Your Trades Business Has Outgrown the Way You're Running It
We're a hands-on operations consultancy for trades and home services businesses. We don't advise and leave. We build sustainable systems with you.
Sound Familiar?
Leads are slipping through the cracks. Follow-ups get missed. Jobs get handed off without the right information and your team comes back to you with questions that should already have answers. Everything still runs through you and stepping back feels impossible.
You've probably talked to a consultant before. Got a strategy doc, a few recommendations, and then nothing changed. Funnel Forward is different.
We work directly with HVAC, plumbing, electrical, painting, landscaping, and roofing businesses across Canada and the United States. We get into the weeds with your team building your CRM, writing your SOPs, and setting up the operational rhythm that keeps work moving without you in the middle of everything. We add the operational bandwidth your team is missing, so the business stops depending on you to hold it together.
We don't hand you homework. We do the work alongside you.
That's The Forward Path. And we build it to last, not just to fix what's broken today.
Is Funnel Forward the Right Fit?
You're a Great Fit If:
✅ You run a trades or home services business with $750K or more in annual revenue
✅ You have 1-15 employees and too much still depends on you personally
✅ You know you need to systemize but don't have the time or bandwidth to do it alone
✅ You want to build operations that scale with your business, not just patch what's broken
✅ You're thinking about growth, stepping back, or eventually exiting and you know your systems aren't ready for that yet
✅ You're committed to the process, not just the idea of it
We're Probably Not the Right Fit If:
❌ You're looking for a quick fix or a one-time project with no ongoing structure
❌ Your revenue is under $750K. We're not the right fit for your stage yet
❌ You work primarily as a subcontractor to general contractors, or operate in heavy commercial, industrial, or institutional sectors
❌ You supply products rather than delivering services directly to end customers
❌ You want strategy and recommendations without implementation support
❌ You're not ready to invest time in the process alongside us
What to Expect After You Reach Out
We Review Your Situation
We'll read your message, review your business details, and get a clear picture of your challenges and goals before we meet.
We Schedule a Call
If it looks like we're a fit, we'll book a free 30-minute consult call to talk through your business in detail.
We Recommend a Starting Point
After our conversation, we'll outline the right entry point: Growth Ops Diagnostic, Foundation Build, or Fractional COO Partnership. Honest fit assessment. No pressure.
Ready to Talk?
Send Us a Message
Fill out the form below and we'll get back to you within one business day. Or, email us: Hello@FunnelForwardOps.com
Common Questions Before Reaching Out
Don't see your question here? Ask it in the form above or during your free consult call.
We offer three entry points based on where your business is today.
Growth Ops Diagnostic: Starting at $750 CAD | $560 USD (Rapid) or $1,500 CAD | $1,125 USD (Comprehensive). A focused working session plus a written report. Best if you're not sure what's broken or want to experience our approach before committing to a larger engagement.
Operations Foundation Build: Our structured 4-phase framework (Discovery, Design, Deploy, Drive). Best if your operations are chaotic or fragile and you need to build a strong foundation for sustainable growth. Discovery starts at $5,000 CAD.
Fractional COO Partnership: Ongoing retainer-based partnership. Best if your operations are already structured and you need ongoing refinement, optimization, and senior-level operational leadership. Custom pricing. Minimum 3-month commitment.
Not sure which path fits? Start here to explore your options, or book a free consult and we'll help you figure it out.
Our entry point is the Growth Ops Diagnostic, available in two tiers:
Rapid: $750 CAD | $560 USD. A 60-minute focused working session plus a written report covering your top operational gaps and a prioritized starting point.
Comprehensive: $1,500 CAD | $1,125 USD. A 90-minute deeper working session with a more complete written report including full diagnostics, priorities, and a recommended roadmap.
The Diagnostic fee is creditable toward any future engagement if you decide to move forward.
From there, the Operations Foundation Build starts at $5,000 CAD for Discovery. The Fractional COO Partnership is custom-priced with a minimum 3-month commitment.
It depends on which path you take and where your business is starting from.
Growth Ops Diagnostic: You'll have clarity within a few business days of your session, including a written report outlining your top operational gaps, priorities, and a suggested starting point. Some gaps are actionable right away.
Operations Foundation Build: Each phase is structured and sequenced intentionally.
- Discovery (5-6 weeks): A clear picture of what's broken and where to focus first
- Design (4-12 weeks): A documented blueprint before anything is built
- Deploy (5-8 weeks): Systems built and configured inside your tools
- Drive (4-9 weeks): Team trained and everything documented for handoff
Fractional COO Partnership: The first period of engagement is focused on getting embedded, prioritizing gaps, and building momentum. Improvements compound over time.
Bottom line: We're not here for quick fixes. Sustainable growth takes time and we're committed to building it the right way.
No. Each phase builds on the last, but you can stop at any point.
Discovery and Design are both required if you're starting the Operations Foundation Build, these two phases create the clarity and blueprint you need before building anything.
Deploy and Drive are optional. Some clients take the Design blueprint and implement it themselves (or with their team). Others continue with us through Deploy and Drive for full implementation and team enablement.
After completing the Foundation Build, some clients transition to our Fractional COO Partnership for ongoing support. Others feel confident running their operations independently. Both are perfectly fine outcomes.
We'll never pressure you into the next phase.
Within the Operations Foundation Build path: No.
If you're starting the Foundation Build, Discovery and Design are both required. These phases create the diagnostic insights and strategic blueprint that make Deploy and Drive effective. Skipping them leads to poorly designed systems that don't stick.
However, if your operations are already structured and you don't need foundational setup, you might be a better fit for our Fractional COO Partnership instead.
Not sure which path fits? Start here or book a free consult and we'll help you determine the right entry point.
Not typically. Our methodology works best when we can guide you through a structured process or ongoing partnership.
If you need a quick assessment: Start with our Growth Ops Diagnostic ($750 CAD | $560 USD). It's a focused session with a written report, ideal for getting clarity without a large commitment.
If you need foundational setup: Our Operations Foundation Build is the right path (Discovery → Design → Deploy → Drive).
If you need ongoing support: Our Fractional COO Partnership operates on a monthly retainer basis, giving you consistent strategic and tactical support.
We don't do one-off "fix this specific thing" projects or ad-hoc hourly consulting. Our value comes from understanding your business deeply and guiding you through intentional, sustainable improvement.
Our focus is exclusively trades and home services businesses: HVAC, plumbing, electrical, painting, landscaping, and roofing companies serving residential and light commercial customers across Canada and the United States.
We don't work with trades businesses primarily subcontracting to GCs, heavy commercial or industrial contractors, or product-based suppliers.
If you're not sure whether your business fits, reach out. We'll give you a straight answer.
Yes. We work with clients across Canada and the United States.
All sessions are conducted virtually (via Zoom or your preferred platform), and we're comfortable working across time zones.
Pricing is listed in both CAD and USD for transparency.
If you already have some systems in place, you have two options depending on how structured things are.
Start with the Growth Ops Diagnostic ($750 CAD | $560 USD). We'll assess what's working, what's not, and recommend whether you need foundational work or ongoing refinement.
Move directly to the Fractional COO Partnership. If your systems are in place and you need ongoing optimization, strategic guidance, and execution support, you can start with a monthly retainer. Minimum 3-month commitment.
We're happy to build on what you've already done. You don't need to start from scratch.
Here's a quick guide.
Choose the Growth Ops Diagnostic if:
- You're not sure what's broken or where to start
- You want to experience our approach before committing to a larger engagement
- You're hesitant about investing $5K CAD without clarity first
Choose the Operations Foundation Build if:
- Your operations are chaotic, reactive, or fragile
- You don't have clear systems, processes, or structure in place
- You're ready to invest in building a strong foundation that can scale sustainably
Choose the Fractional COO Partnership if:
- Your operations are already structured (whether you built them or someone else did)
- You need ongoing refinement, optimization, and strategic guidance
- You want senior-level operational leadership without hiring full-time
Still not sure? Explore all three entry points here or book a free consult and we'll help you figure it out together.
Ready to Build Operations Your Business Can Actually Scale On?
You've outgrown the way you've been running things. The systems that got you here won't get you where you're going. The next step is a conversation.