SweetSpot first-step path / Step 05 / Typically 2-3 days on-site

Get inside the work, money, people, and handoffs.

A Field Visit is for owners whose issue cannot be understood cleanly through a single remote inspection. We look at the operation in context: the numbers, workflows, staff reality, customer pressure, scheduling, owner decision traffic, and the places where the written process differs from real work.

Direct answer: A Field Visit is for problems that need to be seen in context. It looks at the numbers, workflows, people, handoffs, and owner decision traffic inside the business.

Don't Know Where to Start? Start Here Read the Field Visit overview

Use this step when...

The problem crosses more than one area.
The owner needs the business inspected in context.
The decision deserves more than a remote review.

This is not for you if...

That does not mean the problem is unimportant. It means this step may not be the cleanest next step yet.

If one problem area is clearly isolated, start with a Business Systems Inspection.
If you are still naming the issue, use Start Here or an issue-specific self-assessment first.

Compare the step

Use this step when the evidence fits. Move up only when the business calls for it.

Field Visit compared with nearby steps
Step	Use when	What you get	Commitment	Move up when
Business Systems Inspection	One issue can be pressure-tested remotely.	Focused review and a written inspection report.	~$2,500 remote engagement.	Move up when the issue cannot be understood away from the work.
Field Visit	The business needs someone inside the operation to see the handoffs, numbers, people, and daily pressure.	Typically 2-3 days on-site and a Field Visit Report.	On-site diagnostic engagement.	Move up when the right fix is clear enough to implement with sustained pressure.
90-Day Buildout	The business is ready to change behavior, workflow, reporting, or accountability.	Hands-on implementation support.	Mostly on-site sprint.	Move up when the work becomes broader strategic value building.

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.

Plain meaning

What this step really does

This is the on-site diagnostic step. It is for problems that need to be seen in the business, not just described on a call.

Before you use it

What to have in place

Expect direct questions and practical observation.
Have financials, workflows, org structure, and current pain points ready.
Use an Inspection first if the problem is clearly narrow and remote review is enough.

What to expect

What you should get from this step

This step should leave the owner with a practical decision, not a prettier version of the same uncertainty.

Typically 2-3 days on-site.
A deeper look at operations, people, money flow, handoffs, owner decision traffic, and field reality.
A Field Visit Report that identifies what was found and what should be fixed first.

Next step

How to know whether to move up

Move to a 90-Day Buildout when the Field Visit confirms the fix is valuable enough to implement with pressure, coaching, and sustained attention.

Don't Know Where to Start? Start Here

Field Visit entry points

Use this step in the business issue that fits best.