Every Service Starts Where You Are
The Growth Path™ is a set of four services — each one solves a specific problem, each one builds on the last. You start with the one that fits your biggest pain, then grow from there.
The Growth Path
RESET™
Who it’s for: Your files are scattered across multiple platforms. Your client list lives in a spreadsheet — or your head. You’re spending time on manual tasks that aren’t moving the business forward.
Reset isn’t about adding more tools. It’s about getting control of what you already have, cutting costs you’re paying for no good reason, and building the foundation that every other system depends on.
How it works:
Reset™ is a three-month engagement. Each month has a clear focus, a live Zoom training session, and written documentation so the changes actually stick.
Month 1 — Stop the Bleeding
- Consolidate cloud storage (one place for everything, lower subscription bills)
- Clean up email with labels, filters, and templates so your inbox works for you
- Set up key business apps on your phone so you can work away from your desk
- Live Zoom training + written step-by-step instructions
Month 2 — Start Growing
- Set up your calendar with reminders so appointments don’t get missed
- Consolidate your client list, clean the data, and import it into a free CRM
- Send your first email outreach campaign to past clients
- Live Zoom training + written step-by-step instructions
Month 3 — Find Your Voice
- Define how you want your business to sound online
- Publish your first blog post
- Establish a social media review and response routine
- Build a 3-month content calendar so you can keep publishing after we’re done
- Live Zoom training + written step-by-step instructions
Timeline: 3 months
Prerequisite: Thrive Diagnostic™ completed. (Not sure if Reset™ is the right starting point? That’s what the Diagnostic is for — learn more.)
CAPTURE™
Who it’s for: You’re getting inquiries — but by the time you respond, the job is already gone. Leads come in through your website, your phone, and your email, and there’s no reliable system to catch them all and respond immediately.
The first business to respond wins 78% of the time. Not the best. Not the cheapest. The first.
What you get:
- Every inquiry — website form, phone call, email — acknowledged automatically in under 5 minutes
- Every email, call, and meeting with a prospect or client logged in one place
- A CRM that answers: Who just reached out? Who booked time with us? Which proposals are waiting on a response?
- Full configuration, data migration, and training — you’re not setting this up yourself
- Live Zoom training + written documentation + 90-day adoption check-in after go-live
Timeline: Typically 3–6 weeks to go live. Timeline and scope vary based on the number and complexity of your systems.
Prerequisite: Thrive Diagnostic™ completed. For clients coming directly from Reset™ within 90 days, a lighter scope review replaces the full Diagnostic.
STREAMLINE™
Who it’s for: You have a CRM — but you’re still copying data between tools, manually scheduling appointments, and doing follow-up tasks you know should be automated. Every time a prospect books a call, three other things need to happen and none of them happen by themselves.
Streamline™ fixes that.
What you get:
Building on Capture™, Streamline™ adds automation and integrations across your systems.
- When a prospect clicks “Book a Call,” the appointment gets made, both of you get notified, and the CRM updates — without you touching it
- Data moves between your systems automatically
- Lead follow-up sequences run without you remembering to run them
- You stop being the bottleneck in your own process
- Live Zoom training + written documentation + 90-day adoption check-in after go-live
Timeline: Varies based on the number and complexity of your systems.
Prerequisite: Capture™ completed (your CRM is live and being used). For clients coming directly from Capture™ within 90 days, a lighter scope review replaces the full Diagnostic.
ELEVATE™
Who it’s for: Your systems are running. Leads are being captured. Follow-ups are automated. Now the question is: which leads are actually going to close? Which services are most profitable? Where are the bottlenecks you can’t see?
Elevate™ gives you the intelligence layer.
What you get:
Building on Streamline™, Elevate™ adds data-driven decision support to your pipeline.
- Your leads get scored automatically — so you know which ones to pursue and which ones are going to stall
- Revenue projections based on what’s actually in your pipeline — not gut feel
- The CRM tracks every metric that matters: response times, conversion rates, funnel bottlenecks
- Alerts when something needs your attention — a deal going cold, a revenue forecast shift, a lead source that’s stopped performing
- Live Zoom training + written documentation + 90-day adoption check-in after go-live
Timeline: Varies based on the number and complexity of your systems.
Prerequisite: Streamline™ completed (automations running, data flowing)
Every Growth Path™ engagement includes live Zoom training, written step-by-step documentation, and a 90-day adoption check-in after go-live.
The implementation ends. The support doesn’t.
Traditional CRM implementations have a 55% failure rate. Ours don’t — because we don’t hand you a system and walk away.
How Every Engagement Starts
Before any Growth Path™ service begins, we run a Thrive Diagnostic™ — a diagnostic review of your tools, data, and day-to-day business processes.
It tells us where leads are slipping, what’s costing you time and money, and which service is the right starting point. We don’t skip this step, because starting in the wrong place is how implementations fail.
For new clients:
The Thrive Diagnostic™ is the entry point. Scope varies based on the number and complexity of your systems. If you don't walk away with a clear roadmap for growing your business, we'll refund your fee in full. Founding Members receive it at no charge.
For returning clients
Moving to the next Growth Path™ service within 90 days: a lighter scope review replaces the full Diagnostic.
Not sure which service is right for you?
A free discovery call comes first — 45 minutes to talk through your biggest friction and figure out whether this is a good fit.
Looking for ongoing support?
Ready to Talk About What You Need?
Whether you’re thinking about a particular service or still trying to figure out where to start — a free discovery call is the right first move.
In 45 minutes, we’ll talk through where your biggest friction is, which service fits best, and what the path forward looks like.