Phase 1: The Margin Method Assessment
We understand what is really happening before we build anything.
Sara leads every assessment, bringing her background in organizational leadership to understand not just your processes, but your people. We typically spend 2-4 weeks inside your operations understanding how things actually work. You get a clear roadmap showing exactly what to improve and how much it will save you. Unlike consultants who hand you a report and disappear, we stick around to build what comes next.
The 7 Domains We Assess
Service Delivery & Operations
Process mapping, bottleneck identification
Marketing & Lead Generation
Brand audit, digital presence, content systems
Sales & Client Acquisition
CRM, pipeline, nurturing automation
Financial Management
P&L, project profitability, time vs billing
Systems & Technology
Tool audit, integration map, AI opportunities
Leadership & Mindset
Owner bandwidth, decision bottlenecks
Team & Talent
Onboarding, knowledge capture, capacity
Assessment domains adapt to your organization. Public sector and nonprofit clients receive tailored domains that match their operational reality.
What You Get
Margin Blueprint
Visual roadmap you can actually understand
ROI Projections
Dollar amounts for top opportunities
Priority Matrix
Impact vs. Effort for every recommendation
Quick Win Included
One small workflow delivered during assessment
30-Day Check-In
We follow up to see how things are going
Documented SOPs
Yours to keep, whether you work with us or not
Assessment Pricing
Small Business
Under $500K revenue
Savings quantified during your assessment. Backed by our 5X ROI guarantee.
Growth Business
$500K - $2M revenue
Savings quantified during your assessment. Backed by our 5X ROI guarantee.
Enterprise
$2M+ revenue
Savings quantified during your assessment. Backed by our 5X ROI guarantee.
Not sure which tier? Book a call and we'll help you figure it out.
What Comes Next: Phase 2
After your assessment, you'll have a clear roadmap. Most clients move to implementation, where we build the systems your roadmap identifies. You're never locked in, but the assessment naturally leads to action.
Preview Implementation Packages →Let's figure out what's possible.
A 30-minute conversation about where you are, where you want to be, and what it would take to get there. No pressure. Just clarity.