Paid consult
A focused assessment of how your business operates. We examine the workflows, systems, and responsibilities behind your challenges, identify opportunities for improvement, and develop a practical roadmap for what comes next.
A written diagnostic of your top operational bottlenecks ranked by impact.
A 90-day roadmap with sequenced fixes, owners, and KPIs.
A clear go/no-go on whether you need a fractional COO, a pod, or just better tooling.
Choose a focused assessment of one operational area or a broader review of interconnected operations. Deliverables are limited to the agreed scope; neither diagnostic includes implementation or ongoing support.
Starting at $3,500
Typical range $3,500–$6,500 · Estimated duration 2–4 weeks. A focused assessment of one agreed operational area, such as workflows, finance, or team responsibilities.
What's included
Custom Quote
A broader assessment of interconnected business operations, including workflows, systems, team responsibilities, and financial processes where relevant. The scope is defined around your business's needs.
What's included
Deliverables are confirmed within the agreed scope. Unlimited systems reviews and ongoing support are not included.
Custom
A diagnostic with separately agreed implementation. Requirements, deliverables, and timing are defined around the agreed scope.
What's included
Discovery call, access provisioning, and async questionnaire for the agreed operational areas. We see the ground truth, not the pitch deck.
We assess the agreed workflows, financial processes, communication, and tooling where relevant. Bottlenecks get ranked by impact and effort.
Roadmap discussion. You leave with a prioritized plan appropriate to the agreed scope and an honest recommendation.
A written diagnostic (PDF + Notion) ranking the operational bottlenecks within the agreed scope, plus a roadmap discussion. The Strategic Operations Diagnostic includes a 60-minute roadmap call. The Comprehensive Operations Diagnostic includes a prioritized 90-day plan and live roadmap session appropriate to the agreed scope.
The Strategic Operations Diagnostic focuses on one agreed operational area, starting at $3,500 with a typical range of $3,500–$6,500. The Comprehensive Operations Diagnostic is a broader assessment of interconnected operations, priced by Custom Quote. Operational areas and deliverables are defined around your business's needs; neither option promises unlimited systems reviews or ongoing support.
The Strategic Operations Diagnostic and Comprehensive Operations Diagnostic are assessment and planning engagements, not implementation engagements. No fixed number of fixes is promised or implemented during the diagnostic. Any implementation through Diagnostic + Install requires separately agreed scope, deliverables, and timing.
No. The diagnostic is a self-contained engagement. Many clients run the roadmap themselves; others convert into a Fractional COO retainer or Operational Pod. We give an honest recommendation either way.
The Strategic Operations Diagnostic has an estimated duration of 2–4 weeks. The Comprehensive Operations Diagnostic timeline depends on the agreed operational areas and is defined during scoping. Both move through intake, assessment, and a roadmap discussion.
Yes — diagnostics can be arranged through Upwork or directly. Deliverables and timing depend on the agreed scope, not the platform.
Book a 30-minute strategy call. We'll diagnose the bottleneck and outline the next two moves — whether or not we work together.
Book a strategy call