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ENGAGEMENTS · BUSINESS SNAPSHOT

Business Snapshot

The starting point to every engagement.

A structured discovery engagement that captures a holistic view of the business and identifies where deeper help is needed. Before anyone proposes work, we find out what’s actually true — across sales, marketing, operations, and finance.

EXECUTED BY — ALL THREE PARTNERS INVESTMENT — STARTING AT $2,500 TURNAROUND — 1–2 WEEKS

WHY IT COMES FIRST

Diagnose before you prescribe.

Most advisory work starts with a solution already in mind. The Snapshot exists so nobody — including us — proposes anything until the whole picture is on the table.

Sales

Marketing

Operations

Finance

A holistic read, not a sales pitch.

You may finish the Snapshot and decide the answer is a single fix you can run yourself. That is a legitimate outcome, and we will tell you so.

HOW IT RUNS

Five steps, one to two weeks.

Structured discovery, all three partners reading the business in parallel, ending in a report and a ranked set of next steps.

Intake and discovery questionnaire

A structured questionnaire that captures how the business runs today — the numbers, the systems, the people, and the friction you already know about.

Interview with the CEO

A direct conversation about goals, pressures, and what you believe is holding the business back — the context a questionnaire can’t reach.

Collaborative partner review

All three partners review the collected data together and determine what each area of the business actually needs — rather than each advisor reading their own function in isolation.

REVIEW COLLECTED DATADETERMINE WHAT’S NEEDED

Presentation of the report

We walk you through the findings in person: what we found across all four functions, what it’s costing you, and where the value is concentrated.

High-level next steps — good, better, best

A ranked, high-level map of where to go next at three levels of commitment, so the decision about what to do is yours and it’s an informed one.

GOODBETTERBEST

WHAT YOU RECEIVE

A sample of the report.

Every engagement ends in a written report and a live walkthrough. Below is the shape of what you get — the sections, and how the findings are presented.

The figures shown are illustrative, not a real client’s numbers. Your report is built entirely from your own data.

SPREAD 01

The four-function scorecard

Every function scored against the same framework, so you can see at a glance which one is dragging the others down.

ILLUSTRATIVE — NOT CLIENT DATA

SPREAD 02

Ranked priority fixes

Not a list of everything wrong. The three to five items carrying the most value, ordered by what they are worth.

ILLUSTRATIVE — NOT CLIENT DATA

SPREAD 03

Where the margin goes

Revenue traced through cost, overhead, and leakage to what actually lands as profit — usually the slide owners remember.

ILLUSTRATIVE — NOT CLIENT DATA

SPREAD 04

The 30/60/90 roadmap

What to do first, what depends on it, and what can wait — sequenced so the plan survives contact with a real week.

ILLUSTRATIVE — NOT CLIENT DATA

INVESTMENT

Starting at $2,500.

The Snapshot is a contained engagement — deliberately priced so the diagnosis never becomes the expensive part. Everything that follows is scoped from what it finds.

The Business Snapshot is based on information provided by the client and observations made during a limited engagement window. Recommendations are directional and intended to inform next steps, not to serve as a fully engineered strategic or technical plan.

All pricing shown is an estimate or range and subject to change based on scope, complexity, and specific client needs. Final pricing is confirmed in a signed proposal or agreement.
Deliverables and timelines depend on timely client participation, access, and data provided.
These services are business and marketing advisory in nature and do not constitute legal, tax, or financial advice.
Past results or projections referenced in any report are not guarantees of future performance.

THE THREE TIERS

Where this leads.

STEP ONE

Business Snapshot

Your Snapshot reveals where things stand today.

STARTING AT $2,500

STEP TWO

Growth Strategy

Your Growth Strategy fixes what’s hurting you most right now.

CUSTOM PACKAGE PRICING

STEP THREE

Business Blueprint

Your Blueprint is the complete plan to build the business you’re trying to become.

STARTING AT $12,000

Find out where things actually stand.

Start with a Snapshot Take the Free Assessment First