Our Roots to Results

Consulting Packages

Don’t see what you need? We also offer custom packages. Let’s chat — we’ll tailor the right solution for your goals.

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The Essential Process Tune-Up

(Bronze Package)

For teams that need quick wins and process clarity
- Lean Six Sigma process assessment
- 1–2 workflows mapped and optimized
- Key KPIs defined
- Basic SQL data pull and analysis
2-4 weeks
Typical investment: $12,000

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Advanced Process Optimization**

(Silver Package)

For firms ready to automate and scale improvements
- Everything in Essential
- Full root cause analysis
- SQL data modeling + dashboards
- Custom Python automation for 1–2 processes
**Most popular package
6-8 weeks
Typical investment: $25,000

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End-to-End Process Transformation

(Gold Package)

For firms undergoing major operational change or scaling
- Everything in Advanced
- Multiple workflows (up to 5) optimized
- Complex SQL data integration
- 2+ custom Python applications
- Change management support
- Executive KPI reporting setup
12+ weeks
Typical investment: $45,000

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Custom Python Application Build

For teams who know exactly what they need from a custom python application
- Custom Python automation for one process
Price dependent on complexity of build.
4-6 weeks (dependent on complexity of build)
Typical investment*: $10,000
*Price dependent on complexity of build

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SAGE+ Process Advisory Retainer

For ongoing support after a project is completed
- Up to 20 hours/month.
- Continuous improvement coaching
- Monthly KPI/analytics review
- On-call for quick SQL/Python updates
Monthly assessment
Typical Investment: $7500/month

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Hourly Option

Need just a few hours of our time? No problem!
Hourly support is available although most clients find greater value through our tailored packages or retainer model. Please send us a message with your goals.
Hourly basis
$325/hour

If you’re interested in working together, simply click the button below which will take you to our intake form — it’ll help us understand your needs and start shaping the right solution for your business.

Prefer to talk it through first? Book a complimentary 30-minute Discovery Call. We’d love to hear about your goals, answer your questions, and explore how we can help your processes thrive.

Let's Work Together

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Our services utilize

‘The SAGE Growth Cycle’…

Our services utilize The SAGE Growth Cycle — a four-phase, “roots to results” framework for process optimization, lightweight automation, and sustainable growth.

Each phase draws on proven Lean Six Sigma and data-driven practices, helping your operations move from root-cause clarity to continuous improvement.

Each phase is designed to align with your unique needs: Lean Six Sigma thinking, SQL/data analytics, and Python-based tools — wrapped in a client-friendly, evergreen process.

Phase I: Root

Understand the roots before pruning the branches, understanding the system beneath the surface.

● Stakeholder interviews

● Process mapping (current state)

● Root Cause analysis

● Data collection (operational, financial, behavioral)

● Define the problem using Lean/Six Sigma tools (e.g., fishbone, Pareto)

● Analytics snapshot via SQL + dashboards

Outcome:
Deep understanding of where the process is strong and where it needs nourishment.

Phase II: Branch

Design healthy pathways for growth.

● Map ideal/future-state workflows

● Quantify gains with simple data models (e.g., time savings, throughput increase)

● Align tech requirements to process (when automation makes sense)

● Select key leverage points (what to automate, redesign, eliminate)

Outcome:
A well-designed, data-backed blueprint for scalable, sustainable growth.

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Phase III: Grow

Build and nurture new capabilities.

● Develop tools and lightweight automation (Python scripts, dashboards, etc.)

● Build or refine SOPs and documentation

● Integrate with client systems (or deploy standalone)

● Test and QA new processes/tools with key users

Outcome:
New, high-performance processes and tools ready to support business growth.

Phase IV: Sustain

Cultivate lasting operational excellence. Sustain the growth.

● Train teams and build internal ownership

● Hand off documentation + mini-guidebooks

● Setup reporting to monitor ongoing process/data health

● Can offer support/retainer for continuous improvement (if needed)

Outcome:
Embedded process improvements that continue to evolve and deliver value.

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