Business DNA Snapshot
Free, no purchase necessary. Five questions, instant results on your Practice DNA.
Want a proposal built around your own practice?
Share a bit about your business and upload your documentation, procedures, practices, and policies, and we'll build you a free scoping audit within 3–5 business days. It's a real roadmap either way: if you move forward, it becomes the start of your Practice DNA Portfolio; if you don't, it's still yours to keep.
TOPA PC Packages
Includes
Document review, analysis & your Business DNA Rx
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Strengths, friction areas & documentation observations
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AI readiness & priority recommendations
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Executive Summary & Business DNA Map
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Current State Assessment
Practice DNA Portfolio
Starting at $397
A close read of how your team actually works right now, not how the manual says it should. You'll walk away with a clear picture of what's working, what's creating friction, and where to focus first.
Includes
Everything in the Portfolio, plus
Personalized Digital Organization Plan
Folder architecture & documentation framework
Workflow recommendations
Knowledge-management strategy
AI-readiness roadmap
Implementation roadmap
Organization Plan
Starting at $897
Takes what we learn from your Practice DNA and turns it into a roadmap you can actually follow. You get a personalized plan for organizing your practice, not just a diagnosis of it.
Includes
Everything in the Organization Plan, plus
Guided, hands-on transformation partnership
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Digital file organization & folder setup
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Documentation organization
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Knowledge-base & AI-workspace preparation
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Progress check-ins
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Timeline typically 3–8 weeks, depending on complexity
Transformation Partnership
Starting at $1,997
For teams who want more than a plan, they want someone alongside them while it happens. Over 3 to 8 weeks, we build your systems together instead of handing you a document and wishing you luck.
🔒 Human-directed, AI-assisted, confidential. Nothing is ever auto-finalized — Megan approves every deliverable before it reaches you.