Find out exactly what's holding your operation back, in 3 weeks.
A fixed-scope diagnostic of your Implementation, Customer Success, and HRIS & technology operations. You walk away with a scored maturity report, a prioritized 90-day roadmap, and a clear business case for what to fix first, whether you work with us further or not.
Fixed fee · 3–4 weeks · No retainer commitment · Hands-on delivery
You already know something's off. The Health Check tells you exactly what.
By the time most leaders call us, the symptoms are obvious: onboarding takes too long, retention is slipping, the team is busy but not effective, and the systems you paid for aren't being used the way they should be. What's harder to see is why, and which problem to fix first.
You don't need another framework deck. You need a clear-eyed outside read on your operation, scored against what works at organizations like yours, with a ranked list of what to fix and what it's worth.
This is built for you if…
You're a CEO or founder who knows the operation isn't keeping up with growth, but can't pinpoint whether it's a people, process, or technology problem.
You're a COO or Head of Operations inheriting operations that grew organically and now need structure before they can scale.
You're a CRO or VP of Revenue whose retention numbers (GRR, NRR, churn timing) aren't where they should be, but the team is heads-down and you don't have time to diagnose it yourself.
You're a CHRO or VP of HR paying for an HRIS that isn't being fully used, or one that was implemented and never governed.
You're a CFO who wants a quantified case for where operational investment will pay back before you approve it.
You're hiring a new operations, Customer Success, or HR leader and you want a clean diagnostic so they walk into a defined problem, not a guessing game.
If you're pre-revenue or still finding product-market fit, this probably isn't the right engagement yet. Book a discovery call instead and we'll point you in the right direction.
What we actually do in 3 weeks.
The Health Check is fixed-scope and hands-on. No junior analysts. No “we'll customize the deliverables in week one.” Here's exactly what you get.
Week 1
Discovery
- 6–10 stakeholder interviews: you, your Implementation, Customer Success, and HR leadership, 2–3 team members, and cross-functional counterparts
- Review of your CRM, HRIS, customer platforms, and reporting
- Cohort analysis of your last 12 months of onboarding, renewals, and churn
- Customer journey and account-ownership mapping
Week 2
Diagnosis
- Maturity scoring across three domains: Implementation, Customer Success, and HRIS & technology
- HRIS technology stack utilization assessment: what you own, how it's configured, and what's actually being used
- Comparison against proven operating practices for organizations at your stage
- Root-cause analysis of the top 3 gaps holding the operation back
Week 3
Roadmap & Readout
- Prioritized 90-day roadmap with owner, effort, and expected impact for each initiative
- Business case quantifying what's at stake: retention, efficiency, or cost
- 90-minute executive readout with you and your leadership team
- All deliverables in a single board-ready document
Optional add-on
Business Resilience operational assessment
A review of how your operation holds up under disruption: critical processes, key people, the applications and vendors you depend on, and payroll and HRIS continuity. Not part of the standard Health Check. Added on request.
What you walk away with.
The Operations Maturity Report
A scored diagnostic across Implementation, Customer Success, and HRIS & technology, with the 3 biggest gaps called out by name.
The 90-Day Roadmap
A prioritized initiative list with owner, effort, dependencies, and expected impact. Built so your team can execute it without us.
The Business Case
Quantified impact tied to each initiative (retention, efficiency, or cost), in a format you can take straight to your board or executive team.
The Executive Readout
A 90-minute working session with you and your leadership to walk through findings and align on next moves.
Everything is delivered in a single document, formatted for both leadership review and board-level presentation. It's yours to keep and act on with or without us.
Four steps. Low burden on your team.
- 01
Discovery Call
30 min · free
We confirm fit, walk through your situation, and agree on scope. If it's not the right time or you'd be better served by something else, we'll tell you.
- 02
Kickoff
Week 0
Contract signed, kickoff scheduled, stakeholder list and data access confirmed. You spend roughly 90 minutes on prep. We do the rest.
- 03
The Engagement
Weeks 1–3
Discovery, diagnosis, and roadmap in parallel. Your time commitment is typically 6–8 hours total across the three weeks. Your team's is 2–4 hours each.
- 04
Readout & Handoff
End of Week 3
90-minute executive readout, all deliverables handed over, and a recommendation on whether and how to continue working together. No pressure either way.
Fixed fee. Fixed scope. Fixed timeline.
Most consulting diagnostics are priced by the hour, which incentivizes the wrong things. Ours is fixed because the deliverable is the same regardless of how long it takes us. You know the cost going in, we own the timeline, and we eat the risk if it takes longer than expected. We'll confirm scope and price on the discovery call before any commitment.
What the Health Check isn't.
A few honest disclaimers, because not every engagement is a fit:
It's not a sales pitch in disguise.
Plenty of teams will take the roadmap and execute it themselves. That's a successful outcome for us.
It's not a 50-page slide deck.
You're getting a tight, actionable document, not a McKinsey-style binder you'll never open again.
It's not implementation.
We diagnose, prioritize, and quantify. If you want us to build and run the fixes, that's a separate engagement (Project, Fractional Leadership, or Managed Services).
It's not for everyone.
If you're pre-revenue or still finding product-market fit, the Health Check is overkill. Book a discovery call and we'll point you to a better-fit resource.
FAQs.
Two big differences. First, we're independent: we don't sell software, so the roadmap doesn't conveniently recommend buying a new platform unless you actually need one. Second, we're practitioners, not auditors. The people running your Health Check have built and led Implementation, Customer Success, and Operations functions themselves. The recommendations are operating recommendations, not theoretical ones.
Stop guessing what's holding your operation back.
Three weeks from now, you'll know exactly what's broken, what to fix first, and what it's worth.