Book Your Growth Ops Diagnostic
You Know Something Isn’t Working. Here's How to Find Out What.
The Growth Ops Diagnostic is a focused session for trades and home services owners who are ready to stop reacting and start building operations that scale sustainably with them.
This isn't a coaching program or group session. It's a focused, hands-on assessment of how your specific business runs, built around your operations, not a generic framework.
You didn’t build this business to be the single point of failure in it.
But somewhere between landing more jobs and managing a growing team, the gap between how your business runs and how it should run started widening.
Leads come in and never get followed up. Estimates go out late. Your best process exists in someone’s head, probably yours. The same problems keep coming back because the fix was always a workaround, not a real solution.
That’s not a hustle problem. That’s an operations problem.
And when everything still runs through you, growth doesn’t feel like momentum. It feels like more weight.
You already know something’s off. What you need is clarity on what to fix first.
That’s what the Growth Ops Diagnostic is for.
What Is the Growth Ops Diagnostic?
The Diagnostic is a focused call, not a sales call, not a generic audit.
Funnel Forward digs into the operational reality of your trades business: where your funnel breaks down, where processes are informal or inconsistent, where your team structure creates friction instead of flow, and where leads are slipping through because no system exists to catch them.
You walk away knowing exactly what's holding your growth back and what to fix first. No vague recommendations. No report that collects dust. Just operational clarity you can act on immediately.
100% credited toward your future Funnel Forward engagement.
We don't advise and leave.
This isn't a coaching program. It isn't a group session or a generic framework. It's a focused, hands-on assessment of how your specific business runs, built around your operations, not a generic framework.
The Diagnostic is your starting point: a way to surface what’s actually driving the friction before committing to a larger engagement. When you’re ready to act, we’re ready to execute alongside you.
Built for Trades and Home Services Businesses
✅ This engagement is designed for:
- HVAC, plumbing, electrical, painting, roofing, landscaping, and residential home services businesses
- Owner-operators with 1 to 15 employees and $750K to $5M+ in revenue
- Owners who are directly involved in day-to-day operations
- Teams where growth is outpacing the systems holding it together
❌ Not the right fit if:
Your business is primarily a general contracting operation, a heavy commercial or institutional contractor, or a product-based supplier.
Funnel Forward specializes in direct-to-customer trades operations. If that’s not your model, we’ll tell you clearly and we won’t waste your time.
What We Examine in Every Diagnostic
Regardless of which option you choose, every Diagnostic covers:
Your Funnel
Where leads are coming in, where they’re dropping off, and what isn’t converting. Missed follow-ups, inconsistent intake processes, and untracked leads show up here.
Your Systems
What’s manual, what’s automated, what’s missing, and what’s creating recurring problems that shouldn’t still be happening.
Your Team Structure
Who owns what, where handoffs are unclear, and where accountability is breaking down.
Your Owner Dependency
The bottlenecks keeping you at the centre of everything and limiting what the business can do without you.
We use the PROFITS framework (People, Rhythm, Order, Forward, Intelligence, Technology, Skills) as our operational lens. Every gap we surface maps to one of these seven areas, which means the findings are organized, sequenced, and actionable.
How It Works
1. Book Your Session
Choose your diagnostic type and select a time using the calendar below. You’ll receive a confirmation email with session details and anything you need to prepare.
2. The Working Session
We meet via Zoom. Expect direct questions, honest observations, and a real conversation about your operations, not a pitch. Rapid sessions run approximately 60 minutes (we block 90 for flexibility). Comprehensive sessions run the full 90 minutes.
3. Receive Your Written Report
Your diagnostic report is delivered via email within the turnaround window. It gives you clarity and a prioritized starting point, regardless of what you decide to do next.
4. Decide What's Next
You might act on the findings yourself. You might move forward with Funnel Forward into a Foundation Build or Fractional COO Partnership. The goal is that you leave with more clarity than you came in with.
Rapid Diagnostic
After your 60-minute call, you walk away with clarity on what's slowing your growth and a prioritized starting point you can act on immediately.
What's included:
- 60-minute working call via Zoom
- Written findings report (4 to 5 pages) delivered within 3 to 5 business days
- Your top 3 operational gaps with impact analysis
- Prioritized action plan: what to fix first, second, and third...and why
- Quick wins you can implement in the next 30 days
- Recommended next steps, whether you continue with Funnel Forward or not
Your time investment: 60 minutes + independent review of your report
$750 CAD | $560 USD
Fee is 100% creditable toward any future Funnel Forward engagement.
Comprehensive Diagnostic
After your 90-minute call, you walk away with a complete picture of what's holding your business back, a sequenced roadmap for addressing it, and specific recommendations built around your tools, your team, and your trade.
What's included:
- 90-minute deep-dive working call via Zoom
- Comprehensive written findings report (10 to 15 pages) delivered within 5 to 7 business days
- Your top 5 operational gaps and opportunities with detailed analysis
- Sequenced strategic roadmap with timelines and expected outcomes
- Specific tool, resource, and partner recommendations tailored to your business
- Recommended path forward with Funnel Forward, if it fits
Your time investment: 90 minutes + independent review of your report
$1,500 CAD | $1,125 USD
Fee is 100% creditable toward any future Funnel Forward engagement.
Choose Rapid if:
- You need quick directional clarity to make a decision or prioritize next steps
- Budget is a consideration right now
- You’re early in evaluating external operational support
- You want to test working with Funnel Forward before a larger commitment
Choose Comprehensive if:
- You want deeper analysis and a sequenced operational roadmap
- You’re serious about making strategic changes and want industry-specific recommendations
- You’re likely to move into implementation, with or without support
Frequently Asked Questions
No. The session is focused entirely on your operations. We ask direct questions, listen carefully, and deliver a written report with findings and priorities that are yours to keep and act on, whether you work with Funnel Forward afterward or not. If a next step with us makes sense, we will say so clearly. Clarity comes first, regardless of what you decide.
Most coaching programs give you frameworks and leave the implementation to you. Most consultants hand you a report and move on. The Growth Ops Diagnostic is a working session that produces a written deliverable, and if you move into implementation with Funnel Forward, we do not hand off a plan. We build it alongside you. The diagnostic is designed to surface what is actually driving the friction in your business, not give you generic advice you have already heard.
Not at all. The diagnostic is a conversation about your business: how work gets booked, how your team communicates, where jobs fall through the cracks, and where revenue isn't being captured. You don't need to know anything about software or systems going in. If technology is part of what's holding your business back, it will surface naturally in the session and we'll address it in plain language in your report.
It's one of the most common challenges trades businesses face and we assess it directly in the diagnostic. Resistance usually isn't about the system. It's about how change is introduced, who is involved in building it, and whether the team understands why it matters. Your diagnostic report will flag adoption risks and include practical recommendations for bringing your team along. The goal is implementation that builds on buy-in, not around it.
That's exactly why the diagnostic exists. It helps you understand what needs attention and in what order, so you can make informed decisions about timing, investment, and where to start. You leave with a prioritized starting point, not a commitment.
Yes. The report is yours to use however you see fit. Implement the recommendations on your own, bring the findings to your team, or share them with another advisor. The goal is that you leave with more clarity than you came in with, regardless of what you decide next.
Your diagnostic fee is 100% credited toward your first engagement, whether that is the Foundation Build or the Fractional COO Partnership. You are not starting over. The diagnostic becomes the foundation for what we build next.
The fee is non-refundable once the session has taken place. It is 100% creditable toward any future Funnel Forward engagement if you decide to continue working together.
Serving trades and home services businesses across Canada and the United States
HVAC contractors, plumbing companies, electrical contractors, painting businesses, roofing companies, landscaping services, and residential home services businesses.