Book Your Growth Ops Diagnostic

Get Clarity On What To Fix First—And Confidence About What To Do Next

You know something's not working. Maybe it's your funnel. Maybe it's your systems. Maybe it's how your team is structured—or the fact that everything still runs through you.

But knowing something's off and knowing exactly what to fix are two very different things.

That's what the Growth Ops Diagnostic is for.

Choose Your Diagnostic Type

Not every business needs the same depth of analysis. Choose the option that fits where you are right now.

1

Rapid Diagnostic

$750 CAD | $560 USD

Best for businesses that need:

  • Quick directional clarity 
  • A focused assessment of top 3 operational gaps
  • Clear next steps they can act on immediately
  • An experienced perspective before making bigger decisions

What You Get:

60-minute focused working session via Zoom
4-5 page diagnostic report delivered within 3-5 business days
Top 3 gaps identified with impact analysis
Prioritized action plan - what to tackle first, second, third (and why)
Quick win opportunities you can implement in next 30 days
Suggested next steps - DIY or work with Funnel Forward

 

Your Time Investment: 60 minutes  + independent review of report
Turnaround: 3-5 business days

2

Comprehensive Diagnostic

$1,500 CAD | $1,125 USD

Best for businesses that need:

  • Deep strategic analysis
  • Detailed understanding of top 5 operational gaps and opportunities
  • Sequenced roadmap with implementation timelines
  • Industry-specific resources and vendor recommendations

What You Get:

90-minute deep-dive working session via Zoom
10-15 page comprehensive diagnostic report delivered within 5-7 business days
Top 5 gaps and opportunities with detailed analysis
Sequenced strategic roadmap with timelines and expected outcomes
Specific resources, tools, and partner recommendations tailored to your business
Suggested engagement path - how to work with Funnel Forward (if it fits)

 

Your Time Investment: 90 minutes + independent review of report
Turnaround: 5-7 business days

What Both Diagnostics Include

Regardless of which option you choose, you'll get:

A Working Session, Not a Sales Call
This is a focused operational conversation where we dig into the reality of your business:

  • Your funnel – Where leads come from, where they drop off, what's not converting
  • Your systems – What's automated, what's manual, what's breaking, what's missing
  • Your team structure – Who owns what, where handoffs happen, where accountability breaks down
  • Your bottlenecks – The 1-3 things creating the most friction or limiting your growth

A Written Diagnostic Report
You'll receive a detailed diagnostic report that gives you clarity and confidence about where to focus next.

Honest Recommendations
Whether that's working with Funnel Forward, hiring internally, using specific tools, or taking action on your own—you'll know the right next step for your business.

Full Credit Toward Future Engagement
Your diagnostic fee is 100% creditable toward any future Funnel Forward engagement (Foundation Build or Fractional Partnership).

Who This Is For


The Growth Ops Diagnostic is designed for founders and business owners who:

✅ Are feeling stuck, scattered, or reactive in their day-to-day operations

✅ Have tried quick fixes or band-aid solutions, but nothing seems to stick

✅ Are thinking about what it would take to sell or step back from the business — and you want to know where the gaps are before you get there.

✅ Want an experienced operator's perspective before making bigger investments

✅ Need clarity and prioritization more than they need a full operational overhaul (right now)

✅ Are considering bringing on help but want to understand the real gaps first 

✅ Run a small team (or are solo) and are wearing too many hats

Want to know if they're "ready" for more structured operational work—or if there's a faster path

How It Works

Step 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.

Step 2: The Working Session

We meet via Zoom and dig into your operations. Expect direct questions, honest observations, and a collaborative working session.

  • Rapid: ~60 minutes (we block 90 to give flexibility)
  • Comprehensive: Full 90 minutes

Step 3: Receive Your Diagnostic Report

You'll receive your written diagnostic report via email:

  • Rapid: Within 3-5 business days
  • Comprehensive: Within 5-7 business days

Step 4: Decide What's Next

You might take action on your own. You might decide to work with Funnel Forward. You might realize you need a different kind of help entirely.

All of those are perfectly fine outcomes.

If you do choose to work with Funnel Forward, your diagnostic fee is fully credited toward your first engagement.

Investment

Rapid Diagnostic: $750 CAD | $560 USD
Comprehensive Diagnostic: $1,500 CAD | $1,125 USD

Both fees are 100% creditable toward any future Funnel Forward engagement.

Still Not Sure Which Diagnostic to Choose?

Choose Rapid if:

  • You need quick clarity to make a decision or prioritize next steps
  • Budget is a consideration right now
  • You're early in exploring external support
  • You want to "test drive" working with Funnel Forward

Choose Comprehensive if:

  • You want deeper analysis for the next steps to move you forward
  • You're serious about making strategic changes and want a detailed roadmap
  • You value thoroughness and want industry-specific recommendations
  • You're likely to move forward with implementation (either DIY or with support)

Not sure? Book the Rapid Diagnostic. 

Frequently Asked Questions

No. This is a working session where we focus on your business operations. While we may recommend working together if it makes sense, the primary goal is to give you clarity and a roadmap—whether you hire us or not.

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, that 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 it's something we assess directly in the diagnostic. Resistance usually isn't about the system; it's about how change is introduced, who's involved in building it, and whether the team understands the "why." Your diagnostic report will flag adoption risks and include practical recommendations for how to bring your team along — so you're not implementing over resistance, you're building with buy-in.

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 and investment.

Absolutely. The report is yours to use however you see fit. Use it to implement the recommendations on your own or bring the findings to an internal team or another consultant.

Great! Your diagnostic fee is fully credited toward your first engagement (Foundation Build, Fractional Partnership, or any other service).

The fee is non-refundable once the session has taken place, but it is 100% creditable toward future Funnel Forward engagements if you decide to work 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.