Start with Clarity
Discovery Call - FREE
15 Minutes | Let's See If We're a Fit
Every engagement begins with a simple conversation. The purpose of the Discovery Call isn't to solve problems or provide consulting advice—it's to understand what's happening in your business, identify the challenges you're facing, and determine whether Five Oaks Automation is the right fit to help.
We'll discuss your goals, current frustrations, and what prompted you to reach out. By the end of the conversation, you'll have a better understanding of the available options and what a logical next step might look like.
Key Benefits:
15-minute introductory call
Discuss current business challenges
High-level review of goals and priorities
Initial assessment of operational opportunities
Determine fit and next steps
No obligation or commitment
Solution Review - $250
30-45 Minutes | Bring Me the Problem
Sometimes you don't need a project. You just need an experienced perspective.
The Solution Review is designed for business owners facing a specific challenge and looking for guidance before making a decision. Whether you're evaluating software, hiring staff, dealing with an operational bottleneck, or trying to determine the best next step, we'll work through the issue together and discuss practical options.
This engagement is intentionally small, affordable, and focused. It's often the fastest way to gain clarity without committing to a larger project.
Key Benefits:
30-45 minute discussion
Focus on one business challenge
Expert perspective and recommendations
Risk and opportunity review
Follow-up summary
Operational Clarity Session - $500
90 Minutes | Get Unstuck and Get Clear
Many businesses don't have a systems problem - they have a clarity problem.
During this working session, we'll step back, evaluate what is happening inside the business, and identify the areas creating the most operational friction. Together we'll prioritize opportunities, discuss immediate improvements, and establish a clear path forward.
This is often the best first step for owners who feel overwhelmed, stuck, or unsure where to focus.
Key Benefits:
90-minute strategic session
Top 5 bottlenecks identified
Quick-win opportunities
Process improvement recommendations
Automation opportunity review
Written action plan
Founder Intensive - $1,000
4 Hours | A Half-Day Focused on Your Business
The Founder Intensive is a deep working session for business owners who need more than advice and less than a full audit.
For four hours, we focus entirely on your business. We'll review operations, discuss growth challenges, evaluate systems, identify bottlenecks, and work through strategic decisions together. The goal is to create clarity and momentum around the issues that matter most.
Key Benefits:
4-hour intensive session
Business and operational review
Growth and scaling discussion
Process and workflow analysis
Decision support
90-day action plan
UNDERSTAND YOUR BUSINESS
Marketplace Quick Review - Starting at $300
60 Minutes | Stability Before Scale
Most marketplace problems aren't advertising problems. They're usually caused by issues with listing quality, content, catalog structure, pricing, or conversion performance. The Marketplace Quick Review is designed to identify the most important issues affecting visibility and sales without requiring a major investment of time or money.
During this focused review, we'll analyze a single marketplace account and identify immediate opportunities for improvement. You'll leave with a clear understanding of where performance is being limited and which actions are most likely to create the quickest impact.
Key Benefits:
60-minute live review
Listing quality assessment
Catalog health evaluation
Competitive observations
Quick-win opportunities
Prioritized recommendations
Written follow-up summary
Marketplace Deep Dive - Starting at $1,000
2-3 Hours + Analysis
The Marketplace Deep Dive is a comprehensive assessment designed for brands that are serious about improving marketplace performance. We review the entire marketplace ecosystem, including content, advertising, catalog structure, customer experience, and operational processes to uncover the factors limiting growth.
This engagement goes beyond identifying problems. The objective is to build a strategic roadmap for improving visibility, conversion, profitability, and operational efficiency. Whether you're trying to stabilize a struggling account or prepare for your next stage of growth, the Deep Dive provides a clear plan for moving forward.
Key Benefits:
Comprehensive account analysis
Listing and content evaluation
Advertising performance assessment
Competitive positioning review
Marketplace operational assessment
Prioritized growth recommendations
Operational Excellence Audit - Starting at $2,500
Deep Business Assessment
Most business owners have a general sense of what's not working, but struggle to identify the root causes. The Operational Excellence Audit provides a comprehensive review of how your business actually operates, helping uncover inefficiencies, bottlenecks, communication gaps, system limitations, and hidden costs that impact profitability and performance.
This engagement goes beyond surface-level observations. We analyze workflows, responsibilities, technology, reporting, customer touchpoints, and operational controls to identify where friction exists and what improvements will create the greatest impact. The result is a practical roadmap built around your business, your team, and your goals.
Key Benefits:
Workflow & Process Analysis
Operations & Communication Review
Systems & Technology Assessment
Customer Experience Evaluation
Efficiency & Automation Opportunities
Executive Findings & 90-Day Roadmap
BUILD & IMPROVE
Systems & Automation Blueprint - Starting at $4,500
Design the Future Before Building It
Most businesses know something needs to change, but few have a clear picture of what "better" actually looks like. The Systems & Automation Blueprint takes the findings from an audit and transforms them into a practical plan for improving operations, reducing friction, and creating capacity for growth.
Together, we'll design improved workflows, identify automation opportunities, evaluate technology options, and create a prioritized roadmap for implementation. You'll leave with a clear, actionable plan built around your business.
Key Benefits:
Future-state workflow design
Systems and automation roadmap
Technology & AI recommendations
Reporting & Performance strategy
Project prioritization & Implementation plan
Business Impact & ROI Assessment
Systems & Automation Installation - Starting at $3,000
Turn Strategy Into Results
Once the plan is clear, implementation is where the real improvements happen. Installation projects focus on improving how work moves through the business by removing bottlenecks, reducing manual effort, and increasing consistency.
Every implementation is tailored to the client's needs. Some projects focus on a single process, while others involve multiple systems, workflows, and departments. The goal is always the same: make the business easier to run and less dependent on constant oversight.
Key Benefits:
Workflow & Process Automation
CRM implementation
Systems Implementation & Integration
Customer Experience Improvements
Reporting & Business Visibility
Standard Operating Procedures (SOPs)
AI & Operational Optimization
ONGOING SUPPORT
Fractional Operations Advisor - Starting at $950 / Month
Strategic Guidance Without a Full-Time COO
Many businesses need operational leadership but aren't ready for a full-time executive. The Fractional Operations Advisor program provides ongoing support, accountability, and strategic guidance to help owners make better decisions and avoid costly mistakes.
Think of it as having an experienced operations leader in your corner every month. Whether you're navigating growth, hiring decisions, major investments, or operational challenges, you'll have access to practical advice focused on helping the business run better.
Key Benefits:
Monthly Strategy & Advisory Sessions
Performance & KPI Reviews
Operational Improvement Guidance
Growth planning support
Growth & Scaling Support
Technology, Vendor & Systems Recommendations
Ongoing Access & Accountability
FOUNDER & LEADERSHIP SUPPORT - Starting at $1,500 / Month
Ongoing Advisory for Owners Building Something Bigger
Running a business can be isolating. The Founder Growth Partnership provides ongoing advisory support for business owners who want an experienced perspective while navigating growth, operational challenges, and strategic decisions.
This engagement blends business advisory, operational coaching, and accountability into a recurring relationship focused on helping founders think clearly, act confidently, and build stronger businesses over time.
Key Benefits:
Monthly Founder Advisory Session
Growth & Strategic Planning
Operational & Leadership Coaching
Scaling Readiness Assessment
Leadership and delegation discussions
Quarterly Business Reviews
Priority access and support
Priority Access & Strategic Partnership
Start with a Conversation
Every business is different. The first step is simply understanding what’s happening and what would actually make an impact.
If it makes sense to move forward, we’ll define a clear path. If not, clarity is still a valuable outcome.