Phase 1: The Margin Method Assessment
We diagnose what's broken before building the fix.
We typically spend 2-4 weeks in your operations finding what's broken. You get a clear roadmap showing exactly what to fix—and how much it'll save you. Unlike consultants who hand you a report and disappear, we stick around to build the fix.
The 7 Domains We Assess
Service Delivery & Operations
Process mapping, bottleneck identification
Marketing & Lead Generation
Brand audit, digital presence, content systems
Sales & Client Acquisition
CRM, pipeline, nurturing automation
Financial Management
P&L, project profitability, time vs billing
Systems & Technology
Tool audit, integration map, AI opportunities
Leadership & Mindset
Owner bandwidth, decision bottlenecks
Team & Talent
Onboarding, knowledge capture, capacity
What You Get
Margin Blueprint
Visual roadmap you can actually understand
ROI Projections
Dollar amounts for top opportunities
Priority Matrix
Impact vs. Effort for every recommendation
Quick Win Included
One small workflow delivered during assessment
30-Day Check-In
We follow up to see how things are going
Documented SOPs
Yours to keep—whether you work with us or not
Assessment Pricing
Small Business
Under $500K revenue
Typical savings: $25K-75K/yr (5-15X ROI)
Growth Business
$500K - $2M revenue
Typical savings: $75K-200K/yr (7-20X ROI)
Enterprise
$2M+ revenue
Typical savings: $200K+/yr (13X+ ROI)
Not sure which tier? Book a call and we'll help you figure it out.
What Comes Next: Phase 2
After your assessment, you'll have a clear roadmap. Most clients move to implementation—where we build the systems your roadmap identifies. You're never locked in, but the assessment naturally leads to action.
Preview Implementation Packages →Ready to find what's costing you time?
30 minutes. Free. You'll walk away with clarity—whether we work together or not.