Hiring a consultant can feel like a leap of faith. You're inviting strangers into your business, showing them where things are messy, and hoping they don't just take your money and run.
We get it. Here's exactly what happens during a Margin Method Assessment so there are zero surprises.
Week 1: Discovery
We start with conversations, not assumptions. We'll talk to you, your team (if you have one), and walk through your actual day-to-day operations. We're looking at all seven operational domains: service delivery, marketing, sales, financial management, systems, leadership, and team. Nothing is off-limits.
This isn't an interrogation. Think of it as having a conversation with someone who genuinely wants to understand how your business works.
Week 2: Analysis
We map your processes, identify bottlenecks, and calculate where you're losing time and money. We're looking for quick wins (things we can fix in days) and strategic opportunities (things that require investment but pay off big).
This is where Sara's operational expertise shines. She sees patterns you can't see from inside the business—the financial leaks, the process gaps, the capacity constraints.
Week 3–4: Roadmap delivery
You get a Margin Blueprint: a visual roadmap showing exactly what to fix, in what order, and how much each fix will save you. This includes:
- ROI projections for every recommendation
- Priority matrix (impact vs. effort) so you know what to tackle first
- One quick win delivered during the assessment itself
- Documented SOPs—yours to keep regardless
- A 30-day check-in after delivery
What happens after
The roadmap is yours. You can implement it yourself, hire someone else, or work with us. There's no lock-in. That said, most clients move to implementation because the assessment naturally reveals what needs to be built, and we already understand your business.
What it costs
Assessments start at $5,000 for businesses under $500K in revenue, $10,000 for growth businesses ($500K–$2M), and $15,000+ for enterprises. Typical savings identified: $25K–$200K/year. That's 5–40X ROI on the assessment alone.
Full assessment details or book a call to see if it's the right fit.