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  • Home
  • About
  • Services
  • Client Resources
  • Reviews
  • Contact Us

BUSINESS FOUNDATIONS

Business Formation Guidance

File System Setup (Virtual or In-Person)

Operating Agreement Template

We’ll help you select the best business structure (LLC, S-Corp, etc.) based on your goals and long-term vision. You’ll receive guidance through state registration, EIN setup, and a

customizable Operating Agreement to get your business legally sound and structured for success.

Operating Agreement Template

File System Setup (Virtual or In-Person)

Operating Agreement Template

This ready-to-use legal document outlines ownership roles, voting rights, profit distribution, and general rules for your LLC—

essential for new businesses and required by many banks and lenders.

Book Now

File System Setup (Virtual or In-Person)

File System Setup (Virtual or In-Person)

File System Setup (Virtual or In-Person)

Your digital or physical paperwork doesn't have to be chaotic. We'll build a clear, organized system—complete with folder naming conventions, onboarding forms, and document workflows to keep your business audit-ready and streamlined.

WORKFLOW & SYSTEMS SETUP

System Setup + Implementation

We implement operational tools like Trello, Google Workspace,

digital automations, and onboarding systems—designed to save

time, streamline tasks, and support your team.

Organizational Setup + 1 Month of Support

Includes setup of your internal systems with four weeks of

follow-up coaching to ensure tools are used effectively and

your agency remains on track.

Quarterly Maintenance Plans (3–6 months)

Ongoing support through monthly or biweekly check-ins to

update, troubleshoot, and enhance internal workflows and

systems as your agency evolves.

COMPLIANCE & AUDITS

Compliance FileAudit(DD Providers)

Compliance FileAudit(DD Providers)

Compliance FileAudit(DD Providers)

A thorough review of individual and staff files, including vital documents, protocols, consents, assessments, and plans. You'll receive a structured audit checklist with compliance feedback tailored to DD, HCBS, and WAMS standards.

One-Time Policy/Procedure Review

Compliance FileAudit(DD Providers)

Compliance FileAudit(DD Providers)

We review your existing policies and procedures for clarity,

compliance, and alignment with best practices—ideal for audits,

agency expansion, or internal updates.

Additional Policy Review

Compliance FileAudit(DD Providers)

Additional Policy Review

Add-on reviews for agencies needing feedback on more than

ten policies to ensure all documentation is consistent and

comprehensive.

Custom Forms

Compliance FileAudit(DD Providers)

Additional Policy Review

We design branded, functional forms aligned with your

processes—whether intake sheets, tracking tools, or

documentation forms—to improve workflow and efficiency.

DIGITAL PRESENCE & WEBSITE

Website Setup (Up to 5 Pages)

1

We design and launch a responsive, mobile-friendly website with core pages such as Home, About, Services, FAQ, and Contact. Includes basic SEO and contact form integration.

Website Maintenance Subscription

2

Ongoing support for plugin updates, backups, light edits, and technical upkeep to ensure your site runs smoothly and stays current.

Website Audit + Revamp Outline

3

A comprehensive review of your existing site with suggestions to improve layout, user experience, design flow, and search engine visibility.

BRANDING & DESIGN

Logo & Visual Design Only

Canva Social Templates (5-pack)

Business Card or Flyer Design

A clean and memorable visual identity. Includes a custom logo, brand color palette, and font selections—delivered in high-

resolution for both print and digital use.

Business Card or Flyer Design

Canva Social Templates (5-pack)

Business Card or Flyer Design

Branded, print-ready materials tailored to promote your

business at events, networking meetings, and in referral

packets.

Branded Templates

Canva Social Templates (5-pack)

Canva Social Templates (5-pack)

Editable templates styled in your brand’s colors and fonts—

perfect for proposals, SOPs, and client-facing forms.

Canva Social Templates (5-pack)

Canva Social Templates (5-pack)

Canva Social Templates (5-pack)

A set of professionally designed, fully editable social media templates for Instagram, Facebook, or LinkedIn—allowing you to market with confidence and consistency.

BBI BRANDING PACKAGE

BBI WEBSITE BRANDING PACKAGE

BBI WEBSITE BRANDING PACKAGE

Build a professional brand that reflects your purpose and

positions you to stand out.

This all-in-one branding package is perfect for startups or

providers ready for a refreshed identity across print and digital

platforms.


Includes:

  • Primary Logo + Variation (high-res, print & web-ready)
  • Business Card Design
  • Flyer Design
  • Brochure Design (tri-fold or bi-fold)
  • Canva Social Media Template Set (5-pack)

BBI WEBSITE BRANDING PACKAGE

BBI WEBSITE BRANDING PACKAGE

BBI WEBSITE BRANDING PACKAGE

Your complete digital identity—branded, built, and launched.

Ideal for providers who want to look professional and consistent

across all channels. This package combines branding, print

assets, and digital setup for full visibility and reach.


Includes:

  • 5-Page Website (Home, About, Services, FAQ, Contact)
  • Mobile optimization + basic SEO
  • Social Media Setup (branded Facebook, IG, or LinkedIn)
  • Full linkage between platforms + clickable buttons
  • Custom QR Code for marketing use
  • Logo + Branding Guide (color codes + font pairing)
  • Business Card, Flyer, and Brochure Design

COACHING & STRATEGY

Pick My Brain Sessions

One-on-one strategy sessions to discuss your agency's pain points, ideas, or questions—whether it's compliance, operations, licensing, systems, or branding. Walk away with clarity and actionable next steps.

MENTORSHIP PACKAGES

Basic Mentorship

1

Ideal for startup owners and new providers seeking focused

support, accountability, and expert guidance.

Growth Mentorship

2

Designed for growing agencies that need deeper system

development, leadership guidance, and operational strategy.

VIP Mentorship

3

High-level strategic partnership for providers scaling across

multiple programs or properties. Includes document reviews,

implementation support, and priority scheduling.

SUBSCRIPTION PLANS (FOR DD PROVIDERS)

Essentials Plan

1

Support for up to 6 staff with monthly training, compliance

updates, and group Q&A to keep your team informed and

aligned.

Pro Plan

2

Designed for growing teams with biweekly coaching,

leadership development, and deeper support across your

agency's day-to-day functions.

NEW ONGOING SUPPORT SERVICES

Ongoing Compliance Subscription

Ongoing Compliance Subscription

Ongoing Compliance Subscription

Monthly touchpoints for documentation review, guidance, and

compliance check-ins. Great for agencies seeking ongoing

accountability and peace of mind.

Annual Policy/Procedure Refresh

Ongoing Compliance Subscription

Ongoing Compliance Subscription

A once-a-year deep dive into your existing policies—complete

with recommended revisions, compliance guidance, and

streamlining tips for the year ahead.

DD STAFF TRAININGS, TESTS & ANSWER KEYS (POLICY 440-ALIGNED)

Standard Package (PDF or View-Only Google Slides Format)

This package includes 9 professionally developed DD provider

training modules, each aligned with Policy 440 requirements

and best practices for onboarding new DSPs and ensuring staff

compliance.

Each module comes with:

• A structured PowerPoint training

• A corresponding quiz/test to assess comprehension

• An answer key for easy scoring and documentation

Copyright © 2025 BBI CONSULTING, LLC - All Rights Reserved.

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