Phase 01
Discovery Engagement
A structured assessment of your business. In 2–3 weeks, we tell you exactly what's holding you back and give you a 90-day plan to fix it.
What It Is
A diagnostic, not a pitch.
Discovery is a fixed-scope engagement. We come into your business, ask the hard questions, review the actual numbers, and deliver a written assessment with a clear execution plan.
Most owners have assumptions about where the problems are. Discovery confirms what's real and identifies the constraints that aren't obvious — the ones hiding in process inefficiency, pricing structure, or organizational gaps.
You don't need to commit to anything beyond Discovery. Many clients find that the plan itself is the most valuable thing they've bought in years.
Who It's For
You're the right fit if:
You're an owner or CEO with $500K–$15M in revenue
You feel like you're working harder than the results justify
Your business runs on you, and you want to change that
You want a real plan — not another brainstorming session
You're willing to share your numbers and be honest about the gaps
Deliverables
What you receive.
Current State Assessment
A clear-eyed written analysis of where your business stands today — financials, team, processes, and market position.
KPI Baseline
We establish your starting numbers across revenue, margin, utilization, customer acquisition, and other metrics relevant to your business.
Bottleneck Map
A visual map of the 3–5 constraints most responsible for limiting your growth or compressing your margins.
Priority Matrix
A ranked list of initiatives by impact and effort, so you know exactly what to do first and why.
90-Day Execution Plan
A specific, actionable plan with owners, milestones, and KPIs. Not a strategy deck — a working document.
How It Works
2–3 weeks. Five stages.
What we need from you: honesty, 4–6 hours of your team's time, and access to your key reports. We handle the rest.
Intake + Kickoff
Day 1–2You complete our discovery intake form. We review it before our kickoff call to arrive prepared, not asking basic questions.
Stakeholder Interviews
Day 3–7We interview the owner and 2–4 key team members. Each session is 60–90 minutes and follows a structured framework.
Data & Document Review
Day 5–10We review your P&L, operational reports, org chart, key processes, and any existing metrics. You provide; we analyze.
Analysis & Synthesis
Day 8–12We synthesize everything into a bottleneck map and priority matrix, identifying the highest-leverage opportunities.
Readout & Plan Delivery
Day 14–18We present findings to you and your leadership team, walk through the 90-day plan, and answer every question.
Pricing
Fixed fee. No surprises.
Discovery is priced as a fixed engagement, not an hourly estimate. The fee covers the full scope — interviews, analysis, documentation, and the readout session.
Starting at $5,000
Final fee confirmed on our initial call, based on company size and complexity.
No retainer. No commitment to post-Discovery work. The plan is yours.
What's included at every price point:
What happens next.
Two ways to get started. Both take less than 10 minutes.
Option A: Start the Intake
Complete the discovery intake form. We review it and reach out to schedule your kickoff.
Start Intake FormOption B: Book a Call
30 minutes to assess fit. No pressure. We'll answer any questions before you decide.
Book a Discovery Call