Small Business Success & Operations Support
Guiding small businesses to clarity, confidence, and momentum.
Practical business support for the people who keep things running.
True North Collective helps contractors, tradespeople, and service-business owners turn day-to-day pressure into clear priorities, reliable systems, and steady growth. From the first lead to the back office, we help the business work as hard as you do.
Takes about 5 minutes. No cost, and no obligation to work with us.
The path forward
1. Free assessment
Answer 20 practical questions about how your business runs today.
2. Business Health Score
See an overall score plus ten category scores.
3. Identify priorities
Get your top three priorities instead of a long, vague list.
4. Choose a path
Do it yourself, or bring in consulting, operations support or funding help.
Built for hands-on businesses
You run the work. We strengthen the business behind it.
Construction, plumbing, electrical, HVAC, salons, and other service businesses move quickly. We help capture leads, organize customer follow-up, maintain workflows, build dependable systems, and prepare the business for its next stage.
Four service pillars
One collective, four ways to move your business forward
Most owners don't need everything at once. Start with the assessment, then use only the pillars that match your priorities.
Business Assessment & Consulting
Health assessment, strategy sessions, operational and workflow analysis, and a 90-day improvement plan.
Learn moreBusiness Operations Support
A vetted network of assistants and support professionals executing the plan alongside you.
Learn moreBusiness Setup & Systems
CRM setup, intake systems, workflows, SOPs and the administrative foundation to build on.
Learn moreBusiness Funding Support
Funding readiness, document organization and preparation — with appropriate partner connections.
Learn moreFree Business Health Assessment
Ten areas that decide whether a business runs you, or you run it
The assessment reviews the areas where small businesses most often lose time, money and momentum — then turns your answers into a score and a short priority list.
The Business Health Assessment is an informational business-planning tool. It does not predict or guarantee business performance.
Operations
How consistently the work gets delivered.
Organization
Files, records and information you can find.
Customer Management
Follow-up, retention and client experience.
Sales
Pipeline, quoting and closing the work.
Marketing
Consistent visibility and lead generation.
Financial Organization
Bookkeeping, margins and cash clarity.
Technology
The right tools, actually being used.
Automation
Repeat work handled without you.
Productivity
Where the owner's hours actually go.
Revenue Readiness
Ability to absorb growth or funding.
Field Operations & Scheduling
Crews, dispatch and the daily schedule in the field.
Estimating & Job Pricing
Bids, change orders and whether jobs hit margin.
Job & Project Workflow
Job tracking, materials, punch lists and closeout.
After your results
You don't have to fix everything at once
We can help you identify what matters most and create a practical path forward — or hand you the tools to run with it yourself.
Path 1
I'll tackle this myself
Take your priorities and go. Use our checklists, templates and step-by-step guides to work through the areas you scored lowest.
Open the resource libraryPath 2
I want help
Work with our consultants to sequence the priorities, then use our operations support network to execute without adding headcount.
Talk with True North"I finally understand what my business needs — and I don't have to figure it out alone."
That's the outcome we build toward. It starts with one honest look at how your business runs today.
Take the free assessment