Systems, Cashflow and Culture Built for Strategic Flow

Flow Diagnostic Audit/Engagement (~2–4 weeks)

Current Price: $1,250.00 USD with Limited Time 20% Discount

Focused audit across cashflow, operations and environment. You’ll get the top 5 priority fixes and a 30-day action plan for your business to implement.

• Cashflow scan: deep-dive designed to uncover key strategic friction points across cashflow.
• Operation scan: Standard Operating Procedures (SOP) gaps, throughput drag, rework triggers
• Environment scan: workspace, mindset & leadership cadence alignment

Deliverables and Expectations

• 2x 45-Minute Discovery Calls/Meetings + 2x 15-Minute Questions & Answers
• Strategic Audit and Flow Diagnostic Report (PDF) + 30-day plan of top 5 priorities for your business to implement (Opportunity Matrix)
• 60-Minute Executive Debrief with Recommendations
• Turnaround: 5 Business Days the Last Discovery Call

Flow Accelerator Program (~12 weeks)

Current Price: $4,950.00 USD with Limited Time 20% Discount

Includes the Flow Diagnostic Audit/Engagement + Implementation Program (Where we collaborate to build the systems you’ll run on): dashboards, SOPs, cadence, culture and KPIs.

• Cashflow gaps and mitigation plan
• Critical SOP Template Creations + list of 5 priority procedures to prepare for next quarter
• Leadership & reporting cadence, accountability rhythm
• AI where it reduces friction & protects margin
• Implementing mindset through coaching, addressing environment and space to align with a holistic approach.

Deliverables and Expectations

• 6x 60-Minute Bi-weekly Strategic Coaching Calls
• Operating System Design (Tailored to Business Model)
• Leadership Scorecard + quarterly Priorities
• Flow Accelerator Framework Implementation and KPIs (Ops + People + Finance)

Corporate Retainer

Ongoing advisory, quarterly workshops, and escalation support. Optional performance-aligned pricing tied to agreed metrics.

• 2× monthly advisory sessions
• KPI dashboard maintenance
• Quarterly workshops & training

Good Fit

• Service firms, professional practices, municipal or contractor organizations
• Leadership buy-in for cadence and metrics
• Desire for compounding improvements vs one-offs

Partnerships & JVs

We co-invest and co-build where incentives, values, and capacity align.

• JV structuring and governance
• Cashflow-aligned projects with shared upside
• Selective, values-aligned, due-diligenced

Next Step

Share your opportunity brief; we’ll review and respond with a go/no-go and suggested structure within a week.