FIXED-SCOPE ENGAGEMENTS
Six ways to create momentum.
Defined outcomes, transparent starting prices, and practical deliverables. Expand any service to review its complete working scope.
01OPERATIONS · PROFITABILITY
Performance & Profitability Review
$2,995Approximately 2 weeks
Identify the operational, financial, and accountability moves most likely to improve performance—and turn them into a practical 90-day execution plan.
WHAT’S INCLUDED- 60-minute leadership kickoff
- Up to 12 months of P&L and operating information
- Up to three stakeholder interviews
- Profit-leak and operating-friction assessment
- KPI and accountability recommendations
- Leadership findings presentation
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Deliverables- Executive performance assessment
- Priority opportunity and profit-leak map
- Recommended KPI scorecard
- 90-day action plan with suggested owners and timing
What we need from you- Requested financial and operating information
- Access to up to three informed leaders
- One decision-maker and consolidated feedback
Scope limits- One operating company, location group, or defined business unit
- One consolidated factual-correction round
Not included- Bookkeeping, audit, tax, valuation, or forensic accounting
- Detailed financial modeling
- Implementation or ongoing operating responsibility
Discuss this engagement →02RESTAURANTS · BARS · VENUES
Restaurant, Bar & Venue Performance Review
$3,995 remote · onsite from $4,995Approximately 2–3 weeks
Improve labor discipline, service flow, guest experience, operating consistency, and revenue performance in a hospitality business.
WHAT’S INCLUDED- 60-minute owner kickoff
- Up to 12 months of sales and operating information
- Up to four stakeholder interviews
- Service-flow, staffing, menu, and guest-experience review
- Operating-risk and quality-control checklist
- Leadership findings presentation
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Deliverables- Hospitality performance findings report
- Operating, guest-experience, and revenue opportunity map
- Recommended scorecard and management cadence
- Prioritized 90-day improvement plan
What we need from you- Requested reports, menus, policies, and schedules
- Access to ownership and key operating leaders
- Site access for the onsite option
Scope limits- Remote scope: one concept and up to two locations
- Base onsite scope: one concept, one location, and one observation day of up to six hours
- Additional locations or observation days are separately quoted
Not included- Health, liquor, fire, employment, legal, or code certification
- Employee investigation or laboratory testing
- Travel, lodging, food, beverage, parking, and admission expenses
Discuss this engagement →03CONCEPT · MARKETABILITY · LAUNCH
Concept-to-Launch Blueprint
$3,995Approximately 2–3 weeks
Turn an already-developed concept into a marketable, commercially focused launch plan without duplicating the work of architects, designers, engineers, or other technical professionals.
WHAT’S INCLUDED- Concept and commercial-priority kickoff
- Review of up to ten core project documents
- Up to three stakeholder interviews
- Target-customer, positioning, offer, and revenue review
- Pre-opening marketing and demand-building strategy
- Operating-readiness and launch-sequencing review
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Deliverables- Commercial concept and positioning brief
- Customer-experience and marketability framework
- Pre-opening marketing and launch plan
- 2–3 week action sequence plus 90-day post-launch roadmap
- Operating-readiness checklist
What we need from you- Existing architecture, design, concept, market, budget, and operating materials
- Known commitments, launch target, and capital constraints
- Access to up to three decision-makers or specialists
Scope limits- One concept, brand, project, and target market
- One consolidated factual-correction round
Not included- Architecture, interior-design production, engineering, appraisal, or permitting
- Construction documents or detailed underwriting
- Legal advice, brokerage, media buying, or implementation
Discuss this engagement →04BUDGET · BIDS · SCHEDULE · RISK
Construction Risk & Budget Review
$3,995Approximately 2–3 weeks
Give ownership an experienced second set of eyes on one project before cost, scope, schedule, or vendor risks compound.
WHAT’S INCLUDED- Owner kickoff and risk-priority definition
- Review of one current project budget and schedule
- Comparison of up to five bids, contracts, or scopes
- Review of up to ten change orders or allowances
- Up to three clarification interviews
- Final owner decision meeting
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Deliverables- Budget, allowance, and contingency observations
- Scope, bid, and change-order gap register
- Schedule and milestone risk summary
- Priority owner decisions and recommended controls
- Written next-step plan
What we need from you- Current budget, schedule, plans, bids, contracts, and change orders
- Known constraints and owner priorities
- Access to the owner and project lead
Scope limits- One active project and the stated document quantities
- Desktop document review unless an onsite observation is added
- One consolidated factual-correction round
Not included- Licensed architecture, engineering, inspection, or code compliance
- Construction management or contractor direction
- Legal interpretation, cost certification, or quantity surveying
Discuss this engagement →05POSITIONING · OFFERS · REVENUE
Brand & Revenue Growth Sprint
$3,495Approximately 4 weeks
Strengthen positioning, offers, customer experience, and near-term revenue through practical growth ideas informed by approaches tested across hospitality, service, real estate, design, and owner-led businesses.
WHAT’S INCLUDED- 60-minute growth kickoff
- Review of one brand, one market, and up to three offers
- Up to three stakeholder interviews
- Positioning, pricing, offer, and customer-journey evaluation
- Three to five practical growth plays
- Midpoint working session and final presentation
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Deliverables- Positioning and message framework
- Offer and customer-journey recommendations
- Three to five prioritized growth plays
- 90-day revenue-growth plan
- Recommended scorecard and leadership presentation
What we need from you- Current brand, website, pricing, sales, and campaign materials
- Access to ownership and sales or marketing leaders
- Known budget, production, legal, and brand constraints
Scope limits- One brand, one primary market, and up to three core offers
- One consolidated factual-correction round
- Recommendations use available information rather than original market research
Not included- Guaranteed revenue results
- Ad spend, media buying, graphic design, web development, or copy production
- Campaign management, photography, sales staffing, or ongoing marketing management
Discuss this engagement →06WORKFLOWS · SOPS · PRACTICAL AI
Workflow & Productivity Sprint
$2,995Approximately 2–3 weeks
Reduce avoidable work, errors, delays, and unclear ownership by redesigning the workflows that matter most and identifying responsible uses of automation and AI.
WHAT’S INCLUDED- 60-minute workflow-priority kickoff
- Analysis of up to two workflows
- Up to three workflow-owner interviews
- Current-state mapping and control review
- Two redesigned workflows and two implementation-ready SOPs
- 60-minute team handoff and training session
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Deliverables- Productivity-friction map
- Two redesigned workflow maps
- Two implementation-ready SOPs
- Prioritized software, automation, and AI recommendations
- 30-day adoption roadmap
What we need from you- Access to workflow owners and one decision-maker
- Current SOPs, forms, tools, and error information
- Technology, security, legal, and human-review constraints
Scope limits- One team or business function and up to two workflows
- Tool-neutral recommendations unless approved systems are identified
- One consolidated factual-revision round
Not included- Software licensing or custom application development
- Advanced integrations, cybersecurity, privacy, or legal-compliance audits
- Data migration, ongoing administration, or full implementation
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