The $99 pilot diagnostic
You only pay if the report is useful.
I review how your business actually runs — your booking and billing stack, daily workflows, and the financial patterns behind your revenue — then hand you a short written report with your best quick wins, ranked by dollar impact. If it's useful, it's $99. If not, you keep the report and I walk away.
Credited toward any project or retainer within 30 days · Data handled under strict deletion protocol
How the pilot works
Three steps. No commitment until the report is in your hands.
Book a free 30-minute call
No pitch. We talk through what's eating your time and whether the diagnostic is even the right fit. If it's not, I'll tell you so on the call.
Send your data
12+ months of billing, POS, or financial exports — whatever you have, in whatever shape it's in. No bookkeeping software required. Everything is handled under a strict deletion protocol.
Get the written report
Where margin is leaking, which fixes pay back first, and the sequenced steps to get there. You pay $99 only if it's useful — and it's credited toward any project within 30 days.
What a $99 diagnostic actually produces
$99 in. $55K–$98K of growth opportunity out.
A recent pilot engagement, written up with the owner's approval. Client names withheld; numbers real.
Half the revenue, fifteen products — finding the growth path for a specialty dining and events business
No bookkeeping software, a box of receipts for the CPA, decisions made on gut feel. I pulled six months of POS data, mapped three operational bottlenecks, and modeled $55K–$98K in growth using only what the business already had — no new products, no new staff, no new ad spend.
More results, including $22K recovered for a fitness facility →
Fair questions
What owners usually ask before booking
My books are a mess — is that a problem?
No. The dining client above had no bookkeeping software at all — a box of receipts went to a CPA once a year. Raw POS exports, billing statements, or bank exports are enough. Messy data is usually where the findings hide.
What do you actually look at?
Revenue mix by category and item, pricing and discounting patterns, your booking and billing stack, and the daily workflows that eat staff time. The report names the bottlenecks, quantifies what each one costs, and sequences the fixes.
What's the catch with $99?
It's pilot pricing while I build a public track record for the practice. In return I may ask for honest feedback and, only with your written approval, an anonymized case study. The $99 is also fully credited toward any project or retainer within 30 days.
What happens to my data?
It's used only to build your analysis, never shared, and deleted from my systems at the end of the engagement under a written deletion protocol.
What if I don't want anything after the report?
Then we're done — no retainer, no follow-up obligation. The report is yours either way. Most owners take at least one fix and run with it themselves, and that's a fine outcome.
Limited pilot spots — I keep the roster small
Book a free 30-minute call — no pitch, just clarity.
Tell me what's slowing you down. If the diagnostic isn't the right fit, I'll say so on the call.
Prefer to start by email?
Tell me what's eating your time.
Three fields, no calendar required. I reply within one business day.