w3bly
The Operating Assessment · two weeks · $2,500 flat

A decision, not a pitch.

Two weeks inside how your business actually runs. At the end you know what is slowing it down, what is worth changing, what should stay exactly as it is, and what should happen first. Credited in full against Transform if you proceed within thirty days.

Book the callWhat you leave with

Sometimes the recommendation is not to transform. When two handoffs need fixing and everything else should stay, that is what the roadmap will say.

Is this for you

For growing operating businesses where one of these is true.

  1. Decisions still find their way back to one person.

    Approvals, escalations and the hard calls wait for whoever knows.

  2. The tools work. The handoffs don't.

    Sales to delivery, delivery to billing. Between systems, something is exported, re-entered, chased or forgotten.

  3. Critical workflows depend on someone remembering.

    Follow-ups, invoices and exceptions happen because a particular person remembers what happens next.

What happens in two weeks

Diagnosis before prescription.

  1. Days 1–7 · Understand

    How the business actually operates.

    • A conversation with you about how the business runs and where it strains
    • Interviews with the people who run the work
    • A systems inventory: who owns each, what moves between them
    • Journey tests of the critical paths, under real operating conditions
  2. Days 8–14 · Assess and decide

    Evidence, then the order of operations.

    • The Operating Ledger: typed findings, seven at most
    • Keep rows: what should stay exactly as it is, in writing
    • The roadmap: sequenced, and priced per phase
  3. Day 14 · The outcomePresented live.The ledger and the roadmap, walked through with you, with the evidence behind every row. You decide what happens next.
What you leave with

Three documents you can act on, with or without us.

01 · ObserveJourney test · inquiry to invoice

Two broken handoffs. One sixteen-day delay.
The tools were fine.

  1. Inquiry9:12 AM
  2. 3 h 28 mNo owner
  3. Response
  4. 1 h
  5. Assigned
  6. 3 days
  7. Work completeday 3
  8. 16 daysCompleted → billed
  9. Invoiceday 19
02 · DiagnoseOperating ledger · seven findings

Three worth changing.
Four to leave exactly as they are.

  • HandoffInquiry → sales has no ownerthree hours to a first responseFix
  • DelayCompleted work → invoicesixteen days, receivables carriedFix
  • DecisionDiscounts approved by the ownerfourteen a week wait on one personFix
  • KeepSchedulingworks as it isKeep
  • KeepPayrollworks as it isKeep
  • KeepPurchasingworks as it isKeep
  • KeepCustomer supportworks as it isKeep

Seven findings, three to fixA dollar estimate only where the evidence supports one

03 · DecideRoadmap · the order of operations

Four moves, in sequence.
A number before anything starts.

Now weeks 1–2

1Connectinquiry → a named owner, answered inside five minutes

Next weeks 2–4

2Automatecompleted work → invoice the same dayafter 1
3Redesignthe discount rule, owner out of the loopafter 1

Later next quarter

4Decide on the CRMonly once 1 to 3 are runningafter 2

Unchanged: scheduling, payroll, purchasing, support.

Priced per phaseNothing bought before it is neededEach move measured against the finding it closes

What they answer, in writing

Six questions the assessment answers

  1. 01What is actually slowing the business down?
  2. 02What is worth changing?
  3. 03What should remain exactly as it is?
  4. 04What should happen first?
  5. 05What will the change require?
  6. 06Is a broader transformation justified at all?

Sometimes the recommendation is not to transform.

If two handoffs need fixing and everything else should stay, that is what the roadmap will say. The assessment is worth having when it tells you to do less.

The decision

$2,500 flat

Duration
Two weeks, from the first conversation to the roadmap presented live.
Credit
In full against Transform if you proceed within thirty days of delivery.
After
Transform builds the agreed changes in phases, each measured against the finding it closes. Optimize follows where an ongoing partnership makes sense. Both are scoped per engagement.
Book the call

The two weeks end with a decision you can make with or without us. Transform is the next step only if the roadmap earns it.

Who does the work

Enterprise rigor. Senior operators on the work.

The founders
Two founders. More than two decades working across complex organizations.
The record
Experience across large organizations, complex programs and multiple industries.
On this work
Both founders, on every conversation and every engagement.

Start with the call.

Thirty minutes. We'll tell you straight whether the assessment is worth running, or whether the answer is already obvious.

Start with the callSee the systems