Phase 1 - Diagnostic Engagement

  • Two layers run simultaneously: Part A is the guided client session—90 minutes uncovering challenges, current beliefs, and understanding the business. Part B is the analyst research layer, and includes buyer experience simulation, competitive positioning audit, ICP gap analysis, and revenue model stress testing.

  • Names the primary constraint explicitly—demand, conversion, retention, capacity, or positioning—and distinguishes it from the symptoms you’ve been treating. Most businesses are solving for symptoms repeatedly because the root constraint was never named. This traces how the current state was produced, identifies the highest-leverage intervention, and prevents Phase 2 from building the wrong infrastructure.

  • Compiles both diagnostic layers into a structured findings document: primary constraint named, revenue model classified, biggest gap between client belief and external reality surfaced, highest-leverage intervention identified, and recommended scope for any Phase 2 engagement.

Phase 2 - Infrastructure Build

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Phase 3 - Strategic Retainer