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§ 01 — Foundation

Operations
Assessment.

Start with a Free Diagnostic — our AI scores all 10 operational domains, no cost. Ready for the full picture? The Full Assessment ($5,000) adds expert review, root cause analysis, and a tailored implementation roadmap. Credited toward VA placement within 30 days.

§ 02 — Two Tiers

Start free.
Go deeper when ready.

Every business starts with the same diagnostic — 10 domains, three operational layers, one clear picture. The difference is how far you want to go.

Start Here

Free Diagnostic

Complete a guided self-assessment through our portal. Our Scoring Matrix + AI Engine evaluates all 10 operational domains and delivers a high-level diagnostic summary.

  • All 10 domains scored (1–5 scale)
  • AI-generated strengths & critical gaps
  • Top findings & key observations
  • Domain scorecard with radar visualization
  • Exportable PDF report
  • No obligation, no credit card
~50–65 minutes to complete
Get Your Free Diagnostic
$5,000

Full Assessment

Everything in the free diagnostic, plus an in-depth operations interview with a specialist, advanced AI analysis, and a comprehensive 12-section report — reviewed and tailored by an operational expert.

  • Everything in the free diagnostic
  • 1-hour specialist operations interview
  • Guided questionnaires across 4 deep-dive sections
  • Root cause analysis & delegation mapping
  • Implementation roadmap with projected ROI
  • Success metrics & KPI targets
  • Organizational accountability org chart with cascading KPIs
  • Expert review & tailoring of every section
  • Full 12-section report in portal + PDF
  • $5K credited toward VA placement within 30 days
Book a Discovery Call
§ 03 — What We Score

10 domains. Three layers.
One complete picture.

Both the Free Diagnostic and Full Assessment evaluate the same 10 operational domains — organized into three prerequisite layers. Foundation must be solid before you can scale, and scale must be working before you can accelerate.

D01
Vision & Strategic Clarity
Is your direction clear, documented, and understood by your entire team?
Foundation
D02
Operations & Process Clarity
Can your business run without you in the room for a week?
Foundation
D03
Data & Security Posture
Is your client data protected and your access controls airtight?
Foundation
D04
Team Structure & Accountability
Does every person have a clear role, clear goals, and clear ownership?
Augmentation
D05
Communication Architecture
Is information flowing to the right people at the right time — or getting lost?
Augmentation
D06
Technology Stack Health
Are your tools working together, or are you paying for chaos?
Augmentation
D07
Revenue & Pipeline Management
Do you have visibility into what's coming in, what's at risk, and what's leaking?
Augmentation
D08
Data, Metrics & Financial Visibility
Can you see the numbers that matter — in real time, without digging?
Acceleration
D09
Client Experience & Delivery
Is every client touchpoint consistent, professional, and repeatable?
Acceleration
D10
Leadership Quality & Bandwidth
Are you leading your business — or just running it?
Acceleration
§ 04 — How It Works

From conversation
to clarity.

Three steps from sign-up to a tailored, expert-reviewed assessment report. The first is free.

i.

Free Diagnostic

Sign up and complete the guided self-assessment through our portal. Our Scoring Matrix + AI Engine scores all 10 domains and generates your diagnostic report — no cost, no obligation.

~50–65 min · free
ii.

Discovery Call

A 30-minute conversation to walk through your results. We identify where the biggest gaps are, discuss what needs attention first, and determine if a Full Assessment makes sense.

30 min
iii.

Full Assessment

An operations specialist conducts an in-depth interview, plus guided questionnaires and tech stack review. Our AI engine drafts the 12-section report, then a specialist reviews and tailors every section before publishing to your portal.

$5,000 · 2–3 weeks
§ 05 — Begin

See what AI finds in
your operations.

No credit card AI-scored across 10 domains Free always