Hiring & Onboarding Systems
A structured, repeatable process that ensures every new team member is set up for success from day one.
You started this because something lit you up.
We’re here to make sure the chaos doesn’t put it out.
We help values-driven business owners, who are holding everything together with too many hats and not enough hours, show up for the work that lights them up.
Every summit needs solid ground. We build yours.
01 / Who
Who we are
Summit & Stone Co. is a fractional partner for values-driven small businesses and nonprofits — the people building something that gives back more than it takes. We are based in the Kootenays, British Columbia, and work remotely with businesses across Canada and beyond.
We believe the people doing the most heart-centred work shouldn’t have to hold it all together alone.
02 / Why
When there are no systems, you are the system. Everything lives in your head, nothing runs without you, and the work you actually love keeps getting pushed to later.
You’re not doing anything wrong. You’re just carrying too much. And you’ve been doing it alone for too long.
03 / How we help
At Summit & Stone Co., we love the behind-the-scenes work that most people avoid. We come in, learn how your business actually runs, and build the solid ground beneath it that lets you lead the way you always intended to.
As one of our clients put it — we bring a rare balance of organization, compassion, and follow-through that truly makes a difference.
04 / Process
How it works
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01
A real conversation
Free, 30 minutes. We get to know each other and figure out if we’re the right fit.
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02
We get to work
Every engagement starts with a three month commitment. From day one we’re working on your highest priorities — and running a full audit alongside that work, so we understand not just what’s urgent but what’s underlying it.
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03
A plan that’s actually yours
At the end of month two you receive a written findings report and a workplan built around what your business actually needs. From there we build a continued partnership — no cookie-cutter packages, just the right work in the right order.
05 / Scope
What we work on
- You’re the only one who knows how anything works — and it’s exhausting.
- Bringing on a new team member feels like starting from scratch every time.
- Your client experience is inconsistent because there’s no real process behind it.
We build the systems, processes, and documentation that get everything out of your head and into something your whole team can use. File management, SOPs, employee and client onboarding, CRM setup, policies and procedures — the behind-the-scenes infrastructure your business has needed since day one.
If any of that sounds familiar, you’re in the right place.
We are your operations partner — the behind-the-scenes support that keeps your business running smoothly while you focus on what you do best. Here’s what that might look like for you:
Client Experience & CRM Setup
An organized pipeline and client onboarding workflow that delivers a consistent, professional experience every time.
Internal Process Documentation
SOPs and operational procedures that capture how your business runs and make that knowledge accessible to your whole team.
File Management & Organization
A clear, logical filing system that ensures the right information is always findable by the right people.
HR Policies & Procedures
A documented framework that sets clear expectations for your team and protects your business.
Performance Management
A structured review process that makes performance conversations consistent, meaningful, and productive.
Offboarding Procedures
A thorough process that protects your business and ensures a smooth transition whenever a team member moves on.
06 / Voices
What they say
07 / Begin
Let’s talk
The first conversation costs nothing.
If you read something here and thought that’s me — we’d love to hear from you. No pitch, no pressure. Just an opportunity to connect and have a conversation about your business and what it needs.