Three Offerings, One Direction
Administrative Services Built Around What Your Team Actually Needs
A structured session, a practical toolkit, or a full process review — each offering is scoped, priced, and delivered to match the size and capacity of the team using it.
Back to HomeOur Methodology
How We Approach Each Engagement
Scope Before Start
Before any work begins, a written scope document is agreed with the client. This sets out what is included, what is not included, the schedule, and the follow-up window.
Plain Language Throughout
All materials, session content, and written deliverables go through a plain language review before they reach the client. No jargon, no assumed knowledge, no terminology that requires specialist interpretation.
Reusable Outputs
Deliverables are designed to keep working after the engagement ends. Templates ship in editable formats. Measurement sheets are built for recurring use. Session replays remain accessible for 90 days.
Solution 01
Plain-Language Cost & Timeline Literacy Sessions
2-hour group session
Group format (up to 20 participants)
In-person or remote
Recording access for 90 days
A structured group session that explains, in everyday language, how fee structures, billing intervals, retainers, and scheduling milestones are commonly organised across service industries. Built for members of the public and for staff who field enquiries and want to understand the vocabulary they hear.
Content is general and educational. It does not address any individual situation and offers no recommendation on what a participant should do.
What's Included
- 2-hour facilitated group session covering fee structures, billing intervals, retainers, and milestones
- 24-page workbook for each participant
- Glossary of common professional services terms
- Worked sample budget sheet showing how costs are typically structured
- Recorded replay accessible for 90 days after delivery
Process
Submit an enquiry with your preferred date and group size
Receive a written scope confirming format, schedule, and price
Session delivered on agreed date with workbooks distributed to participants
Replay link provided within 48 hours of delivery, active for 90 days
Solution 02
Document Intake & Records Organization Toolkit
A practical set of templates and an accompanying walkthrough for teams that receive, label, and store incoming paperwork. Covers naming conventions, version control, retention schedules, redaction of personal details before sharing, and a simple checklist for confirming a file is complete before it moves on.
Suited to administrative teams of 3 to 15 people who currently manage incoming documents without a consistent system, or who want to bring structure to a process that has grown informally.
What's Included
- Initial scoping call to tailor the template pack to your file types
- Tailored template pack covering naming conventions, version control, and retention schedules
- Redaction checklist for personal details before file sharing
- File-completeness checklist for handover stages
- Review session at the end of the 3-week engagement
- 60 days of written follow-up support
Process
Scoping call to understand your current file types and team size
Template pack developed and delivered in editable formats
Review session — your team walks through the templates with a facilitator
60-day written support window begins from delivery date
3-week engagement
Teams of 3–15 people
Editable templates included
60 days written follow-up
Solution 03
Operations Review for Client-Facing Intake Teams
6-week engagement
B2B — organisations only
Written findings report
30-day check-in included
A B2B advisory engagement that examines how enquiries arrive, how they are triaged, how long each handover takes, and where duplicated effort accumulates. The work covers process design, staffing patterns, communication templates, and reporting cadence — administrative and operational matters only.
This engagement is suited to organisations that have noticed delays or inconsistencies in how incoming client work is handled but have not had the capacity to examine the process systematically.
What's Included
- Discovery workshop with key staff at the start of the engagement
- Direct observation of current enquiry handling over agreed period
- Written findings report with a prioritised action list
- Closing presentation to leadership summarising findings and recommendations
- 30-day check-in after the engagement closes
- Reusable measurement sheet for ongoing tracking after the engagement
Process
Initial call to confirm scope and agree observation dates
Discovery workshop with intake and reception staff
Observation phase — direct review of current handling, not a survey
Written findings report delivered with prioritised action list
Closing presentation to leadership
30-day check-in and reusable measurement sheet provided
Decision Guide
Which Solution Is Right for Your Team?
| Feature | Literacy Session | Intake Toolkit | Ops Review |
|---|---|---|---|
| Price (CAD) | $180 | $430 | $940 |
| Duration | 2 hours | 3 weeks | 6 weeks |
| Suitable for | Staff & general public | File-handling teams 3–15 | B2B organisations |
| Written deliverables | Workbook, glossary, budget sheet | Template pack, checklists | Findings report, measurement sheet |
| Follow-up support | 90-day replay | 60-day written support | 30-day check-in |
| Best when... | Staff lack vocabulary for service terminology | File handling has grown without consistent structure | Intake delays or handover friction are visible |
Across All Services
Professional Standards & Protocols
Written Scope Every Time
No engagement begins without a signed scope document specifying deliverables, timeline, and follow-up period.
Data Held Appropriately
Participant and client data is retained only as long as required for the engagement and not shared with third parties.
Plain Language Review
Every client-facing document is reviewed for readability before delivery. Jargon is replaced or defined in context.
Editable Formats Only
Templates and checklists are delivered in formats that the client team can adapt — not locked PDFs or proprietary tools.
On-Schedule Milestone Tracking
Milestone dates are agreed upfront and tracked throughout. Any delay is communicated in writing before the original date passes.
General Education Only
No session or engagement addresses individual circumstances or includes recommendations about what a specific person or organisation should do in a particular situation.
Transparent Pricing
All Prices in Canadian Dollars
Session
$180
CAD · per session
- 2-hour group session
- Workbook, glossary, budget sheet
- 90-day recorded replay
Toolkit
$430
CAD · per engagement
- 3-week engagement
- Editable template pack
- Scoping call + review session
- 60-day written support
Ops Review
$940
CAD · per engagement
- 6-week B2B advisory
- Discovery + observation
- Written report + presentation
- 30-day check-in + tracking sheet
Not Sure Which Fits?
Start With a Conversation — No Commitment Required
We'll help you identify which service matches your team's current situation before you agree to anything.
Get in Touch