Pricing and Margin Review
Your price list and cost per job or product, with a written list of where margin is lost.
$7005 business days
Services
What we do
Reviews of business operations, individual consultations, and written plans for changes to internal processes. Every service has a fixed price and a stated delivery time.
Operations Review
We go through how work moves through your business: taking orders or inquiries, scheduling, delivering, billing, and reporting. The review is based on your documents and on calls with you and, where useful, the people who do the work.
You receive a written findings report that shows where time and money are lost and which problems are worth fixing first.
- Kickoff call and document checklist
- Review of five stages, from inquiry to reporting
- Findings ranked by effort and effect
- Written report, 12–18 pages, PDF
- 45-minute walkthrough call
- One revision round within 14 days
Process Change Plan
A written plan for changes to your internal processes. It turns findings into specific steps your team can carry out without us.
Each change is described step by step, has a named owner, and sits on a 90-day schedule. The plan ends with a short list of measures so you can tell whether the change worked.
- Description of how each process runs today
- Changes written step by step
- An owner and a date for every change
- 90-day schedule
- What to measure, and how often
- Written plan, 20–30 pages, PDF, with a 60-minute walkthrough call
Individual Consultations
A 60-minute video call with a consultant on a question you choose: a decision you are weighing, a process that keeps failing, or how to carry out a change.
After each call you receive written notes with the agreed action items. Sessions can be booked one at a time or as a block of five to use within 90 days.
- 60-minute video call
- Agenda agreed by email beforehand
- Written notes and action items
- Single session or block of five
- Reschedule free with 24 hours notice
Focused reviews and add-ons
Narrower work, ordered alone or added on
Each has a fixed price and a short written result.
Billing and Cash Cycle Review
How long it takes from finished work to money received, and written changes to shorten it.
$6505 business days
Customer Intake and Scheduling Review
How inquiries are received, quoted, and booked, with a written revised sequence.
$6005 business days
Vendor and Purchasing Review
What you buy, from whom, and how orders are approved, with written recommendations.
$5505 business days
Role and Responsibility Map
A one-page chart of who does what, plus a written list of gaps and overlaps.
$5005 business days
Written Procedures
Step-by-step procedures for recurring tasks, prepared from a recorded walkthrough. Minimum order of three.
$180 each7 business days
30-Day Follow-Through
Four weekly 30-minute calls after a plan is delivered, each followed by a short status note.
$750Weekly for 4 weeks
Monthly Advisory
Up to four consultations a month, email questions answered within 1 business day, and a monthly progress note.
$1,100 /moBilled monthly
Tell us what you want reviewed
Start with a free 20-minute call. You get a written proposal with a fixed price and a delivery date within 1 business day.