Find Your Best Starting Point
Not every business needs the same entry point. Some need quick clarity. Others need a complete foundation. And some need an experienced operations partner working alongside them. Choose the path that fits where your business is today.
START HERE: Your "On-Ramp" To Working With Funnel Forward
Growth Operations Diagnostic
A 90-minute deep dive that gives you clarity on what to fix first
THIS IS BEST FOR YOU IF:
▫️You're a founder or business owner who knows something's off, but you're not sure exactly what▫️You have a small team (or you're solo) and you're wearing too many hats
▫️Your systems feel scattered—some things work, others don't, and nothing talks to each other
▫️You're considering hiring help but want to understand the real gaps first
▫️You need an experienced perspective without committing to a long engagement
WHAT YOU GET:
▫️90-minute working session where we dig into your funnel, systems, team structure, and operational bottlenecks
▫️Written diagnostic report delivered within 3 business days that identifies your top 3-5 gaps
▫️Prioritized recommendations with a suggested roadmap forward
▫️Clear next steps—whether that's working with Funnel Forward or taking action on your own
INVESTMENT: $750 CAD or $560 USD
This fee is fully creditable toward any future engagement if you decide to move forward with Funnel Forward.
WHAT HAPPENS AFTER:
You'll walk away knowing exactly what needs attention, in what order, and why. You might discover you're closer than you thought—or that there's a specific bottleneck creating cascading problems. Either way, you'll have clarity.
Some clients use the diagnostic as a standalone tool. Others use it as the first step toward deeper work. Both are perfectly fine.
Operations Foundation Build
Build a durable operational foundation that can support real growth
THIS IS BEST FOR YOU IF:
▫️You're growing and the cracks are starting to show
▫️You have multiple team members, handoffs between roles, or several systems that need to work together
▫️Things feel chaotic or reactive—you're constantly putting out fires
▫️You've tried quick fixes before, but nothing sticks
▫️You want things "done right" before you scale further
▫️You're ready to invest in structured discovery, intentional design, and strategic implementation
WHAT THIS LOOKS LIKE:
This is our 5D Framework approach, where we work through the first four D's to build a solid operational foundation from which your business can scale sustainably:
▫️Discovery – We uncover operational gaps and revenue leaks, assess their impact, and deliver a prioritized action plan with a clear roadmap.
▫️Design – We architect the right team structure, processes, systems, documentation and performance model for your business goals
▫️Deploy (optional) – We build and implement the systems, workflows, and dashboards to operationalize the design
▫️Drive (optional) – We document processes, create templates, and train your team so they can execute consistently and perform at a higher level.
WHAT YOU GET:
▫️A complete operational diagnostic (not just surface-level)▫️Custom-designed systems and processes built for your business
▫️Clear ownership and accountability structures
▫️Implementation support (if you choose Deploy)
▫️Document Resource Library and Training (if you choose Drive)
INVESTMENT: Starting at $5,000 CAD or $3,750 USD for Discovery (visit subsequent 5D services pages for pricing)
WHAT HAPPENS AFTER:
You'll have a durable foundation—systems that actually work, processes your team follows, and the confidence that your operations can support the growth you're building toward.
This path is staged and structured. You're never forced into the next phase. But when each phase builds on the last, the result is transformational.
Fractional Growth Operations Partner
Get an experienced operator embedded in your business—without the full-time hire cost
THIS IS BEST FOR YOU IF:
▫️You've already systematized much of your business, but you need refinement and optimization▫️You don't need someone to "set everything up"—you need senior judgment and execution support
▫️You're looking for ongoing momentum, not a one-time project
▫️You want someone who can identify priorities, close gaps, and keep things maintained and moving forward
▫️You value partnership over consulting—you want someone in the business with you, not observing from the outside
WHAT THIS LOOKS LIKE:
You get us as your fractional growth operations partner on an ongoing retainer basis.
In the first 30-60 days, we'll embed discovery into our work together—understanding your business, identifying gaps, and building a roadmap. But unlike a formal Discovery phase, we're moving into execution quickly.
WHAT YOU GET:
▫️Ongoing strategic and operational support▫️Embedded discovery, prioritization, and road-mapping in the first 60 days
▫️Hands-on execution: building, refining, optimizing
▫️Regular check-ins, progress reviews, and data-driven strategic insights
▫️A trusted partner who knows your business and can move fast
INVESTMENT: Custom retainer (typically $2,500-$5,000 CAD/month or $1,875-$3,750 USD/month depending on scope)
WHAT HAPPENS AFTER:
You get the operational leadership you need without the cost or commitment of a full-time hire. We work together as long as it makes sense—whether that's 3 months or 3 years.
This is the fastest path to impact for businesses that are already operationalized and ready to move.
Why Flexible Pathways Matter
At Funnel Forward, we understand that trades and home services businesses are at different starting points in their operational maturity when they reach out to us.
While our methodology stays rigorous, the entry point is flexible. Because the goal isn't to fit you into a framework. It's to meet you where your business is now and help get you where you need to go.
Still Not Sure Where You Fit?
If you just want to talk it through, contact us or get started with the diagnostic (On-Ramp 1).