Life of a Dollar — Find the Margin Leaks
A working session, not a sales call. We sit with you and one or two of your operators for half a day and trace how a dollar actually moves through your business — from the moment a customer signals intent, through quote, fulfillment, invoicing, and collections, to the line it eventually shows up on in your board pack. At every handoff, every spreadsheet, every “Sarah knows how to do this” step, we mark the cost: days of cycle time, hours of senior labor, dollars of working capital tied up, revenue at risk if the person owning that step left tomorrow.
You leave with a single map of how your company actually runs, a ranked list of workflows scored on EBITDA impact and cycle-time reduction, and a clear read on what's DIY-able with the tools you already pay for vs. what needs a real build. No commitment beyond the session. Most CEOs walk out with two or three quick wins their team can ship Monday, plus a short list of the bigger workflows worth converging properly.
Best for: CEOs who feel the drag on margin and bandwidth but can't yet name the workflow that's costing them. Single half-day. Fixed fee.