowing exactly what to do about it is.
$599 CAD · 2–3 weeks
A short intake questionnaire, then a 60-minute working session about how your shop actually runs. That gets turned into a written roadmap: three to six ranked opportunities, the specific tools that address each one with real pricing and setup time, an ROI estimate, and the order to do them in.
The $599 comes back: if you go on to a Build engagement within 30 days of receiving your roadmap, the full assessment fee is credited against it.
From $700/month, or from $2,000 one-time
The stage most consultants leave to you. Tools get set up and connected to what you already run. Automations get built and tested. Your team gets trained on them. Templates and documentation get handed over so the knowledge doesn’t leave with one person.
Scoped to you: some shops want a few hours of training. Some want two templates built. Some want ongoing support month to month. Every engagement is quoted in writing before anything starts.
Not every shop should move through all three stages. Some take the Score and find their fundamentals are already solid. Some take the Assessment and implement the roadmap themselves — that’s exactly what it’s written to allow. The structure exists so you can stop wherever the value stops.
From booking to finished roadmap is typically two to three weeks — that covers your intake questionnaire, the working session, the analysis, and the written deliverable. The free Score is instant. Build timelines depend entirely on scope and get confirmed in your quote.
Start with the free Score, or book the Assessment directly if you already know you want the full picture.
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