How it works

One method. Three workstreams. Systems that stay installed.

Every engagement follows the same five steps, which we call the Profit Ops method. Quality doesn’t depend on one person, and every project ends with something working, not a slide deck.

The method

Discover. Diagnose. Design. Install. Sustain.

Discover

Interviews with the owner and team, a pull of your time and financial data, and a review of the org.

Diagnose

A scorecard against benchmarks and a ranked list of fixes, biggest profit impact first.

Design

KPIs, org chart and roles, and a pay plan, built with you rather than handed to you.

Install

Tools set up, team trained, and the first monthly review held. We install, not just advise.

Sustain

Retainer reviews keep the numbers moving after the project ends.

Three workstreams

One for each cause of thin margins.

Take one as a focused project, or all three together as a full transformation.

Workstream A

KPIs and time tracking

Fixes: no visibility

Time-tracking rulesSimple rules the team will actually follow

Utilization targets by roleRealistic targets, not one number for everyone

Margin by client and projectSee who’s profitable while you can still act

A monthly dashboardNumbers the owner trusts, reviewed every month

Installed: a live dashboard and a monthly review rhythm.

Workstream B

Structure and roles

Fixes: unclear structure

A clear org chartWho owns what, at every level

Job descriptions with outcomesRoles defined by results, not task lists

Decision rightsDecisions move without waiting on the owner

A career pathA reason for good people to stay

Installed: signed-off job descriptions and decision rights.

Workstream C

Incentive and bonus plans

Fixes: misaligned pay

A profit-linked bonus or profit shareTied to margin and utilization

Clear, simple rulesEveryone can see how the plan pays out

Rollout and communicationExplained to the team so it motivates

Expert reviewEvery plan reviewed by legal and HR or comp specialists

Installed: a pay plan in place, so the team wins when the agency wins.

Why it works

All three levers, pulled together.

A dashboard alone doesn’t change behavior. A new org chart without pay alignment doesn’t stick. We fix visibility, structure and pay as one system, so the numbers actually move.

We work in your own time-tracking and accounting tools wherever possible
Standard templates for dashboards, job descriptions and bonus plans, adapted to you
Incentive design is a core skill: the Wadia Group runs on profit-linked equity for its own principals
Messy data is expected. Cleaning it up is part of the diagnostic

See where your agency stands.

The free Profit Check scores your numbers against the same benchmarks we use in the diagnostic.

Take the Profit Check Book a free call