Every engagement starts with a discovery call so we understand your business, your bottlenecks, and where support hits hardest. Packages can be structured around any tier below, or fully customized.
Ideal for owners who run most operations in-house but occasionally need an experienced perspective. We assess challenges, suggest solutions, and hand you the tools or contacts you need to move forward.
For businesses that want the prep work handled but keep execution in-house. We build the tools, resources, and structure — your team executes. You keep control; we deliver polish and planning.
The most comprehensive tier — full-service execution so you focus only on your priorities. From plan to completion, we coordinate vendors, finalize logistics, and manage stakeholders to your standard.
| Capability | Advisor | Partner | Concierge |
|---|---|---|---|
| Recommendations & guidance | ✓ | ✓ | ✓ |
| Planning & materials prep | — | ✓ | ✓ |
| Vendor & sub coordination | — | Partial | ✓ |
| Full execution & follow-through | — | — | ✓ |
| Dedicated point of contact | — | ✓ | ✓ |
| Weekly rundown reporting | Optional | ✓ | ✓ |
| Pricing model | Hourly | Hourly / Project | Retainer |
We focus on high-level, professional support that helps your business run more smoothly — and partner with trusted professionals for anything outside our expertise.
We don't provide childcare, pet care, housekeeping, cooking, or personal errands. Our focus stays on supporting your business operations.
We are not a law firm, financial advisor, or tax preparer, and we don't offer licensed HR compliance services. We recommend working with credentialed professionals for these areas.
We can coordinate creative projects, but we don't design websites, produce videos, or create original brand artwork from scratch. We connect you with talented creatives and manage the process.
We are not movers, warehouse laborers, or event setup crews. We plan, coordinate, and oversee projects so the right vendors handle the physical work.
We provide reliable, scheduled support — not round-the-clock crisis response. We help you plan ahead so urgent needs are minimized.
We support the sales process through lead tracking, follow-ups, scheduling, CRM management, and proposals — but we don't make cold calls or serve as a dedicated salesperson.
We can support recordkeeping and coordinate with your providers, but we don't process payroll, prepare taxes, or file tax documents.
We provide flexible, fractional support and are not intended to replace a permanent, full-time employee.
By keeping our focus on what we do best — strategic, executive-level support — we deliver the highest level of service and value to your business.
We'll ask a few sharp questions, tell you honestly whether we're the right fit, and quote you before you leave the call.
