Clarity and action (because guessing is exhausting).
Most business owners aren’t failing because they lack good ideas. They’re stuck because there’s a gap between what looks like the problem and what’s actually causing it.
Maybe you’ve added staff, bought software, or brought in a specialist — and for a while it seemed to help. But then the same problems reappeared, just in new forms.
Maybe you’ve added staff, bought software, or brought in a specialist — and for a while it seemed to help. But then the same problems reappeared, just in new forms.
That’s not a sign you’ve failed. It’s a sign you’ve been aiming at symptoms instead of root causes.
The Mini Diagnostic: Small Business Fit Check is our proprietary assessment and report that shows you exactly where your business is getting tangled — and what to do about it next.
Why It Matters
Without clarity, businesses stay stuck in a cycle of whack-a-mole: cash flow one week, staff turnover the next, deadlines slipping after that. Each time you throw effort at the problem, only to watch a new one pop up.
The Mini Diagnostic: Small Business Fit Check breaks that cycle. It goes deeper than surface observations to pinpoint where the real friction lives and which levers will create lasting change.
Unlike diagnostics that assume you must start over or wait until everything is perfectly mapped, our approach delivers enough clarity to act with confidence now — and keep building as you go.
Our Diagnostic Services
Mini Diagnostic: Small Business Fit Check
A quick, clear, no-shame snapshot of what’s really going on in your business (and what to do next).
Most small business owners aren’t stuck because they’re doing it wrong.
They’re stuck because they’re trying to operate inside a system that no longer fits who they are, how they work, or what the business actually needs now.
The Mini Diagnostic: Small Business Fit Check helps you understand why things feel off and what’s underneath the friction — without requiring a big time commitment or a full consulting engagement.
It’s designed for the moments when you think:
“Something isn’t working, but I can’t tell if it’s me, the business, or the way we’re doing things.”
This diagnostic gives you a quick way to get clarity.
Investment: $197 (stay tuned for Black Friday pricing)
What It Actually Does
The Fit Check guides you through:
Choosing your top problem area(s)
You pick from real-world issues like burnout, bottlenecks, overwhelm, stalled growth, team friction, operational chaos, etc.Deep-dive question sets tied to the core business pillars
These help reveal why the problem is happening — not just what it looks like on the surface.A handful of context questions
So your results reflect your reality, not a “generic business owner.”
From there, we interpret your responses using the internal logic of the diagnostic — the pillars, friction patterns, and solution types — and turn it into a simple, grounded readout you can act on immediately.
What You Get
Your personalized report includes:
Your top pillar (where the friction is loudest)
e.g., Systems, Capacity, Communication, Prioritization, Leadership patterns, etc.What’s actually going on underneath the problem
The “invisible rules,” assumptions, or patterns that are shaping the issue.Which solution types will move things forward
(Reflection, structure, systems, capacity, clarity, financial alignment — whichever match your actual patterns.)3–5 targeted recommendations
Small, doable next steps that meet you where you are and don’t require you to overhaul your entire life or team.A short narrative summary that connects the dots in a way that feels human, not clinical.
This is not a score, a personality test, or a judgment.
It’s a fit check — “Does the way you’re operating actually support the life and business you’re trying to build?”
This Is For You If…
You feel overwhelmed but can’t tell where to start
You’re carrying too much in your head
Everything is “sort of working” but nothing’s working well
You keep fixing symptoms but nothing sticks
You’re neurodivergent, sensitive, creative, or highly intuitive — and traditional business advice just… misses the mark
You want clarity without committing to a big consulting project
Time Commitment
20–30 minutes to take the diagnostic
time to read your personalized report (usually sent within a few days)
Option to Add Support (Not Required)
At checkout, you can add:
Diagnostic Debrief Session (45 minutes)
We’ll walk through your report together and turn it into an actionable plan.Waypoint Strategy Session (Half-Day)
A deeper working session using your results as the foundation for your next 90 days.
But the Mini stands completely on its own — no upsells required.
What You Walk Away With
A clearer sense of what’s going on
A more grounded understanding of why it’s happening
A small list of changes that can unlock relief
A path forward that feels doable, not overwhelming
A sense of “Oh. This isn’t all on me.”
Full Diagnostic
A whole-business clarity process for owners who want alignment, relief, and a grounded plan forward.
The Full Diagnostic is our deepest, most comprehensive clarity experience.
If the Mini Diagnostic: Small Business Fit Check helps you understand a single problem, the Full Diagnostic helps you understand the system that created it.
It’s for business owners who want to see the full pattern — across leadership, operations, finances, systems, and the human realities underneath — and make decisions with more clarity, more capacity, and less chaos.
Investment: $1,500
(pricing may adjust for larger teams or more complex businesses)
What’s Included
We’ve designed this to give you everything you need to understand what’s going on in your business and what will actually move things forward.
1. Two to three facilitated sessions
Live, collaborative sessions where we gather:
The story behind what brought you here
The patterns inside the day-to-day operations
How you’re currently making decisions
Your internal bandwidth (energetic, emotional, cognitive)
Where systems, money, and people are helping or hindering progress
These sessions feel like someone finally hearing the whole thing — not just the surface symptoms.
2. A custom diagnostic assessment across the core business pillars
You’ll complete a deeper version of the assessment — not a score, not a personality test — but a structured scan across the pillars you’ve built:
Identity & Leadership
Clarity & Direction
Operations & Systems
Communication & Expectations
Team & Capacity
Money & Resources
Workflows & Delivery
You — the owner’s actual day-to-day lived experience
This isn’t about rating you.
It’s about revealing patterns, misalignments, and hidden friction inside the ecosystem of your business.
3. A findings summary you can actually use
Not a giant report no one reads.
Not jargon.
Just a grounded document that highlights:
The patterns driving your biggest bottlenecks
Which pillars are creating the most friction
Which assumptions or invisible rules are shaping decisions
The solution types most likely to create immediate relief
What’s urgent, what’s important, and what can wait
It feels like someone just handed you the “missing manual” to your business.
4. A prioritized, realistic next-steps plan
You get a simple, doable roadmap that tells you:
What to focus on first
What to stop doing
Where a small change will create a big shift
What support you need (and don’t need)
How to make movement without burning yourself out
This is not a 90-day bootcamp.
It’s a clarity-driven plan that matches your actual life and energy.
5. Optional follow-up support
You can add:
A Debrief Session
A Waypoint Strategy Intensive
Ongoing advisory or fractional support
But none of it is required.
The Full Diagnostic stands completely on its own.
This Is For You If…
You know you’re capable — but things feel heavier than they should.
The same problems keep resurfacing, even after you "fix" them.
You’re juggling too many responsibilities and need a clearer way to prioritize.
You want a grounded, neutral perspective — not hype, not judgment.
You’re ready to understand the whole picture instead of chasing symptoms.
What You Can Expect to Walk Away With
By the end, you’ll have:
A clear understanding of what’s really happening in your business
A view of the patterns shaping your results (good and bad)
A simplified decision-making framework that reduces overwhelm
A grounded plan for where to focus your energy next
A renewed sense of agency, alignment, and direction
The Full Diagnostic doesn’t add more to your plate.
It clears the plate so you can finally see what matters.
Imagine This
You stop wasting energy on fixes that don’t stick. You stop wondering if you’re the problem. You finally know exactly where to focus, and just as importantly, what to ignore. You stop losing money on projects that drag on too long because systems keep things on track and can confidently say yes to new opportunities because you know they'll actually get done.
That’s the power of a diagnostic.
