EHR / Practice Management
Scheduling, clinical records, billing, intake, and care delivery in one operational system.
Operations management and AI transformation
Build a business
that runs intelligently.
Operations, AI, automation, and intelligence for professional organizations ready to scale with confidence.
CRM & Sales
Build a visible pipeline, strengthen follow-up, and manage every client relationship.
Communication
Connect calls, messaging, meetings, and scheduling across the client journey.
Finance & Billing
Coordinate bookkeeping, payments, invoicing, cash flow, and financial visibility.
HR & Payroll
Support recruitment, onboarding, payroll, performance, and people operations.
AI & Automation
Automate repeatable work and deploy intelligent assistants with human oversight.
Marketing
Coordinate campaigns, acquisition channels, reputation, and lead nurturing.
BI & Analytics
Turn operating data into dashboards, forecasts, KPIs, and clearer decisions.
Build a business that runs intelligently.
Contact UsMore than consultants.
An operating partner.
We bring COO, CFO, CMO, and CTO-level capability into one accountable operating partner. Your professionals keep their attention on care, clients, and expertise.
We build the systems around them: connected operations, measurable performance, intelligent automation, and a path to controlled growth.
Before Velcore
Growth creates operational drag.
- Manual scheduling
- Disconnected software
- Reactive staffing
- Delayed reporting
- Owner-dependent decisions
- Inconsistent follow-up
With Velcore
Growth becomes controlled.
- Intelligent scheduling
- Integrated systems
- Predictive workforce planning
- Live KPI visibility
- Structured management
- Automated communication
Integrated capabilities
One operating partner.
Eight connected capabilities.
Operations Management
- Process mapping & SOPs
- Workflow optimization
- Clinic operations oversight
- Capacity planning
Business Development
- Fractional COO services
- Expansion strategy
- Partnership development
- Revenue growth planning
Financial Coordination
- Bookkeeping coordination
- Financial reporting
- Cash flow management
- KPI tracking
HR & Staffing
- AI-assisted recruitment
- Onboarding systems
- Performance frameworks
- Staff retention
AI Integration
- AI receptionist setup
- Chatbot deployment
- AI scheduling tools
- Executive AI assistant
Marketing & CRM
- Digital marketing strategy
- CRM implementation
- Reputation management
- Lead nurturing
Business Intelligence
- Executive dashboards
- KPI reporting systems
- Predictive analytics
- Data visualization
Project Management
- New branch launches
- Technology rollout management
- Operational improvements
- Change management
Business outcomes
Solve the operating problem, not just the symptom.
Velcore connects management, systems, automation, and intelligence around the outcomes leadership teams need most.
Scale Operations
Standardize workflows, improve capacity and expand
Recover Professional Time
Reduce administration and unnecessary handoffs
Improve Financial Visibility
Live KPIs, forecasting and cash-flow clarity
Modernize Client Experience
Faster response, onboarding and communication
Build an AI-Enabled Organization
AI strategy, assistants and automation
Make Better Decisions
Predictive analytics and capacity optimization
Technology integration stack
Your systems, connected around the work.
We select and connect proven platforms around your workflows—without forcing a one-size-fits-all technology stack.
EHR / Practice Management
7 platforms- Jane App
- SimplePractice
- Cliniko
- TherapyNotes
- Owl Practice
- Tebra
- Healthie
CRM & Sales
7 platforms- HubSpot
- GoHighLevel
- Salesforce
- Zoho CRM
- Dynamics 365
- Pipedrive
- Attio
Communication
7 platforms- Twilio
- OpenPhone
- RingCentral
- Calendly
- Microsoft Teams
- Zoom
- Slack
Finance & Billing
7 platforms- QuickBooks
- Xero
- Stripe
- Bill.com
- FreshBooks
- Wave
- Ramp
HR & Payroll
7 platforms- Rippling
- Gusto
- BambooHR
- Workable
- Deel
- HiBob
- Ashby
AI & Automation
7 platforms- Make
- Zapier
- OpenAI API
- Lindy AI
- n8n
- Copilot Studio
- Gemini API
Marketing
7 platforms- Mailchimp
- Hootsuite
- Google Ads
- Meta Ads
- Klaviyo
- ActiveCampaign
- Semrush
BI & Analytics
7 platforms- Power BI
- Looker Studio
- Tableau
- Google Analytics
- Metabase
- Sigma
- ThoughtSpot
“We do not just consult. We run the business alongside our clients.”
Built in live operations.
Velcore’s model is already active across SenseBloom Therapy’s two clinics, with a third location in planning.
The transformation framework
From operational fog to controlled scale.
Nine connected actions. One operating rhythm.
Discover
Map the operation and listen to the people inside it.
Explore phase ↗Assess
Find the friction, risk, and highest-value opportunities.
Explore phase ↗Design
Build a clear operating model and transformation blueprint.
Explore phase ↗Implement
Configure the tools, roles, workflows, and reporting.
Explore phase ↗Integrate
Connect platforms and remove duplicate work.
Explore phase ↗Automate
Move repeatable tasks into reliable workflows.
Explore phase ↗Measure
Make performance visible through focused KPIs.
Explore phase ↗Optimize
Use real operating data to improve the system.
Explore phase ↗Scale
Expand locations, services, and capacity with control.
Explore phase ↗Monthly operating partnerships
Choose the level of operating support your next stage requires.
Velcore engagements combine senior operational guidance with practical implementation. Each plan begins with clear priorities, a defined working cadence, and measurable outcomes—without the cost or commitment of building a full internal leadership team.
Foundation
CAD $4,700
/ monthFor owner-led organizations establishing reliable operating foundations.
- Operational assessment and priority roadmap
- Core SOP and workflow development
- Scheduling and capacity improvements
- Monthly KPI dashboard and review
- Leadership working session each month
- Email support and progress tracking
Growth
CAD $5,600
/ monthFor growing teams ready to connect operations, systems, and customer growth.
- Everything in Foundation
- Hands-on operations management
- CRM and workflow automation
- Financial coordination and reporting rhythm
- Biweekly leadership working sessions
- Executive KPI reporting and accountability
Scale
CAD $6,500
/ monthFor multi-team or multi-location organizations requiring embedded leadership.
- Everything in Growth
- Fractional COO oversight
- Advanced AI and automation roadmap
- Cross-functional planning and governance
- Weekly executive operating session
- Multi-location performance oversight
Prices are starting monthly retainers in Canadian dollars, plus applicable taxes. Final scope reflects organizational complexity, locations, implementation requirements, and meeting cadence. Third-party software and advertising costs are billed separately.
Industries
Built around the way professional firms operate.
For organizations where professional time is valuable, service quality is essential, and administrative complexity limits growth.
01Healthcare
Mental health, ABA, allied health and multi-location clinics
02Dental and Veterinary
Independent and multi-location practices
03Legal and Accounting
Law, CPA and advisory firms
04Engineering and Architecture
Project-based professional organizations
05Financial Services
Independent advisory and wealth management firms
06Education and Consulting
Private education, training and consulting firms
Best suited to organizations with 5–200 employees where administrative complexity is limiting professional capacity.
Featured operating partner
Built alongside a growing care organization.
SenseBloom Therapy and Development Centre is a Velcore business partner providing ABA and speech therapy services. The relationship keeps Velcore’s operating model grounded in the day-to-day realities of professional care delivery.
Visit SenseBloom Therapy
Strategic partnerships and enterprise engagements