We start by confirming everything in your Discovery Prep Packet is in place, CRM/FSM access, existing documentation, and everything else on the list, so we can go deep on your current state from day one. We align on what we're covering, confirm your two Discovery Session bookings (sales and production), and set expectations for how we'll communicate throughout. What we confirm here is what makes the rest of Discovery possible, and what eventually informs Design. 

A 90-minute session with your sales team, plus any finance or office staff involved anywhere from lead inquiry through to a sale being won. We walk through how leads come in, how they're followed up on, how quotes and proposals move, who owns each step, what goals and targets guide the team, what tools are in use, and what's documented versus living in someone's head.

90-minute discovery session with your production or field leads, plus any finance or office staff involved from a sale being won through to project completion. We walk through how work gets scheduled and handed off, how the team communicates day to day, how a job moves from won to final invoice, who owns each step, what tools are in use, and what's documented versus not.

A private workspace for your engagement. Deliverables, tasks, and engagement history all in one place, active for as long as you're working with us.

A written summary of what we found across your sales and production operations. Where things are working, where they're breaking down, and what we recommend fixing first, prioritized by what will make the biggest difference for your team.

We walk through the Discovery Report together, answer your questions, and confirm what moves into Design.

Discovery is Phase 1 of the Operations Foundation Build: a hands-on assessment of your sales and production operations that shows you exactly where growth is leaking and what to fix, before you spend a dollar building anything.

Discovery runs from your Kickoff Call through your Walkthrough Call. It includes two 90-minute sessions (one focused on sales, one on production), an assessment of your core software tool set-up, process documentation, a written Discovery Report, and a walkthrough to confirm what moves into Design. This can take up to 6 weeks, end-to-end.

No. The Foundation Build is a full engagement across four phases: Discovery, Design, Deploy, and Drive. It's not a modular service. The complete build ranges from $32,000 to $62,000 CAD or $24,000 to $46,500 USD, depending on the needs of your company. Invoicing is phased as each phase begins, but the commitment is to the full build, because the foundation only delivers its full value when it's seen through.

You'll complete a Discovery Prep Packet: granting CRM/FSM access, gathering existing documentation, and confirming who attends each session, so we can go deep on the current state of your business operations from day one rather than spending session time on setup.

Most audits hand you a list of what's wrong and stop there. Discovery prioritizes what to fix, connects every finding to a tangible business outcome, and feeds directly into Design (the blueprint for the fix) so the assessment becomes a roadmap, not a report.

We walk through your Discovery Report together, answer your questions, and confirm what moves into Design: the blueprint phase that turns findings into a buildable plan for your team, tools, and workflows.