Ops Diagnostic
We go through your entire business and find what to fix.
We get onboarded as your customer, go through every process, and work alongside your team. You walk away with every pain point, how to fix it, a savings report with dollar figures, a Spend & Tools Audit, an AI plan, and a prioritized build plan, whether or not you ever hire us to build.
What we go through
Every part of the business, from every side.
If a customer is missing info, if something isn't clear, if things don't arrive on time, or if a teammate repeats the same task every day, we want to see it firsthand.
Customer experience
What's missing, unclear, or late?
Sales and follow-up
Where do leads and quotes stall?
Daily operations
What does your team repeat every day?
Hiring and HR
Where do people get stuck getting started?
Finance and admin
What's still entered or chased by hand?
Leadership and reporting
What's waiting on you to move?
Vendors and software
What are you paying for and not using?
Anything else
If it's eating your time, we want to see it.
The week
What happens
- Before kickoffShort pre-call form, tool access, and a list of who we should talk to.
- Days 1 to 2We get onboarded as a customer, go through your processes step by step, and sit with your team to see how work really moves, including the workarounds.
- Days 3 to 4We list every pain point, audit your software spend, find what can be automated, and price out where time and money leak.
- Day 5You get the savings report and prioritized build plan, and we go through it together.
The details
Clear terms
- Price
- $2,500. We confirm scope with you in writing before you pay.
- Credit
- Your fee credits toward implementation if you proceed within 30 days.
- Savings guarantee
- Full refund before kickoff. If your report doesn't find estimated annual savings at least equal to your fee, you get the fee back.
- Spend & Tools Audit
- We audit every software subscription, tool, and recurring cost, see what's actually used, and show you what to cut, combine, or downgrade, with dollar figures.
- AI plan
- We show you where AI fits, which tools make sense, and what to set up first.
- Payment
- Card, ACH, or check.
Full guarantee and refund terms are in our Terms.
Ready to see the numbers?
Tell us about your business, pay by card, ACH, or check, and we start.
Book a DiagnosticBacked by our savings guarantee.