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Scale With Confidence — Build a Business That Runs Without You

Scale With Confidence — Build a Business That Runs Without You Scale With Confidence — Build a Business That Runs Without You Scale With Confidence — Build a Business That Runs Without You

    We help SMBs install clarity, systems, and accountability — so you scale with confidence instead of chaos 

Book Your Free Consultation

Scale With Confidence — Build a Business That Runs Without You

Scale With Confidence — Build a Business That Runs Without You Scale With Confidence — Build a Business That Runs Without You Scale With Confidence — Build a Business That Runs Without You

    We help SMBs install clarity, systems, and accountability — so you scale with confidence instead of chaos 

Book Your Free Consultation

How It Works

Diagnose: Map your current workflows to expose bottlenecks and hidden waste.

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Document: Turn best practice into SOPs and a business playbook your team actually follows.

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Drive Results: Install roles, KPIs, and review cadence; add automation where it makes sense.

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Why Process Documentation Matters: From Chaos to Consistency

Inconsistent results

Standardize workflows; deliver repeatable quality.

Onboarding takes too long

Cut ramp up time with clear SOPs/Checklists.

Key-person dependency

Capture tribal knowledge; reduce risk.

Scaling with operational discipline

Operational discipline supports growth.

 " Companies that adopted process standardization experienced a 20% increase in productivity, among other improvements." Source: Driving Excellence through Process Standardization. Mckinsey 2022 

BENEFITS OF Documenting Your Business Processes

Faster Onboarding

   New hires ramp up in weeks, not months, with step-by-step SOPs. Training becomes consistent and repeatable. 

Consistent Customer Experience

 Every customer gets the same high-quality service, no matter who’s on shift. Standardized workflows reduce errors. 

Scalable Growth

 With clear roles, KPIs, and automation, your business scales smoothly instead of chaotically.

Less Key-Person Dependency

 Capture critical knowledge so the business isn’t held hostage by one or two experts. Processes live in a system, not just in people’s heads.   

Packages / Tiers for smb owners

Tier 1 – Business Clarity Diagnostic

 

Entry Point: Clarity in one area 


💲 $1,500 | 2–3 weeks

  • One core process mapped (e.g., sales, fulfillment, or customer service).

  • Identify bottlenecks and quick wins.

  • Simple 90-day action plan.

  • Minimal time required from your team.

👉 Best for owners who need clarity before investing in full systems.

Tier 2 – Business Playbook

 

Most Popular:  Your first full playbook 


💲 $15k–$20k | 6–8 weeks

  • 5–7 core processes documented across the business.

  • Step-by-step SOPs for critical tasks (5–7 playbooks).

  • Clear roles and responsibilities so everyone knows who does what.

  • Key performance metrics and a simple dashboard to track results.

  • Ongoing coaching for 3 months to help your team stick with the new system.

👉 Best for growing businesses ($2M–$15M revenue) that want consistency, faster onboarding, and scalability.

Tier 3 – Operating System Retainer

  

Partnership:  Run like a larger company with full visibility + support
 


💲 $7.5k–$10k/month | 12-month retainer

  • Full process inventory across all departments.

  • A complete library of SOPs (your business playbook).

  • Advanced dashboards for real-time visibility.

  • Regular reviews to keep systems updated and problems solved.

  • Roadmap for automation, outsourcing, and efficiency improvements.

  • Hands-on support like a “Fractional COO.”

👉 Best for businesses preparing for major growth, new leadership, or an eventual exit.

Compare Our Packages

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 Discover your Business Clarity Score across Clarity, Standardization, Accountability, Measurement, Improvement. Designed for SMBs with 10+ employees or $2M+ in revenue.
 

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Frequently Asked Questions

Contact us if you cannot find an answer to your question.

 

  • Tier 1 — Business Clarity Diagnostic ($1,500, 2–3 weeks): One core process mapped, bottlenecks identified, and a 90-day quick-win plan. No SOPs—this is about clarity fast.

  • Tier 2 — Business Playbook ($15k–$20k, 6–8 weeks): 5–7 core processes documented, 5–7 critical SOPs, clear who-does-what, a starter KPI dashboard, and 3 months of coaching so the team uses it.
  • Tier 3 — Operating System Retainer ($7.5k–$10k/month, 12 months): Full process inventory, complete SOP library, advanced dashboards, quarterly audits, automation/outsourcing roadmap, and ongoing leadership support (fractional-COO style).
     


 

  • Need quick clarity before investing? Tier 1.

  • Ready to fix inconsistency, speed onboarding, and scale? Tier 2 (Most Popular).

  • Want a business that runs with full visibility, continuous improvement, and automation? Tier 3.


 

  • Tier 1: ~3–5 hours (one workshop + short reviews).

  • Tier 2: ~12–20 hours spread over 6–8 weeks (short workshops + doc reviews).

  • Tier 3: ~2–4 hours per month (leadership check-ins + quarterly reviews).


 

 

  • Tier 1: You’ll leave with a 90-day plan and 2–3 quick wins to implement right away.

  • Tier 2: Fewer errors, faster onboarding, and clearer handoffs within the first 60 days.

  • Tier 3: Sustained gains via continuous reviews, dashboards, and improvement cadence.


 

 

  • Tier 1: No SOPs (diagnostic only).

  • Tier 2: We create 5–7 critical SOPs where errors or training gaps are most costly.

  • Tier 3: We build a complete SOP library over time, prioritized by impact.


 

We define the process inventory upfront and stick to it.

  • Tier 1: 1 process, current-state map + quick wins.

  • Tier 2: 5–7 processes + 5–7 critical SOPs. Anything beyond that is a clearly priced add-on or a Tier 3 initiative.

  • Tier 3: Roadmapped in phases so you always know what’s next and why.


 

 AI can draft steps, but it can’t align teams, resolve handoffs, or drive adoption. We use AI to move faster—but our value comes from facilitation, fit to your business, and accountability so people actually follow the playbook.


  No. We deliver in your preferred tool (Notion, Confluence, SharePoint, Google Drive). If you don’t have one, we’ll suggest a simple setup. No forced licenses. However, we do work with vendors for centralized documentation if that is your preference.


 We deliver all projects remotely. That means no travel costs, no wasted time, and faster turnaround. Your team spends only a few focused hours in workshops, while we do the heavy lifting behind the scenes. Remote delivery also makes it easy to involve multiple team members, even if they’re in different locations. 


 We guarantee clear deliverables on time (maps, SOPs, dashboards, and plans as scoped). If we miss, we fix it at our cost. Results (like fewer errors) depend on your team using the system—we help enforce adoption through coaching and audits. 


 We track simple KPIs such as lead time, error/rework rate, onboarding duration, and customer response SLAs. Tier 2 installs a starter dashboard; Tier 3 implements advanced, real-time dashboards with quarterly reviews. 


 SMBs in e-commerce/DTC, services, manufacturing, professional firms, trades—processes differ, but the system for clarity and accountability is universal. 


 

  • Tier 1: Paid up front.

  • Tier 2: 50% to start, 50% at midpoint (or milestone plan).

Tier 3: Monthly retainer (12-month term).
 


 

Most clients choose Tier 2. Your diagnostic becomes the foundation for your Business Playbook—we expand documentation, create critical SOPs, and install performance routines.
 


 

 

We’ll prioritize by impact (customer-facing, high-risk, or high-cost steps). Additional processes/SOPs can be added as a fixed-price add-on or moved into Tier 3.
 


 

  Yes—in Tier 3 we create an automation/outsourcing roadmap (AI, Zapier, BPO) once your processes are stable. Automating chaos doesn’t work, so we sequence it properly.
 


 

 Yes—start with Tier 1 ($1,500). In 2–3 weeks you’ll have your first map and a 90-day plan. If you move to Tier 2, this becomes your launchpad.
 


Ready to Document Your Processes & Scale with Confidence?

Book Your Free Call

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Pulse Process Blog

Learn how to overcome the challenges and opportunities of SMB industry  in issues such as owner dependency, scaling issues, small business efficiency, SOPs, process documentation, waste reduction, cost improvement, new employee onboarding, etc.

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