The Operations Diagnostics.
For operations with more than one department in play. Ten business days inside how your business actually runs: the operations map, every handoff costed in hours and dollars, and a priced build plan you keep whether or not you build it with us. Optional: most clients start with a focused pilot instead, and the free consultation tells you which fits.
- Focused
- $1,500
- Broader
- $3,500
- Credited
- 100%
to $2,500, one or two departments
to $6,500, several departments
to a build started within 30 days
What arrives on day 10
Three documents. Every number reproducible.
The discipline is simple: nothing goes in the ledger that we cannot show you how we counted. It is the same standard we hold our own reference client's numbers to.
The operations map
How a booking actually moves through your business: inquiry, confirmation, check in, staffing, the day itself, payment, payroll, follow up, reporting. Every system it touches and every person who carries it between them. On paper, in your vocabulary.
The leak ledger
Every handoff that costs something, with the hours per week and the dollars per year attached and the way we counted, so you can check the arithmetic. No estimates dressed as measurements.
The build plan, priced
Which leaks are worth fixing, in what order, on what timeline, and what each step costs, priced from the same catalog as every build: a Focused Workflow Pilot from $500, workflow builds $1,250 to $7,500 and up, or one of the larger systems. Yours to keep whether you build it with us, with someone else, or not at all.
The ten days
Shadow, count, plan, walk through.
We look at a real operating day, not a description of one. The manual says what should happen; the diagnostic records what does. The ten days below are the focused diagnostic; the broader one adds interviews and a roadmap on a timeline agreed at kickoff.
What we need from you
- Read only access to the booking platform, scheduling tool and any spreadsheets that run the day
- One hour at kickoff and one at the walkthrough, plus a real operating day we can observe
- Permission to ask two or three staff how the work actually flows, not how the manual says it does
- Honesty about what has been tried before and why it didn’t stick
- Day 1
Kickoff
One hour with the owner and whoever runs the floor. We agree the scope, the systems in play, and who we may talk to.
- Days 2 to 4
Shadowing and access
We watch a real day in person or over video, then read the systems: the booking platform, the schedule, the till, the inbox, the spreadsheets.
- Days 5 to 7
Counting
We put hours and dollars on every handoff we found, checked against your actual data so every number is reproducible.
- Days 8 to 9
The plan
We rank the leaks, design the fixes, and price the next step from the build catalog, so you can place it before the walkthrough.
- Day 10
Walkthrough
Sixty minutes on the findings, the plan and the prices. You leave with all three, whatever you decide.
Two sizes, both optional
Two diagnostics, so you can place yourself before the call.
Neither is a required first step. Most clients start with a Focused Workflow Pilot from $500 or a scoped build. A diagnostic is for the operations where the order of work is the hard part.
Focused Operations Diagnostic
One or two departments, 10 business days from kickoff to walkthrough.
- The operations map for the departments in scope
- Every handoff costed in hours and dollars, reproducibly
- A priced plan for what to build first, from the same catalog as every build
An operation with one leak that is hard to see from the inside, or a first build that touches more than one team.
Broader Operations Diagnostic
Several departments, with staff interviews, a roadmap and budgets.
- The operations map across departments, and the handoffs between them
- Interviews with the people who carry the work between systems
- A phased roadmap with budgets, so the order of work is decided before any build
Operations where several departments are in play and the order of work is not obvious.
Both fees are credited to a build started within 30 days, when approved in writing. The plan is priced from the same catalog as every build: a Focused Workflow Pilot from $500, workflow builds $1,250 to $7,500 and up, or a larger system from $3,500. Every build includes 30 days of launch support and ownership of the code and the workflows. Timeline 2 to 8 weeks, never during peak season. See the builds.
FAQ
Questions owners actually ask.
Do I need a diagnostic before working with you?
No. Diagnostics are optional. Most clients start with a Focused Workflow Pilot from $500 on one workflow, or a scoped build, straight from the free consultation and brief. A diagnostic earns its place when several departments are in play and the order of work is not obvious.
What do the diagnostics cost?
The Focused Operations Diagnostic is $1,500 to $2,500 and covers one or two departments in 10 business days. The Broader Operations Diagnostic is $3,500 to $6,500 and covers several departments, with interviews, a roadmap and budgets. Both are priced in writing before work begins, and the fee is credited to a build started within 30 days, when approved in writing.
Why is the diagnostic paid when the consultation and brief are free?
Because the diagnostic is the work. Ten days of shadowing, counting and planning produce a document you can act on with anyone. That is worth paying for, and charging for it is what keeps it honest. The free steps exist so neither of us commits money before we know the leak is real.
Do I have to build with you afterwards?
No. The plan is written so another builder could execute it. If you start a build with us within 30 days and approve it in writing, the fee comes off the build; if you don’t, you have still bought a clear map and a costed plan.
How long does it take?
The focused diagnostic runs 10 business days from kickoff to walkthrough. The broader diagnostic adds interviews and a roadmap, so its timeline is agreed at kickoff. Shoulder season is the natural time: the diagnostic in the quiet weeks, the build before the next peak.
Can it be done remotely?
Yes. Shadowing your team in person along the California coast is best for an operation with several locations; a remote diagnostic uses recorded walkthroughs, screen shares and read access to the systems, and works well for one or two locations.
Before any of this
The consultation and the brief are free.
30 minutes with Jorge on how work moves through your business, then a short written brief within 2 business days. If a diagnostic isn't worth your money, we will say so and suggest a pilot instead.
Book a free consultation