Operational Flow Consulting

Your business
is running.
You're just the
one holding
it together.

I help trades and service businesses get their operations out of people's heads and into clear systems — so owners always know where their jobs, money, and crews stand.

15+
Years operational
experience
PMP
Certified project
manager
5 yrs
Owned a trades
business

Mike runs a 9-truck HVAC company. Every morning he gets four texts asking about the Riverside job. Not because his team is incompetent. Because only Dave knows the answer — job status, customer preferences, scope changes, install specs. All of it lives in one person's memory and nowhere else.

When Dave's on site, the office guesses. When Dave takes a day off, things fall through. And when Mike tries to take a week off? His phone doesn't stop.

This isn't a Dave problem. It's a flow problem — and it has a precise fix.

Something's broken.
You just can't name it.

Every trades business I work with has different symptoms. The root cause is almost always the same — work is moving through people instead of through a system.

I can't take a day off without my phone going crazy.

Owner dependency — the business runs on you being available

We had a great year but I don't know where the money went.

No job-level cost capture — revenue visible, profit invisible

Only one person on my team really knows how things work.

Knowledge dependency — critical information in one person's head

My invoices are always going out late.

No billing trigger — cash flow gap compounding every month

Three guys showed up to a job that was cancelled.

No schedule change process — field and office disconnected

My new guy keeps doing things differently than everyone else.

No documented standards — knowledge tribal and untransferred

These are not people problems. They are flow problems. Work isn't moving through your business on a system — it's moving through people. And when those people are unavailable, busy, or gone, the flow stops. Every time.

The Flow Problem
The Method

Five phases.
One clear outcome.

The FIELD Method™ is a structured five-phase process that finds exactly where work breaks down in your operation — and rebuilds the flow so the business runs without you in the middle of everything.

F
Focus
Define what matters — and what we're solving
Sharp, directed intake. Absolute clarity on what's breaking and what it's costing before we touch anything.
I
Investigate
Map how the business actually runs
We map how work flows through the business — from first contact to final invoice. Where it flows. Where it slows. Where it stops entirely and waits for someone to notice.
E
Extract
Pull critical knowledge out of people's heads
Everything tribal, informal, and undocumented — job standards, customer preferences, decision logic — gets pulled out and converted into a permanent business asset.
L
Locate
Pinpoint exactly where the operation breaks
Not the symptom — the source. Named, specific, and owned. This is the moment the lights turn on.
D
Deploy
Build it, install it, and make it run without you
Installed with the team. Running before I leave. 30-day check-in built into every engagement as standard.
The Standard I Hold Every Engagement To
"If work still depends on you after this, the system isn't finished."
The flow line — where we find the break
Lead
Job Start
Execution ❌
Completion ❌
Billing ❌
Profit

Every engagement starts by mapping this line and marking exactly where work stops moving cleanly. The breaks are almost always in the same places — and they're always fixable.

Three ways
to work together.

Every engagement runs through the full FIELD Method™. The tier determines the scope, the depth, and how far into the operation we go.

🟢 Starter
FIELD Starter
1–2 Weeks

One breakdown. One system. Fast. The most painful problem in the operation — fixed properly, with clear ownership, documented process, and a trained team.

One problem. One session. One system that sticks.
CAD $1,997
USD $1,497 · Fixed scope
🔴 Scale
FIELD Scale
10–14 Weeks

Full operational rebuild. Every breakdown fixed. Every process documented. Knowledge captured. Business runs without the owner in the middle of everything.

Scalable. Transferable. Yours.
CAD $9,997
USD $7,497 · Full engagement
Not sure which tier fits? Start here.

The FIELD Diagnostic

A focused 90-minute session that maps your operational flow, identifies the two or three precise breakdown points, and tells you exactly what it would take to fix them. You keep the written Diagnostic Summary — regardless of what you decide next.

Diagnostic fee credited toward any engagement confirmed within 30 days.

Book Your Diagnostic
$397
CAD · $297 USD
About Greg

I've stood where
you're standing.

Before I became a consultant, I owned and ran an electrical contracting business. I know what it feels like when the business depends on you for everything — because I built one that did.

I've worked in the field, in project management, in facilities operations, and in data analytics. I've sat in the estimating chair, managed crews, chased invoices, and dealt with the quiet stress of not knowing whether last month was actually profitable until the accountant called.

That background is why trades business owners trust me with their operations. I'm not a generalist consultant who studied your industry. I worked in it. The problems I fix are problems I've personally experienced — which means I know where to look, what to ask, and what actually works on the ground.

The FIELD Method™ is the system I wish had existed when I was running my own business. It's built on 15 years of operational experience, structured by a PMP-certified project management approach, and grounded in the reality of how trades businesses actually operate day to day.

🏗️
Former Electrical Contractor
5 years owning and operating a trades business — estimation, delivery, client management, and all the operational chaos that comes with it
📋
Project Management Professional (PMP)
Globally recognised certification in structured project planning, stakeholder management, and complex implementation
📊
Google Data Analytics Certificate
Formal training in data analysis, dashboard development, and operational metrics — the foundation for the visibility work in every engagement
🎓
BA Psychology
Informs the human side of operational change — why people resist systems, how to build buy-in, and how to make change stick
Senior Advisor — Accounting & Finance
Gavin Brown

For engagements where the financial layer runs deep — job costing, margin structure, cash flow visibility, or anything that sits at the intersection of operations and finance — I bring in Gavin Brown. With 20+ years of accounting and finance experience, Gavin provides the financial depth that ensures the systems we build aren’t just operationally clean but financially sound. Think of it as fractional CFO-level insight, applied exactly where the engagement needs it.

How I Work
Practicality
Solutions must work in real-world operating environments — not just on paper. Every system I build is tested against the reality of how trades businesses actually run.
Clarity
Systems should make the business easier to understand and manage — not more complicated. If a process requires a manual to navigate, it needs to be simpler.
Simplicity
Effective operational systems reduce complexity rather than increase it. The best system is the one people actually use — not the most sophisticated one on paper.
Why Trades Businesses

"The trades industry builds things that last. The businesses behind that work deserve operations that are just as solid. Most of them are run by people who are exceptional at their craft and working too hard to fix the systems underneath it. That's exactly the gap I fill."

— Greg Brown

Built for trades and
service businesses.

I work exclusively with field-based businesses where work moves through crews, jobs, and invoices — and where the owner is currently the thing holding all of it together.

This is the right fit if —
You're running a trades or service business doing $500K–$5M in revenue
Critical knowledge lives in one or two people's heads — not in a system
You can't step away without the business depending on you for everything
You know something is broken — you just can't name it precisely
You want to build a business that runs on systems, not on people being available
You're ready to invest properly in fixing operations — not just patch symptoms
Industries I work with —
HVAC, Plumbing, Electrical, Mechanical Contracting
Roofing, Flooring, Painting, Tile and Stone
Landscaping, Irrigation, Snow Removal
Commercial and Residential Cleaning
General Contracting and Construction
Any field-based service business operating in Canada or the United States

The FIELD Method™
in the real world.

Two real operational problems. One resolved, one unresolved. Both showing exactly what happens when a business runs on people instead of systems — and what it costs either way.

Case Study 01 · Electrical Contracting

When Gordon Got Hurt,
The Business Got Exposed

A $10,000 overrun on a city lighting contract. A key employee injured and off for a year. An operation that had been running on two people's knowledge — and had never needed to run on anything else. Until it did.

Knowledge Dependency Intake Failure Resolved
Read Case Study
Case Study 02 · Agricultural Technology · ⚠ Cautionary Tale

They Called It Training.
It Wasn't.

Five journeymen hired. Five gone within four months. $105,000 in wages paid. Zero independent technicians produced. A company that kept hiring instead of fixing — and never understood why the cycle wouldn't break.

Onboarding Failure Turnover Unresolved
Read Case Study
Get Started

Let's find where
your flow breaks.

Every engagement starts with a FIELD Diagnostic — a focused 90-minute session that maps your operational flow, names the two or three precise points where it breaks down, and tells you exactly what it would take to fix them.

You walk away with a written Diagnostic Summary regardless of what you decide next. No obligation to proceed. No hard sell at the end.

Location
Ontario, Canada
Serving
Canada & United States
Book a FIELD Diagnostic
Fill in your details and I'll be in touch within one business day to confirm your session.