Strategic Services

📌 What it is

Alignment is a focused process workshop designed to simplify how work gets done. In a single 4‑hour session, we map your core workflows, identify bottlenecks, and define a realistic action plan.

Ideal for entrepreneurs and small business owners who sense something is slowing down the operation but can’t quite pin it down.

📌 How it works

Step 1 – Diagnosis (1 hour)

• Walk through your critical processes

• Spot inefficiencies and redundancies

• Map your current workflow

Step 2 – Workshop (2 hours)

• Co‑design solutions with our team

• Test improvements quickly

• Lock in next steps

Step 3 – Action Plan (1 hour)

• Receive a document with recommendations

• Prioritize what to implement

• Start tomorrow

📌 Who it’s for

✓ Owners who feel « everything takes too long »
✓ Small teams buried in manual or duplicate work
✓ Growing businesses that need more structure
✓ Leaders wanting to reclaim their time
✓ Anyone who knows something is broken but doesn’t know what

📌 Expected outcomes

✓ Immediate time savings on operational tasks
✓ Elimination of identified bottlenecks
✓ Clear, written action plan you can execute
✓ Quick ROI (visible in the first week)
✓ Team that feels more confident and empowered

💰 Investment

CAD $450 (4‑hour workshop + written report)

📌 What it is

Pulse delivers financial dashboards built to your specifications, plus monthly interpretation and advice. The goal is simple: you always know what the numbers are saying—without building or maintaining dashboards yourself.

This is for founders and owners who have the data but no easy way to see it.

📌 How it works

Step 1 – Design (Week 1)

• Define your critical KPIs (cash, revenue, margins, runway, burn rate, etc.)

• Choose the view that matters most to your business

• Set your dashboard architecture

Step 2 – Build (Weeks 2–3)

• Set up automated dashboards with minimal manual work

• Connect to your financial systems

• Configure alerts for key thresholds

Step 3 – Monthly Review

• 30‑minute monthly call or written summary

• Review trends, risks, and opportunities

• Adjust dashboards as your business changes

📌 Who it’s for

✓ Owners who want to « see the whole picture » at a glance
✓ Businesses with growth, seasonality, or unpredictable cash
✓ Leaders who make decisions based on data, not gut instinct
✓ Founders who know their numbers matter but don’t have time to chase them
✓ Anyone tired of scrambling for reports when making critical decisions

📌 Expected outcomes

✓ One place to see the health of your business
✓ Early warning system for cash and margin issues
✓ Confidence that your numbers are always current
✓ Faster, more informed decision‑making
✓ Peace of mind about where you actually stand

💰 Investment

CAD $299/month (including setup over 3 months + monthly reviews)

or

CAD $750 one‑time setup only (no ongoing monthly review)

📌 What it is

AI Governance is a practical audit of how your business uses AI tools (ChatGPT, Copilot, Claude, etc.) and where that intersects with privacy, security, and compliance. The goal: keep the benefits of AI while staying safe, secure, and legally compliant.

This is for teams already using AI but unsure if they’re doing it safely.

📌 How it works

Step 1 – Usage Inventory (1 week)

• Map where and how AI is used in your workflows

• Document which tools, teams, and data are involved

• Identify what’s actually happening vs. what you think is happening

Step 2 – Risk & Compliance Review (1 week)

• Assess privacy and security risks

• Check alignment with Canadian privacy law (PIPEDA) and Quebec Law 25

• Identify exposed data or processes

Step 3 – Guardrails & Policies (2 weeks)

• Write simple internal rules and best practices

• Create do/don’t guidelines staff can actually follow

• Set up basic safeguards and approval processes

📌 Who it’s for

✓ Teams already pasting client or sensitive data into AI tools
✓ Owners who want to use AI without legal or reputational surprises
✓ Any business handling personal, financial, or client information
✓ Companies concerned about data privacy and security
✓ Leaders who need to prove compliance to regulators or clients

📌 Expected outcomes

✓ Clear map of all AI usage in your business
✓ Documented risks and mitigation steps
✓ Concrete, written policies your team can follow
✓ Reduced privacy and security risk
✓ Confidence you’re compliant with Canadian privacy law

💰 Investment

CAD $1,200 (full audit + written policies + recommendations)

or

CAD $3,500/year (annual package: full audit + quarterly reviews + policy updates)