Structure for your next stage of growth.

We help owner-led businesses strengthen their teams and formalize their systems and processes so they can grow faster, run without depending on any one person, and be ready for whatever comes next.

Book a free intro call See what we do

Lancepoint is led by a former top-tier management consultant with more than a decade in sales leadership, systems implementation and corporate development at a global Fortune 500. Our team also includes a former CMO in professional sports, with deep experience in brand, PR and sponsorships.

What we help with

We work with owner-led businesses in person across the Greater Toronto Area, and remotely anywhere in Canada. Most projects start with one of these.

Where most of our work starts

Growth readiness & formalization

When growth depends on the owner's memory, relationships and personal involvement, the business hits a ceiling. We put in the structure that lets it keep growing, and makes it more resilient, less dependent on any one person, and ready for succession, a transition or outside investment.

  • Org structure & roles
  • KPIs & reporting
  • Process documentation
  • Systems modernization
  • Key-person risk
  • Customer service workflows
  • Succession planning

Business & product launch

Everything a new business or product needs before it can sell, handled end to end, alongside your lawyer and accountant.

  • Naming
  • Registrations
  • Domains & phones
  • Business email
  • Websites
  • CRM setup
  • Launch plans

Sales & go-to-market

A sales process that works without the owner in every deal: who to target, how to reach them and how to manage the pipeline.

  • Sales process
  • Targeting
  • First sales hire
  • New markets

Pricing & market analysis

What customers will actually pay, where you're leaving money on the table, and how you stack up against competitors.

  • Pricing diagnostics
  • Competitor analysis
  • Market sizing
  • Profitability

CRM & systems

The right CRM for your size, set up around how your team actually works, with people actually using it.

  • CRM selection
  • Setup & migration
  • Dashboards
  • Automated follow-ups

Marketing, brand & PR

Getting found and talked about, with your budget spent where your customers actually are.

  • Paid ads
  • SEO
  • Social media
  • Content
  • Email marketing
  • PR
  • Sponsorships

AI adoption & enablement

The right AI tools for your team, rolled out with clear rules and put to work on real tasks.

  • Licence rollout
  • Use-case workshops
  • Usage policies
  • Training
  • Automation

Tools we work with

We're tool-agnostic and recommend what fits your size and budget. These are the platforms we've set up, integrated and launched most often.

Productivity & file sharing

  • Microsoft 365
  • SharePoint
  • Teams
  • Google Workspace
  • Dropbox
  • Box

CRM & sales

  • HubSpot
  • Zoho
  • Salesforce
  • Microsoft Dynamics
  • Pipedrive

Marketing

  • Mailchimp
  • Google Ads
  • LinkedIn Ads
  • Meta Ads
  • X Ads
  • Google Business Profile
  • Yelp

Reporting & analytics

  • Power BI
  • Tableau

AI

  • Claude
  • ChatGPT
  • Microsoft Copilot
  • Gemini

Websites & domains

  • Netlify
  • GoDaddy

Payments & accounting

  • Square
  • Wave

Phone systems

  • Quo
  • RingCentral

How it works

Simple, and you always know what you're paying for.

  1. Free intro call

    Thirty minutes to understand where your business is and what's in the way.

  2. Clear, upfront pricing

    Before any work starts, we agree on the scope and a project price. No surprise invoices.

  3. Hands-on delivery

    We work alongside your team to get changes in place and working.

For some projects, we can tie part of our fee to results. Ask us about it on the intro call.

Book a free intro call

Tell us a bit about your business and what you'd like to fix. We'll get back to you within one business day to set up a time.

Prefer to reach out directly?
416-270-0835
hello@lancepoint.ca
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