Discovery · $500 flat

Before you hire, buy software, or sign a retainer, find out what is actually holding the business back.

One to two weeks with your numbers and your team, then one meeting: what is holding the business back, what it is costing you, and the next step with its price. Start anything with us within 30 days and the full $500 comes off your first invoice.

Sound familiar?

You know something is off, but not which thing to fix first. So everything feels urgent, and nothing gets fixed all the way.

Built for: Owners of service companies doing $3M to $20M who want an outside read before a bigger commitment, or who have questions a free call cannot answer.

Book a call first

Pay securely with Stripe, then pick your kickoff time.

Delivered personally by the operator behind Origin OS. Who you'd be working with →

Zack Petrocca working through a planning session — One to two weeks, then one meeting with everything in writing.

What you get

Your Origin Score, walked through with you

The five pillars, where each one stands, and what the score is really telling you.

Your numbers, read honestly

Revenue, pipeline, and where deals and hours slip through.

How the work actually moves

Who owns what, what still waits on you, and the tools you pay for that do little.

The few fixes that matter, ranked

By what they are worth and how fast they land, in dollars or hours where the numbers allow.

One meeting, everything in writing

What we found and the recommended next step, with its price, so you can decide in the room.

The plan

1 Take the free Diagnostic and a 30-minute call; if you want to go further, Discovery starts there
2 One to two weeks with your numbers, your tools, and a conversation or two with you and a key person
3 One meeting with what we found and the next step, credited in full if you start within 30 days

What success looks like

You know exactly where the business stands, what it is costing you, and what to do next, whether or not we work together.

$500 flat

Credited in full toward any engagement you start with us within 30 days.

The guarantee

Whatever you decide, the findings are yours to keep, and they are specific enough to act on without us.

Start with Discovery

Discovery is how an engagement starts. Pay here and pick your kickoff time, or book the free 30-minute call first if you want to talk it through.

Book a call first

The $500 credit applies to the Operating Partner at founding rates, open until our third client signs or December 31, whichever comes first.

“I went from an independent contractor to a business owner.”
**$7.3M** to **~$11M** in sales
**Beau P.**Real Estate Team Leader

Prefer to apply in writing?

Not sure this is the right one? Take the Diagnostic, it prescribes the right-sized fix, free.

What you walk away with

A sample of the findings.

Every Discovery ends in one meeting and one written page like this. The company below is invented; yours would carry your numbers.

Discovery findings

Pellbrook Pest Co.

Field service · 22 people · about $6M a year

Sample · invented company

2.9/5 Origin Score

What is holding the business back

The numbers are rebuilt by hand every month About 12 owner hours a month

The dispatch software holds the data, but the weekly numbers live in a spreadsheet only the owner updates, so problems surface weeks late.
Every escalation ends at the owner Callbacks wait a day for an answer

Nobody below the owner can approve a redo or a refund, so the phone is the escalation path.
New techs learn by riding along About ten weeks to full speed

Training depends on who a new tech rides with, so quality varies by crew and leaves when people do.

The recommended next step

The Operating Partner, Run

$4,500 a month at founding rates, less the $500 Discovery credit on the first invoice

Scoreboard first, then an owner for callbacks, then written training for new techs, built and run with the team.

What clients say

The proof isn’t a promise. It’s their words.

“I went from an independent contractor to a business owner, and that is what Zack has done for me.”

“Working with Zack means working with somebody who’s going to help you build a business.”

$7.3M: sold last year
~$11M: this year, with pending closings

Numbers as Beau said them, October 2026.

Beau P.Real Estate Team Leader, Empire Real Estate Firm

“Zack helped our AFSP Long Island chapter get organized in a way we honestly hadn't been before. As a nonprofit juggling events with a lot of moving parts, we were short on structure. He set up real project management systems, and suddenly there was clarity on who owned what, how work got delegated, and how we reported on it. Communication across the team improved almost immediately, and what started with our chapter ended up shaping workflows across the organization. He also built out AI workflows and got us set up with Claude, which has been a game changer for how efficiently we work. Origin brought systems and clarity to a team that really needed it, and did it in a way that stuck.”

Carrie A.

Events Director, AFSP Long Island Chapter

Clear ownership, AI that stuck

“I brought Zack on as our fractional COO, and it's one of the best decisions I've made for Curio. I'm a creative at heart, and the systems, operations, and sales were where I kept getting stuck. He didn't just advise, he built: a custom operating system, our CRM, our marketing across social and email, our sales strategy, and how we deliver for clients. I went from holding the whole business in my head to running it on real systems.”

Savannah D.

Founder, Curio Studio Interiors

$120K new-client revenue in a year

Read every review See them on Google →

FAQ

Questions operators actually ask

What is free, and when does Discovery start?

The online Diagnostic and a 30-minute call are always free. Discovery starts when you want more than that: a second working session, a plan or an audit, or a conversation with your team.

How does payment work?

You pay the $500 on this page through Stripe, then pick your kickoff time; Zack confirms it personally within one business day. Rather talk first? Book the free 30-minute call and pay after. Either way, the fee is credited in full toward any engagement you start with us within 30 days, and the findings are yours to keep.

What happens to the $500 if we keep working together?

It comes off the first invoice of any engagement you start with us within 30 days, in full.

Do I have to hire you after?

No. The findings and the recommendation are yours to keep, and plenty of owners take them and run.

How fast can we start?

Usually within a week or two, depending on the calendar. Book a call and you get real dates, not a vague "soon."

Do you only work with one industry?

The focus is owner-led service companies doing roughly $3M to $20M: field service companies first, then real estate teams and brokerages, agencies, and interior design firms. The five-pillar system is industry-agnostic; the templates get tailored to yours.

What if we turn out not to be a fit?

Then we say so on the call, and point you at the right-sized option instead, whether that is a lighter tier or the free Diagnostic. We would rather send you to the right thing than sell you the wrong one.

What usually comes next

One path, not a menu.

Every engagement installs the same five-pillar operating system. These are the steps that usually sit on either side of this one.

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Every engagement starts the same way.

Take the Diagnostic. Know your weakest pillar before we ever talk.

Get your Origin Score