REVENUE & OPERATIONS DIAGNOSTIC
Find out where your business is making revenue harder than it needs to be.
A focused, approximately 30-day strategic engagement designed to uncover the operational friction affecting revenue, customer experience, capacity or growth.
We look beneath the visible symptoms and across the business to understand what’s actually happening, what deserves your attention and what should happen next.
Starting at $3,500
Who this is for
The Revenue & Operations Diagnostic is designed for established service businesses that already have traction but know the business behind the growth could work better.
It may be right for you if:
You're still the bottleneck.
Too much relies on your involvement, decisions, memory, or follow-up.
Your systems feel disconnected.
You have tools and processes, but they don't work together as smoothly as they should.
Growth has created complexity.
What worked when the business was smaller isn't working as well anymore.
You're not sure what to fix first.
There are multiple problems competing for your attention, and you need an outside perspective to identify the highest priorities.
What we'll look at
This isn’t simply a technology audit.
We’ll examine the business across the areas that influence revenue, customer experience, capacity, and sustainable growth.
Customer Journey
How prospects move from awareness to becoming customers and what happens throughout the relationship.
Sales & Onboarding
How opportunities are captured, followed up with, converted, and transitioned into delivery.
Delivery
How your business fulfills what was promised and manages the customer experience.
Measurement
What you're currently tracking and where greater visibility could help you make better decisions.
Ownership
Who is responsible for decisions, tasks, follow-up, and outcomes.
Systems & Workflows
How work moves through the business and where unnecessary friction or manual effort exists.
Technology
Whether your current technology stack supports the business effectively or creates additional complexity.
Automation & AI
Where automation or AI can create useful leverage and where it should not replace human judgment.
Retention & Expansion
How the business supports repeat purchases, renewals, referrals, upsells, and long-term value.
How it works
Asses
STEP 1
We begin by gathering the information needed to understand your business, Revenue Journey, systems, technology, processes and team structure.
Investigate
STEP 2
I review how the business actually operates, including relevant systems, workflows, customer touchpoints and, when appropriate, input from the people involved.
Diagnose
STEP 3
We’ll use strategic working sessions as needed to examine what I’m seeing, test assumptions and identify the underlying causes of operational friction.
Prioritize
STEP 4
We’ll determine which issues deserve attention first based on their potential impact on revenue, customer experience, capacity, risk and sustainable growth.
Recommend
STEP 5
You’ll receive clear strategic recommendations and a prioritized direction for what should happen next.
Result
Clarity on what matters most.
You leave knowing what’s really creating friction, what needs attention now and where to focus your time, money and resources next.
What you get:
More than observations. A clear picture of what’s happening and a prioritized plan for what comes next.
A comprehensive assessment of what we uncovered across your Revenue Journey, including key findings, operational friction, risks, gaps and opportunities.
A clear view of where the experience or operation may be breaking down across:
Attract → Engage → Convert → Deliver → Retain → Expand
And how those breakdowns may be affecting revenue, customer experience or capacity.
A prioritized view of what needs attention now, what can wait and which issues are likely to have the greatest impact if addressed.
Specific recommendations for what to simplify, redesign, automate, delegate, clarify, eliminate or strengthen based on what the business actually needs.
A practical, sequenced plan that turns the findings into clear priorities for the next 90 days, so you know what should happen first, next and later.
We’ll review the findings and recommendations together so you leave understanding what they mean, what decisions need to be made and how to move forward with your team, another provider or through additional support if needed.
What happens after the Diagnostic?
The Diagnostic is a complete standalone engagement.
There is no requirement to continue working together.
If the findings uncover an area where you would like additional support, we may discuss an Operations Implementation Sprint or Strategic Operations Advisory engagement.
The next step should be based on what the business needs, not on forcing you into a predetermined package.
You don't need more guesswork.
You need a clear diagnosis.
Before you buy another platform, automate another workflow, hire another person, or rebuild another process, let’s make sure you’re solving the right problem.