Days 1 to 30
Keep all open requests in one place.
- Owner
- Sales lead
- Before you begin
- Choose the follow-up steps and the main tool.
- When to pause
- Pause if an active request loses its history during the move to the new tracking board.
THE STARTING POINT · CAD $799
Know what to build and in what order.
We review your business and prepare an action plan for the next 90 days. You receive the OPERATORS Report as a PDF, then we walk through it together in a 45-minute Google Meet.
The three-business-day delivery period begins once payment is confirmed and we have confirmed your completed questionnaire and the scope of work in writing.
ONE-TIME PAYMENT · PLUS TAXES
A REPORT EXAMPLE
See what’s inside the Report.
We review eight areas of your business, from offers and sales to delivery, tools, and the numbers behind your decisions. Priorities are based on the available evidence.
Overview and evidence
Sources, priority findings and information that still needs to be confirmed.
Actions for 90 days
The work to plan for over 30, 60 and 90 days, in the recommended order.
Owners and budget
Who does what, with the resources and implementation costs involved.
Results to track
The measures to check and conditions for adjusting or stopping an action.
228 OPERATORSFICTIONAL EXAMPLE
These excerpts come from a demonstration Report. They show how decisions are presented; the data and estimates are fictional.
The three priorities
Keep all open requests in one place.
Sales lead
Connect client details with estimate status.
Operations lead
Set a limit on the number of jobs open at the same time.
Operations lead
The action sequence
Days 31 to 60
Connect client details with estimate status.
- Owner
- Operations lead
- Before you begin
- Confirm that the tracking board is stable.
- When to pause
- Stop if the chosen system does not keep all the information you need.
Days 61 to 90
Set a limit on the number of jobs open at the same time.
- Owner
- Operations lead
- Before you begin
- Count active jobs at each stage.
- When to pause
- Do not try to generate more requests while any jobs remain above the limit.
Time and budget
The hours below are estimates for this example. Outside costs are shown separately and must be confirmed before work begins.
Priority 1
Keep all open requests in one place.
- Your team’s time
- 2 to 4 hours (estimate)
- Purchase or outside help
- No outside purchase planned
- What this time covers
- Set up the tracking board and review the open requests.
This estimate assumes that a tracking board already exists and no complex transfer is required.
Priority 2
Connect client details with estimate status.
- Your team’s time
- 1 to 3 hours (estimate)
- Purchase or outside help
- Separate written proposal required before work begins.
- What this time covers
- Review the information, remove duplicate entries, and run one test.
This estimate assumes that access is already available and the connection is simple.
Priority 3
Set a limit on the number of jobs open at the same time.
- Your team’s time
- 2 to 6 hours (estimate)
- Purchase or outside help
- The amount still needs to be verified before work begins.
- What this time covers
- Count the jobs, set the limit, and complete the first review.
This estimate assumes that you will keep the tools already in place.
HOW IT WORKS
From your questionnaire to your Plan.
You answer
After payment, you complete the questionnaire and provide relevant information, up to eight sets of supporting evidence. Missing information is clearly identified.
We confirm the scope
We check the questionnaire and scope, then send you written confirmation. The delivery period starts after payment is confirmed and this confirmation has been sent.
You receive the Report
The Report is delivered within three business days after both confirmations. The included 45-minute Google Meet lets us walk through the decisions and discuss the next steps.
AFTER THE PLAN
Who puts the Plan into action?
After the Report and our meeting, you have two ways to move forward.
Confirmed costs, estimates, prices requiring a proposal, and your team’s time are kept separate. The Plan does not guarantee revenue, lead volume, conversion, savings, or profitability.
THE 90-DAY PLAN
$799CAD
CAD $799, one-time payment, plus applicable taxes
CONDITIONAL SERVICE CREDIT
If you then enter into an eligible paid engagement with an initial term of at least three months, the first two monthly invoices are paid in full, and the engagement remains active when the third-month invoice is issued, a CAD $799 service credit is applied to that invoice. Eligible third-month service fees must total at least CAD $799 before taxes. The credit cannot be exchanged for cash and does not reduce the upfront Plan payment.
Once the Report has been delivered, the Plan is non-refundable, except where required by law. Included corrections remain available under the Plan’s terms. This policy does not prevent us from correcting a duplicate charge or billing error.
Read the Plan termsYour order’s terms are presented before payment. Earlier orders keep the terms accepted at purchase.
Contact usBefore you start
Common questions
Getting started
How does it start?
You purchase the Plan, then complete the questionnaire. The three-business-day delivery period begins once payment is confirmed and we have confirmed your completed questionnaire and the scope of work in writing. The Google Meet takes place after delivery.
What do the 90 days mean?
They are the recommended implementation period. The Report follows the three-business-day delivery period after confirmed payment and written confirmation. Implementation and monthly support are not included in the CAD $799 price.
What’s covered
Who prepares the plan?
Simon Senez, founder of GROUPE 228, reviews your answers, sets the priorities and signs the document.
Which businesses and scope are covered?
The Plan is for an operating business and someone who can provide information and decide priorities. It covers one entity, brand, domain, primary market, and reporting currency; up to eight pages, three offers, three acquisition channels, eight tools or integrations, five competitors, twelve months of data, and eight sets of supporting evidence. Additional in-depth review requires a separate written scope. Legal, tax, accounting, cybersecurity, and HR compliance audits are excluded.
After delivery
What is the Google Meet call for?
The included meeting lasts 45 minutes. We walk through the decisions and answer your questions. Book it within ten business days of delivery. One reschedule is allowed with at least 24 hours’ notice; a no-show without notice uses the meeting unless a written exception is approved.
Which corrections are included?
One round of factual or contextual corrections is included. Send one consolidated request within seven business days of delivery; the corrected version is delivered within three business days of receiving the complete request. A new entity, brand, major source, or expanded scope is not a correction. Mandatory rights remain available.
Payment and credit
How does the service credit work?
If you then enter into an eligible paid engagement with an initial term of at least three months, the first two monthly invoices are paid in full, and the engagement remains active when the third-month invoice is issued, a CAD $799 service credit is applied to that invoice. Eligible third-month service fees must total at least CAD $799 before taxes. The credit cannot be exchanged for cash and does not reduce the upfront Plan payment. The Plan must be paid for and delivered, and the proposal must identify the Plan and credit terms for the same entity and brand. Exclusions are listed in the terms.
What are the refund terms?
Before work starts, you may request a full refund in writing. An ineligible order is refunded if no revised scope is accepted. After work starts, the Plan is normally non-refundable. Once the Report has been delivered, the Plan is non-refundable, except where required by law. Included corrections remain available under the Plan’s terms. This policy does not prevent us from correcting a duplicate charge or billing error. If we cannot deliver or correct the promised work, the case is reviewed to determine the applicable correction or refund.