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 offer provides a bank of 35 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:

• Quoting 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.

• Running an employee engagement survey, and drafting an action plan and employee communications.

What’s the special offer?

While already a powerful deal at market pricing of $10,000, to make getting started more accessible for early stage founders, we discount the 30-day audit and roadmap offering to $7,500, if you sign a retainer engagement for 3+ months before the end of our audit period. The $2,500 discount is provided as a credit that waives your second invoice for the audit + roadmap offer.

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.

*Discounted $7,500 pricing is available through an ongoing engagement credit. See above for details.