PHASE 1 — UNDERSTAND

Structural Diagnostic

I assess how the business actually operates under load. That includes CRM, workflows, lead handling, reporting visibility, ownership structure, and the points where things depend too heavily on memory, urgency, or the founder. This engagement ends with a clear diagnostic document and a findings call. What happens after that is the client's decision.

$1,500–$3,500. Pricing is determined at discovery based on the number of systems involved, clarity of ownership, and structural complexity.

What You Receive

  • — Written diagnostic report
  • — Structural burden classification
  • — System map showing where work enters, moves, stalls, and breaks
  • — Assessment of ownership clarity and handoffs
  • — Prioritized improvement roadmap
  • — Findings call

Not Included

  • — Implementation of any kind
  • — CRM editing
  • — Workflow rebuilding

• Prices in USD. Final checkout amount is subject to current market exchange rates and provider fees.

• Pricing ranges apply to micro to small businesses (fewer than 50 employees). Engagements above this scale are scoped individually during discovery.

Any implementation work following the Diagnostic is scoped separately.

All engagements are prepaid before work begins. Timelines assume timely client response. If work stalls waiting on access, information, or approvals, the timeline pauses and resumes when what is needed is provided.

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