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Operational Intake — Book the $395 Audit
Get a comprehensive 30/60/90‑day operating plan delivered in just one week. One accountable point of delivery. No ongoing commitment required.
What You'll Get
This one‑week operational audit delivers a complete diagnostic of your current operations and a clear roadmap forward. We cut through complexity to give you actionable insights and immediate opportunities for improvement.
Structured Discovery
Comprehensive assessment across people, tools, vendors, and workflows. We document what's working and what's not.
Risk Documentation
All blockers and risks documented with severity ratings and assigned owners for accountability.
Quick Wins List
Immediate opportunities for cost savings, time savings, and risk reductions you can implement right away.
Prioritized 30/60/90‑Day Plan
Clear initiatives sequenced by impact and feasibility, with assigned owners and measurable success criteria for each milestone.
Vendor & Expense Scan
Detailed analysis highlighting consolidation opportunities and renegotiation leverage points to reduce your operational spend.
Implementation Blueprint
Step‑by‑step guidance on who does what, in what order, with clear acceptance criteria and dependencies mapped out.
Delivery Walkthrough
Comprehensive PDF report plus a live call to review findings, answer questions, and provide a recording for your entire team.

Important: This is a one‑time audit with no strings attached. If you need ongoing operational leadership after receiving your plan, we offer subscription tiers that provide continuous support and execution oversight.
The Timeline (1 Week)
We've streamlined this process to respect your time while ensuring thoroughness. The entire audit takes just seven days from kickoff to delivery, with minimal demands on your schedule.
1
Day 0: Kickoff (45–60 min)
We align on scope, secure necessary access, clarify objectives, and understand constraints. You'll confirm the KPIs that matter most and identify key decision‑makers.
2
Day 1–3: Discovery & Analysis
Our team conducts focused interviews, inventories your tools, reviews vendor relationships, captures budget snapshots, and builds a comprehensive risk register. This is where we dig deep.
3
Day 4–5: Plan & Blueprint
We synthesize findings into prioritized initiatives, sequence them logically, assign RACI responsibilities, and define clear success criteria for each phase of execution.
4
Day 6–7: Delivery
You receive the complete report, detailed plan, and a live walkthrough session. We answer all questions, clarify tradeoffs, and ensure you're confident moving forward.
Deliverables (What You'll Receive)
Every audit includes a comprehensive package of documentation and strategic guidance designed to give you complete clarity on your operational state and next steps.
Complete Documentation Package
You'll receive multiple deliverables that work together to give you both the diagnostic view and the execution roadmap. Each document is designed for immediate use by your team.
01
Ops Intake Report (PDF)
Comprehensive findings document detailing current state, identified risks, operational gaps, and immediate quick wins with implementation guidance.
02
30/60/90 Plan (Roadmap)
Sequenced initiatives with assigned owners, key milestones, success criteria, and dependencies clearly mapped for each phase.
03
Budget & Vendor Notes
Detailed analysis of spending patterns, consolidation opportunities, renegotiation leverage points, and recommended next steps for vendor management.
04
Issue/Risk Register
Prioritized list of operational risks with severity ratings, mitigation strategies, assigned owners, and recommended timelines for resolution.
05
Decision Log
Documentation of key strategic choices made during the audit, pending approvals needed, and the rationale behind major recommendations.
What We Need From You
We've designed this process to be minimally invasive while maximizing insight. Your time commitment is small, but the access and clarity you provide directly impact the quality and relevance of our recommendations.
60–90 Minutes Total
Brief sessions with the owner and 1–2 key team members who understand daily operations. We schedule flexibly around your availability and can break this into shorter conversations if needed.
Read‑Only Tool Access
Access to relevant systems and tools, or exported snapshots if direct access isn't feasible. We only need visibility into what's necessary for the audit scope.
Single Decision‑Maker
One person with authority to make prioritization calls and approve the direction. This prevents delays and ensures the final plan aligns with your strategic priorities.

Privacy & Security: All access is temporary and revoked immediately after the audit. We sign NDAs as standard practice and treat your operational data with strict confidentiality.
What "Measurable" Can Look Like
We don't believe in vague objectives. During the Intake kickoff, we propose specific, measurable metrics tailored to your business. You approve the metrics that matter most, and we build the plan around achieving them.
Cost Reduction
Reduce SaaS and vendor spend by a specific percentage or dollar amount per year. We identify redundant tools, overlapping services, and renegotiation opportunities that directly impact your bottom line.
Time Savings
Cut cycle time from weeks to days, reduce owner involvement by measurable hours per month, and eliminate time‑wasting bottlenecks that slow down your team.
Risk Mitigation
Eliminate single‑point‑of‑failure processes, add backup procedures and QA gates, and create operational resilience that protects your business continuity.
Revenue Operations
Increase qualified lead throughput, fix handoff inefficiencies between teams, tighten SLAs, and optimize the revenue‑generating processes that drive growth.
"Measurement continues if you move into a subscription plan. Otherwise, you keep the plan and can execute independently with your team or trusted partners."
Frequently Asked Questions
We've answered the most common questions below. If you have others, we're happy to discuss them during a brief exploratory call before you commit.
Is this just a report?
No. This is far more than a document. You receive a sequenced execution plan with assigned owners, clear acceptance criteria, decision points mapped out, and implementation guidance. It's designed to be actionable from day one.
Will you do the implementation?
Implementation can be handled by your internal team, vetted partners we recommend, or through our subscription tiers if you want us to lead coordination and oversight. The choice is yours based on your capacity and preferences.
What if my tools are messy?
That's extremely common and exactly why this audit is valuable. We inventory your current state first, then propose practical consolidation or migration strategies with clear implementation paths. Messy operations are our specialty.
Can we start with a subscription instead?
Absolutely. If you already know you want ongoing operational leadership and don't want to wait, you can select a subscription tier immediately. We'll fold the Intake process into week one and continue with execution support.
Still Have Questions?
We're here to help you understand if this audit is the right fit for your organization. Schedule a brief exploratory call to discuss your specific situation.
Next Step
Book the $395 Operational Intake
Get your comprehensive 30/60/90‑day operational plan delivered within one week. No ongoing commitment. No hidden fees. Just clear, actionable guidance from experienced operators who understand the challenges you're facing.
1
Book Today
Schedule your kickoff call and secure your audit slot.
2
One Week Later
Receive your complete operational plan and roadmap.
3
Start Executing
Implement improvements with confidence and clarity.

Limited Availability: We cap the number of audits we accept each month to ensure quality. Book your slot today to secure your delivery timeline.