SourceB

The operating layer between demand and cash

Most of the revenue you lose is lost after the customer decided to buy.

Demand arrives and waits. Quotes go out and cool. Work finishes and sits unbilled. SourceB installs and operates the layer that carries a customer from first contact to money in the account — designed once, run continuously, reported weekly, and approved by you at every gate.

Every engagement is scoped in writing before it starts, priced before it starts, and delivered against receipts. Accounts, numbers and data stay in your name throughout.

SourceB Business OS

Bring any business need to one operating desk.

Choose a business function or describe the job. SourceB turns it into a scoped request, routes it through managed setup, an automation build, or cited analysis, and asks for approval before work starts.

10business functions
30+recurring needs covered
1approval + receipt trail

Universal job intake

What needs to get done?

Use plain language. The selected business function adds the right operating context.

Select the function to put under contract, or describe the outcome you want:
Keep passwords, payment-card details, government IDs, and private employee or health records out of this box.
Turn this into an approved jobOr start with this function's recommended brief

Choose a business function

  1. 1Describe the outcome
  2. 2Review scope and risk
  3. 3Approve the job
  4. 4Receive delivery and receipt

Where the revenue goes

Four leaks, none of which appear in your accounts.

A business does not usually lose money on the work it does. It loses money in the gaps between the steps, and those gaps are invisible because nothing is ever recorded as lost.

  • The leakEnquiries arrive while the team is delivering, so the first response comes hours later and the buyer has already moved.

    Under contractInbound demand is captured and qualified continuously, and only decision-ready opportunities reach the team, with the context already attached.

  • The leakProposals are sent once and never followed, so the pipeline quietly ages until the opportunity is gone without a recorded loss.

    Under contractEvery quote runs a defined follow-up sequence to a yes or a no, and win rate by source is reported so spend moves to what converts.

  • The leakWork is delivered before it is invoiced, and receivables age without anyone owning the collection.

    Under contractInvoicing is triggered by delivery, collections run on a schedule, and the receivables position is reported weekly with ageing.

  • The leakCapacity you are already paying for sits idle when a booking releases and nothing refills it.

    Under contractReleased capacity is refilled from the waiting list automatically, and utilisation is tracked as a number the owner sees every week.

The engagement

Installed in the order that returns capital fastest.

Phase one

Capture and convert

The fastest return is always the demand you already generate and do not convert. It is installed first because it funds everything after it.

  • Continuous intake and qualification across channels
  • Defined follow-up to a decision on every quote
  • Scheduling and utilisation protected as a number

Phase two

Bill, collect, report

Revenue is not revenue until it is collected. This phase closes the distance between delivered work and money in the account.

  • Invoicing triggered by delivery, not by memory
  • Structured collections with ageing visible
  • One weekly position on demand, revenue and cash

Phase three

Structure for scale

Once the money reliably arrives, the constraint moves to structure: the entity, the contracts, the headcount, and the systems that let you take larger customers.

  • Entity, tax and banking file to an approvable standard
  • Commercial contracts that survive an enterprise review
  • Payroll and ownership defined before the next hire

Commercial terms

Priced against the position it protects, not against hours.

Engagements begin with a scoped review and move up only when the tier below has returned its cost. The figures shown are the published Canadian terms; in every other market the number is issued in writing after the review, and no work begins before you approve it.

Opening review

No fee · 20 minutes

We establish where the leak actually is and what it is worth annually. You leave with that written assessment whether or not you engage us.

Open a scoped request

Essential

In Canada from 1,500 CAD installation · 499 CAD per month

One function placed under contract end to end — normally capture and conversion, because it returns its cost first.

Other markets: issued in writing after the review

VIP

In Canada from 6,000 CAD installation · 1,200 CAD per month

Multiple entities and markets under one operating standard, private model deployment inside your own cloud, and a named team accountable to your board.

Other markets: issued in writing after the review

How an engagement runs

Four stages, in order, with a gate at each one.

  1. Diagnose

    We quantify the leak before proposing anything. If the number does not justify an engagement, we tell you and stop there.

  2. Design

    Scope, price, sequence and success measures are agreed in writing. There is no hourly billing and no open-ended scope.

  3. Install

    We build and connect the layer, test it against your real conditions, and put it live one function at a time under your approval.

  4. Operate

    It runs continuously and is reported weekly against the measures agreed at design. Every account and every record remains yours.

Before you engage

What executives ask first.

What governs what the system is allowed to do?

Written rules you approve at design: what may be quoted, what must never be committed, and the conditions that force an immediate handoff to your team. Nothing goes live before it is tested against your real conditions, and every action leaves a record you can audit.

How quickly does this show up in the numbers?

Capture and conversion are installed first and typically move within the first month, because they act on demand you already have. Structural work — entity, contracts, headcount — is measured over a quarter, and both are reported against the baseline we set during the review.

Who owns the systems, the data and the customer relationships?

You do, from the first day. Accounts and numbers are registered in your name, records stay in Canadian or European infrastructure depending on where you operate, and at the top tier the models run inside your own cloud. We do not train on your data and we do not share client lists.

What happens if we end the engagement?

It ends without penalty and nothing is withheld. Because every account is already in your name and every process is documented as it is built, the layer keeps running and your team or another provider can take it over.

We are not established in this market yet. Is that a barrier?

It changes the sequence, not the outcome. The review establishes which structures are genuinely available to you, what the banking position will be, and which market to enter first — before any of it is committed to.

Paid, and yours either way

Buy the written scope now, without waiting for anyone.

A paid assessment returns the scope, the limits, the sequence and the price for the role you selected, and the fee credits against installation if you proceed within the credit window.

CA$295 · 45 minutes · credited against installation

Get the written scope

Have the scope, the limits and the price sent to you.

Leave a number we can reach you on and we return the written scope for the role you picked. No obligation attaches to it, and it is yours whether or not you engage us.

Keep passwords, card numbers and government identifiers out of this form.

Start with the number, not with a proposal.

Describe the business and where you believe the leak is. We come back with what it is costing annually and what it would take to close it. That assessment is yours regardless of whether we work together.