Our Services

Advisory Guidance & Done-for-You Delivery

Choose the path that fits your team: an expert assessment with a roadmap you execute internally, or done-for-you builds, websites, and cleanup. Every engagement is grounded in our three-tier model: assess, implement, and support.

Two Ways to Work With Us

Whether you want expert direction or a partner to build it for you, we meet you where you are.

Advisory Path

We assess your workflows, tools, and data, then hand you a clear, prioritized roadmap your team can execute. Best when you have internal capacity and want vendor-neutral expert direction.

  • Discovery & assessment
  • Vendor-neutral recommendations
  • Prioritized roadmap you own
Delivery Path

We build it for you: workflows, lightweight internal apps, website improvements, and cleanup, with documentation and enablement so it sticks. Best when you want done-for-you execution.

  • Done-for-you builds
  • Documentation & enablement
  • Post-launch support window

Four Service Categories

Consultation

Discovery sessions, workflow audits, software reviews, AI-readiness assessments, roadmap creation, and vendor-neutral recommendations.

Design

App and website planning, user-flow design, feature prioritization, solution scoping, and process redesign.

Delivery

Workflow builds, lightweight internal apps, automation setup, website improvements, knowledge-base cleanup, reporting, and documentation.

Cleanup & Optimization

Tech-stack rationalization, process cleanup, data organization, permission cleanup, adoption support, and ongoing improvement.

At GreenBridge Tech we believe in transparency with no hidden fees. To give you an idea of pricing, the ranges below are an estimation based on previous projects and complexity. We are always willing to have a conversation about custom pricing to fit your needs! Official pricing determined after discovery call.

Service Tiers:

Tier 1

Discovery & Optimization Assessment

Most engagements begin with an assessment. It diagnoses workflows, software usage, pain points, data boundaries, automation opportunities, AI readiness, and implementation priorities.

Launch Assessment

$5,000

A narrow department or single-workflow scope

  • 2-3 stakeholder interviews
  • Software inventory
  • 3 workflows mapped
  • Friction scoring
  • Recommendation brief
  • 60-minute readout session
Standard Assessment

$6,500–$7,500

Most small businesses with one operating team or department

  • 4-6 stakeholder interviews
  • 5 workflows mapped
  • Tool optimization findings
  • AI and non-AI options
  • Risk notes
  • ROI estimate
  • 90-day roadmap
Advanced Assessment

$9,500–$12,500

Multi-department, sensitive, or more complex workflows

  • 8-10 stakeholder interviews
  • Deeper data/access review
  • Future-state process maps
  • Implementation sequencing
  • Executive workshop
  • Project-charter draft

Core Assessment Deliverables

Current-state workflow maps
Software and data inventory
Friction and risk scorecard
Opportunity backlog by value/effort
AI-readiness notes
ROI and time-savings estimate
Prioritized 60-90 day roadmap
Recommended next step

Tier 2

Implementation & Enablement

Done-for-you delivery, offered after an assessment or paid scoping sprint. Common work is packaged into scoped price bands, while complex or uncertain work uses hourly estimates, milestone billing, or subcontractor pass-through. Every project includes documentation, user enablement, and a post-deployment support window.

Paid Scoping Sprint

$2,500–$5,000

Work that needs technical discovery before a build quote

  • Requirements gathering
  • Systems/access review
  • Build estimate
  • Project charter
  • Milestone plan
  • Risk log
Basic Enablement Sprint

$5,000–$7,500

Training, templates, prompt libraries, or one simple workflow

  • One workflow or tool rollout
  • Documentation
  • One enablement session
  • 14-day support window
App or Workflow Delivery Project

$7,500–$17,500

Lightweight internal apps or repeatable operational workflows: reporting, intake, follow-up, or lead management

  • Scoped build and testing
  • Documentation
  • Two enablement sessions
  • Launch support
  • Release checklist
  • 30-day support window
Website Design or Improvement Project

$5,000–$15,000

Website cleanup, user-flow and messaging improvements, conversion-path updates, or targeted features

  • Prioritized site plan
  • Design recommendations
  • Implemented updates where applicable
  • Testing
  • Launch support
Cleanup & Optimization Project

$6,000–$15,000

Existing systems with cluttered workflows, underused tools, poor documentation, or messy operating practices

  • Cleanup plan
  • Implemented improvements
  • Documentation refresh
  • Governance notes
  • Next-step recommendations
Department Optimization Project

$15,000–$25,000

Multi-step workflows across CRM, email, forms, documents, spreadsheets, or reporting

  • Future-state design
  • Automation configuration
  • Governance notes
  • User training
  • Release roadmap
  • Risk and dependency tracker
  • 30-45 day support window
Custom Implementation

Custom quote

Complex, multi-system, or compliance-sensitive work, including subcontractor-supported builds

  • Scoped requirements and charter
  • Milestone-based billing
  • Hourly estimates where needed
  • Subcontractor pass-through when applicable
  • Documentation and enablement

Every Implementation Project Includes

Project charter
Acceptance criteria
Future-state workflow design
Release roadmap
Risk and dependency tracker
Testing plan
Configuration documentation
User quick-start guide
Enablement session(s)
Post-deployment support window

Tier 3

Monthly Optimization Support

Predictable access to workflow refinement, light troubleshooting, AI/tool tuning, end-user coaching, vendor coordination, and small enhancements.

Starter Support

$2,000/mo

Up to 8 hours

One team or one workflow area

Ad hoc rate: $250/hour

Standard Support

$3,500/mo

Up to 15 hours

Multiple workflows and monthly enablement

Ad hoc rate: $235/hour

Growth Support

$5,500/mo

Up to 25 hours

Ongoing optimization partner

Ad hoc rate: $225/hour

Fractional Advisor

$7,500+/mo

Custom

Executive-level quarterly roadmap + priority access

Ad hoc rate: Custom

What's Included

  • Workflow tuning and iteration
  • AI usage coaching
  • Adoption check-ins
  • Documentation updates
  • Light reporting changes
  • Vendor coordination
  • Quarterly roadmap review

Not Included

  • Unlimited help desk support
  • Hardware support
  • Emergency cybersecurity response
  • Enterprise procurement management
  • Legal compliance review
  • Custom software development outside SOW

Engagement Process

A straightforward path from discovery to results.

1

Discovery Call

15-30 minute conversation to understand your business, pain points, and goals. No commitment required.

2

Fit Evaluation

We determine if GreenBridge is the right fit and recommend the appropriate assessment tier.

3

Assessment Kickoff

Begin the Discovery & Optimization Assessment with interviews, workflow mapping, and analysis.

4

Roadmap Delivery

Receive your comprehensive assessment with prioritized recommendations and 60-90 day roadmap.

5

Implementation (Optional)

Engage GreenBridge to implement priority improvements, or use the roadmap with your internal team.

What Happens After You Say Yes

A clear path from agreement to results.

1We confirm the scope and goals.
2We interview the right stakeholders.
3We map the current workflow.
4We identify friction, risk, and wasted effort.
5We deliver a practical roadmap.
6If there is a fit, we help implement the highest-value improvements.

Frequently Asked Questions

Common questions about working with GreenBridge.

How long does an assessment take?

Most assessments are completed within 2-4 weeks, depending on the tier and scope. Basic assessments typically take 2 weeks, while Advanced assessments may take 4 weeks due to additional stakeholder interviews and deeper analysis.

What does GreenBridge need access to?

We request limited, read-only access to the tools and workflows being assessed. This typically includes software dashboards, document repositories, and workflow configurations. We follow strict data handling practices and do not store sensitive business data beyond what is necessary for the assessment.

Do you replace our IT provider?

No. GreenBridge focuses on workflow optimization, AI enablement, and operational efficiency—not IT infrastructure, hardware support, or help desk services. We often work alongside existing IT providers and can coordinate with them on implementation projects.

Do you build custom software?

GreenBridge specializes in configuring and connecting existing business tools (CRMs, productivity suites, automation platforms) rather than building custom software from scratch. Depending on project scope and capability, we can also deliver agentic or generative AI workflow builds. For complex custom development needs beyond our scope, we can help scope requirements and recommend development partners.

How do you handle sensitive business data?

We follow strict data handling practices. Assessment work is conducted under NDA, we use secure tools for collaboration, and we do not retain sensitive business data beyond the engagement period. Our focus is on workflow patterns and process improvements, not storing your proprietary information.

Will AI replace employees?

Our approach is augmentation, not replacement. AI tools help employees work faster, reduce repetitive tasks, and focus on higher-value work. We recommend AI solutions that enhance human decision-making and keep humans in review loops for quality and accountability.

What tools do you work with?

We work across the most common small business platforms: Microsoft 365, Google Workspace, CRMs (Salesforce, HubSpot, Zoho), project management tools (Asana, Monday, Notion), automation platforms (Zapier, Make, Power Automate), and industry-specific software. We are vendor-neutral and recommend tools based on fit, not vendor relationships.

What happens after the assessment?

You receive a comprehensive report with prioritized recommendations and a 60-90 day roadmap. You can implement the recommendations with your internal team, engage GreenBridge for implementation support, or a combination of both. The assessment is designed to be actionable regardless of who implements it.

Safe, Practical AI Adoption

GreenBridge helps small businesses use AI where it creates real value without creating unnecessary risk. That means defining approved use cases, protecting sensitive data, keeping humans in review loops, and documenting how AI-supported workflows should be used by the team.

Define approved AI use cases tied to business outcomes
Protect sensitive data with clear boundaries
Keep humans in review loops for quality and accountability
Document AI-supported workflows for consistent team adoption
Establish governance notes and usage standards

Why GreenBridge Instead of DIY or a Large Consultant?

GreenBridge sits between DIY tool setup and enterprise consulting.

GreenBridgeDIY / Self-SetupLarge Consultant
CostSMB-friendly pricingLow upfront, high time costEnterprise pricing
Workflow mappingIncludedNoneIncluded but generic
Implementation helpHands-onNoneOutsourced or extra cost
SMB fitBuilt for 10-150 employeesVariableOften oversized
Vendor neutralityYesYou chooseOften tied to vendors
Ongoing enablementAvailableNonePremium add-on

You get structured workflow analysis, practical implementation help, and local SMB-friendly guidance without paying for an oversized consulting model or being pushed into a specific vendor platform.

Ready to get started?

Schedule a discovery call to discuss your workflow challenges and see if GreenBridge is the right fit.