Explore Our Services

We Build the Operating Systems That Run Modern Small Businesses

Most businesses don’t struggle because of a lack of ideas. They struggle because their systems can’t keep up with their growth. We exists to fix that.

Schedule A Consultation

What We Offer

HelmX helps founders replace chaos with clarity by auditing, building, managing, and leading the adoption of the systems that power their business, integrating AI, workflows, and decision structures that scale.

There is a clear path to working with us.

Audit → Build → Scale →Manage

Every project begins with clarity.

From there, we create solutions to save you time and money.

  • Clarity Before Complexity

    The Helm Audit is the entry point into working with HelmX.

    This is a structured diagnostic designed to uncover where your business systems are breaking down and where AI and automation can create real leverage.

    What’s Included

    • Full review of your current operations, workflows, and tools

    • AI readiness and opportunity assessment

    • Identification of inefficiencies, bottlenecks, and risks

    • Evaluation of your current tech stack

    • A clear 90-day systems roadmap with prioritized actions

    Who It’s For

    Founders who know something isn’t working, but don’t want to guess their way forward.

    Investment

    $1,500 (one-time fee)

    Helm Build and Helm Manage are only available after completing a Helm Audit.

    Schedule A Consultation

  • Helm Build is our flagship, done-for-you partnership.

    This is where we advise, implement, and mentor you as we design and install the systems that run your business, using AI where it actually saves time, increases efficiency, or improves decision-making.

    This is not a project.
    This is a partnership.

    Helm Build™: The Foundation

    For stabilization and structure

    What We Do

    • Design and install core workflows

    • Implement practical AI integrations

    • Set up CRM, task management, or internal systems

    • Document SOPs and processes

    • Provide bi-weekly working sessions

    • Offer founder-level guidance and execution support

    Investment
    $2,500 – $5,500


    Monthly payment option available Minimum 6 Months Engagement

    Schedule A Consultation

  • For growth, delegation, and leadership leverage

    What We Do

    • Everything in Foundation, plus:

    • Advanced workflow automation

    • AI optimization and refinement over time

    • KPI dashboards and reporting cadence

    • Systems adoption support for your team

    • Ongoing mentorship and decision support

    Investment
    $6,000 – $10,000


    Monthly payment option available Minimum 6 Months Engagement

    Helm Scale engagements are limited. We intentionally work with a small number of clients at a time to protect outcomes and quality.

    Schedule A Consultation

  • Ongoing Systems Advisory & Optimization Support

    Systems don’t stand still. Businesses evolve, and your operations need to evolve with them.

    Helm Manage is an ongoing advisory and systems management relationship for clients who want continued optimization after our Helm Build.

    What’s Included

    • Monthly systems and performance review

    • AI updates and refinements as tools evolve

    • Workflow and KPI optimization

    • One monthly advisory call

    • Bounded async support

    Investment

    $2,500/month

    Helm Manage is available only to Helm Build or Helm Scale alumni.

    Schedule A Consultation

  • Change Management & Adoption Support

    Systems only work when people adopt them. Change requires leadership, clarity, and reinforcement.

    Helm Change is a structured change management engagement designed to support founders and teams through operational shifts, AI adoption, and new ways of working, ensuring systems are embraced, not resisted.

    What’s Included

    • Change readiness and adoption assessment

    • Leadership alignment and change strategy

    • Team adoption and accountability framework

    • Communication and reinforcement planning

    • Bi-weekly change leadership sessions

    Investment

    $3,500 – $5,000
    or
    $2,500 as an add-on to Helm Build


    Monthly payment option available Minimum 6 Months Engagement

    Helm Change™ requires completion of a Helm Audit.

    Schedule A Consultation

  • Helm Education is our teaching arm.

    This includes:

    • Workshops

    • Group programs

    • Courses

    • AI trainings

    • Speaking engagements

    Helm Education is education only.
    It does not include implementation, advisory access, or custom systems work.

    Schedule A Consultation

  • Flexible, expert advice when you need it. Book hourly support across a range of topics, from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth in your business.

    Schedule A Consultation

Schedule A Consultation

Campbell East Properties

CC Hope

Sophfeet & Co.

Serenity Aesthetic & Wellness

Properties With Sellers

Our Clients

Ever & Also Charcuterie

Body Torch

Ready to Work With HelmX?

If you’re ready to stop patching problems and start building systems that scale, the next step is simple.

Start with a Helm Audit

From there, we’ll determine the right path forward.

Schedule A Consultation

Practical Systems.

Big Impact.

Smart, personalized systems that actually simplify your business operations, not complicate it.

  • "Creative, reliable, and genuinely passionate about what they do."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.