Packages
Work with Symmetry
One starting point and two ongoing partnerships: strategy on its own, strategy with a fractional COO running the operation, or operations with sales on the revenue side. Teams who keep their own staff can take the platform on its own.
The Foundation Fix
Business Strategy | One-time engagement | $2,500
Maybe your processes live in one person's head, your tools don't talk to each other, or you're spending time on work a system should handle. The Foundation Fix gives you a clear picture of how the business actually runs, the documents that make it repeatable, and a plan for the systems and AI that should carry it from here.
What's included:
- Operational audit of your workflows, tools, and team structure, with a prioritized gap analysis
- Standard operating procedures written from how your people actually work
- IT and AI strategy: which systems to keep, which to connect, and where thoughtful AI earns its place
- System selection and integration plan, EMR and CRM included, with one integration or workflow automation built to get you started
- 30-day action plan you can run yourself or hand to us
Best for: Owners who want structure and a clear plan before committing to ongoing support.
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The Operations Partnership
Business Strategy + Operations | Monthly retainer | Starting at $3,000/month
The most valuable thing you can do is stop managing the back end of your business yourself.
This is Symmetry's signature offer. Katlyn works as your fractional COO: setting strategy, managing the operation, defining the KPIs, and building the marketing plan. Behind her sit 20 hours of execution every month, and underneath everything sits the Symmetry hub, where every system you use feeds one dashboard. Founders step away from the day to day while keeping eyes on the business.
What's included:
- A fractional COO, Katlyn, working inside your business every month on strategy, management, and priorities
- KPIs and metrics defined for your business and tracked in real time in the hub
- Marketing plan development, and ownership of the plan month to month
- Centralized systems: your tools connected into one platform, with a daily digest so you see everything without touching anything
- System implementation and integration as the business grows, EMR included
- 20 hours of execution support included: intake, scheduling, follow-ups, data entry, whatever the week demands
- Additional hours at $75/hour. One point of contact, always, with staff transitions handled internally
Best for: Founders and practice owners ready to hand off running the business while keeping a clear view of it.
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The Growth Partnership
Operations + Sales | Monthly | $60/hour + performance component
Leads come in, calls go out, customers need answers, and the pipeline needs someone watching it every day. The Growth Partnership puts Symmetry on the revenue side of your business: we take the inbound and outbound discovery calls, handle customer support, keep the pipeline and boards current, and connect the systems so nothing falls through a gap. Part of our fee rides on the deals that close, so we are paid the way you are.
What's included:
- Inbound and outbound discovery calls, booked and worked on your behalf
- Customer support across your phone, email, and inbox channels
- Pipeline and board management: every lead on a stage, every stage with an owner
- System integrations so your CRM, calendar, and phone lines feed one pipeline
- Thoughtful AI integration: call transcription, intake, and drafting, with people on every judgment call
- Hours billed at $60/hour with a 20-hour monthly minimum; additional hours at $75/hour
- Performance component scoped per engagement and set out in your agreement
Best for: Businesses whose next constraint is revenue: more conversations, faster follow-up, and a pipeline someone owns.
Book a Discovery CallThe platform, on its own
The Symmetry Platform
For teams who keep their own staff: one dashboard across every system you already use, in three tiers sized by your footprint on the hub - Pulse $39/month, Insight $89/month, Command $179/month. AI enhancement is on at any tier and metered at published rates. Platform costs are in addition to a package.
See the Symmetry PlatformStill weighing your options?
A discovery call is the fastest way to find out which package actually fits - or whether something else makes more sense.
Not ready for a package? Hourly support is $75/hour with no commitment.
Book a Discovery Call