Clear prices. A low-risk first step.
Start with a $10K diagnostic. If you go on to a project within 60 days, the full $10K is credited toward it.
Profit Diagnostic
We find exactly where your margin is going and what to fix first.
- Review of your time data, financials and org
- A scorecard against benchmarks
- A ranked fix list, biggest profit impact first
- Data clean-up where your time tracking is messy
Focused project
Fix one cause, fully installed. Choose ONE of:
- KPIs and time tracking: rules, utilization targets, margin by client, a monthly dashboard
- Structure and roles: org chart, job descriptions with outcomes, decision rights, career path
- Incentive and bonus plans: a profit-linked plan, reviewed by legal and HR or comp specialists
Full transformation
Visibility, structure and pay, rolled out together as one system so the numbers move.
- Everything in all three workstreams
- One sequenced rollout plan
- Team training and the first monthly reviews held
Operating-partner retainer
A senior operating partner in your corner every month.
- Monthly KPI review
- A leadership meeting
- Owner coaching
- Tweaks to pay plans as the agency changes
Each step earns the next.
Free call + Profit Check
30 minutes and the online scorecard
Profit Diagnostic
$10K, clear results in 3–4 weeks
Project or transformation
With the $10K credited
Retainer
Monthly reviews keep the gains
Results you can show
Clean numbers for your team, lenders or a buyer
Questions owners ask.
Why start with a diagnostic?
Because the fix depends on the cause. A diagnostic shows which of the three causes is costing you most, so you only pay for the work that moves your numbers. If you go ahead within 60 days, the $10K is credited.
How is this different from a coach or a peer group?
Coaches and peer groups give advice, and you still have to build everything. We install the systems: a live dashboard, signed-off job descriptions, a pay plan in place.
Our time tracking is a mess. Is that a problem?
No. Messy time data is common, and cleaning it up is part of the diagnostic.
Will you change how we pay people?
Only with you, and only in the incentive workstream. Every pay plan is reviewed by legal and HR or compensation specialists before it’s rolled out.
Do we need new software?
Usually not. We work in your existing time-tracking and accounting systems wherever possible.
Are you a fit for us?
We’re built for owner-led firms of about 15–50 people and $3M–$10M in revenue that sell people’s time. We’re usually not the right fit for agencies under 10 people or for holding-company networks.
Not sure which one you need?
Take the Profit Check. It recommends a next step based on your numbers.