Audit + Roadmap Offer

Whether you just raised and want to scale the right way, or you’re further along and sense it’s time to transform, the first step is an audit.

What happens during the audit?

We spend 2 weeks gathering quantitative and qualitative data on your organization.

Engagement. Talent Density. Compliance. Employee Brand. Headcount Plan.

We’ll dive in to document your maturity across 10 focus areas and dozens of components. You’ll come away with a detailed analysis of where you meet and exceed norms for your stage, and where there’s work to be done!

What happens post-audit?

We’ll share a detailed 90-day action plan to create meaningful impact, and a high-level roadmap for the next 12 months.

What happens if my audit takes less time?

Our initial audit + roadmap provides a bank of 40 hours over 30 days. Most of the time will be spent on the audit and roadmap, but remaining hours are allocated to providing some quick wins. Previous clients have used remaining hours on projects like:

• Selecting a PEO to save $60K annually on health benefits, while gaining back 5+ hours/week on compliance, onboarding, offboarding and payroll.

• Taking the first step to transforming talent acquisition by reimagining the approach, and creating a new process flow for hiring managers.

What’s the special offer?

Typically access to our audit tooling and a 25% retainer would cost $15,000.

Most of our clients find opportunities that will save them at least this much over the next 12 months through the audit!

While already a powerful deal, to make getting started more accessible, we discount the 30-day audit and roadmap offering to $12,000, if you sign a retainer engagement for 3+ months before the end of our audit period. This discount is provided as a credit on your audit invoice.

Can we have an exploratory call first?

Of course! Any incoming client should be a match, not a fit! Please visit our contact page to book a complimentary 30-min discovery session. If we’re not the right consultants for you, we’ll make intros to a few folks who may be, using our wide network. If we are, you’ll receive a formal proposal for the audit, and a proposed start date. If you are local to your consultant’s home base, an in-person match-testing meeting may be available.