Packages

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

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.

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.

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).

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.

Multi-Service Discount

Combine two or more services and receive:

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

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

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.

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.