Strategic Roadmap Audit
Six Weeks. One Clear Path Forward.
Strategic Roadmap Audit
Six Weeks. One Clear Path Forward.
Strategic Roadmap Audit
Before we dive into your operations or meet with your team, we start every engagement with a focused, six weeks audit of your business. This gives us the insights, clarity, and strategy needed to build a strong foundation—and ensures the rest of our work is aligned with your highest priorities.
Over the course of four weeks, we’ll meet with you weekly and take a deep dive into your business structure, financials, and goals. You’ll walk away with a custom roadmap designed to bring your team into alignment, increase profitability, and set the stage for scale.
Before we dive into your operations or meet with your team, we start every engagement with a focused, six weeks audit of your business. This gives us the insights, clarity, and strategy needed to build a strong foundation—and ensures the rest of our work is aligned with your highest priorities.
Over the course of four weeks, we’ll meet with you weekly and take a deep dive into your business structure, financials, and goals. You’ll walk away with a custom roadmap designed to bring your team into alignment, increase profitability, and set the stage for scale.
What’s Included:
- Weekly strategy calls with your Fractional Integrator
- Review of current org chart, systems, and leadership structure
- Development of your ideal accountability chart
- Mapping of your Scorecard metrics and KPI ownership
- 1-Year Vision and 3–5 Year Strategic Goals
- 12-Month Financial Forecast
- A detailed 90-Day Action Plan tailored to your business
- Recommended rollout strategy for integrating systems with your team
What’s Included:
- Weekly strategy calls with your Fractional Integrator
- Review of current org chart, systems, and leadership structure
- Development of your ideal accountability chart
- Mapping of your Scorecard metrics and KPI ownership
- 1-Year Vision and 3–5 Year Strategic Goals
- 12-Month Financial Forecast
- A detailed 90-Day Action Plan tailored to your business
- Recommended rollout strategy for integrating systems with your team
⏱️ Timeline: What Happens Each Week
⏱️ Timeline: What Happens Each Week
Why This Matters
The kickoff call helps us align expectations so we start the project on the same page
Outcome / Deliverable
- Define business goals
- Understand challenges
- Review current structure
Why This Matters
- Understand where money flows through the business
- Find key drivers of profit
- Look ahead to future financial performance
Outcome / Deliverable
Summary of financial insights including a budget and forecast for 12 months
Why This Matters
Align the business direction with actual execution capacity
Outcome / Deliverable
Clarity on vision and strategic long-term business goals
Why This Matters
Clarify roles, fix gaps, and focus resources on the most important functions of the business
Outcome / Deliverable
Clarity on assigned roles & responsibilities
Why This Matters
Identify the leading indicators that set business targets and show when the plan is working
Outcome / Deliverable
Custom KPI Scorecard
Why This Matters
Turn insights into a focused action plan you can start immediately
Outcome / Deliverable
Final plan including priorities, milestones, accountability, and support options
| Week 1 | Kickoff + Discovery | The kickoff call helps us align expectations so we start the project on the same page |
|
| Week 2 | Financial Review |
| Summary of financial insights including a budget and forecast for 12 months |
| Week 3 | Strategy Review | Align the business direction with actual execution capacity | Clarity on vision and strategic long-term business goals |
| Week 4 | Accountability | Clarify roles, fix gaps, and focus resources on the most important functions of the business | Clarity on assigned roles & responsibilities |
| Week 5 | Metrics & KPIs | Identify the leading indicators that set business targets and show when the plan is working | Custom KPI Scorecard |
| Week 6 | 90-Day Strategic Plan | Turn insights into a focused action plan you can start immediately | Final plan including priorities, milestones, accountability, and support options |
✅ What You’ll Have by the End of Six Weeks
- A custom-built Scorecard with metrics that drive profit and performance
- Your ideal Accountability Chart with right people, right seats clearly mapped
- Defined 1-Year and 3–5 Year Vision and Business Goals
- A detailed 12-Month Financial Forecast based on real capacity and growth targets
- A focused, actionable 90-Day Priority Plan tied to your most urgent opportunities
- A clear rollout plan for implementing systems with your leadership team
The Strategic Roadmap Audit is $4,500
(or 2 payments of $2,500).
✅ What You’ll Have by the End of Six Weeks
- A custom-built Scorecard with metrics that drive profit and performance
- Your ideal Accountability Chart with right people, right seats clearly mapped
- Defined 1-Year and 3–5 Year Vision and Business Goals
- A detailed 12-Month Financial Forecast based on real capacity and growth targets
- A focused, actionable 90-Day Priority Plan tied to your most urgent opportunities
- A clear rollout plan for implementing systems with your leadership team
The Strategic Roadmap Audit is $4,500
(or 2 payments of $2,500).
From Strategic Roadmap Audit, to implementation, to maintenance.
From chaos to calm-and-profitable in four deliberate moves.
From Strategic Roadmap Audit, to implementation, to maintenance.
From chaos to calm-and-profitable in four deliberate moves.
Why it works: You can’t fix problems that you can’t see.
Before we do anything else, we run a Strategic Roadmap Audit.
- You complete a client assessment and provide us access to key systems and data → we meet for a 60-minute discovery call → we dive into your numbers, people, and processes.*
- Within two weeks you receive a crystal-clear playbook that shows:
- exactly where profit is leaking — and how to stop it
- the short list of priorities that will unlock 80% of your growth
- a 90-day “quick-win” plan you could start tomorrow
Clients tell us they feel some relief as soon as they see the gaps—because now the path is obvious.
Why it works: Hope isn’t a strategy for change. Action is.
For the next 90+ days, we become your Fractional Integrator—the second-in-command who turns that roadmap into muscle memory:
- Weekly leadership meetings laser-focused on issues that move the needle
- Scorecard KPIs and accountability charts that make performance impossible to ignore
- ClickUp or your existing tools wired into one clean command center
- Your Integrator is just a message away for quick troubleshooting and guidance.
By Day 30 you’re already checking wins off the list.
By Day 90 the wheels aren’t wobbling; they’re humming.
Why it works: Good systems get better with pressure-testing.
Over the next 3–6 months we:
- Fine-tune KPIs, budgets, and workflows as real-world data rolls in
- Coach leaders to own their seats and make faster decisions
- Remove ourselves from day-to-day tasks as your team proves it can run the machine
The result: tighter margins, happier staff, shorter meetings, and a business that finally feels under control.
Why it works: Client choice exit strategy. Built-for-you systems keep paying dividends long after we leave.
When the engine runs smoothly, you choose the exit ramp:
- Promote from within. We coach your new Integrator or leadership team.
- Keep us on light advisory. Quarterly tune-ups, special projects, board prep.
- Bring in a full-time Integrator. We recruit, onboard, and hand over the keys.
Our goal is to work ourselves out of a job—on your timeline, in the way that creates the most value for you.
Either way, the structure stays; you get your time—and headspace—back.
Diagnose the Real Bottlenecks
Why it works: You can’t fix problems that you can’t see.
Before we do anything else, we run a Strategic Roadmap Audit.
- You complete a client assessment and provide us access to key systems and data → we meet for a 60-minute discovery call → we dive into your numbers, people, and processes.*
- Within two weeks you receive a crystal-clear playbook that shows:
- exactly where profit is leaking — and how to stop it
- the short list of priorities that will unlock 80% of your growth
- a 90-day “quick-win” plan you could start tomorrow
Clients tell us they feel some relief as soon as they see the gaps—because now the path is obvious.
Diagnose the Real Bottlenecks
Why it works: You can’t fix problems that you can’t see.
Before we do anything else, we run a Strategic Roadmap Audit.
- You complete a client assessment and provide us access to key systems and data → we meet for a 60-minute discovery call → we dive into your numbers, people, and processes.*
- Within two weeks you receive a crystal-clear playbook that shows:
- exactly where profit is leaking — and how to stop it
- the short list of priorities that will unlock 80% of your growth
- a 90-day “quick-win” plan you could start tomorrow
Clients tell us they feel some relief as soon as they see the gaps—because now the path is obvious.
Install the Integrator Operating System™
Why it works: Hope isn’t a strategy for change. Action is.
For the next 90+ days, we become your Fractional Integrator—the second-in-command who turns that roadmap into muscle memory:
- Weekly leadership meetings laser-focused on issues that move the needle
- Scorecard KPIs and accountability charts that make performance impossible to ignore
- ClickUp or your existing tools wired into one clean command center
- Your Integrator is just a message away for quick troubleshooting and guidance.
By Day 30 you’re already checking wins off the list.
By Day 90 the wheels aren’t wobbling; they’re humming.
Install the Integrator Operating System™
Why it works: Hope isn’t a strategy for change. Action is.
For the next 90+ days, we become your Fractional Integrator—the second-in-command who turns that roadmap into muscle memory:
- Weekly leadership meetings laser-focused on issues that move the needle
- Scorecard KPIs and accountability charts that make performance impossible to ignore
- ClickUp or your existing tools wired into one clean command center
- Your Integrator is just a message away for quick troubleshooting and guidance.
By Day 30 you’re already checking wins off the list.
By Day 90 the wheels aren’t wobbling; they’re humming.
Refine & Optimize
Why it works: Good systems get better with pressure-testing.
Over the next 3–6 months we:
- Fine-tune KPIs, budgets, and workflows as real-world data rolls in
- Coach leaders to own their seats and make faster decisions
- Remove ourselves from day-to-day tasks as your team proves it can run the machine
The result: tighter margins, happier staff, shorter meetings, and a business that finally feels under control.
Refine & Optimize
Why it works: Good systems get better with pressure-testing.
Over the next 3–6 months we:
- Fine-tune KPIs, budgets, and workflows as real-world data rolls in
- Coach leaders to own their seats and make faster decisions
- Remove ourselves from day-to-day tasks as your team proves it can run the machine
The result: tighter margins, happier staff, shorter meetings, and a business that finally feels under control.
Scale—Or Step Back—With Confidence
Why it works: Client choice exit strategy. Built-for-you systems keep paying dividends long after we leave.
When the engine runs smoothly, you choose the exit ramp:
- Promote from within. We coach your new Integrator or leadership team.
- Keep us on light advisory. Quarterly tune-ups, special projects, board prep.
- Bring in a full-time Integrator. We recruit, onboard, and hand over the keys.
Our goal is to work ourselves out of a job—on your timeline, in the way that creates the most value for you.
Either way, the structure stays; you get your time—and headspace—back.
Scale—Or Step Back—With Confidence
Why it works: Client choice exit strategy. Built-for-you systems keep paying dividends long after we leave.
When the engine runs smoothly, you choose the exit ramp:
- Promote from within. We coach your new Integrator or leadership team.
- Keep us on light advisory. Quarterly tune-ups, special projects, board prep.
- Bring in a full-time Integrator. We recruit, onboard, and hand over the keys.
Our goal is to work ourselves out of a job—on your timeline, in the way that creates the most value for you.
Either way, the structure stays; you get your time—and headspace—back.