The Problem with Traditional Consulting
You've probably experienced this before: a consultant comes in, interviews everyone, writes a beautiful report, and leaves. Six months later, nothing has changed. The report sits on a shelf. You're back where you started, except poorer.
We do things differently.
How Phase 1 Works
Weeks 1 to 3: Discovery & Quick Wins
- Discovery interviews with founder, CEO, sales team, operations team, customers
- Initial operational, sales, and financial data analysis
- Quick win identification and implementation
- Measurable results demonstration ($2K to $20K typical impact)
Weeks 3 to 6: Deep Analysis & Diagnosis
- Complete analysis of 2+ years of operational, sales, and financial data
- Identification of primary process gap(s)
- Full diagnosis report (10 to 15 pages)
- Executive briefing (90 minutes) plus a prioritized Phase 2 roadmap
Quick Win Examples
Real quick wins we've delivered for clients in the first 2 to 3 weeks.
Quoting Templates
Created templates for the top 5 product types, reducing quote generation time by 60% in week 2.
Impact: $12K margin protected
Pricing Floor Rules
Implemented minimum pricing rules that stopped margin erosion on 15% of deals.
Impact: $8K to $15K saved monthly
Customer Profitability Analysis
Identified the top 20% of customers and helped the team avoid 3 bad deals in week 1.
Impact: approximately $8K saved
What You'll Know After Phase 1
- Which of the three process gaps is your primary problem
- What it's costing you in revenue and margin
- Proof that our approach works, from quick wins
- Exactly what Phase 2 will look like and cost
- A clear decision point with no pressure
Phase 1 Investment
ROI Timeline
2 to 3 weeks
Duration
4 to 6 weeks
Quick Wins
Weeks 1 to 3
Full Diagnosis
Weeks 3 to 6
Investment typically pays for itself within the first 2 to 3 weeks through quick wins.
Schedule Your Process Diagnosis
No obligation. You'll leave with a prioritized action list, whether we work together or not.