What you get

What you get, and what it costs.

Start free. If the reveal meeting shows a real opportunity and you want to keep going, the pricing is simple and fixed.

A Next Sage Group growth Dashboard showing actuals against the Growth Plan
Start here

Growth Plan & Dashboard

Free
for qualified companies
  • One-hour discovery call
  • NDA before any data moves
  • A Dashboard built from your data and aligned to your Growth Plan
  • The reveal meeting: see where you’ve been and what to focus on to grow
If you keep going

Dashboard Build + Care & Review
‍

$4,995 build fee
+ $995/month for 12 months


Build fee at signing, then monthly Care & Review by autopay.
  • Your Dashboard set up for ongoing use
  • Your data connected and updated every month
  • A data call each month
  • A review call with your leadership team
  • One login included (additional logins available)
Need more?

Add-ons

Add any of these to Care & Review, month by month.
Leadership team meetings
$995/month

We join your leadership team meetings to keep the Growth Plan and the Dashboard in the conversation.

Coach your COO
$2,995/month

Bruce holds weekly coaching sessions with your COO on running the business against the Growth Plan.

Fractional COO
$6,995/month

We step in as your part-time COO to drive the plan while you build the team.

Additional logins
$95/user/month

Give more of your leadership team their own access to the Dashboard. We can customize each user’s dashboard to see or not see whatever data you choose.

Questions

Common questions.

Do we need to buy any software?

No. Your dashboard runs on our secure platform, and you get a login. Your data stays in the systems you already use; we bring it in each month.

What data do we need to provide?

Usually two years, month by month: revenue, total clients or customers, staff size, and average contract size or order value. Add your P&L by month for the same two years, a current balance sheet, and a short history of the products or initiatives you’ve launched. If some of it is missing, send what you have and we’ll tell you whether it’s enough.

Does this replace our EOS Implementer?

No. Your Implementer keeps the discipline. We add the growth view: actuals against plan, the gap, and the drivers. The two work together.

What if we don’t have a growth plan yet?

We build one with you as part of the dashboard, starting from your 1-Year Plan or whatever plan you run today.

What does “qualified” mean?

Usually more than $1M in revenue, a leadership team in place, and data we can work with. The Growth Fit Check gives you a quick read.

Is the free build really free?

Yes. It’s a focused build for the reveal meeting, not open-ended data cleanup or consulting. If it isn’t a fit, you owe nothing.

What happens after 12 months?

You can renew Dashboard Care & Review, or we can help you bring the dashboard in-house.

What if we aren’t running EOS yet?

That’s fine. If you have a plan and real numbers, we can help. We start from the operating plan you run today and build the Growth Plan beside it, in plain language.

How does Coach your COO work?

Bruce works one-on-one with your Integrator or COO through the month on running the business against the Growth Plan: setting priorities, leading the leadership team, and acting on what the Dashboard shows. It’s $2,995 a month, added to Care & Review.

How does the Fractional COO work?

We step into your business as a part-time COO. We drive execution against the Growth Plan, hold the owners of each driver accountable, and help you build the team and systems to run it yourselves. It’s $6,995 a month, added to Care & Review.

Findings depend on the completeness and reliability of the data you provide. We don’t guarantee growth, profit or results.

See where you are. Know where to go.

Start with the Growth Fit Check. If the numbers point to a real opportunity,
we’ll build your dashboard for free and show you.