Business discovery
Know what’s holding you back.
And where to start.
I bring together what your team sees, estimate the impact, and turn the biggest findings into a practical order of action.
What you receive
What to fix first.
And why.
The Scaling Readiness Report turns input from across your company into one view of what is getting in the way of growth—and where to focus your effort.
Inside the Scaling Readiness Report
What breaks before
you double
What’s working
The strengths to preserve as the business grows.
Your team’s own ideas
Improvements suggested by the people doing the work.
What we found
Patterns across interviews, including where perspectives differ.
What it’s costing
Time, money, and risk—with the evidence and assumptions behind each estimate.
One build, many findings
Where a shared solution could address several findings together.
Interview evidence and crawl, walk, and run recommendations—with scope, timeline, and budget bands.
- 01
Findings backed by evidence
See the patterns across interviews, where people’s experiences differ, and the evidence behind each finding.
- 02
The impact on your business
I estimate the time or money involved where the information supports it, and identify risks that cannot be reduced to a dollar figure. Assumptions stay visible.
- 03
Priorities you can act on
I recommend what to address first, second, and third, weighing the potential return against the effort required.
How I gather the input
Hear from the people
doing the work.
I gather input from people in different roles across your company. They can complete a guided voice interview through Prescite, the tool I use to collect responses, or speak with me in person. The questions focus on each person’s work: what slows them down, where things go wrong, and what they would change.
I ask for specifics—how often it happens, how much time it takes, and who it affects. Then I bring those perspectives together, look for recurring patterns and differences, and review the findings for your report.
Discovery overview
Perspectives from across the business
- Interviews complete
- 7 / 8
- Answers captured
- 326
- Finding signals
- 73
- Avg. interview time
- 30 minutes
- Leadership & salesVoice interview15/15Complete
- Project managementVoice interview12/12Complete
- Estimating & surveyingVoice interview15/15Complete
- Project managementVoice interview10/12Complete
- Field supportVoice interview9/9Complete
- Field operationsVoice interview9/9Complete
- Project managementVoice interview12/12Complete
- SafetyVoice interview0/9In progress
From findings to decisions
Three ways forward.
A choice that fits.
Each finding comes with three recommendations. Start with a better process, add tools where they help, or connect the whole workflow. We discuss the scope, effort, and tradeoffs before I propose any work. These are choices—not three projects you have to buy.
Illustrative example
Job updates lived everywhere.
No one had the full picture.
Start with one weekly status email.
Each project manager sends the same five points: job name, location, last week’s work, this week’s plan, and one issue needing attention. Updates go to a shared inbox or group thread.
A shared habit makes the information available.
Let AI keep the job board current.
An AI assistant reads the weekly emails and flagged job updates, then adds the status, plan, and open issues to a shared board. The team keeps writing updates instead of entering them twice.
Managers and leadership can see the same job status.
See every active job. Without calling around.
Connect job status, schedules, subcontractor assignments, open items, and change orders in one live view. Updates from emails and messages build a history anyone on the team can reference.
A connected record shows what changed and when.
