Engagement Options Built to Ladder.
Start with a diagnostic. Build from there. Every engagement is designed to surface the next problem worth solving.
Freedom Audit
You know something's off. The work gets done, but it takes too many hands, too many hours, and too much of you. The Freedom Audit is a 30-day diagnostic. We map your bottlenecks, score your operational health, and deliver a blueprint for what to fix first.
What You Get
- Freedom Scorecard
A comprehensive assessment of your operational health across key dimensions
- Bottleneck Map
Visual mapping of where time, money, and energy are leaking
- 3-5 SOPs
Documented standard operating procedures for your most critical processes
- Quick-Win Automation
At least one automation implemented during the engagement
- 90-Day Roadmap
A prioritized blueprint for what to fix next and in what order
Initial discovery call, in-person site visit, stakeholder interviews, and a final readout with your Scorecard and Roadmap.
Freedom Accelerator
The Audit showed you what's broken. The Accelerator fixes it. This is a 90-day done-with-you implementation where we build the org structure, install the systems, and create the delegation frameworks that let your business scale without depending on you.
What You Get
- Org Structure Design
Clear roles, reporting lines, and accountability that doesn't depend on the founder
- Onboarding & Training Systems
Documented processes so new hires ramp fast and existing team has clarity
- Lean Manufacturing Implementation
Waste reduction, process optimization, and efficiency gains on the floor
- CRM / ERP Setup
Technology implementation to give you pipeline visibility and operational control
- Sales Process & Automation
From lead to invoice: a documented, repeatable sales workflow
- Delegation Frameworks
Decision rights, escalation paths, and ownership mapping
30-day follow-up to gauge progress and success. Retainer available for ongoing support.
Freedom Advisory
You've built the systems. Now sustain them. The Freedom Advisory is an ongoing monthly engagement that keeps you accountable, optimizes what's working, and catches new problems before they become fires.
What You Get
- Monthly Strategy Calls
Recurring sessions to review KPIs, address emerging issues, and plan ahead
- Quarterly Business Reviews
Deep-dive assessments of operational performance and growth trajectory
- Slack Access
Direct line to Bryan for real-time questions and guidance between calls
- Accountability Rhythms
Operating cadence that keeps leadership aligned and execution on track
- Continuous Optimization
Ongoing refinement of SOPs, systems, and processes as the business evolves
RevOps + Technology
When the Audit or Accelerator surfaces a technology gap, such as no CRM, broken reporting, or manual processes eating hours, our technology team steps in. We implement the systems and integrations that give you pipeline visibility, marketing automation, and data-driven decision-making.
Capabilities
- CRM Implementation
Salesforce, HubSpot, or the right platform for your business
- Marketing Automation
Email sequences, lead scoring, and nurture workflows
- Sales Pipeline Setup
Stage definitions, forecasting, and conversion tracking
- Reporting Dashboards
Real-time visibility into the metrics that matter
- Data Migration
Clean transition from spreadsheets or legacy systems
- Integration Architecture
Connect your tools so data flows without manual entry
Technology services are delivered by our specialist technology partner to ensure expert-level implementation across every platform.
How Engagements Ladder
Most clients start with the Audit. The roadmap naturally surfaces what to tackle next.
RevOps + Technology plugs in at any stage when CRM, automation, or data gaps surface.
Ready to build your Freedom System?
Let's talk about where you are, where you want to be, and what it takes to get there.