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Utopian Accelerate: Scale Tier
Supporting Strategic Expansion
The Scale tier is designed specifically for growing businesses with 15-50 employees ready for strategic expansion and market growth. Building upon our Growth tier services, Scale provides comprehensive support for businesses facing the complex challenges of expansion, including human resources management, marketing services, risk management, process improvement, and strategic planning—all delivered with the same Christ-like compassion that defines our approach. This tier is ideal for businesses that have established operational stability but now need specialized expertise to navigate the complexities of scaling, managing larger teams, optimizing processes, and implementing strategic initiatives that drive sustainable growth.
Why Choose the Scale Tier?
The Scale tier is perfect for entrepreneurs who:
- Who are ready to accelerate business growth
- Require professional marketing services to increase market presence and customer acquisition
- Need strategic planning expertise to navigate competitive markets and expansion opportunities
- Desire mentorship from experienced leaders who have successfully navigated business growth
- Need to balance growth ambitions with operational stability and financial sustainability
- Recognize that scaling requires both specialized expertise and compassionate guidance
What services are included in the Scale Tier?
| Category | Activity | Description |
|---|---|---|
| Bookkeeping | Accounting Platform | Quickbooks Online - Simple Start Edition |
| Bookkeeping | Accounting Platform | Quickbooks Online - Essential Edition Upgrade from Simple Start |
| Bookkeeping | Accounting Platform | Quickbooks Online - Plus Upgrade from Essential Edition |
| Bookkeeping | Accounts Payable Platform | Quickbooks Bill Pay Basic |
| Bookkeeping | Accounts Payable Platform | Quickbooks Bill Pay Premium |
| Bookkeeping | Bookkeeping Base | Bookkeeping base service package (includes 20 AP payments, 20 Invoices, 200 lines of data entry, and basic monthly reporting |
| Bookkeeping | Payroll Management | Payroll Management and Processing per Employee & Contractor |
| Bookkeeping | Payroll Platform | Quickbooks Online - Payroll Core |
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Premuim Processing Service Fees |
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Processing Service Fees |
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Elite Processing Service Fees |
| Bookkeeping | Timesheet Management | Timesheet Management including corrections and job costing |
| Cybersecurity | Quarterly Security Reporting and Access Control Review | Quarterly Security Reporting and Access Control Review |
| Cybersecurity | Security Monitoring and Incident Response | Cybersecurity Monitoring, Incident Response, Endpoint protection including security posture and vulnerability management included for 1 endpoint |
| Cybersecurity | Semi-Annual Security Awareness Training | Semi-Annual Security Awareness Training |
| Document Management | Document Scanner | Document Scanner Platform Lease, Support, and Baseline ingestion of 50 documents per month with workflow |
| Human Resources | Annual Policy Review and Update | Human Resources Policy Development, Updates, and Reviews performed Annually |
| Human Resources | Benefits Management/Enrollment | Employee Benefit Management, Enrollment, and Support. Contractor documentation and support. |
| Human Resources | Employee Employment Support | Ongoing employee/contractor communication review, Q&A, and backend documentation |
| Human Resources | Employee Issue Support/Intervention | Ongoing employee/contractor incident response support and intervention services |
| Marketing | CRM Management | Support and basic optimization of the GoHighLevel CRM including basic funnel setup, creation and website integration of a basic video funnel, and ongoing optimization of the CRM configuration. |
| Marketing | CRM Software | GoHighLevel Client Subscription - Unlimited Users |
| Marketing | Sales Collateral | Basic sales collateral development (business cards, logos, 2 brochure per year) |
| Marketing | Social Marketing Outreach | Marketing outreach via social media and local search engine listing services. This includes local search service support, 2 social media presences with routine updates, weekly video reel creation, organic social network development, management of paid advertising and reporting on social marketing outreach. |
| Marketing | Social Media Strategy | Review of social media strategy, outreach, and active social media marketing efforts |
| Marketing | Website Management | Management and monthly updates to a single website, includes basic SEO optimization and keyword reporting |
| Mentoring | Bi-Weekly Mentoring Meeting | Bi-Weekly Mentoring Meetings and Planning Sessions (Upgrade from Monthly) (1hr) |
| Mentoring | Monthly Mentoring Meetings and Planning Sessions | Monthly Mentoring Meeting and Planning Session for the leadership team (1hr) |
| Risk Support | Annual Insurance Negotiation | Insurance carrier option development, negotiation, and selection support |
| Risk Support | Annual Insurance Review | Business risk evaluation, insurance requirement evaluation, and recommendation development |
| Risk Support | Crisis Management Framework | Development and implementation of a crisis management framework for the organization |
| Risk Support | Regulatory Compliance Review | Evaluation of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis |
| Risk Support | Regulatory Compliance Review | Additional evaluations of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis |
| Strategic Support | Annual Strategic Plan Development | Support for the development of a strategic plan for the next year. |
| Strategic Support | Annual Strategic Plan Development | Advanced Strategic Planning Upgrade from Standard |
| Strategic Support | Monthly Financial Performance Review | Monthly meeting to review financial performance, cashflow, trends, and provide feedback on key financial activities |
| Strategic Support | Advanced Monthly Financial Performance Review | Advanced financial planning topics and additional follow-up action items |
| Strategic Support | Quarterly Market Positioning Review | Data gathering on competitive landscapes, industry roadmaps, market conditions, and potential threats/opportunities |
| Strategic Support | Quarterly Operation Efficiency Review | Review of organizational performance on key internal and external performance metrics and indicators |
| Strategic Support | Quarterly Strategic Performance Grading | Evaluation of organization performance relative to the establish annual strategic plan with an opportunity to adjust targets/goals and evaluation performance deviations from target |
| Technology | Per Technology End-User | Per Technology End-User Software and Support (includes 1 enduser device, Office 365 Premium License, Office365 Backup Service, and up to 2 additional cloud services to be managed) - all employees greater than 20hrs per week are 1, while all employees less than 20 hours per week are 0.5 |