Week 1 · 60–90 minutes
Diagnosis
The Read
An operator sits across from you and reads the engine — not the pitch deck.
The Read is not a discovery call. It's a working session. JB walks in (or joins by video) with one job: understand how your business actually runs today — the decisions, the bottlenecks, the pipeline, the money, the people — well enough to tell you what's broken before we ever talk about fixing it.
We pressure-test three things on purpose: (1) who the business depends on to close revenue, (2) what happens to pipeline when you're not in the room, and (3) where decisions stall. Most $1M–$10M operators already know one of these answers. Almost none of them know all three in writing.
You leave The Read with a short list of the 3–5 bottlenecks that are actually costing you money — ranked by what would unlock the most, fastest. That list becomes the spine of The Plan.
What you bring
- Last 12 months of revenue by line / service
- Current org chart (or a napkin sketch)
- Your honest take on what isn't working
What you leave with
- Shared read of the business in plain English
- Ranked bottleneck list (3–5 items)
- Initial view of the first 90-day install