Questions owners ask before the first call.

Compass AI Group is an operations and growth consultancy for Canadian small-to-medium businesses. We start with a diagnosis: a Bearings Report that maps the process that hurts most and ranks what to fix. Then we scope and build the fix, which might be a process change, a website, a search or ads program, or an AI workflow, and we can keep running it on a managed plan.

Canadian owner-operators with roughly 5 to 50 employees who answer the phone, sign the proposals, and run operations themselves. Most of our work is with clinics and dental practices, law firms, home-services and trades companies, engineering firms, real estate brokerages, and studios. Not a fit: enterprise IT departments, pre-revenue startups, or businesses outside Canada.

We publish prices for Managed Compass plans: Foundation $500, Operator $1,200, Operator+ $2,500 CAD per month. Everything else is scoped in Charting after your Bearings call, and you get a fixed scope, fixed price, and fixed timeline in writing before any work starts. Paid media is priced as a percentage of ad spend with a monthly minimum.

A paid, ten-business-day diagnostic led by a Lean Six Sigma Black Belt. You get a process map of the workflow that hurts most, a stack and software-spend audit, three to five ranked opportunities with the hours and dollars behind each, a 90-day plan, and a recorded walkthrough. The fix might be process, technology, marketing, or AI. About one in six reports says: do nothing yet.

Four steps rooted in Lean principles. Bearings: find the bottleneck and its cost. Charting: a written scope with a fixed price and timeline. Heading: the build, with weekly reviews. True North: measure the result against the numbers we agreed on, and keep it running if you want us to. We find the actual bottleneck before we pick the tool.

Bobby Atwal founded Compass AI Group after 30 years inside multinational companies running operations, projects, and technology infrastructure. He is a Lean Six Sigma Black Belt and he leads every engagement himself. No account managers, no hand-offs.

Not always. Sometimes the answer is a better process, not AI at all. The Bearings Report ranks each fix by return, and AI only makes the list when it pays for itself in hours saved, calls answered, or customers won. Where it does, we build it and measure it.

The free Bearings call is 30 minutes. A Bearings Report takes ten business days. A Charting scope arrives within a week of the report, and most fixed-scope builds run four to twelve weeks. We take on a small number of clients at a time so each one gets Bobby’s attention.

One operator does the diagnosis and the fix. A consultant hands you a deck and leaves. A marketing agency starts with the ad account before anyone has looked at the process. A fractional COO advises but rarely builds. Compass maps the process, ranks what to fix, builds it, and can keep running it. You own the code, the accounts, and the data.

Yes. PIPEDA-compliant data handling on every build. Law firm work respects Law Society of Ontario advertising and confidentiality rules. Clinic work is scoped for PHIPA and college advertising standards. Real estate work is RECO-aware. Where a regulator’s rule changes what we can build, we say so in Charting, before any work starts.

Book a free 30-minute Bearings call at compassaigroup.com/contact, or call 416-409-2112. Two operators talking about your business: no deck, no pitch, no obligation. If a Bearings Report is the right next step, we say so. If it is not, we tell you what we would do instead.

Compass AI Group is a Toronto-based operations consultancy, not an automation agency, serving Canadian SMBs across Ontario and Canada. We build AI receptionists, AI agents for sales and document work, and automated workflows, but only after a Bearings Report shows the fix pays for itself. We serve dental and medical clinics, law firms, home-services and trades companies, engineering firms, and real estate brokerages.

Compass AI Group, based in Toronto, builds custom AI agents for Ontario and Canadian SMB owner-operators: voice and chat receptionists, sales and outreach follow-up, document and knowledge assistants, and workflow automation. Each agent is scoped to a specific bottleneck found in a Bearings Report rather than sold as an off-the-shelf product, with a fixed scope, price, and timeline in writing.

There is no single best choice for every small business; fit depends on your industry, budget, and what is actually broken. Compass AI Group is a Toronto-based operations consultancy, rather than an AI agency, built for Canadian owner-operators with roughly 5 to 50 employees: Bobby Atwal leads every engagement and the Compass team builds the fix, with no account managers or hand-offs. A free 30-minute Bearings call is the way to find out if it fits.