A paid diagnostic that protects your next big decision.
A focused look at where your company is losing margin, slowing revenue, or losing market visibility, with a clear path to fix it through AI, automation, and better systems. The deliverable is a decision. The document supports the decision.
Book a 30-Minute Fit Call See What's Inside
What you walk away with
Seven concrete artifacts your team can act on. The pilot is built to be useful even if you take the plan and run it without further help.
Prioritized Drag List
Every drag point ranked, with estimated dollar impact and the reasoning behind the number.
Fix-First Recommendation
The one move that should happen first, written so leadership can defend the spend without a translator in the room.
30, 60, 90-Day Execution Plan
A sequenced plan your team can run, with realistic capacity assumptions and clear ownership.
Decision Matrix
Each issue classified as fix, automate, delegate, outsource, or stop, so resources line up against the right action.
Live Leadership Readout
A working session that aligns your operating team on the same picture and the same priority, in one room, in one hour.
Vendor-Neutral Partner Recommendations
Specific execution partners for the work that requires building, with no resale arrangement and no hidden referral structure.
Defensible Business Case
A written rationale for the next move you make, suitable for a board, an investor, a partner, or your own future self.
Clarity Before You Spend
The deliverable is a decision. The document supports the decision. Everything else is in service of that.
One finding usually returns the cost many times over.
If the diagnostic identifies a single 1% margin lift on a $10M business, that is $100,000 of recovered profit a year. The pilot pays for itself many times over from one finding.
The bigger value is in what the pilot helps you avoid. Growing businesses routinely make six-figure mistakes on the wrong tool, the wrong system, the wrong vendor, or the wrong fix. The pilot helps you avoid those moves before you sign the check. That is the real return.
Common six-figure mistakes the pilot prevents
Plus implementation costs and switching costs.
Direct cost, before counting lost team adoption.
Fixing a mis-scoped build is more expensive than building it correctly.
Every issue falls into one of five buckets
A simple decision framework that prevents the trap of trying to fix everything at once. Each drag point gets a classification, and the classification drives the action.
Solvable with a small change to how the work happens.
The right place for AI, scripts, or workflow tools.
Belongs with someone already in the business, just not the person doing it now.
Better handled by a partner who specializes in this type of work.
The work is no longer worth doing at all.
A four-step engagement, three to six weeks
The pace is set by your team's availability for working sessions and document access. We do the analysis; your team gives the inputs.
Fit Call
A 30-minute conversation to confirm the pilot is right for your business. If it is not, you leave the call with a clearer view of what is.
Discovery Sessions
Working sessions with the people who actually run operations, sales, and marketing. Documents and data review in parallel.
Synthesis & Prioritization
We build the drag map, the dollar estimates, the fix-first recommendation, and the 30, 60, 90-day plan. You review drafts.
Leadership Readout
A live working session that aligns the operating team on one picture and one priority. You leave with the deliverables in hand.
You choose what happens next.
The pilot ends with a clear set of recommendations and a 90-day plan. From there, you have four real options. Nothing is forced; nothing is bundled.
See All Engagement Options- Take the plan and run. Execute internally with your existing team.
- Engage Lee for execution oversight. Lee oversees the partners building the recommended fixes.
- Bring Lee on as fractional advisor. Ongoing role across operations, AI, and systems decisions.
- Hold and act when the timing is right. Keep the plan; revisit when conditions change.
What teams ask before they engage
How much does the pilot cost?
The pilot is fixed-fee and scoped on the 30-minute fit call. Pricing reflects the size of the business and the breadth of the diagnostic. The fee is small against the cost of operating without clarity, and small against the typical six-figure mistakes the pilot is built to prevent.
How long does the pilot take from kickoff to readout?
Most pilots run between three and six weeks. The pace is driven by your team's availability for working sessions and document access, not by Lee.
Who needs to be involved from our side?
Typically the CEO or owner, the head of operations, the head of sales, and the person closest to your data. Working sessions are short and focused. Most pilots use less than ten hours of executive time across the engagement.
What documents and data do you need access to?
A current org chart, a list of the systems you use, a few representative reports, and read-only access to your CRM if available. Most of the diagnostic work happens through conversation, not data forensics.
Will you sell us software?
No. The advisory is vendor-neutral by design. Recommendations are based on what fits your business, with no resale arrangement and no hidden referral structure.
What happens to the deliverables if we walk away?
You keep them. The pilot is built so your team can run the plan internally if that is the right call.
Can the pilot scope be customized?
Yes. The default scope covers all three categories of drag (operational, revenue, market visibility). Some businesses choose to focus on one or two categories. The fit call is where that gets decided.
Do you sign an NDA?
Yes, mutual NDAs are standard. The pilot invokes access to operating details that should stay inside the engagement.
Clarity is the cheapest insurance you can buy on your next move.
The pilot pays for itself many times over from one finding. The bigger value is in what it helps you avoid. The next step is a 30-minute conversation.