A real read of your business, and what to do next. Fixed-fee.
We audit your marketing, sales, and operations, then send back a written diagnosis of what’s holding you back, plus a clear plan you can act on. When the bottleneck is operational, that plan often means custom development. Then you decide whether a longer project makes sense for both of us. No pressure to keep working together.
Three places a growing business gets stuck.
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Marketing
Positioning, offer, demand generation, and whether the message actually matches the buyer you're trying to reach.
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Sales
Process, follow-up speed, CRM hygiene, and where qualified leads are quietly falling out of the funnel.
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Operations
Workflow, tooling, and handoffs. This is usually where the real constraint hides, and where the fix is often custom development, not more process.
Real work product. Not a discovery call.
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A written diagnosis of the bottleneck
What's actually limiting the next compounding move across marketing, sales, and operations, named clearly. Not a 60-page deck. A short, operator-honest read.
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Research where we needed to look
Buyer interviews, competitor read, market signal, ops review, whatever the diagnosis requires. We show our work.
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A clear recommendation for the next move
What we'd do if it were our business. Sized for your stage. If the constraint is operational, that often means a custom build or integration, not just process advice. Includes whether the right answer is to keep working with us or not.
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An option (not an expectation) to keep going
If the recommendation calls for a longer project, we'll scope it. If it doesn't, we'll tell you so.
Small. Fixed-fee. No surprises.
- Step 01
Scope call
30 to 45 minutes. We confirm the bottleneck premise and agree on what the deliverable will cover. You sign off on scope and fee before any work starts.
- Step 02
Research and dig
Typically 2 to 4 weeks. We work in the open: interviews, market read, ops review, whatever the diagnosis requires. Light weekly check-ins.
- Step 03
Deliver the read
Written diagnosis plus a recommendation. We walk you through it on a call. You take it. The work is yours regardless of what you decide next.
- Step 04
Decide together
If the recommendation calls for a longer project, we scope it. If it doesn't, we tell you who could help instead, or that you don't need anyone right now. No pressure to keep working together.
Things we get asked.
What does it cost?
Fixed-fee, sized to scope. We confirm the number before any work starts. The Business Audit sits well below typical agency or consulting retainers because the scope is small and defined up front.
How is this different from a discovery call?
A discovery call is sales. This is paid work. You get a real diagnosis and a recommendation that's yours to keep, whether we work together further or not.
What if the diagnosis says I don't need you?
We'll tell you so. Often the recommendation is to focus on something we don't do, or to keep doing what you're already doing. Honesty here is the whole point.
What if the constraint turns out to be operational?
Then the plan usually leads to custom development, not more process documentation. We'll be specific about what that build looks like and what it would take.
Will this lead to ongoing work?
Sometimes yes, sometimes no. If the work calls for it and we're the right team, we'll scope it. We're selective about the projects we take, so this is a real two-way decision.
Who runs this?
Patrick leads every project personally, with one to two specialists where the work requires it. You're not handed off after the sale.
What if I haven't taken the free diagnostic yet?
You don't have to. The free diagnostic is a useful primer and saves us time, but the Business Audit starts from a scope call regardless.
“Patrick's a rare breed in this industry. Not just the art, not just the science, but the heart as well.”
“The first group of people that I've worked with that have been able to help me grow my social media and my business.”
Ready for a real read of your business?
Reach out and we'll set up a scope call. Or take the free 4-minute diagnostic first; we'll work from your answers.
