Operational Audit
Uncover your firm's revenue blockers in two weeks.
The Firm Growth Diagnostic is a hands-on, two-week operational assessment. We do the work. You get a clear picture of where your revenue is leaking, what's blocking your next milestone, and exactly what to fix first.
What's included
Full Operational Audit
We review your intake process, how your team operates without you, how predictable your revenue is, and where your time is actually going. You answer. We analyze.
Firm Gap Report
A specific written finding for your firm: what's leaking revenue, what it's likely costing you in dollars, and exactly what needs to change first.
90-Day Roadmap
Three to five prioritized actions, sequenced in the order they'll have the most impact. You know exactly what to work on and why.
60-Minute Debrief
We walk through every finding together. You ask questions. We tell you exactly what we'd do if we were inside your firm starting Monday.
Built by an operator, not a theorist
The same eye that took a firm from $2.49M to $8.31M.
Your diagnostic is run by Michele Margetts, who has spent her career inside real firms building the systems behind growth. You're not getting a template. You're getting someone who has actually done it.
"Michele brought much-needed clarity and direction to our firm. She gave us a better understanding of where we stand and how to move forward with greater confidence."Nicholas Passalacqua, Managing Partner, Passalacqua & Associates, LLC
Who this is for
Done guessing. Ready for answers.
This is for firm owners who are done guessing and want someone to come in, look at the real numbers, and tell them exactly what needs to change.
If you've already tried a program or a coach and walked away with a framework but no results, this is different.
Here's exactly what happens
A simple two-week path from intake to clarity.
You answer, we dig in
After you book, you'll receive a short intake questionnaire. You answer 12 questions about your firm. We review everything: your answers plus any supporting docs you share.
We build your findings
We work through four areas of your firm and build your Firm Gap Report and 90-day roadmap. You don't need to do anything this week.
We walk through it together
On your 60-minute debrief call, we deliver the findings, explain the dollar impact, and tell you exactly what we'd prioritize first.
What happens after
At the end of the debrief, if it makes sense to keep working together, we'll talk about what that looks like. There's no pitch, no pressure, and no contract required to start the diagnostic. Most clients walk away from the debrief with more clarity than they've had in years, whether they continue with us or not.
Questions before you start
A full operational audit, a written Firm Gap Report with the dollar impact of what's leaking, a prioritized 90-day roadmap, and a 60-minute debrief. And it's credited toward your engagement if you move forward.
Very little. You spend about 15 minutes on the intake questionnaire, then we do two weeks of analysis, then a 60-minute debrief. You don't work during week two.
This is different. You get specific, prioritized fixes based on your real numbers, not a generic framework you have to figure out yourself.
Your debrief happens at the end of the two-week diagnostic, so the earliest available is about 14 days from when you start.
No. There's no pitch, no pressure, and no contract required to do the diagnostic. You continue only if it makes sense for your firm.
Ready to find out exactly what's blocking your firm's growth?
Credited toward your engagement if you move forward.
The Firm Growth Diagnostic is a hands-on operational assessment for firms done guessing. We do the work, you get the findings.
Start Your Diagnostic