Book & intake
Complete a short intake so I have the basic context before we speak.
Discovery · Fixed price · $800 CAD · Money-back guarantee
See where the opportunities are in your business.
A fixed-price look at how the work actually happens, so we both know what is worth doing first, and the next phase starts from real understanding instead of guesswork.
What Discovery actually gives you
The groundwork that makes the next project land.
Discovery is how the real work gets scoped properly. We look at how the business actually runs, agree on what is worth doing first, and end with initiatives specific enough to start.
That shared understanding is the point. When we move into the work, I already know your operation, your tools and your constraints, so the first phase is aimed at something real instead of being figured out on your time.
And if you stop here, the plan is still yours to run with your team or take elsewhere.
How it works
From context to a decision you can act on.
60-minute alignment call
We discuss your goals, bottlenecks, what you have tried, and the workflows needing attention.
Pre-session preparation
With permission, I introduce myself to key team members and gather useful SOPs or documentation.
Half-day discovery session
A direct, in-person or remote look at the people, workflows, tools, and operational gaps involved.
Analysis & prioritization
I work through the findings and isolate the initiatives worth doing first, in enough detail to scope them.
Prioritization call
We review the projects, put them in order, and decide who should execute them: your team, me, or a hybrid.
Flexible on location
Work where the operation makes sense.
Revelstoke and the surrounding area. Greg comes to you.
Video sessions work for businesses anywhere in Canada.
BC and Alberta, with travel costs agreed in advance and added at cost.
Fixed price
Discovery
$800 CAD
One assessment. Initiatives worth starting. No surprises.
- 60-minute alignment call.
- Half-day discovery session, on site or remote.
- Analysis of how the work actually moves.
- Prioritized roadmap with task assignments.
- One-hour prioritization call.
Paid in advance · Scope agreed up front.On site in Revelstoke, or remote · Other travel at cost.One to two weeks, start to finish.
Money-back guarantee. If after our alignment call we're not both excited about working together, you get a full refund. No questions asked.
What you get
Initiatives you can actually start.
- A prioritized action plan: what to focus on first, ranked by impact and scoped so you can act.
- A shared understanding of the operation: how work moves, where it stalls, and what depends on what.
- Clear task assignment: specific ownership so you know what the internal team can handle now.
- A one-hour walkthrough: review everything, decide what is worth doing first, and agree who owns it.
- An honest read on AI: where it would genuinely help, and where cleaning up the process matters more. The plan says which comes first.
What happens after Discovery
What the next phase looks like.
If we keep going, you are not paying me to learn your business twice. The understanding is already there, so the next phase is a defined piece of work with a timeline and a cost, not open hours.
The assessment is still yours. Take it to your team, another provider, or put it on the shelf. There is no lock-in and no pressure.
Fair questions
What people usually want to know.
Why start with Discovery?
Before I recommend a solution or scope a project, I need to understand how your business actually operates, and you need to know I understand it. Discovery builds that shared foundation and leaves you with something you can act on.
What if I do not know exactly what needs fixing?
You may already feel the friction without being able to name the root cause. That is exactly what Discovery is for: getting past the symptoms and into practical priorities.
Does my team need to be involved?
Ideally, yes. When key people can join part of the session or share their perspective, the map is more accurate. We decide who should be involved during alignment.
What kinds of businesses is this for?
I know the physical and technical sides of operations: manufacturing, trades, and the day-to-day work of running a business. If your business depends on people doing recurring work, Discovery can help map it.
What happens after Discovery?
The deliverable stands on its own. You can use the roadmap internally, hire another provider, or ask me to scope a defined next project. That is your call.
Know what is worth doing before you commit to doing it.
Fixed price. Initiatives scoped and ready to start. We’ll take 25 minutes. You’ll leave with an honest answer on whether I can help, and a practical first step either way.
Book a 25-minute call