Duration
One to two weeks
Investment
From $2,500
Credit
In full, within 60 days
You keep
The written plan
What we examine
We start with what works
The point is not to find what is broken. It is to see where the business is strongest, and where better systems would let it do more of that.
01
How you win customers
Where your best clients come from, how quickly they hear from you, and what happens next.
02
How you serve them
Booking, onboarding, client updates and support.
03
How the work gets done
Project management, scheduling and the hand-offs between teams.
04
How the back office runs
Billing, finance, HR, documents and admin.
05
How you keep score
The numbers leadership relies on, and the effort it takes to produce them.
06
Your tools, data and risk
What connects to what, and who or what can reach your data.
What you receive
A plan you own
Written for your leadership team, in plain language, with the numbers behind every recommendation.
A map of how the business runs
How customers find you, buy and are served, and how work moves behind the scenes
Opportunities, ranked
By value, effort and risk, each with estimated cost and payback
What to leave alone
The parts that already work, and why
A 90-day roadmap
What to do first, second and third
A leadership walkthrough
Findings and priorities, in one session
How it runs
Four steps, two weeks
01
Introductory call
Thirty minutes to agree scope and the right option.
02
Interviews
Leadership and team, plus read-only access to the tools that matter.
03
Analysis
Process, systems, numbers and risk, across the areas in scope.
04
Walkthrough
Findings, priorities and the roadmap, with your leadership team.
Options and investment
Two ways to start
Focused
$2,500
About one week
Scope
One area: customer intake, the back office, project delivery or growth
Interviews
Leadership plus two team members
Full
$5,000
About two weeks
Scope
All six areas, across the whole business
Interviews
Leadership plus four team members
The fee is credited in full against implementation if you engage us within 60 days.
Questions
Frequently asked
Why pay for an assessment?
Because a free one is a sales call. A paid one is real work on your business, and you keep the plan.
Is it only about sales and marketing?
No. We look at the whole business: customer-facing systems, the back office, project management and delivery, reporting and security.
What do you need from us?
A few hours of your time and your team's for interviews, and read-only access to the tools that matter.
Do we have to hire you to build it?
No. The plan is yours to use with your own team or anyone else.
Who owns what you build?
You do. It lives in your accounts and it is documented.
Is our data safe?
Security is where we come from. We look at the minimum we need, and tell you what your current tools can already see.