The first rung

What we do ยท The Survey

We look. You keep running.

Every engagement starts here. The Survey is a written, evidence-based read on what is capping your growth, run against your own systems rather than your own description of them, and handed back as a ranked list of fixes in two to four weeks.

What it is

The Growth Check is the door: a free, fifteen-minute read that points at which area of the business is likely the constraint. The Survey is the work behind that door: two to four weeks pulling evidence out of your own financials, operations, and systems, scored against a written rubric, and presented back to you in person with a ranked list of fixes ordered by effort against time to benefit. You leave with a verdict, not an impression.

What you receive

  • 01

    80/20 by customer and product

    We map revenue and gross profit across your customer segments and sales channels to show which customers and which products actually earn, and which ones do not. Many businesses carry a meaningful share of the book that earns nothing at all once cost to serve is counted honestly. We find which part is which, on your own numbers.

  • 02

    Financial review, three to five years

    We read three to five years of your financials for trend rather than snapshot: where margin moved, when it moved, and what caused it. A single year tells you where you stand. Several years, read together, tell you whether the business is getting stronger or quietly losing ground underneath numbers that still look fine on the surface.

  • 03

    Basic operating KPIs

    We measure safety, customer concerns in parts per million, on-time delivery, and employee retention and turnover, consistently across every site you operate. Many multi-site businesses cannot compare one location to another because each one measures differently. A shared definition, applied everywhere, is what makes the comparison honest and the findings usable.

  • 04

    What is working questions

    We run structured interviews with your team on what is actually working today, not only on what is broken. The fix a business needs often already exists somewhere inside the building, in a process one plant runs well and another has never seen. We find it and write it down before we recommend anything new.

  • 05

    Scalable and durable growth readiness

    We give you a written read on whether the business, as it runs today, can carry the next stage of growth without breaking what already works. Doubling volume exposes the parts of an operation that were never built to carry weight. This section names those parts before growth finds them for you.

  • 06

    In-person presentation and second-stage proposal

    We present the findings to you in person, not by email, and we propose in writing only the work those findings say is worth doing. If a Blueprint is warranted, in whichever area the Survey names as the constraint, the proposal follows the evidence rather than a standard package. You decide what happens next.

The findings are yours whether or not you proceed. If you choose to move to a Blueprint, the work already done here credits toward it, in the same lane the Survey examined.

What it needs from you

  • Read-only access to your financial and operating data, current and historical
  • Time for structured interviews with the people who actually run the business
  • A single point of contact who can get us the right numbers quickly
  • Two to four weeks on the calendar for the work to run

How it ends

The Survey ends with an in-person presentation and a written proposal, not a sales pitch disguised as one. You receive the ranked findings regardless of what you decide next, and if a Blueprint is warranted, the proposal names the lane it belongs to and nothing more than the evidence supports.

Where it fits

The Survey is the first rung of every engagement, ahead of any Blueprint in any area of the business: Finance, Operations, Sales and marketing, Technology, or Leadership. It is where a real answer replaces a guess about what is actually capping your growth. See How we work for the full Survey, Blueprint, and Build sequence.

Where to go from here

Book an hour with Greg and Guy, no charge. Or take the Growth Check first, about fifteen minutes, to see where your own constraint sits before the call.