DISCOVER
Understand where your business stands and where to focus first.
Opportunity Snapshot + Business Health Assessment
Choose your assessment option ↓MOMENTUMOS / ENGAGEMENT OPTIONS
Discover. Build. Sustain.
Start with clarity. Build your operating system. Keep moving forward.
Get startedHow MomentumOS works
Three phases. The right level of support for your business.
BUILD
Design and install your future-state operating system.
Blueprint + Install · Custom quote after discovery
Explore BUILD scope
Blueprint + Install
Custom quote
After discovery · Informed by your full assessment
What this business is supposed to look like when its operating correctly
- Custom Future State Operating Blueprint built by your assessment.
- 90 Day Implementation Roadmap
Expand to see more details
- Executive Vision
- Organizational Alignment
- Customer Journey
- Sales Process Architecture
- RevOps Design
- KPI Framework
- CRM +Data Governence
- Operating Cadence
- Reporting Dashboard Requirements
- 90 Day Roadmap
Install Operating System
- MomentumOS Advisor Supported Install
- Fully implemented Operating System
- Leadership Training
- Documentation Package
- Validation and operational handoff
Expand to see more details
- Executive Kickoff
- CRM Configuration
- KPI Implementation
- Dashboard Buildout
- Sales Process Implementation
- Executive Meeting Cadence
- Team Training
- Documentation
- System Validation
- Optimization Reccomendations
BUILD is separately scoped. Deliverables, timing and acceptance are agreed in your custom proposal. A DISCOVER purchase does not include Blueprint or Install.
SUSTAIN
Keep your system running with ongoing advisory support.
Ongoing Advisory · Assessment Subscription included
Explore the advisory option ↓YOUR NEXT STEP
Choose your starting point
USD · Discuss your next step with Greg
Online purchasing is not yet available
One-Time Assessment
Opportunity Snapshot + Assessment
$2,500 one time
A focused diagnosis of your business.
- Guided onboarding with a dedicated MomentumOS advisor
- Business health scoring across ten key areas
- Up to three recommended priorities
- Executive report and consultant readout
Everything in the One-Time Assessment
Opportunity Snapshot
- 25 Minute Intro Call
- Identifies the most impactful business opportunities
- Sets stage for Assessment
Business Health Assessment
Whats really going on, where do we stand and what do we do about it
- Guided onboarding with a dedicated MomentumOS advisor
- Support throughout your assessment
- Holistic View of your business
- Business health scoring across ten key areas
- Visually see strengths and gaps
- Key findings, weaknesses and risks
- Primary business constraints
- Up to three recommended priorities
- Directional 30/60/90-day roadmap
- Executive report and consultant readout
- Limited access to assessment results
- Limited Access to portal
Assessment only is available. No subscription is required.
See a sample assessmentWhats really going on, where do we stand and what do we do about it
Recommended starting point
Assessment Subscription
$2,500 one time+ $500 / month
First $500 charge one calendar month after your $2,500 purchase.
Everything from the One-Time Assessment plus:
- Access to your dedicated MomentumOS Advisor
- Four assessments per year
- Review progress and update priorities.
- Unlimited access to your assessments
- Unlimited access to the portal
Unlimited access covers stored assessments and portal access. New assessments remain subject to the annual allowance.
Everything in the Assessment Subscription
Everything from the One-Time Assessment plus:
- Access to your dedicated MomentumOS Advisor
- Four assessments per year
- Flexible quarterly scheduling
- Review progress and update priorities.
- Unlimited access to your assessments
- Unlimited access to the portal
First $500 charge one calendar month after your $2,500 purchase. Four assessments total in the first assessment year: the initial assessment plus three reassessments. The allowance resets to four on each purchase anniversary while the subscription is active. Flexible scheduling, typically quarterly. Unlimited access means access to your stored assessments and portal; new assessments remain subject to the annual allowance.
Cancel anytime. Cancellation and access details will be confirmed before checkout is enabled.
Most hands-on support
Ongoing Advisory
$3,000 / month
This keeps your system running, debugged and efficient
Assessment and Assessment Subscription included. No additional $2,500 Assessment fee or $500/month subscription.
Everything from Assessment Subscription plus:
- Weekly advisory syncs
- Quarterly business reviews
- Ongoing strategic guidance
- Accountability and progress tracking
- No prior DISCOVER or BUILD purchase required
Everything in SUSTAIN
- Monthly advisory sessions
- Quarterly business reviews
- Ongoing strategic guidance
- Continuous optimization
- Weekly advisory syncs
- Guidance to turn priorities into progress.
- Performance and priority reviews
- Support with obstacles and decisions
- Accountability and progress tracking
- Direct access between sessions
- No prior DISCOVER or BUILD purchase required
Expand for more details
- Monthly Executive Review
- Pipeline Review
- Operations Review
- Leadership Coaching
- Quarterly Business Review
- Continuous Improvement
- Executive Accountability
- Strategic Planning Support
Email support between sessions. Urgent calls can be arranged, subject to advisor availability and scheduling. Response times and additional calls are not guaranteed.
BUILD remains a separately scoped engagement. First charge timing and cancellation/access details will be confirmed before checkout is enabled.
Discuss your next step. No payment is taken on this page.Discussion buttons open the free 25-minute Opportunity Snapshot booking page. They do not create a subscription or activate portal access. BUILD is a separately scoped custom project.