The diagnostic
$1,250 · 2 to 4 weeks
§ I · the front door
See how your business actually runs, and what to fix first.
A structured audit of your operations across four areas, the gaps that are quietly costing you time and money, and a prioritized plan for what to fix first. You leave with a written assessment and a roadmap that are yours to keep, whether or not we work together after.
Start here
Begin with the diagnostic
§ II · sound familiar
You already know something is off. You just can’t name it yet.
The program works. Clients get results. But the systems were built when the business was smaller, and now the whole thing seems to route through you. Monday mornings go to reconciling Stripe against Kajabi against the Circle roster by hand. Every new contractor needs the business explained from scratch because it lives in your head. None of it is on fire, which is exactly why it never gets fixed.
The diagnostic is where the guessing stops. I map how the business actually runs and hand you the facts, so the next decision is a strategic one instead of an emotional one.
§ III · what the audit examines
Four areas, looked at together.
I audit against your goals, not a generic checklist. Disorganized is only a problem when it is blocking something you are trying to do. The real gaps almost always cross more than one area, so I look at all four at once.
i · systems
How the work gets done
Tools, workflows, documentation, and the manual stitching between platforms you do without realizing it. Where is the work still routing through you?
ii · finance
How money moves
Revenue tracking, expenses, payment flows, and whether you can see your numbers clearly enough to make a confident decision. Not bookkeeping.
iii · positioning
What you say vs. sell
Offers, messaging, and whether the way you talk about the business and the way it actually runs have drifted apart.
iv · client experience
The journey, start to end
Onboarding, delivery, offboarding, and the handoffs that quietly depend on you being in the room.
§ IV · what you walk away with
Real deliverables, not a vague next step.
By the end you have three things, yours to keep either way.
A written audit
Where the business stands today, the three to five findings that matter most, and a short read on each of the four areas: what is working, where the drag is, and why it is showing up.
A priority roadmap
A clear, ordered list of what to fix, grouped by urgency and impact, so you know what to do first and what can wait.
A proposal, with a walkthrough
The one project I would recommend starting with, the expected impact, and a rough timeline, walked through in plain language so nothing is buried.
Plus a kickoff session to align on your goals at the start, and a debrief session to walk the findings at the end.
§ V · the facts
Investment
$1,250
paid in full at start
Timeline
2 to 4 weeks
kickoff to debrief
You leave with
Audit + roadmap
yours to keep either way
§ VI · a note on the fee
If it leads to a build, you don’t pay twice.
Go on to a custom development project within 15 days of receiving your audit, and the full $1,250 credits back against it. To be straight: the credit applies to custom development, not the retainer. The retainer is separate, ongoing work, and the diagnostic was real work with real deliverables. Both are paid because both happen. No fine print.
diagnostic fee
$1,250
within 15 days
a build
§ VII · why the diagnostic is paid
A real audit, not a sales call.
What it is
A real audit with real deliverables, and the low-commitment way to see how I think before any larger decision. For a retainer, it is also how the work gets scoped and priced honestly, against what your business actually needs rather than a guess.
What it is not
Not a free consultation. I don’t give away operational thinking during a sales call. And it is not a pitch in disguise. The audit is genuinely useful on its own, and plenty of people take it and run with the roadmap themselves. That is a good outcome.
§ VIII · the other door
Already know exactly what you need built?
Then you might not need a diagnostic. Tell me about the build and I will point you the right way. If the scope is clear and grounded, we go straight to a quote. If there is operational context missing, the diagnostic is the better first step, and I will say so.
§ IX · begin
Apply for a diagnostic.
The application is a short form: who you are, what you run, and where the work still routes through you.
Apply for a diagnosticLet me know your thoughts and we can go from there.