Package A — Funding Sprint (4–6 weeks)

Best for

New projects/equipment, expansion, or refinancing that needs capital.

Includes

Eligibility scan, capital plan, document/data room setup, financial model refinement, application packaging (1–2 priority programs/lenders), submission support.

Deliverables

Readiness score, program/lender shortlist, narrative & budgets, submission checklist, Q&A handling.

Typical Fee

From $2,500–$7,500 depending on complexity; add‑ons for multiple additional applications.

Package B — Growth Engine (Quarterly)

Best for

Companies seeking predictable lead/customer growth.

Includes

Growth audit, SEO content sprint, paid portfolio build/management (Google/Meta/TikTok/ YouTube), CRO landing pages, monthly reporting & creative tests.

Deliverables

90‑day test plan, ad & analytics setup, SEO backlog, creative roadmap, KPI dashboard.

Typical Fee

From $3,000–$8,000/month (media spend separate).

Package C — Automation Launch (6–10 weeks)

Best for

Teams drowning in manual work needing CRM + AI receptionist + Odoo modules.

Includes

Workflow mapping, CRM pipelines/automations, AI voice receptionist, Odoo configuration (e.g., quotes→invoices, inventory, projects), training & SOPs.

Deliverables

Architecture map, automation workflows, user training, SOPs, metrics dashboard.

Typical Fee

From $4,000–$15,000 + software.

Package D — Advisory Retainer (Monthly)

Best for

Owners who want disciplined execution and a capital‑aware roadmap.

Includes

Monthly strategy, KPI scorecards, vendor management, quarterly planning, capital planning.

Typical Fee

From $1,000–$3,000/month depending on cadence and scope.

Add‑Ons

Grant Packaging (per application)

Narratives, budgets, portals — From $1,500–$5,000.

Claims & Reporting (per cycle)

Evidence packs, timesheets, claims — From $500–$2,000.

M&A/Franchise Readiness

Teaser/CIM, data room, playbooks — From $5,000–$20,000.