Built for owners, not enterprises.
Operations & Logistics Assessment
Operations & Logistics Assessment
Discovery and intake
We start with a conversation and a short questionnaire. We listen first, then dig into the systems and documents you already have.
Owner and staff interviews
We talk to the people who actually do the work to see where things get stuck — not just what the org chart says.
Direct observation
We watch one or two core workflows in action, so we see what's really happening, not what's written down.
Four-pillar review
People, Process, Technology, and Governance. We look at where work piles up, what systems don't talk, and what you pay for but never use.
A clear, actionable plan
You get a Stop/Start/Continue action plan with a 30-60-90 day roadmap — quick wins first, bigger fixes by day 90.
Ongoing Project Management
Ongoing Project Management
Advisory — $1,500/month
For owners executing the roadmap themselves who want a weekly working session, hands-on prioritization, and someone keeping the plan honest. Month to month, cancel with 15 days notice.
Embedded PM — $3,500/month
For owners who want the roadmap run for them: task tracking, vendor sourcing and coordination, SOP documentation, and progress reporting on a set cadence. 3-month minimum. This is where most engagements land.
Additional hours — $150/hour
Need more than your monthly allotment? Additional hours are $150/hour with your approval in advance. Unused hours do not roll over.
Start-together credit
Sign the assessment and a 3-month Embedded PM retainer together and we credit the full $4,000 assessment fee toward your first month — $10,500 total instead of $14,500.
Who we help
Who we help
Solopreneurs
You're doing everything yourself. We help you systemize what works so growth doesn't bury you.
Storefront retailers
Orders, inventory, and walk-ins — we fix the handoffs so the counter stays smooth while you grow.
Small offices
Paperwork, approvals, and systems that don't talk. We straighten it out so your team can focus on the work.
Warehouse and fulfillment operators
Inventory, packing, shipping, and re-keying the same data. We find the logjams and smooth the flow.
Federal prime contractors
Operational rigor, process documentation, and vendor management kept to the standard your contracts demand — with senior judgment, not a junior hire.
Simple, flat-fee services.
Three ways to work with us, each delivered at a clear, flat fee. The assessment is only worth what you do with it, so we'd rather share the cost of getting to execution.
Operations & Logistics Assessment
A structured, end-to-end look at how your business actually runs.
$4,000
3–4 weeksDiscovery call and intake questionnaire
Review of your existing systems and documentation
Owner interview plus 2–4 staff interviews
Direct observation of 1–2 core workflows
Bottleneck and recurring-cost analysis
Stop/Start/Continue action plan
30-60-90 day roadmap
Written report + live walkthrough
Advisory
For owners executing the plan themselves who want a weekly working session and someone keeping the roadmap honest.
$1,500/mo
month to monthUp to 12 hours per month
Weekly working session
Prioritization and sequencing help
Roadmap kept on track
Cancel anytime with 15 days notice
Embedded PM
For owners who want the roadmap run for them: task tracking, vendor sourcing and coordination, SOP documentation, and progress reporting.
$3,500/mo
3-month minimumUp to 28 hours per month
Task tracking
Vendor sourcing and coordination
SOP documentation
Progress reporting on a set cadence
Additional hours at $150/hour with approval