K&R Business Concepts

Services Designed to Simplify and Scale Your Business

Pricing & Packages

Starter Phase (Operations Audit & Setup)

Starter Package • Starting at: $800*

Goal: Create structure and identify inefficiencies.

Includes:

· Digital File Organization: Creating structured, cloud-based filing systems (Google Drive/SharePoint).

· Operations Audit & Time Tracking: Implementing time-tracking tools to identify bottlenecks, billable vs. non-billable hours, and repetitive tasks.

· Inbox & Calendar Management: Setting up filtering, prioritizing emails, and managing initial scheduling.

· Documenting SOPs: Drafting Standard Operating Procedures for basic tasks to ensure consistency.

· Initial Tool Setup: Selecting and setting up core tools like Slack, Project Management systems (Asana/ClickUp), and a password manager.

Walk away knowing exactly what to fix.

Growth Phase (Setup & Optimization)

Implementation Package • Starting at: $1,800*

Goal: Systemize processes, automate, and accelerate efficiency.

Includes:

· CRM Implementation & Optimization: Setting up CRM records, automating lead intake, and maintaining data hygiene.

· Workflow Automation: Using tools like Zapier/Make to connect software, such as connecting website forms to email marketing or project management tools.

· Customer Support Systems: Setting up ticketing systems to categorize, route, and auto-respond to customer inquiries, reducing manual email sorting.

· Financial Administration: Setting up cloud accounting tools for invoicing, expense tracking, and regular financial reporting.

· Marketing Support: Scheduling social media posts and email campaigns 30–60 days in advance.

We don’t just tell you what to do—we build it.

Scale Phase (Ongoing Management)

Optimization Package • Starting at: $3,400*

Goal: Manage high volume, ensure sustainability, and maintain quality.

Includes:

· Remote Team/VA Management: Managing the performance and tasks of other remote staff or virtual assistants.

· Vendor and Contract Renewals: Tracking and managing vendor contracts, SaaS license renewals, and compliance requirements to avoid disruptions.

· Data Analytics and Reporting: Compiling regular performance reports (sales, marketing, operations) to fuel data-driven decisions.

· IT/Asset Management: Monitoring software licenses, hardware inventory, and system access to maintain security.

· Advanced Customer Support: Handling complex support cases, managing post-purchase feedback, and updating customer data records.

Get your time back while your business runs smoothly.

Trade Services

Administrative Essentials (Basic Support)

Starting at: $850–$1,200/month • 10–14 hrs/week

Perfect for solo-preneurs, startups, or those testing virtual support.

Includes:

· Customer Support & Inquiries: Answering phone calls, emails, and live chat inquiries to book initial appointments.

· Calendar Management: Scheduling staff, managing appointments, and sending reminders for service calls.

· Data Entry: Entering customer information, creating service records, and digitizing paperwork.

· General Organization: Organizing digital files, cloud storage, and email inboxes.

Operational Support (Growth Focus)

Starting at: $1,500-$2,000/month • 15–20 hrs/week

Ideal for growing businesses needing consistent support.

Includes everything in Essentials PLUS:

· Invoicing & Billing: Creating and sending invoices, following up on outstanding payments, and managing collections.

· CRM & Database Management: Updating customer records, service histories, and maintenance agreement tracking.

· Vendor & Supplier Coordination: Placing orders for parts, verifying lead times, and organizing deliveries.

· Social Media Management: Posting before-and-after project photos, responding to reviews, and managing business profiles (e.g., Google Business).

· Basic Bookkeeping: Daily transaction categorization, expense reports, and bank reconciliation.

· Recruiting Support: Posting job ads for field staff, screening resumes, and scheduling interviews

Strategic Management (Scaling Phase)

$2,500–$3750/month • 20–30 hrs/week

Designed for established businesses scaling up, needing high-level oversight, reporting, and specialized management.

Includes everything in Support PLUS:

· Remote Estimating & Bidding: Reviewing performing takeoffs, and preparing detailed cost proposals using software like Excel or Procore.

· ServiceTitan/Field Software Management: Auditing system workflows, training staff on software, and setting up complex automation.

· Project Coordination & Tracking: Monitoring project timelines, managing subcontractors, and updating project stakeholders on milestones.

· Rehash/Conversion Specialization: Following up on unsold or deferred repair/replacement proposals to close sales.

· Compliance & Licensing Management: Ensuring technicians have current licenses, managing vehicle fleet compliance, and handling lien waivers.

· High-Level Financial Reporting: Preparing weekly/monthly P&L reports, analyzing material costs, and identifying budget variances

Services Designed to Simplify and Scale Your Business

Pricing & Packages

Trade Services

Administrative Essentials (Basic Support)

Operational Support (Growth Focus)

Strategic Management (Scaling Phase)

Strategic Management (Scaling Phase)

À La Carte & Hourly Services

Transform Your Business with K&R Business Concepts