For a fixed monthly retainer, we work with owners to map their business workflows then systematically refine their customer experience and the automation in their business. If you want to run a tight ship that out-humans and out-works your competition, read on.

Our Process

More human, not more robotic

You want to work on your systems and processes but don’t want you to lose the heart of your business and become a checklist factory. We focus on client & staff experience first before looking at ways to streamline your systems.

1. Acquire
1. Acquire

We look at your business needs & your process for acquiring a new client.

2. Convert
2. Convert

We look at your sales or education process as you build trust with your client.

3. Retain
3. Retain

We look at service delivery, information flow and staff experience.

4. Refer
4. Refer

Make it natural for your clients to share their stories publicly and privately.

Featured PRojects

Our Case Studies

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Marketing
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Marketing
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Web Development
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UX/UI Design
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Brand Identity
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Brand Identity
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PRICING

We Offer Value-Based Pricing

The key to a long-term coaching relationship is to have aligned incentives. By having value-based pricing, you know the price and expected value before any work is delivered. We offer two fee structures to best suit the different types of service-based businesses that we serve.

Operations Plan

We base our pricing on 50% of the expected ROI in the 1st year. Efficiencies gained in the first year compound in subsequent years.

  • Based on agreed ROI
  • Tied to outcomes rather than variable inputs
  • Agreed pricing is paid monthly
Valuation Plan

Pricing based on 25% of the increased business valuation increase from following recommendations. Valuations are performed by each client’s own, independent valuer.

  • Independently audited
  • Outcome-focused

Our Team

Your Coach

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Rich Peterson
Rich Peterson

Workflow Coach

Testimonials

What Our Client’s Say

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Rebecca Ortiz
Insurance Agency Owner

If you want to automate anything, any process to make your life easier, this is your guy. I refer rich to many and will continue to refer him because he’s transformed my business, streamlined my automation, saved me time and allowed me to leverage my workforce. Not to mention extremely respondent and professional at all times.

Michael Berillo
Insurance Adviser

Easiest automation expert we have come across so far, thanks for making it easy and challenging the status quo!

Business Coach

Rich is a true pro and made the transaction smooth and fast. Very respectful and willing to meet his client’s needs and wants. His feedback is right on point. A real pleasure doing business with him. Most definitely will do it again.

Rebecca Ortiz
Recruitment Agency Owner

Rich is efficient & professional. Not only does he do the work requested, but in a respectful way, he also provides feedback on how to do things better. On time, every time. Use him. I already signed up for another year.

Michael Berillo
Marketplace Owner

Basically. He rocks! Catered to all my needs, spent lots of time creating EXACTLY what I needed, spent time even before booking him answering questions. No generic comments or email replies back to my initial inquiry. Will definitely use him in the future for more website-y stuff!

Marketing Agency Owner

Rich is an incredibly knowledgable professional, not only did he provide excellent advice to recommending the best kind of software towards excelling my sales strategy and managing my team but his attitude was so pleasant to discuss and work with. If you’re struggling to find the best software solution and other business advice, I would recommend him. Thanks Rich for the help so far!

Rebecca Ortiz
Speaker, Coach, Doctor

Rich’s professionalism is exceeded only by his pleasantness.He worked with me on setting up my online course and from beginning to the end, was a HUGE help and equally important, he is such a pleasure to work with. He’s a super talented guy and I look forward to working with him again, soon.

Michael Berillo
Insurance Broker

If you want to automate anything, any process to make your life easier, this is your guy. I refer rich to many and will continue to refer him because he’s transformed my business, streamlined my automation, saved me time and allowed me to leverage my workforce. Not to mention extremely respondent and professional at all times.

Telco CEO

When you have an idea and are unsure how to execute and take the idea or project to fruition Rich is your guy! No matter the vertical – Richard and I have worked on several projects together where I’ve had an idea that I presented to him and he was able to take the idea all the way through to production! I look forward to many more projects together!

Rebecca Ortiz
Early Stage Investor / Board of Directors / Advisor / Operator

Rich introduced me to systems for automating my startup’s work flow that have had a high impact on efficiency and quality. He is a pleasure to work with – easy, clear and responsive. Highly recommended.

Michael Berillo
Corporate Training Specialist

Rich is incredible in every way. I don’t know what I would have done without his expert advice. He was so patient in answering all of my questions, taught me how to use the platforms so I felt comfortable, and simplified everything. He is generous with his time and so responsive. I live in Chicago and he’s in Australia and I never even noticed the time difference because he makes himself so available. 10/10 recommend Rich.

Restaurant Chain CEO

Rich again delivered as per the project requirements, within expected timeframes and provided additional support and advice.

Rebecca Ortiz
Business Broker

I had known of Richard for about a year before I even met him. Rich’s name kept coming up when I was chatting to people about how to solve some our tech problems without having to bring in a team of very expensive people. We were looking for help in a range of areas from setting up our CRM, email marketing and automation, surveys and online diagnostics, online educational tools & programs, and even how to set up an online marketplace.
I was immediately struck by how generous Rich is with his knowledge and time, but also the sincerity with which he approaches his work. He is an extremely knowledgeable and talented person, which was obvious from the start, but his commitment to helping find the right solution was really appreciated, as many other consultants try to fit you into their model, instead of getting to the heart of what you need and offering a tailored solution. I would have no hesitation in recommending Rich to any company, big or small. He is the type of person who sets the bar high, and still manages to exceed expectations.


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