Back Office

Back Office Support

Choose a productized service lane with a clear intake, deliverable, billing path, and owner workspace follow-up.

Open service desk Book session
1. Pick a laneUse one service entry point instead of a loose contact form.
2. Brian reviewsThe request arrives with service slug, price context, and next step.
3. Activate serviceCheckout or manual activation creates an owner-safe workspace item.

Start with the need

Back Office is the routing layer for paid and reviewable web-app services. The service desk should leave Brian with enough context to act.

Capital readiness

Turn a funding question into a review package: request amount, timeline, document gaps, and next lender step.

Readiness reviewDocument gap listAdvisor brief

Operations setup

Package finance, technology, intake, automation, and provider requests into scoped service work.

Workflow planTech auditProvider routing

AI service activation

Scope practical AI support, including finance workflow, restaurant receptionist, and owner reporting setup.

Setup checklistMonthly serviceOwner report
Service desk

Pick a mini product

Each lane has a job, intake payload, deliverable, and activation path. These should create work Brian can actually fulfill.

Capital Readiness Review

Prepare a funding review package before the owner books a serious capital conversation.

Starting at $499 setupOne-time review
  • Capital ask and timing snapshot
  • Document gap list
  • Advisor-ready next-step brief

Finance AI Workflow

Turn scattered cash-flow and loan-readiness questions into a monthly finance support lane.

$399/moSubscription
  • Cash-flow question set
  • Projection and funding notes
  • Monthly owner check-in path

Tech Stack Audit

Review the tools a business already uses and identify CRM, intake, automation, and security gaps.

Starting at $399 setupOne-time audit
  • Current stack inventory
  • Risk and workflow gaps
  • Practical recommendation plan

Restaurant AI Receptionist

Package the restaurant's repeat questions, reservation handoff, hours, menu, and reporting needs.

$399/moSubscription
  • FAQ and menu intake
  • Reservation and message routing
  • Monthly owner report setup

Provider Listing Review

Collect provider details, offer fit, and referral rules before anything is added to a directory.

Review pathBrian routed
  • Provider profile snapshot
  • Offer and audience fit
  • Referral routing decision

Leap 2 Launch

Founder coaching for planning, pitch practice, and capital readiness.

Program intakeFounder coaching
  • Founder stage and goals
  • Pitch and planning path
  • Capital-readiness handoff
View program

Executive Incubator

Cohort support model for local economic-development partners.

Partner programManual review
  • Partner audience and goals
  • Program support needs
  • Follow-up planning route
View program

Economic Development Partnership

Program and business-support coordination for cities, counties, and partners.

Partner laneBrian routed
  • City or partner context
  • Business-support needs
  • Program coordination path
View program
Resources

Request a resource

Use these when the owner needs a template, program detail, eligibility review, or resource follow-up.

BBO Workbook & Discovery Class

Workbook, assessment, and discovery class resources.

Business Plan & Projections Support

Projection and planning templates for owner review.

Loan Readiness Self-Assessment

Review readiness before a loan conversation.

Intern-Preneur Program

University partner support across outreach, marketing, and data tracks.

Thrive Grant Program

Requirement review, document prep, and grant-readiness routing.

Down Payment Assistance Program

Down-payment support path with document guidance.

Not sure where it fits?

Send one request and include what you need. The service team can route it to the right program, resource, or review path.

Open Member Hub Book session