What this step really does
This is the first custom consulting step. It is built to keep the scope focused: one area, one real business context, and a written view of what is likely happening.
A Business Systems Inspection is the first true consulting step. It inspects one area using owner/team conversation, available evidence, and a focused report. The point is to validate what is really happening before the owner commits to a bigger fix.
That does not mean the problem is unimportant. It means this step may not be the cleanest next step yet.
| Step | Use when | What you get | Commitment | Move up when |
|---|---|---|---|---|
| Field Guide | You want standard answers and can self-implement the next checks. | Practical guidance tied to the likely issue. | $250 paid guide. | Move up when the problem depends on your actual numbers, people, or workflow. |
| Business Systems Inspection | One problem area needs evidence review before spending on the fix. | Focused consulting, interview-based review, and an inspection report. | ~$2,500 remote engagement. | Move up when remote review cannot show how the work really happens. |
| Field Visit | The issue crosses departments or requires seeing the work, people, and money flow in context. | Typically 2-3 days on-site with a deeper report. | Larger on-site diagnostic. | Move up when the diagnosis is clear enough to justify implementation help. |
If none of these feel obvious, use Start Here first. It is built for owners who know something is off but are not sure which problem deserves attention first.
This is the first custom consulting step. It is built to keep the scope focused: one area, one real business context, and a written view of what is likely happening.
A useful Inspection should leave the owner with a focused written read on one problem area, the evidence behind the recommendation, and a clear next move.
Move to a Field Visit when the issue crosses departments, depends on field reality, or cannot be understood cleanly through remote conversation and documents.
Don't Know Where to Start? Start Here