Honest answers to the things executives ask before booking. No spin.
Yes. If we determine within the first 30 minutes that this isn't the right fit for your business, we'll end the session and refund the fee in full. No questions asked.
No. The Diagnostic is a standalone engagement. We'll discuss the Advisory Retainer only if the Diagnostic shows it would be valuable — and only if you bring it up. There's no pitch at the end of the session.
Typically the CEO or COO and one operations lead. We don't need the whole team — just the people who understand how work actually flows through your organization. Two to three people is ideal.
Yes. Most sessions are conducted via video. If you're in the Houston area and prefer in-person, we can accommodate that as well.
Service businesses across professional services, field services, healthcare staffing, logistics, and similar sectors. The common thread is operational complexity at the $5M–$50M revenue stage — not a specific industry vertical.
Consultants and agencies typically make money when you buy tools or hire them to build. We make money on advisory — which means our incentive is to tell you what not to do as much as what to do. We don't sell software, don't take referral fees, and don't build anything ourselves.