Packages

A customized step-by-step method designed to meet the requirements of your business

🏠Realtors®

• Services:

  • CRM setup + pipeline stages, tags, automations

  • Lead follow-up systems (new leads, nurtures, past clients)

  • Listing + buyer intake workflows (forms, templates, checklists)

  • Transaction coordination support (deadlines, document tracking)

  • Vendor coordination + scheduling (staging, cleaning, photography)

  • SOPs + templates (email scripts, checklists, client guides)

  • Weekly ops planning + priority management

• Packages:

  • Per Package Consulting - 15-20 hour Minimum Purchase

    How It Works: We audit your current workflow and identify gaps in your systems and client experience. We build and implement the tools, templates, and automations tailored to your business.

  • Monthly OBM Retainer - 3 Month Minimum

    Best For: Independent agents and small real estate teams looking to streamline their client pipeline, marketing, and administrative workflow without hiring in-house staff.

🏢Property Turnover & STR Operations Consulting

• Services:

  • Cleaning vendor setup + SOP creation

  • Quality control procedures

  • Inventory tracking systems

  • Property onboarding templates

  • Turnover processes (cleaning systems, vendor management, scheduling)

  • SOP creation for cleaners & maintenance teams

  • Cost control and AP/AR workflow setup

  • Remote coordination and operations oversight

  • Setting up guest-ready or sale-ready procedures

  • Vendor audits / operational efficiency reviews

• Packages:

  • Per Hour Project Consulting - 10-15 hour Minimum Purchase

    Best For: STR owners with 1-3 properties who need guidance on specific challenges.

  • Project Based Packages

  • Monthly Retainer - 3-Month Minimum (10-20 Hours Per Month)

    Best For: STR operators managing 5+ properties or planning rapid portfolio growth.

🧹Cleaning Business Operations Consulting

• Services:

  • Cleaning business startup consulting

  • Build SOPs, pricing models, workflows

  • Staff training SOPs

  • Home/STR cleaning checklists

  • Audit & efficiency improvement

  • Improve scheduling & customer management

  • Implement AP/AR & budgeting systems

  • Reduce turnover time for vacation rentals

• Packages:

  • Hourly Consulting - 10-15 hour Minimum Purchase

    Best For: Cleaning business owners with one-off questions or who want to test-drive working together.

  • Project-Based Packages

  • Monthly Retainer - (10-15 hours Per Month)

    Best For: Cleaning businesses actively scaling (adding crews, expanding service areas, or hitting operational bottlenecks).

⚙️General Business A/P & A/R Back Office Systems

• Services:

  • Invoice processing workflows

  • Vendor management

  • Budgeting systems

  • Expense tracking automation

  • Tools setup

  • SOPs for financial processes

• Packages

  • Hourly Consulting - 10-15 hour Minimum Purchase

    Best For: Business owners who want expert eyes on their financial operations before committing to full implementation.

  • Project-Based Packages

  • Monthly Retainer - (10-15 hours Per Month)

    Best For: Businesses with complex payment structures, high transaction volume, or those needing ongoing financial operations support.

MIXING & MATCHING SERVICES

Multi-Service Discount

Combine two or more services and receive:

• 10% off when bundling 2 services

• 15% off when bundling 3+ services

Example: OBM Growth Package ($6,500) + Financial Back Office Professional ($4,500) = $11,000
Bundled Price: $9,900 (10% savings)

NOT SURE WHICH PACKAGE IS RIGHT?

Book a free 30-minute discovery call and we'll:

• Assess your current operational challenges

• Recommend the right service and package level

• Provide a custom quote if needed

• Answer all your questions with zero pressure

Schedule Your Free Discovery Call

Investment Note: Most clients see ROI within 60-90 days through time saved, revenue recovered, reduced errors, or operational efficiency gains. These aren't expenses—they're investments in your business's scalability and your personal freedom.

• Services:

  • Project management system setup (jobs, phases, tasks, timelines)

  • Change order + approval workflow (no more free work)

  • Invoicing + collections support process (AP/AR systems)

  • Subtrade + vendor coordination workflow (scheduling, checklists)

  • Site documentation system (photos, daily logs, files, permits)

  • Compliance tracking (WSIB, insurance, forms, renewals)

  • SOPs for estimating handoff → job start → closeout

• Packages:

  • Per Package Consulting - 15-20 hour Minimum Purchase

    How It Works: We assess your current operations, pain points, and business goals. We set up streamlined systems for project flow, client communication, and online visibility.

  • Monthly OBM Retainer - 3 Month Minimum

    Best For: Independent contractors and small construction firms that need organized systems for project management, client communication, and business development.

⚒️General Contractors

🎙️Podcasters

• Services:

  • Production workflow (idea → record → edit → publish)

  • Guest booking + management (outreach, scheduling, prep docs)

  • Episode planning (run-of-show docs, content calendars)

  • Asset organization (folders, naming systems, episode libraries)

  • Publishing support (uploads, show notes, basic SEO formatting)

  • Repurposing system (shorts/reels clips workflow + posting cadence)

  • Team coordination (editor, designer, VA) + deadlines

• Packages:

  • Per Package Consulting - 15-20 hour Minimum Purchase

    How It Works: Our team sets up streamlined workflows—from episode release to social promotion—so you can focus on creating great conversations while we scale the audience behind the scenes.

  • Monthly OBM Retainer - 3 Month Minimum

    Best For: Podcasters wanting to expand their audience, improve production efficiency, and monetize their content.