Find the Right Trail for Your Business

Whether you need a quick win or a full overhaul, there’s a path that fits your budget and goals.

Book a Free 30-Minute Consult

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • Best for solo operators and very small teams who need a quick win

    You pick one focus area and we get to work. In just a few hours you'll have a real system in place — not a complicated overhaul, just a clear, simple solution that fits the way you work.

    What's included:

    • 1 service area of your choice (documents, workflow design, or M365 setup)

    • Up to 3 hours of hands-on setup and configuration

    • Everything documented so you can maintain it yourself

    • Email support for 2 weeks after we finish

    Best for: A trades contractor who needs branded invoices, a small business owner who wants a basic project tracker, or anyone who's been putting off getting organized.

  • Best for small businesses ready to stop winging it and build real systems

    We go deeper here — two service areas, more time, and real documentation your team can follow. You'll walk away with a workflow that actually sticks.

    What's included:

    • 2 service areas of your choice

    • Up to 6 hours of hands-on setup

    • Standard Operating Procedures (SOPs) written for your team

    • 30 days of email support after we finish

    Best for: A local business with 2-5 employees who need everyone on the same page, or a growing company that's outgrown their current (or nonexistent) system.

  • Best for growing teams who need a full system built from the ground up

    This is the full trail — all four service areas, deep Microsoft 365 setup, custom documents, and enough support to make sure it all holds together. For businesses serious about running smarter.

    What's included:

    • All 4 service areas (workflow, M365, documents, team coaching)

    • Up to 12 hours of hands-on setup and training

    • Full Microsoft 365 configuration — Teams, Planner, Lists, Power Automate

    • Custom workflow documentation + branded document package

    • 60 days of email support

    • One follow-up call at the 30-day mark

    Best for: A trades company or small business with a team that needs everything — from job tracking to communication tools to professional paperwork.

  • Not sure which package fits? Pick exactly what you need.

    Every business is different. If none of the packages above feel like the right fit, we can put together something custom. Choose one or more service areas and I'll send you a quote within 24 hours.

    Service areas and starting rates:

    • Business Documents (proposals, invoices, estimates, contracts) — from $150

    • Workflow Design (SOPs, task tracking, team planning) — from $200

    • Microsoft 365 Setup (Teams, Planner, Lists, Excel, Power Automate) — from $250

    • Team Coaching (communication, culture, meeting structure) — from $175/session

    • Hourly support — $85/hour, 1-hour minimum

    → Request a Custom Quote with the “Contact Form” below

Our Process

Book a Free Consult

We start with a 30-minute call to understand your business and what's slowing you down.

Build Your Plan

Together we map out exactly what needs to happen and which tools will get you there.

Do the Work

I set up your systems, build your documents, or configure your M365 tools — hands on.

You Run With It

You get everything documented so your team can keep it going long after we're done.

Past Project

HVAC Company - Hamilton, MT

C-Mechanical came to Trailhead Solutions as a growing HVAC company that needed to look and run like the established business they were becoming. In one engagement we built them a professional website, created branded company swag, set up their complete billing process, and designed clean invoices they could send to clients with confidence.

The result: a business that went from operating informally to presenting professionally — with the systems to back it up.

Hospital Department - Phoenix, AZ

A hospital department was managing critical tracking data across a tangle of disconnected Excel spreadsheets. Information was hard to find, the team couldn't collaborate in real time, and there was no clear visibility into what was happening or what needed attention.

Trailhead Solutions migrated their entire tracking system from Excel into Microsoft Lists — giving the team a single, organized source of truth they could all access and update simultaneously. We also built out a structured document library so nothing gets lost, and introduced the team to Power BI so they could see what deeper data visibility could look like down the road.

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

    - Cory (HVAC Owner)

  • "If you need the type of help that Trailhead provides, don't hesitate to hire them. Their knowledge exceeded my expectations. This is exactly what I was looking for as far as help with our project. We will be working with them again in the near future."

    Spencer (Aviation)

  • "Myndi is thoughtful in her approach, we appreciate her insights!"

    Kristen (Healthcare)

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.

Let’s Work Together