We assess what's broken before building the fix.
We typically spend 2-8 weeks in your operations finding what's broken. You get a clear roadmap showing exactly what to fix—and how much it'll save you. Unlike consultants who hand you a report and disappear, we stick around to build the fix.
Process mapping, bottleneck identification
What good looks like: Documented SOPs for top five processes. A new hire is fully up to speed in under two weeks without shadowing someone.
Brand audit, digital presence, content systems
What good looks like: You know exactly where your last ten clients came from. Leads get a response within four hours without manual intervention.
CRM, pipeline, nurturing automation
What good looks like: Your sales process is written down with defined stages. Every prospect gets a consistent experience regardless of who talks to them.
P&L, project profitability, time vs billing
What good looks like: You can pull a profit and loss statement for last month in under five minutes. Books are reconciled within seven days of month end every month.
Tool audit, integration map, AI opportunities
What good looks like: Your systems talk to each other without manually copying data between platforms. You have a strategic technology budget tied to overall goals.
Owner bandwidth, decision bottlenecks
What good looks like: You have quarterly goals written down for your entire team. Leadership reviews key metrics on a regular cadence.
Onboarding, knowledge capture, capacity
What good looks like: Every team member has a clear role description updated in the last twelve months. Your team is adopting new tools and changing how they work.
Visual roadmap you can actually understand
Dollar amounts for top opportunities
Impact vs. Effort for every recommendation
One small workflow delivered during assessment
We follow up to see how things are going
Yours to keep—whether you work with us or not
Under $500K revenue
Typical savings: $25K-75K/yr (5-15X ROI)
$500K - $2M revenue
Typical savings: $75K-200K/yr (7-20X ROI)
$2M+ revenue
Typical savings: $200K+/yr (13X+ ROI)
Not sure which tier? Book a call and we'll help you figure it out.
After your assessment, you'll have a clear roadmap. Most clients move to implementation—where we build the systems your roadmap identifies. You're never locked in, but the assessment naturally leads to action.
Preview Implementation Packages →Get a quick read on where you stand—free, no email required.
“Margin has an incredible ability to cut through the noise and focus on what actually moves the business forward.”
— Alyse Powers, VP of Events, Red Seat Ventures
30 minutes. Free. You'll walk away with clarity—whether we work together or not.
Book Your Free Discovery Call