- services and pricing -
Business systems and operations support, scoped to your stage
You know your business needs better systems and consistent operational support. Trace Assists delivers Virtual Business Management as four clear offers, from a single strategy session to an ongoing partnership. The capability is the same throughout: CRM, onboarding, funnels, SOPs, websites and automation are all built inside the project work.
- First, the big choice -
Project or Retainer
Here's How to Tell the Difference
You need a project if: Something specific needs to be built. Your systems are missing, broken, or creating friction, and you want them resolved properly, once, with a clear outcome.
You need a retainer if: The foundations are in place and you want someone embedded in your business month to month, keeping things running, and moving forward alongside you.
Not sure which applies? That's exactly what the discovery call is for. Most clients start with a project, then move into ongoing support once the groundwork is in place.
- the offers -
The four ways to work together
From a single automation to a full systems build, every project is scoped, priced, and delivered with a clear outcome.
Clarity Session
£75
A one-hour strategy call and a written roadmap. We review your current setup, find the gaps and map your next steps in priority order. You receive a PDF roadmap within 48 hours. This is the clearest way to get direction before committing to anything. The £75 fee is credited in full toward any project, or your first month on a retainer.
For you if: You know something needs to change but not what to fix first.
The Priority Project
from £350
One defined system, built and handed over. A CRM set up, an onboarding process built, a workflow fixed, a landing page or funnel delivered. Fixed scope, fixed price once scoped, short turnaround.
For you if: You have one specific thing to fix or set up and you want it done properly, once.
The Foundations Project
Priced on application
Your whole operation set up or rebuilt. Multi-system work across CRM, onboarding, project management, funnels, websites and documentation. Every Foundations Project opens with an audit phase, and the audit cost is built into the quote, not charged separately. Pricing is confirmed at the discovery call, scoped to the work.
For you if: You need the operational side built properly across the board, not one piece at a time.
Operations Partner
from £950 a month
An ongoing monthly retainer. Once your systems are in place, I stay embedded as a behind-the-scenes business partner: maintaining what is built, setting up new systems as you grow, and giving you strategic operational oversight. Retainers run on an initial three-month commitment, then month to month with 30 days' notice. The level of support is matched to your stage and confirmed before you start.
For you if: The foundations are in place and you want a steady operational hand month to month.
- scope -
What gets built inside the projects
The offers above describe how we work together. Here is what the work itself covers:
CRM builds and automation
Pipelines, workflows, templates and follow-up, in GoHighLevel or Dubsado.
Client Onboarding System
A consistent process every new client moves through, from enquiry to kick-off.
Project Management Setup
A Notion or ClickUp workspace built around how your business actually operates.
Funnels and Websites
Landing pages, full funnels and website builds, connected to your CRM.
SOPs and Documentation
Your processes written down clearly, for your own reference or to hand to a team.
AI and Automation
Built into the work where it removes manual effort, not sold separately.
Every project is scoped, priced and delivered with a clear outcome and branded documentation.
- Questions -
services FAQ
How much do your services cost?
A Clarity Session is £75. The Priority Project starts from £350. The Foundations Project is priced on application. Operations Partner retainers start from £950 a month. Project pricing is fixed once the work is scoped, so you know the cost before committing.
What is the difference between the Priority Project and the Foundations Project?
The Priority Project fixes one defined system. The Foundations Project sets up your whole operation across multiple systems and opens with an audit phase. If you are not sure which fits, the discovery call will tell you.
Do I need a Clarity Session before a project?
No. If you already know what you need, book a free discovery call and we scope the project directly. The Clarity Session is for when you want strategic direction first.
What platforms do you build in?
GoHighLevel and Dubsado for CRM, priced the same on either and confirmed at scoping. Also Notion, ClickUp, Zapier and Make.
Is there a minimum commitment on a retainer?
Operations Partner runs on an initial three-month commitment, then month to month with 30 days' notice.
Do you work with clients outside the UK?
Yes. Trace Assists is UK-based and works mainly with UK clients, but international clients are welcome.
- Next steps -
Not sure which fits? Start with a conversation
Choosing the right level of support is not always easy from inside the business. The discovery call is a no-pressure conversation about where you are, what is creating friction and which offer fits your stage. No obligation, no pitch.
If you are not ready for a call, take the free quiz to find out where your systems stand.
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