01 / Intake

We start with a structured intake across all five dimensions. A ninety-minute kickoff with the founder. A written diagnostic questionnaire. A data request covering revenue, pipeline, margin, and the commercial and product metrics already being tracked. The goal of this phase is not to draw conclusions. It is to make sure we know what the leadership team already believes, what the data actually says, and where the gaps sit.

02 / Investigate

We collect the signal that lives outside the founder's head. Stakeholder interviews across leadership, sales, marketing, product, ops, and support with a consistent protocol so answers are comparable. Customer interviews across current accounts, churned accounts, and target prospects, which is where the truth about positioning and product almost always lives. A competitive scan and a financial read against unit economics. This is where the diagnosis stops being a hypothesis and becomes a defensible point of view.

03 / Synthesize

We pull the evidence into a five-dimension scorecard with scoring, confidence ratings, and the patterns that show up across interviews and data. We identify the bottleneck that moves the most downstream revenue, the second-order problems it is creating, the distractor problems it is being mistaken for, and the honest trade-offs in the prioritization call. This is the hardest part of the work and the part we refuse to outsource to a junior.

04 / Present

We deliver the written diagnostic, the scorecard dashboard, and a ninety-minute leadership walkthrough. The walkthrough is built for pressure-testing, not applause. The leadership team interrogates the call, challenges the evidence, and makes the prioritization decision on the record. You leave with a defended read on the one thing to fix first, the second and third things that will get cheaper once the first is resolved, and a routing recommendation into whichever engagement moves the diagnosed bottleneck.