Before We Build, We Learn

Discovery: Getting Aligned on Your Operations and Tech Stack

Fixed price · Money-back guarantee · No ongoing commitment

The Starting Point for Real Progress

Discovery is the required starting point for any client engagement. It's designed with a clear purpose: for me to get a comprehensive understanding of your organization, your tech stack, and how your team actually works.

But this isn't just prep work for me — it's a standalone engagement built to deliver immediate value. For a fixed price, we map out your current systems and identify the low-hanging fruit. You receive a prioritized roadmap of actionable initiatives, whether that's implementing automations, integrating AI, or simply documenting your existing processes.

There is no sales pitch baked in. You walk away with an interactive resource and a clear plan that you can execute with your internal team, take to another service provider, or continue building out with me.

How It Works

1

Book & Intake

You sign up and complete a short intake form so I have the basic context of your business before we speak.

2

60-Minute Alignment Call

We meet to discuss your goals, where you feel the bottlenecks are, what you've already tried, and what workflows need the most attention.

3

Pre-Session Prep

With your permission, I introduce myself to key team members and gather initial information, like existing SOPs or documentation, to prep for our main session.

4

Half-Day Discovery Session

A deep dive (in-person or remote) where I work directly with you and key individuals to map out the specific workflows and identify operational gaps.

5

Analysis & Mapping

I compile the findings into visual workflow maps and interactive documentation, pinpointing the "low-hanging fruit" for optimization.

6

1-Hour Prioritization Call

We review the isolated projects, prioritize what to tackle first, and decide exactly who will execute them (your team, me, or a hybrid approach).

Flexible on Location

On-Site

Revelstoke & surrounding area — Greg comes to you

Remote

Video call — works anywhere in Canada

Travel

BC & Alberta — travel costs added at-cost

What You Get

An Interactive Operations Map: Instead of a static, stale PDF, you get visual maps of your workflows and interactive documentation.
"Chat-able" Data: A digital tool that allows you to chat directly with your assessment to instantly find answers and query your own systems.
A Prioritized Action Plan: Clear, isolated initiatives ranked by impact—identifying exactly what to systemize, document, or automate first.
Clear Task Assignment: We assign specific names to each task, so you know exactly what your internal team can handle right away.
A 1-Hour Walkthrough Call: A collaborative session to align on the timeline, prioritize initiatives, and determine next steps.

Pricing

Fixed Price

$800

One assessment. A clear roadmap. No surprises.

60-minute alignment call
Half-day discovery session (on-site or remote)
Interactive operations mapping & documentation
Prioritized roadmap with task assignments
1-hour prioritization call

Get Your Discovery Assessment — $800

+ GST · Paid in advance On-site in Revelstoke included · Remote available · Travel at-cost for other locations

Money-back guarantee. If it's not the right fit after our first call, full refund. No questions asked.

What Happens After Discovery

After Discovery, I have a deep understanding of your business — and I'm ready to hit the ground running. The natural next step is to start working through your roadmap together, tackling priorities in focused, clearly-scoped project phases with defined timelines and costs. No vague hourly billing, no unclear deliverables.

That said, the Discovery assessment is yours. You can take it to your internal team, bring in another provider, or put it on the shelf for later. There's no lock-in and no pressure. But if you're ready to move forward, we're already past the ramp-up — and that's where the real momentum starts.

Frequently Asked Questions

It's how we get aligned. Before recommending solutions or scoping projects, I need to understand how your business actually operates — and you need to know I actually get it. Discovery builds that shared foundation, and gives you a deliverable you can act on regardless of what comes next.

If you're reading this, you probably already feel where the friction is — you just might not be able to pinpoint the root cause or know what to actually do about it. That's exactly what Discovery is for. We work through it together and get to the actionable root causes, not just the symptoms.

Yes, ideally. If key team members can join part of the session or share their perspective, the mapping will be much more accurate. Greg will work with you during the alignment call to figure out who should be included.

If after our first call we're not both excited about working together, you get a full refund. No questions asked. I only want to move forward when we can both see the real potential to make progress.

My background bridges the physical and the technical — I've worked in manufacturing, trades, and hands-on operations, and I've been the entrepreneur wearing too many hats. That experience means I approach your systems holistically, connecting the operational reality on the ground with the tools and workflows that support it. If your business involves people doing recurring work, Discovery can map it.

Discovery is designed to lead into ongoing work — I'm upfront about that. But the deliverable stands on its own, and there's no lock-in. You can take the roadmap and run with it internally, hire someone else, or decide to keep working together. That's your call.

Fixed price. Money-back guarantee. A clear roadmap you can act on.