Our Process

From insight to measurable impact

Every engagement follows a proven four-phase methodology. No guesswork, no generic playbooks — a structured path from where you are to where you want to be, with clear milestones at every stage.

The Four Phases

Designed around outcomes, not hours

We align our process to your goals — not a time sheet. Here's how every engagement unfolds.

01

Discovery

Understand the full picture before recommending anything.

02

Strategy

Build a prioritized roadmap tied to measurable outcomes.

03

Execution

Implement changes with your team, removing friction in real time.

04

Scale

Embed systems that sustain and compound results independently.

Phase 01 — Weeks 1–2

Discovery

Before we prescribe anything, we listen. The Discovery phase is an intensive diagnostic of your business — financials, operations, people, market position, and competitive landscape. We don't rely on assumptions; we rely on evidence.

This is where most consulting engagements go wrong: they skip the diagnosis and jump to generic solutions. We invest the time upfront to understand exactly what's working, what's not, and why — so every recommendation that follows is specific, actionable, and grounded in your reality.

  • Confidential leadership interviews and team assessment
  • Financial deep-dive: P&L, cash flow, margins by product/service line
  • Customer and market analysis: who buys, why, and what they'd pay more for
  • Operational process mapping and bottleneck identification
  • Competitive positioning audit

Deliverable: A comprehensive Discovery Report with prioritized findings and a preliminary opportunity map.

Phase 02 — Weeks 3–4

Strategy

With the Discovery data in hand, we build your custom strategic roadmap. This isn't a 50-page deck that collects dust — it's a focused, prioritized action plan with clear milestones, resource requirements, expected ROI, and timelines for each initiative.

We pressure-test every recommendation against your budget, team capacity, and risk tolerance. The goal is a plan you can actually execute — with quick wins front-loaded to build momentum and confidence within your organization.

  • Prioritized initiative list ranked by impact vs. effort
  • Financial projections and ROI modeling for each initiative
  • 90-day sprint plan with weekly milestones
  • Resource allocation and responsibility mapping
  • Risk assessment with contingency frameworks

Deliverable: A boardroom-ready Strategic Roadmap and a 90-Day Sprint Plan you can begin executing immediately.

Phase 03 — Months 2–3

Execution

Strategy without execution is just a wish list. This is where we roll up our sleeves and work alongside your team — implementing changes, removing roadblocks, and driving accountability through every phase of the sprint plan.

We don't hand you a report and walk away. We're in the trenches with you: running weekly check-ins, tracking KPIs, adjusting tactics when the market or your team provides new information, and making sure momentum never stalls.

  • Weekly implementation sprints with clear ownership and deadlines
  • Real-time KPI dashboard tracking progress against targets
  • Team coaching and capability building throughout execution
  • Stakeholder communication and change management support
  • Rapid iteration: test, measure, refine, repeat

Deliverable: Executed initiatives, live KPI dashboards, and weekly progress reports showing measurable movement toward your goals.

Phase 04 — Month 3+

Scale

The ultimate measure of a great consulting engagement isn't what happens while we're there — it's what happens after we leave. The Scale phase ensures your team has the systems, training, and frameworks to sustain and compound results independently.

We document every process, train your internal champions, and build monitoring systems that flag issues before they become problems. The goal is to make ourselves unnecessary — which is exactly how we know we've succeeded.

  • Standard operating procedures for all new processes
  • Internal champion training and knowledge transfer
  • Automated monitoring and early warning systems
  • Quarterly review framework for continuous improvement
  • Optional ongoing advisory retainer for strategic support

Deliverable: Complete operations playbook, trained internal team, and a self-sustaining improvement engine inside your business.

Ready to start your 90-day transformation?

The first step is a conversation. No commitment, no pressure — just a frank discussion about where you are and where you want to be.

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