The Margin Method Assessment.
Sara leads. She reads people, not just process.
Sara leads. She reads people, not just process.
7 domains
What we look at.
1
Service Delivery
Process, bottlenecks
2
Marketing
Brand, digital, content
3
Sales
CRM, pipeline, nurturing
4
Financial
P&L, profitability, billing
5
Systems & Tech
Tools, integration, AI
6
Leadership
Bandwidth, decisions
7
Team & Talent
Onboarding, capacity
If you're a county office or a nonprofit, the domains shift. Same idea, different rooms.
What you get
A roadmap, not a report.
- ✓Visual blueprint of where the time goes
- ✓Priority matrix: impact vs effort
- ✓One quick win delivered during the assessment
- ✓30-day follow-up check-in
- ✓Documented SOPs you keep regardless of what's next
Scoped to what you actually need. Whether you run a 12-person firm or a county auditor's office, we show up the same way: listening first, building what fits, nothing you won't actually use. Most assessments land between $5K and $15K, depending on the size and complexity of your operation.
Ready to start?
Fill out a short form. Sara reads every one. She'll reply within a day.