Business intelligence for BC & Alberta

Is your business growing —or are you just getting busier?

Most business owners we talk to in BC and Alberta are doing well. Revenue is there. The team is there. But somewhere along the way, the business got ahead of the systems behind it. That's what Pulse fixes.

No long proposals. No discovery calls. Book and go.

scroll

Trusted by professional services firms, agencies, and consultancies across Okanagan Valley and Alberta

3daysto your first findings
$2,500to start, no commitment
4weeksto a live dashboard

Sound familiar?

“Can you tell me your profit margin right now — without opening a spreadsheet?”

"If you disappeared for 30 days — what breaks first?"

"Do you know which clients are actually making you money — and which ones aren't?"

The problem isn't the business. The problem is that you're running it without being able to see it clearly. And when you can't see it — you can't fix it.

What Pulse does

We build the systems that run your business.

Pulse builds the data, process, and automation systems that give you a live picture of your business — on your phone, every day. We build it. You own it. Forever.

  • No more spreadsheet Sundays
  • Real numbers, not gut feel
  • Built in weeks, not months
  • We build it — you own it forever
9:41
Updated today 6:51am
Meridian Advisory Group
Revenue MTD
$241,800
+9% this month
Gross Margin
38%
Open Pipeline
$310K
Team Capacity
91%
Live Status
Revenue on track
Margin holding
Team near capacity
1 invoice 30+ days overdue
Deal stalled — day 17

Products

One leads to the next.

Every product builds on the one before. Start anywhere. The natural path takes care of itself.

Start here
$2,500· 3 days

The Pulse Check

A straight-talking health check for your business.

We score you across 6 dimensions and hand you a ranked list of exactly what to fix first — with a dollar impact on each finding. No spreadsheets, no financial disclosure required. Just straight answers.

  • Business Health Score across 6 dimensions
  • Ranked findings with dollar impact
  • Priority action plan — what to fix first
  • One-page summary you can share Monday morning
$9,500· 4 weeks

The Command Centre

Your whole business on your phone, in real time.

Revenue, costs, pipeline, team performance — one screen, updated live. Week 1 we find where your money is leaking. Weeks 2–4 we build the live dashboard you check every morning instead of your bank balance.

  • Week 1 diagnostic — where money is leaking
  • Live Power BI dashboard, mobile-first
  • Revenue, margin, pipeline, team in one view
  • Role-based access for you and your team
  • Handover session — you own it completely
$9,000· 4–5 weeks

The Autopilot

Stop doing manually what a machine can do.

We find the three things your team does every week that shouldn't need a human — reports, follow-ups, proposals, invoice chasing — and make them happen automatically. Your team gets hours back. Every week. Forever.

  • 3 automated workflows, live in production
  • Hours per week recovered — documented
  • Zero new software required in most cases
  • Flow diagrams + plain-language handover docs
  • Team training included
Flagship
$20K–$50K· 60–90 days

Revenue Optimization

Now we know what's wrong — let's fix it.

Once we have your data and dashboard, we go after the root cause: why margins are thin, why the pipeline is unpredictable, where pricing is off. We fix the root cause, not the symptom.

  • Cost structure redesign — margin recovery
  • Pipeline and pricing fix
  • Revenue model rebuild
  • KPI framework live and tracked
  • Guaranteed measurable outcome

Bundle

Pulse Growth Engine

See it clearly. Then automate what's slowing you down. The complete operating upgrade for a business serious about growth.

$17,000

Save $1,500

The 6 Dimensions

We check six things. Most businesses have problems in at least three.

Five dimensions are scored through conversation alone — no financial data required. Dimension 6 is optional.

01

Revenue Engine

Is new business coming in predictably — or do you feast and starve?

Pipeline · lead sources · win rate · sales cycle · conversion

Interview only
02

Client Health

If your top two clients left tomorrow — what happens to the business?

Concentration risk · retention rate · repeat business · upsell activity

Interview only
03

Delivery & Execution

Do you deliver on time, on scope, without firefighting?

On-time rate · scope creep · rework · escalations · project visibility

Interview only
04

Team & Capacity

Is your team doing the right work — or buried in the wrong things?

Role clarity · utilization · key-person dependency · manual vs value work

Interview only
05

Owner Dependency

If you disappeared for 30 days — what breaks first?

Decisions only you make · processes in your head · delegation depth

Interview only
06

Financial Fitness

Are you actually making money — and do you know it in real time?

Margin awareness · cost structure · cash flow · salary load · reporting

Optional · Optional

How it works

Three days. One conversation. Clear findings.

1
Day 1

One 2-hour conversation.

We ask the questions nobody's asked before — about your clients, your pipeline, your team, your margins. You don't need to prepare anything. Just show up and be honest.

2
Day 2

We look at what you have.

We review whatever financials exist — even just a P&L and a bank statement. We map your business against healthy benchmarks for your industry and size.

3
Day 3

You get your findings.

A one-page Business Health Score across all 6 dimensions, plus your top 3 findings ranked by estimated dollar impact. A ranked action list — what to tackle first, and why.

Then you decide what comes next. No pressure. No commitment beyond the Pulse Check.

Most clients say it's the clearest picture they've ever had of their own business.

Know your business. Like the back of your hand.

Start with the Pulse Check. $2,500. 3 days. Clear findings.

Get Your Pulse Check

Or email us directly at hello@getmypulse.ca

No long proposals. No discovery calls. Just book and go.