Inquiry. Onboarding. Documentation.
The whole thing.
The Mini Firm Edit brings together all three Build the Firm Co. courses — a complete framework for the client lifecycle, from first inquiry to a firm that runs without you.
Get The Mini Firm Edit — $3,497 CADFixing one thing when
three things are broken.
A better inquiry process matters — unless the onboarding that follows it is a mess.
A cleaner onboarding matters — unless the work after it depends on tribal knowledge and one-off decisions.
Each system connects to the next. Patching one at a time means the gaps keep costing you.
All three. Start wherever
it hurts most.
- 01The Lead Edit — a six-stage system from first contact to signed contract
- 02The Onboarding Edit — a five-stage process from signed engagement to active file
- 03The SOP Edit — training manuals, SOPs, and checklists, built in the right order
Three courses.
Every stage covered.
Each course stands alone. Together, they cover how clients come in, how they get set up, and how your team learns to serve them.
A six-stage inquiry system for converting the leads you're already getting — consistently, without lowering your prices or sounding salesy.
A five-stage client onboarding framework — from intake questionnaire to CRA authorization to the moment a file is formally ready for work.
A structured approach to building the documentation your firm runs on — training manuals, SOPs, and checklists, built in the right order.
More than one area
needs work.
You have gaps in more than one area — inquiry, onboarding, or documentation
You've tried fixing parts of this and the other parts are still costing you
You want to build the full system rather than patching one thing at a time
You're building a firm that doesn't depend on you being in every decision
The individual courses make sense — but the bundle is where you want to end up anyway
You're ready to stop treating inquiry, onboarding, and documentation as separate problems
Three courses.
One place to start.
The complete Phase 1 system for your firm.
Get The Mini Firm Edit — $3,497 CAD