Small Business
Consulting
Suite
Services
Capabilities
Strategy
Financial Visibility
P&L by service line, KPI dashboards, real margins.
Operations
Operations & SOPs
Document the work in the founder’s head.
Team
Hiring & Org Design
Scorecards, comp, the next two hires.
Engagements
Free · 15 minutes
Financial Performance Scorecard
Score your FP&A maturity before you talk to anyone.
Application required
SBCS Retainer
Embedded operations partner. $500K–$5M revenue. 6-month minimum.
$797 setup + $197/mo
Contractor Ops Platform
White-label CRM, project ops & field tools for trade contractors.
30 min · no pitch
Suite Strategy Call
Walk through the business and the first 90 days.
Tools to Suite
· All template purchases credit toward your first retainer month.
View ladder →
Solutions
Growth systems
$7,500 setup + retainer
AI Local Growth System
Done-for-you local growth engine with AI intake, reviews and booking.
$1,997 one-time
Fiverr Business Launch System
Productized service setup + coaching through your first sales.
Programs
$4,500–$9,000/mo · by application
SBC Scale Accelerator Program
6-month growth and systems implementation program.
Templates
One-time
$19 · one-time
The PM Vault
25 PM templates — charters, SOWs, status reports, retros.
$37 · one-time
Contracts & Proposals Pack
Lawyer-reviewed contracts and a converting proposal system.
$27 · one-time
Employee Onboarding Template Pack
6 documents — 30/60/90 plan, paperwork checklist, manager check-in script.
$19 · one-time
Sales Pipeline Tracker Template
6-stage tracker spec, weighted forecast math, weekly review script.
$37 · one-time
SOP & Process Documentation Templates
4 formats — standard SOP, checklist, swimlane map, decision tree.
$29 · one-time
Financial Forecasting Template Pack
12-month revenue forecast, expense budget, cash position tracker.
Free
Free download
Client Kickoff Checklist
The 12-step checklist we run for every Suite engagement kickoff.
Free training
Free Suite Training
30-min walkthrough of the four-phase Suite engagement model.
Toolkits
One-time
$97 · one-time
Operations Toolkit
Full back-office — SOPs, invoicing, hiring, admin templates.
$97 · one-time
HR & Hiring Toolkit
Job description, 30-question interview bank, scorecard, offer letter.
Subscription
$497/mo · cancel anytime
Operations Toolkit Pro
Templates + monthly strategy session, custom SOPs, QBR, community.
From $497/mo
Compliance & Legal Protection
Standing program for operators carrying real compliance load.
Business Systems
Marketing & Growth
$197/mo
SEO Services
Keyword research, audits, and rank tracking under your brand.
$197/mo
PPC / Ad Management
Google, Bing & Meta ad management, fully managed.
$147/mo
Social Media Management
Scheduled posting, content calendar, unified inbox.
$97/mo
Conversion Rate Optimization
Heatmaps, surveys, and A/B test recommendations.
Tools & Content
$97/mo
Reporting & Analytics Dashboards
One white-labeled dashboard, every channel.
$47/mo
Landing Page & Email Builder
Drag-and-drop pages and emails, resold as your own.
$97/mo
Chatbot Platform
No-code lead-capture chatbots, under your brand.
$97/mo
Content Writing Service
Ongoing blog posts, web copy, and product descriptions.
Contractor Software
$297 setup + $97/mo
CRM & Sales Suite
Marketplace leads, estimator, pro finder, CRM.
$397 setup + $127/mo
Project Ops Suite
Projects, invoicing, change orders, work orders.
$297 setup + $97/mo
Field Tools Suite
Scheduling, messaging, website builder, timecards.
$797 setup + $197/mo
Contractor Ops Platform
All 3 suites + white-label branding, bundled & discounted.
Resources
Library
Templates & frameworks
All Resources
Operator playbooks, frameworks, and free downloads.
Free · 15 minutes
Local Visibility Scorecard
20 checks: can local customers actually find you?
Insights
The Blog
Owner-operator analysis, frameworks, and field notes.
FAQ
How the Suite works
What the engagement looks like, who it’s for, what’s included.
Subscribe
Newsletter
Subscribe Free
Owner-operator dispatches. New essays and frameworks weekly.
Free training
Suite Training
30-min walkthrough — the four-phase engagement model.
Growth Tools
Free
Free · 10 minutes
CEO Scorecard
18-point self-assessment across strategy, finance, growth, ops, team and CEO time.
Free guide
How to SaaS Guide
7 steps from service business or idea to recurring software revenue.
Kits & Dashboards
$27 · one-time
Best Self Planning Kit
Quarterly, weekly, daily and monthly planning worksheets in one PDF.
$27 · one-time
Business Automation Guide
12 ready-to-build workflows, tool selection framework and a 30-day plan.
$97 · one-time
CEO Scorecard Dashboard
15-KPI Excel/Sheets dashboard with automatic red/amber/green scoring.
From $2,500/mo · by application
Enterprise Consulting Engagement
Retained operations and strategy consulting for multi-department businesses.
Tech Risk
Start here
Free · 10 minutes
Small Business Tech Risk Checklist
Lead Magnet — Technology Risk Advisory.
$37 · one-time
SMB Technology Risk Playbook
Tripwire — Technology Risk Advisory.
Engagements
$297 · one-time
Technology Risk Management Blueprint
Core — Technology Risk Advisory.
$147/mo · cancel anytime
Ongoing Tech Risk Advisory
Retainer — Technology Risk Advisory.
Pivot
Start here
Free · 10 minutes
Revenue Diversification Readiness Scorecard
Lead Magnet — Revenue Diversification & Business Pivot.
Free · Survey
The Small Business Operations Bottleneck Survey
Answer 10 quick questions about how work actually flows through your business and get a plain-English…
Free · Infographic
The 8 Systems Every Small Business Runs
A colour poster that maps the eight operating systems behind every small business, with a quick self-check…
Free · eBook
Your First 90 Days of Small Business Operations
A short, practical ebook that shows a busy owner how to get work, money and people running smoothly, one…
Free · Quiz
What's Your Operations Style? The Owner-Operator…
Nine quick questions reveal how you run your business day to day, and what to fix first.
Free · How-To Guide
How to Write Your First Three Standard Operating…
A step-by-step guide to turning what is in your head into short, usable procedures your team will actually…
$37 · one-time
Business Pivot Playbook
Tripwire — Revenue Diversification & Business Pivot.
Engagements
$297 · one-time
New Revenue Stream Blueprint
Core — Revenue Diversification & Business Pivot.
$4,997 · one-time
Business Pivot & Diversification Program
Hands-on engagement — Revenue Diversification & Business Pivot.
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