First Appointment
Business Health Check
A thorough examination of your business's vital signs. We listen, ask questions, and share what we observe. No assumptions, no premature conclusions, no sales pitch.
What to expect
A Business Health Check follows a structured but unhurried process. We're not checking boxes—we're trying to understand your specific situation.
Intake Conversation
We start by listening. You'll share what's happening in your business, what concerns you, and what you're hoping to achieve.
30-40 minutesDiagnostic Review
We'll ask questions to understand the underlying dynamics—your systems, team, finances, and market position.
20-30 minutesInitial Findings
We'll share our observations and initial assessment. What we see, what concerns us, and what looks healthy.
15-20 minutesWhat you'll receive
- A clear understanding of your current business health
- Identification of potential root causes for your concerns
- Honest assessment of what might need attention
- Recommendations for next steps (if any are warranted)
- No obligation to continue with treatment
Our commitment
We will give you our honest assessment. If we don't think we can help, we'll tell you. If we think someone else would serve you better, we'll say so. Our goal is your clarity, not our revenue.
Common questions
How long does a Business Health Check take?
Typically 60-90 minutes. We don't rush. If we need more time to understand your situation properly, we take it.
What do I need to prepare?
Nothing specific. Come ready to talk openly about your business—the good, the challenging, and the uncertain. The more honest you can be, the more useful our assessment will be.
Is there a cost?
Yes, there is a fee for the Business Health Check. We'll share the current rate when you reach out to schedule. We believe in fair exchange for professional attention.
What happens after?
You'll receive a written summary of our findings. If we identify areas that would benefit from treatment, we'll explain what that might look like. There's no pressure to proceed—the decision is entirely yours.
Is this a sales call?
No. It's a diagnostic consultation. Our goal is to understand your situation and give you useful information, whether or not you ever work with us again.
Ready to understand your business health?
Reach out to schedule your Business Health Check. We'll respond within one business day to find a time that works for you.
Schedule a Health Check