Process Diagnosis + Quick Wins
We identify exactly what's broken—and prove we can fix it with measurable quick wins in weeks 1-3.
Schedule Your DiagnosisThe 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 1-3: Discovery & Quick Wins
- Discovery interviews with founder, CEO, sales team, operations team, customers
- Initial operational/sales/financial data analysis
- Quick win identification and implementation
- Measurable results demonstration ($2K-$20K typical impact)
Weeks 3-6: Deep Analysis & Diagnosis
- Complete analysis of 2+ years of operational/sales/financial data
- Identification of primary process gap(s)
- Full diagnosis report (10-15 pages)
- Executive briefing (90 minutes) + Prioritized Phase 2 roadmap
Quick Win Examples
Real quick wins we've delivered for clients in the first 2-3 weeks
Quoting Templates
Created templates for 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-$15K saved monthly
Customer Profitability Analysis
Identified top 20% of customers and helped team avoid 3 bad deals in Week 1.
Impact: ~$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
2-3 weeks
Duration
4-6 weeks
Quick Wins
Weeks 1-3
Full Diagnosis
Weeks 3-6
Investment typically pays for itself within the first 2-3 weeks through quick wins.