Diagnostic Review
Clarity Before Commitment $2,000 CAD · 2–3 weeks
The Operations & Client Experience Diagnostic Review is an operations diagnostic review built specifically for small business owners who want a focused, expert-led assessment of how their business currently operates — before deciding how to fix it. This isn't a DIY checklist. It's an outside, expert lens on what's actually happening beneath the surface of your business.
What's Included
Operations Overview
A clear blueprint of your business as it exists today — where it's working, where it's breaking down, and where the gaps are.
Visual Current State Workflow
A clear map of how work actually moves through your business today.
Visual Future State Workflow
A redesigned version showing where improvements are needed and why.
Summary of Findings, Recommendations & Outcomes Report
Specific, prioritized, and built to show you exactly what needs to change and why.
Follow-up Presentation Call
With recording and transcript, so you can revisit the findings whenever you need to.
How the Diagnostic Review Works
The Diagnostic Review starts with a pre-discovery intake, followed by a 60-minute discovery call to understand your business as it currently runs. From there, the assessment work happens behind the scenes — mapping your workflows, identifying where friction is coming from, and building the findings report. It wraps with a presentation call to walk through everything together. Every step is delivered virtually, so this works the same whether you're in Edmonton or anywhere else in Canada.
Already know you want to go further? Your full $2,000 investment applies directly toward the Reset if you move forward within 60 days — so nothing here is wasted, even if you decide to keep building.
Frequently Asked Questions
What is the Operations & Client Experience Diagnostic Review?
A focused, expert-led assessment of your business's workflows, systems, and client experience — built to show you exactly where the friction is coming from, not just what feels wrong on the surface.
How is this different from just figuring it out myself?
An outside, expert lens sees patterns you can't see from inside your own business. You're too close to it to have full clarity — that's not a failing, it's just how it works when you're the one running everything day to day.
What happens after the Diagnostic Review is done?
You leave with a complete findings report, current and future workflow maps, and a recorded presentation call. If you choose to move into the Reset within 60 days, your $2,000 investment carries forward — no starting over.
What Working Together Looks Like
Ready to See Where the Friction Actually Is?
Book a complimentary 45-minute consultation to talk through where your business is feeling the most friction — and whether the Diagnostic Review is the right starting point for you.
