01
Operations assessment
You already know where the trouble is. We go and count it — steps, handoffs, queues, rework — and write down where work stops and where it starts again. What comes back is a map of the operation and a written assessment of what it costs you to run it this way.
On site · process map · written assessment · named owners
What you keep
- A map of the current flow
- What the work costs today
- Named owners for each move
02
Growth strategy
We pick the two or three places growth can actually come from — customers, channels, geography — and write down what has to be true for each one to work. Then we rank them, so the next quarter has an order to it.
Customer and channel review · worked model · ranked options
What you keep
- A worked model
- Ranked growth options
- What has to be true for each
03
Pricing analysis
List price, cost to serve, and the discount you actually give, reconciled against each other. Most owner-led companies run three pricing systems at once: the sheet, the invoice, and the handshake. We write down all three and show you the gap.
Transaction review · margin by line · price architecture
What you keep
- Margin by product line
- The discount gap, sized
- A price architecture you can hold
04
Market entry planning
For a new state, a new segment, or a new product line: who is already there, what it costs to serve them, what the first move is, and what you would need to see before you commit to the second.
Demand and competitor review · cost to serve · sequencing
What you keep
- Demand and competitor read
- Cost to serve
- A sequenced plan of moves
05
Executive advisory retainers
A standing line item. We sit in the room for the decisions that do not fit inside a project — a hire, a contract, a price change, a partner — and keep the numbers straight while you decide.
Retainer · scheduled sessions · written notes
What you keep
- Scheduled working sessions
- Written notes after each
- A standing line item on the books