What We Do

Everything We Do.

Seven practice areas. Each one grounded in real operational experience — not theory.

Start with the Diagnostic
PILLAR 01

Operations Infrastructure & Business Systems

Most businesses run on the founder's memory, not on documented systems. When that person is unavailable — or when the team grows — everything slows down or breaks. We fix that by building the operational backbone the business should have had from the start.

This pillar delivers usable, production-ready artifacts — not strategy decks. SOPs, playbooks, onboarding systems, and accountability frameworks that your team can actually use the day they're handed over.

Start with a Diagnostic

Operational Audit

Structured gap and redundancy identification across all workflows, processes, and reporting structures. The honest picture of how the business actually works.

SOP Development

Standard operating procedures written from scratch or rebuilt — covering every repeatable task. Written for the people who actually do the work, not for a compliance shelf.

Policy & Manual Writing

Employee handbooks, safety manuals, and HR policy documents that meet Alberta standards and reflect what the business actually does, not a generic template.

Onboarding System Design

New hire onboarding frameworks, checklists, and training sequences that reduce time-to-productive and stop every new hire from being a drain on the people training them.

Workflow Design & Process Mapping

Visual and structural redesign of how work moves through the business — eliminating hand-off failures, approval bottlenecks, and the invisible gaps where things fall apart.

Folder Architecture & Document Management

Google Drive, SharePoint, or equivalent — naming conventions, version control, and access structure so the team can find what they need without asking anyone.

Operational Playbook Build

A complete operating manual for a business function or division — the reference document your team actually uses when the founder isn't in the room.

Delegation & Accountability Framework

Role-level ownership maps, decision rights, and performance accountability structures that make clear who owns what and how performance is measured.

PILLAR 02

Trades-Specific Business Consulting

Most business consultants have never run a field crew, priced a commercial paint job, or dealt with a subcontractor who doesn't show. This advisory is different — it comes from 10+ years in the painting and contracting industry, from field-level work through Operations Manager.

The problems trades companies face are specific: margin erosion on change orders, scheduling chaos, estimating that doesn't account for real field costs. The solutions have to be equally specific.

Start with a Diagnostic

Estimating System Design

Build or rebuild how a trades company prices and bids work — so margin is protected before the job starts, not discovered after the invoice goes out.

Job Costing Framework

Track actual cost vs. estimate per job. Real margin visibility on every project — not accounting-lag visibility two months after the job closed.

Crew Management Systems

Scheduling, dispatch, and on-site accountability structures for field teams of any size. Designed to keep jobs moving without the owner making every call.

Field-to-Office Communication Design

How field crews report progress, how the office tracks it, and how nothing falls through the cracks between the job site and the billing department.

Subcontractor Management Framework

Onboarding protocols, agreements, and performance tracking for sub-trades — so you know exactly who's on your job site, what they've agreed to, and how they're performing.

Scaling Readiness Assessment

Can this business absorb the next crew, the next contract, or the next market without breaking? An honest assessment before you commit the capital.

Trades Business Operational Audit

Full-stack review of a painting, contracting, or trades company — field operations through back-office. Identifies where the business is leaking margin and time.

Apprenticeship & Trade Pipeline Design

Attract, onboard, and develop tradespeople internally. Built from real Alberta apprenticeship program design and delivery experience.

PILLAR 03

Event & Entertainment Production Consulting

Fifteen years of full-stack concert promotion and event production in Chile — talent booking, venue sourcing, sponsorship, ticketing, full production operations, and financial management across all event scales. That is the depth behind this pillar.

This advisory serves promoters, venues, producers, and event businesses in Edmonton and across Canada.

Start with a Diagnostic

Event Business Plan Development

Financial model, revenue strategy, and operational plan for new or scaling event businesses. Built to be used, not presented and shelved.

Production Operations Design

How the event actually runs — from load-in to strike. Logistics, crew assignments, vendor sequencing, and contingency protocols for when things go wrong.

Talent Booking Strategy & Process

How to source, negotiate, contract, and manage talent at any scale — from the initial approach through the performance and post-show settlement.

Venue Sourcing & Assessment

Evaluate venues against event requirements — capacity, technical infrastructure, load-in access, licensing. Negotiation support and deal structure advisory.

Sponsorship Strategy & Deck Development

How to package and sell sponsorships. Tier design, activation rights, pitch approach, and deck structure that gives sponsors a clear value proposition.

Ticketing & Revenue Strategy

Platform selection, pricing tiers, capacity management, and on-sale strategy. Revenue optimization from the first ticket sold through settlement night.

Event Budget Architecture

Full financial modeling for events — line-item cost structure, contingency planning, break-even analysis, and post-event reconciliation templates.

Festival & Multi-Event Operations Planning

Operational planning for festivals, multi-stage events, and recurring event series — from volunteer coordination and vendor sequencing to contingency protocols and post-event debrief.

PILLAR 04

Workforce Development & HR Program Design

Built from direct program design and delivery at an Indigenous-led organization in Alberta — safety manuals, employee handbooks, apprenticeship pathway programs, OHS compliance documentation, and training materials created from the ground up.

This pillar is particularly relevant for trades companies, Indigenous-led organizations, and any employer navigating Alberta's compliance requirements while building a workforce that stays.

Start with a Diagnostic

Apprenticeship Pathway Program Design

Structured entry-to-journeyperson career pathways built for Alberta trades environments. Covers intake, progression milestones, mentorship structure, and Red Seal alignment.

Alberta OHS Compliance Documentation

Hazard assessments, safety plans, and WCB-ready documentation that actually reflect the work being done — not copied from a generic template that no inspector would believe.

HR Policy Development

Workplace policies that meet Alberta Employment Standards and reflect the actual culture and operations of the business. Written to be used, not filed and forgotten.

Training Program Design

Curriculum-level training materials and competency frameworks. Not slides — actual learning systems with knowledge checks, practical components, and measurable outcomes.

Indigenous Workforce Programming

Culturally appropriate workforce development frameworks for Indigenous-led or Indigenous-serving employers. Designed with care and built from real program delivery experience.

Employee Retention Framework

Compensation structure advisory, recognition programs, and career path design that gives good people a reason to stay. Retention is cheaper than recruiting.

Performance Management System Design

Review frameworks, accountability tools, and progressive discipline policy that managers actually use — not annual review theater that nobody takes seriously.

Hiring Process Design

Structured interview guides, scoring rubrics, and onboarding integration that reduce hiring variability and find people who will actually succeed in the role.

PILLAR 05

Technology & Tools Audit

Most SMBs have too many tools, not enough integration, and no clear picture of what their technology is actually costing them in time and money. This pillar diagnoses the problem and builds the roadmap to fix it.

Advisory only — we assess, diagnose, and build the implementation roadmap. You execute it. This keeps scope clean and ensures recommendations are unbiased by vendor relationships.

Advisory only. We diagnose and build the roadmap — execution is yours. This keeps our recommendations vendor-independent.

Start with a Diagnostic

Technology Gap Analysis

Current-state audit of all software, tools, and systems. Identify redundancies, gaps, security risks, and integration failures across the full technology stack.

CRM Selection & Implementation Planning

Evaluate CRM options against actual business requirements — not a vendor demo. Design the implementation roadmap with realistic timelines and change management steps.

Digital Infrastructure Roadmap

A prioritized, sequenced plan for technology improvement over 12–24 months. What to fix first, what to defer, and what to stop paying for immediately.

Software Stack Rationalization

Where the business is over-tooled, under-tooled, or paying for software nobody uses. Includes subscription audit and consolidation recommendations.

Data & Document Management Audit

How information is stored, shared, secured, and retrieved. Where it is vulnerable, where it is invisible, and where retrieval is costing more time than it should.

Automation Opportunity Assessment

Where manual processes can be eliminated with tools the business already has or should have. Identifies the highest-value automation targets by time saved.

PILLAR 06

Business Development & Growth Strategy

Growth without operational readiness creates chaos. This pillar builds the systems and strategy that allow a business to grow without breaking what already works — and prepares the operation for the volume that growth brings.

Start with a Diagnostic

BD Framework Design

A structured approach to identifying, pursuing, and closing new business — not a motivational exercise. A repeatable system that produces results without depending on any one person.

Sales Process Design

Pipeline stages, conversion tracking, and follow-up cadence that turn relationships into revenue. Documented so anyone on the team can run the process.

Lead Generation Strategy

Channel identification and prioritization. Where your best clients actually come from, how to generate more of them, and where to stop spending time and money.

Ideal Client Profile Development

Who the business is actually for, what problems they have, where they are, and how to reach them efficiently — so BD effort goes toward the clients most likely to close and stay.

Market Entry Strategy

Entering a new geography, vertical, or customer segment. What to validate before you commit resources, what the competitive landscape looks like, and how to sequence the entry.

Partnerships & Strategic Alliances

How to identify and structure relationships that generate revenue, open doors, or reduce costs — without adding headcount or diluting equity.

Growth Readiness Assessment

Is the business operationally ready to scale? What breaks first when you push on the accelerator? An honest answer before you commit to the next stage of growth.

PILLAR 07

Financial Visibility & KPI Systems

Most business owners find out how profitable a month was six weeks after it ended. By then, the decisions that would have changed the outcome have already been made — badly. This pillar builds the operational financial visibility that makes real-time decisions possible.

This is not accounting or tax advisory. It is the operational layer that sits between the business and the accountant — making the numbers legible before they become the accountant's problem.

Not accounting or tax advisory. This is operational financial visibility — the layer between your business and your accountant.

Start with a Diagnostic

KPI Dashboard Design

The right metrics, displayed clearly, updated in real time. What actually tells you how the business is performing — not a vanity dashboard of numbers that don't drive decisions.

Margin Tracking Framework

Job-level, project-level, and company-level margin visibility — operational clarity on where money is made and where it is lost, in real time, not on the accountant's schedule.

Financial Operating Cadence Design

The weekly, monthly, and quarterly rhythm of financial review — so decisions are made on current data, not on gut feel or stale reports.

Cost Visibility & Reporting Structure

Where money is going, categorized the way the business actually works — not just the way the accountant prefers. Makes cost control a management activity, not an annual surprise.

Pricing Strategy Review

Are you priced for the value you deliver? Where are you undercharging and where are you leaking margin on scope creep? An evidence-based review of how pricing affects profitability.

Break-Even & Capacity Modeling

At what volume does this business make money? How much capacity exists before the next hire is needed? Models that answer the questions every owner needs answered before making commitments.

How It Works

Every engagement starts with the Diagnostic.

We do not skip straight to solutions. The Diagnostic Package surfaces what is actually broken before any work begins. Three minutes of your time to find out where you stand.