Find Your Starting Point
START HERE: Your "On-Ramp" To Working With Funnel Forward
Growth Operations Diagnostic
Get Strategic Clarity—Then Decide If You Want Us to Execute It With You
THIS IS BEST FOR YOU IF:
▫️You know 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
▫️You're tired of group coaching where you compete for attention
▫️You want an experienced perspective before committing to implementation
▫️You need root cause diagnosis, not surface-level advice
CHOOSE YOUR DIAGNOSTIC TYPE:
Rapid Diagnostic - $750 CAD | $560 USD
▫️60-minute working session
▫️4-5 page diagnostic report (3-5 business days)
▫️Top 3 gaps identified with prioritized action plan
▫️Best for: Quick directional clarity
Comprehensive Diagnostic - $1,500 CAD | $1,125 USD
▫️90-minute deep-dive session
▫️10-15 page diagnostic report (5-7 business days)
▫️Top 5 gaps + sequenced roadmap
▫️Best for: Deep strategic analysis with detailed implementation plan
WHAT HAPPENS AFTER:
You'll walk away with tangible deliverables—a written report you can reference anytime, prioritized recommendations, and a clear roadmap.
Then you decide:
▫️ Implement it yourself (totally fine)
▫️ Bring us in to execute alongside you (Foundation Build or Fractional Partnership)
Your diagnostic fee is 100% creditable toward any future hands-on engagement.
Operations Foundation Build
We Don't Just Design Your Foundation—We Build It With You
THIS IS BEST FOR YOU IF:
▫️You're growing and the cracks are starting to show
▫️You've tried consultants before, but they left you with frameworks to implement yourself
▫️Your lean team has no bandwidth to execute on strategic recommendations
▫️Things feel chaotic or reactive—you're constantly putting out fires
▫️You want someone to actually DO the work alongside you (not just advise)
▫️You're ready to build exit-ready operations (systems that make your business sellable)
WHAT MAKES THIS DIFFERENT:
We execute WITH you, not just FOR you.
Most consultants deliver strategy decks and disappear. We roll up our sleeves and become part of your team—building documentation, setting up systems, analyzing data, training your staff, and creating the operational backbone your business needs.
WHAT THIS LOOKS LIKE:
We apply our 5D Framework, where we'll execute hands-on implementation:
▫️Discovery – We uncover operational gaps and revenue leaks, and deliver a prioritized 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, CRM configurations, and dashboards
▫️Drive (optional) – We create SOPs, templates, training materials, and train your team to execute consistently
WHAT YOU GET:
▫️A complete operational assessment focused on revenue leaks and profit improvement▫️Custom-built systems and processes designed for your business
▫️Clear ownership and accountability structures
▫️Hands-on implementation support (we execute, you don't have to figure it out alone - when you choose Deploy)
▫️ Revenue capture systems — ensure all work gets billed, estimates get followed up, pricing is consistent
▫️Document Resource Library and Training (tangible deliverables you keep forever -[ when you choose Drive)
▫️A business built to run without you—more profitable, ready to scale, and positioned to sell
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 tangible deliverables (SOPs, documentation, training materials) that make your business less dependent on you.
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 Who Executes Alongside You—Not Just Advises From the Sidelines
THIS IS BEST FOR YOU IF:
▫️You've already systematized much of your business, but you need ongoing execution support
▫️You don't need someone to "set everything up"—you need senior judgment and hands-on implementation
▫️You're tired of consultants who just talk—you want someone who does the work
▫️You're looking for ongoing momentum, not a one-time project
▫️You value partnership over consulting—you want someone in the business with you, not observing from the outside
WHAT MAKES THIS DIFFERENT:
You get us embedded in your business on an ongoing basis—executing, not just advising.
Unlike traditional consulting where you pay for advice and then scramble to implement it, we become part of your team—identifying priorities, executing improvements, and keeping things moving forward.
WHAT THIS LOOKS LIKE:
You get us as your fractional growth operations partner on an ongoing retainer basis.
We don't just advise—we execute:
✓ Build and optimize systems as your business evolves
✓ Create (more) documentation, SOPs, and training materials
✓ Analyze data and surface strategic insights
✓ Refine and optimize your CRM/Tools, workflows, and dashboards
✓ Train your team and keep operations running smoothly
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 hands-on operational support▫️Embedded discovery, prioritization, and road-mapping in the first 60 days
▫️Execution: building, refining, optimizing (not just recommending)
▫️Regular check-ins, progress reviews, and data-driven strategic insights
▫️A trusted partner who knows your business and can move fast
▫️Tangible deliverables every month (reports, systems, documentation, training)
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 and execution bandwidth 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 We Offer Flexible Entry Points
At Funnel Forward, we understand that trades and home services businesses are at different operational maturity levels when they reach out to us.
But here's what never changes: We execute WITH you, not just FOR you.
Whether you start with a Diagnostic, Foundation Build, or Fractional Partnership, you'll always get:
✓ 1-on-1 personalized engagement (not group coaching)
✓ Hands-on implementation — we build, configure, train, and deliver. Not just advise.
✓ Tangible deliverables (reports, SOPs, systems, training materials)
✓ Exit-ready by design — every system we build increases the long-term value of your business
Whether you're just starting to build or already thinking about your exit, every path at Funnel Forward is designed with one goal: a business that runs without you, grows profitably, and is worth what you've put into it.
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).
