Working with Good Roots is designed to be supportive, structured, and built around the people doing the work. Whether you're looking to clean up your books, build a brand that sells, or turn things around fast, our goal is to help you get clarity, reduce stress, and make confident decisions about your farm or food business.
Here’s how we support our clients, step by step.
It starts with a free consultation focused on you, your business, and what feels most urgent right now.
Clients begin by filling out this form. Within two days, a team member will follow up to schedule an introductory call.
Before the call, we’ll send a mutual NDA so we can speak openly about your finances, operations, and challenges. If you already shared details in the form, we may ask for relevant financial or planning documents so we can come prepared. If not, that’s okay. We can use the introductory call to figure out what information would be most useful.
On that call, you can expect:
There’s no pressure or obligation in having a call. Our goal is to help you leave the call with more clarity than you had going in.
If it feels like a good fit, we’ll bring in the right experts from our team to help shape a clear plan.
This usually includes a discovery call with someone from our Client Relations team and a director from our Marketing, Accounting, or Business Consulting teams. Together, we’ll:
By the end of this step, we’ll have a shared understanding of your business, your goals, and what kind of support would actually be useful. Before we wrap up, we’ll schedule a 30-minute proposal review call to walk through the recommended plan and next steps together.
Next, we’ll share a written summary of the recommended path forward. Depending on your situation, this may be:
During the call, we’ll walk through the document together, answer your questions, and adjust anything that doesn’t feel quite right.
After the call, you’ll receive the finalized proposal within 2–3 business days.Signing it confirms your spot on our team’s schedule and allows us to prepare so your project starts smoothly and stays on track.
Once the proposal is signed, we will introduce you to your lead service provider and project team via email.
Your lead consultant will schedule a kickoff call to:
You’ll know exactly who you’re working with and how to reach them.
This is where the work happens! The cadence and type of work depend on your project, but you can expect:
We’ll also check in with quick pulse surveys throughout the project to make sure you feel confident, supported, and heard. If something isn’t working, we want to know so we can adjust..
When the project wraps, your lead service provider will send:
You’ll have time to review everything, ask questions, and make sure you’re confident using what we’ve built together.
After your project, we’ll ask for your feedback in a short survey. Your input helps us improve how we support the people building a better food system.
Good Roots exists to support farmers and food business owners with practical guidance to build a resilient, profitable business. We believe clear finances, strong operations, and numbers-backed strategy are tools to help you grow your legacy.
Sign up for a free consultation to get clarity on your next steps.