The Operator's Blueprint — Methods + Deliverables

Deliverable 01 · The Company Audit

Company Operations Audit + Gap Report

A high-level diagnostic of your business — how it actually works, where it's breaking, and what needs attention before you optimize or scale. Delivered to you in less than 30 days.

USD2000

Standalone · Credit toward your retainer if you sign within 30 days

The Method

Exactly what I do — seven steps.

Day 1–3 · Async setup

I set the foundation for a clean, contained 30 days

The moment we kick off, you receive a welcome email with the audit guidelines, our 30-day timeline, and exactly what to expect — no guessing, no scope creep, no pressure. Along with that comes the EOS Organizational Checkup questionnaire, a Time + Task Analysis sheet, and a list of read-only access I'll need (Slack, Notion, Google Drive, project tools, online assets, community). By the time we sit down for our first call, I already understand your business at a surface level — and you already feel like things are organized.

Week 1 · 90–120 min live with you

We do a deep-dive on your business — end to end

We get on a comprehensive walkthrough of your business: how a lead becomes a paying client, how delivery actually works, who's on your team, what your day looks like, what keeps you up at night, and what only you can decide. I take you all the way back to why you started, what's working, and what isn't. By the end of this call, you'll already feel lighter — most founders haven't talked about their business this honestly in years.

Week 1–2 · Team interviews

I get the truth from your team

I speak with your key team members separately — department heads first, then individual contributors when relevant. They give me the unfiltered view of how things actually run on the ground. I do this without you in the room so I get the honest version, not the polished one. Every call is documented. By the end, I have the full picture: how your business looks from leadership, and how it actually runs from the inside.

Week 2 · EOS framework

I score your organizational health

Using the EOS framework — Vision · People · Data · Issues · Process · Traction — I run a structured health score on your organization. You'll see exactly where you're strong, where you're at risk, and where the foundational gaps are. This becomes the orientation for the rest of the audit — so when I dive deep, I'm focused on what matters most for your specific business.

Week 2–3 · The five pillars

I audit your business across five pillars

This is the core of the diagnostic. I audit five pillars: (1) Internal Systems — admin, project management, knowledge base, SOPs, tech stack. (2) People — team structure, role clarity, hiring, onboarding, performance, culture. (3) Profit — CRM, customer journey, sales, retention, offers, pricing. (4) Presence — marketing systems, funnels, content, lead acquisition. (5) Financial Systems — budgeting, P&L, basic bookkeeping. For every pillar I map: Current State → Desired State → Gap → Proposed Action Plan. Nothing gets left in the dark.

Week 3 · Validation call

We validate the findings together

Before I finalize anything, we get on one more call. I share what I've found, the patterns I've identified, and the priorities I'm seeing. You confirm what resonates, course-correct anything that doesn't, and we align on what to focus on first. This step protects you from a report that misses what you actually care about — and gives you confidence that what comes next is built on shared truth.

Week 4 · Report + Loom + Discussion call

I deliver your full Audit Report and roadmap

You receive your complete Business Operations Audit Report — typically 25–35 pages — covering vision and goals, what's working, your CEO time audit, all five pillars, potential future risks, the metrics to track, and a clear focus roadmap of what to prioritize first. Because the report is comprehensive, I also send a Loom walkthrough so you can absorb it on your own time. Then we get on a 30-min call to discuss next steps — and your next quarter starts with full clarity on where to focus.

The Deliverables

What you receive.

Output 01

Pre-Audit Setup Pack

Welcome email with timeline and expectations + EOS Organizational Checkup + Time & Task Analysis sheet — sent before our first call so we walk in already aligned.

Output 02

EOS Organizational Health Score

A structured scoring of your business across the six EOS elements — Vision, People, Data, Issues, Process, Traction — so you see at a glance where you're strong, where you're at risk, and where the foundational gaps sit.

Output 03

Full Audit Report (25–35 pages)

A written Google Doc covering vision and goals, what's working, your CEO time audit, all five pillars (Current State → Gap → Action Plan), future risks, metrics to track, and your priority focus roadmap. Yours to keep, reference, and share with your team.

Output 04

Loom Walkthrough + Discussion Call

A recorded Loom so you can absorb the report on your own time, plus a 30-min live call to discuss findings, ask anything, and align on next steps.

All 15 Deliverables

Click any deliverable to see how I build it and what you receive.

Legend

Setup Retainer Both

Package Tiers

Three engagements. Choose the one that matches who you are.

Tier 01

The Clear-Eyed Founder

USD2000 — 3500

One-time engagement · 30 days

Pre-Audit Setup Pack + EOS Organizational Checkup
CEO Deep-Dive Call + Team Member Interviews
EOS Organizational Health Score
Five-Pillar Business Audit (Internal · People · Profit · Presence · Financial)
90-Day Priority Roadmap with Focus Areas
Full Audit Report (25–35 pages, Google Doc)
Loom Walkthrough + 30-min Discussion Call

0102

Best for you ifYou want full visibility into how your business is actually running. You're done making decisions based on guesswork. You want a senior diagnostic that shows you exactly what's working, what's at risk, and where to focus next — so the moves you make from here actually move the needle.