GRIC Ops Foundation
For specialist firms whose client work is dialled in and whose internal operations are not keeping pace. We build the infrastructure that lets you grow without becoming the bottleneck. One relationship, three stages.
You built it on technical excellence.
You are a principal at a small specialist firm. Clients trust you, referrals come in, and the work is genuinely good. The problem is underneath the work: intake lives in your inbox, onboarding is a call you run from memory, and documentation exists in fragments.
You don't need a full-time operations hire. You need the systems that would justify one, delivered as a project, so you can get back to the work only you can do.
- Firm Size1 to 20 people
- Revenue Stage$300K to $2M. Past the startup phase, hitting a scale ceiling.
- Common IndustriesSR&ED consulting, tax advisory, boutique legal, engineering advisory, environmental consulting
- Trigger MomentLost a key person, brought on a junior hire, or had a client experience go sideways because nothing was documented
Three tiers. One direction.
Most clients start with the Audit. The findings inform the Build. The Build transitions naturally into ongoing Retainer support.
Rapid Ops Audit
A focused, two-week review of how work really moves through your firm. We map the operational layer underneath your expertise.
- Intake questionnaire & async documentation review
- One deep-dive call (60 to 90 minutes)
- Live findings walkthrough plus branded PDF gap report
- Prioritized build list: what to fix first and why
Foundations Build
Using the Audit findings as the blueprint, we design and document the operational infrastructure your firm truly needs. Four to six weeks.
- 2 to 4 core SOPs (standard operating procedures: step-by-step documented processes) built from scratch
- Client intake & onboarding documentation
- Email templates for recurring touchpoints
- Weekly check-ins, plus two weeks post-delivery support
Fractional Ops Retainer
Ongoing operational support as your firm evolves. New hires, new service lines, new workflows: we keep your documentation alive.
- 30-day light-touch follow-up
- Monthly strategy & review call
- Async support for new process documentation
- Priority turnaround on time-sensitive needs
Six areas of invisible risk.
How prospects become clients. What's captured, what's missed, where the process lives.
The first 30 days of an engagement. Consistency, documentation, handoff clarity.
How the work gets done. Sequencing, handoffs, dependencies, quality checkpoints.
What exists in writing versus what lives in someone's head. Replicability and risk.
Software, subscriptions, and external relationships. Redundancies and gaps.
How engagements close. Access, handoffs, referral and re-engagement pathways.
GR Innovation Collective is not a certified HR practitioner, legal advisor, or tax consultant. All operational frameworks and SOPs produced under this engagement are informed by Canadian employment and business operations frameworks and are intended as internal operational guidance only. Clients should consult qualified legal and HR professionals for matters requiring certified advice.