Ways to improve the business

Engagements built around outcomes—not hours.

Start with what is not working, define what better should look like, and choose the level of support the change requires.

Every engagement begins with business context and is defined around scope, operating dependencies, and the decision leadership needs to make.

Choosing an engagement

Match the engagement to the bottleneck in front of you.

Use an assessment when the problem still needs definition. Choose a sprint for one contained process, a connected system for end-to-end work, or a transformation engagement when change reaches across the organization.

Starting prices indicate a typical entry point. Final pricing depends on scope, integrations, complexity, security, data readiness, and implementation requirements.

One-time $750

Business Strategy Call

Get a focused leadership conversation around the business constraint that needs a clearer next step.

Who it's for

Owners and leadership teams who need a practical outside perspective before committing to a larger engagement.

What it addresses

A business decision, operating bottleneck, or growth opportunity needs sharper definition and a clear recommendation for what to do next.

Typical engagement

A one-time, 90-minute advisory session. It is designed to create clarity; it is not a full systems assessment or implementation plan.

Expected deliverables

Pre-call context review
Focused 90-minute strategy session
Written summary of priorities and recommended next steps

One-time $2,500

Business Optimization Assessment Engagement

Identify the bottlenecks worth addressing and define the business outcome that should guide the next investment.

Who it's for

Leadership teams that want a credible starting point before authorizing a larger initiative.

What it addresses

Uncertainty about which constraint matters most, what should change first, and how to connect the decision to a measurable business outcome.

Typical engagement

A focused engagement that turns business context into a prioritized, outcome-led course of action.

Expected deliverables

Leadership discovery session
Workflow review
Revenue-leak and time-and-labor analysis
Business opportunity map and prioritized use cases
Initial ROI estimates and a 90/180/360-day implementation roadmap
Executive presentation

The assessment fee may be credited toward a qualifying implementation engagement, subject to the final scope and agreement.

Starting at $5,000

Automation Sprint

Discuss the process bottleneck

Remove friction from one meaningful, clearly defined business process.

Who it's for

Teams with a repetitive workflow creating delay, rework, or inconsistent follow-through.

What it addresses

A contained process—lead response, quoting, scheduling, review requests, maintenance coordination, reporting, or document processing—is taking more attention than it should.

Typical engagement

A tightly scoped engagement centered on one business outcome, one workflow, and the people and systems it must support.

Expected deliverables

Workflow definition and process design
Automation configuration or development
Relevant system connections
Testing and implementation documentation
Team handoff guidance

Starting at $10,000

AI Business System

Discuss the business process

Improve an end-to-end business process across multiple steps, systems, or departments.

Who it's for

Organizations ready to improve an end-to-end process rather than a single task.

What it addresses

Critical work is fragmented across tools, handoffs, or teams—from lead capture through booked appointment, maintenance request through vendor dispatch, or onboarding through payment.

Typical engagement

A scoped implementation that begins with the complete workflow and builds only what the operating outcome requires.

Expected deliverables

System and workflow design
AI-assisted capabilities where appropriate
Integration planning and implementation
An operational dashboard or visibility layer when needed
Testing, documentation, and team training

Starting at $15,000

Custom Business Platform

Discuss the business need

Create a missing business capability through a portal, application, dashboard, marketplace, internal tool, or mobile experience.

Who it's for

Organizations whose opportunity calls for purpose-built software, not another workaround.

What it addresses

The business needs a digital product or operating tool that fits its users and its real workflow.

Typical engagement

A phased product engagement shaped around users, scope, integrations, and implementation requirements.

Expected deliverables

Product and user-workflow definition
Technical architecture and interface design
Custom web or mobile application development
Appropriate integrations and deployment preparation
Testing and implementation handoff

Starting at $35,000

Business Transformation Engagement

Discuss the wider bottleneck

Improve performance across multiple connected workflows, teams, or departments through a phased engagement.

Who it's for

Leadership teams addressing connected operational constraints across a significant part of the organization.

What it addresses

The opportunity spans more than one workflow or department and needs coordinated prioritization, implementation, and change management.

Typical engagement

A multi-phase engagement that sequences important changes while keeping leadership informed.

Expected deliverables

Current-state systems assessment
Prioritized transformation roadmap
Phased workflow, automation, and software implementation
Leadership reporting and decision support
Documentation and team enablement

Starting at $1,500 per month

OptAImal Growth Partnership

Protect the value of implemented changes through support, reporting, training, and continued improvement.

Who it's for

Organizations with an implemented system that want consistent stewardship and a practical path for continued improvement.

What it addresses

Systems need attention after launch: maintenance, team support, performance visibility, and a disciplined way to make the next improvement.

Typical engagement

An ongoing advisory relationship shaped around the systems in use and the organization’s priorities.

Expected deliverables

Ongoing system support and maintenance
Reporting and optimization reviews
Training and implementation support
Prioritized improvement backlog
Planning for new capabilities