Level 1: Business Essentials Launchpad
Build it Right from Day One:
For entrepreneurs & startups laying the foundation
Core Services:
Entity formation (LLC, Corporation, Nonprofit etc.)
Registered Agent service
EIN + DUNS setup
Documents Drafts (Employee’s Handbook, etc.)
Business Structuring & Development roadmap
Custom website creation
Basic SEO optimization
Google Business Profile setup
Business email + phone setup
Intro to bookkeeping
Intro to Payroll
Intro to CRM
Level 2: Growth & Profit Strategy Suite
Scale Smart, Profit Strong:
For businesses earning $500K+ and looking to scale
Core Services: (Level 1 & 2)
Entity Structure Optimization-align your business for liability protection and long-term scalability.
Collaborative Strategy with Advisors-integrated planning with your CPA, JD, or financial partners.
CRM Development & System Buildout-scalable CRM setup designed around your workflows and customer journey.
Operational Workflow Automation -SOPs and automations that streamline processes and free up team capacity.
Sales & Funnel Optimization-conversion-focused funnels and nurturing campaigns that maximize ROI.
Level 3: Enterprise Command Center
Lead with Systems, Scale with Confidence:
For businesses generating $5M+, ready for serious systems and scale
Core Services: (Level 1 & 2)
Cross-Team Advisory Coordination-unified planning with your CPA, attorney, and key stakeholders.
Client Experience System Design-scalable systems built around your customer lifecycle and service delivery.
Process & Automation Engineering-repeatable workflows that reduce manual work and increase efficiency.
Revenue Pipeline Optimization — high-converting sales systems and follow-up sequences that drive ROI.
VIP Exclusivity
At Level 3, we offer an exclusive, high-touch partnership model. We take on only three VIP contracts at a time, allowing us to step in as your dedicated fractional COO or CFO. This ensures deep operational involvement, strategic oversight, and hands-on leadership to support enterprise-level growth.
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