You Do Not Need Another Plan. You Need Someone to Build It With You.
Three ways to start. Every path is one-on-one, hands-on, and built around where your business is right now.
Funnel Forward is not a coaching program. We do not deliver a report and walk away. We are a hands-on operations implementation consultancy that works directly alongside trades and home services business owners to build the systems, processes, and structure that let their businesses run without the owner carrying everything alone.
Below are the three ways owners typically begin working with us. Each fits a different stage of readiness.
What never changes: every engagement is one-on-one, every deliverable is yours to keep, and every step is executed with you.
Take a look at where your business is today.
Growth Operations Diagnostic
Get Clarity on What Is Holding Your Business Back. Then Decide What to Do About It.
This is the right starting point if:
▫️You know something is off but cannot put your finger on exactly what▫️You are wearing too many hats and your team has no spare bandwidth
▫️You have sat through group coaching sessions and left without real answers
▫️You want an experienced operational perspective before committing to a larger engagement
▫️You need root cause diagnosis, not a list of generic recommendations
A Growth Ops Diagnostic gives you a clear picture of where your operations are breaking down and what to fix first. You walk away with a written report you can act on immediately, whether you implement it yourself or bring Funnel Forward in to execute alongside you.
This is not a sales call. It is a structured session and a written deliverables package.
Rapid Diagnostic $750 CAD | $560 USD
▫️60-minute session▫️Written findings report (4-5 pages), delivered within 3-5 business days
▫️Top operational gaps identified with a prioritized action plan
▫️Best for: quick directional clarity
Comprehensive Diagnostic $1,500 CAD | $1,125 USD
▫️90-minute session▫️Written findings report (10-15 pages), delivered within 5-7 business days
▫️Top gaps identified with a sequenced implementation roadmap
▫️Best for: owners who want depth before deciding on next steps
Both diagnostic fees are 100% creditable toward any future Funnel Forward engagement.
You leave with a written report, clear priorities, and a roadmap you own. Then you choose: implement it yourself, or bring us in to build it alongside you.
Operations Foundation Build
Build the Operational Foundation Your Business Needs to Scale Without You
This is a complete, structured engagement. Funnel Forward works alongside you through four phases -- Discovery, Design, Deploy, and Drive -- to build the systems, processes, documentation, and team structure your business needs to run without you at the centre of everything.
▫️Discovery: We map your operational gaps and build a prioritized roadmap.
▫️Design: We design your team structure, processes, and systems.
▫️Deploy: We build and configure your CRM, workflows, and integrations.
▫️Drive: We build your SOPs, training materials, and team documentation.
This is not a modular service. We do not recommend starting a Foundation Build unless you are ready to see it through. Every phase builds on the one before it and the value compounds at each stage.
This is the right path if:
▫️Your business is growing and the cracks are starting to show
▫️You have hired consultants before and ended up with plans your team had no bandwidth to implement
▫️You are ready to build toward operations that run independently of you
Full investment: $31,500 - $60,500 CAD | $23,500 - $45,000 USD
Scope and timeline vary by business size and complexity. Full breakdown of phase pricing and timelines on the Foundation Build page.
Fractional COO Partnership
An Experienced Operations Partner, Embedded in Your Business on an Ongoing Basis
This is the right path if:
▫️You have already systemized much of your business and need ongoing execution support, not a setup project▫️You need senior operational judgment and hands-on capacity, not someone to build from the ground up
▫️You want ongoing momentum, not a one-time engagement
▫️You are looking for a partner embedded in the business, not an outside observer advising from a distance
What Makes This Different
This is not a retainer for advice. Funnel Forward becomes an embedded operational partner inside your business, identifying priorities, executing improvements, and keeping operations moving forward on a continuous basis. Every month brings tangible deliverables: refined systems, updated documentation, new training materials, data analysis, and a clear view of what is working and what needs attention.
What This Looks Like
▫️Systems built, refined, and optimized as your business evolves
▫️Documentation, SOPs, and training materials built and maintained on an ongoing basis
▫️CRM, workflow, and dashboard refinement as your needs change
▫️Regular operational reviews with data-driven insights
▫️A partner who knows your business and can move without being re-briefed every time
In the first 30 days, we embed discovery into the engagement learning your business, identifying gaps, and building a roadmap. But we move into execution quickly.
Investment: Custom pricing. Minimum three-month commitment.
Regardless of Where You Start, This Is How Funnel Forward Works
Every path is one-on-one. Every engagement is hands-on. Every deliverable (reports, systems, SOPs, training materials) is yours to keep.
We do not advise and leave. We do not run group sessions. We build it with you.
Whether you are just starting to build your operational foundation or you have been running for years and need a partner to keep scaling, Funnel Forward adds the operational capacity that lets you lead your business instead of being buried in it. Every system we build is designed with one outcome in mind: a business that runs without you, scales without chaos, and is worth what you have put into it when you decide to exit.
Not Sure Which Path Is Right?
Start with the Diagnostic. It will tell you exactly where to go next.