We start from the plan you run today, whether that’s EOS or your own, and your own data. You see the result before you sign anything, and we’ll tell you plainly if it isn’t a fit.
We learn your plan, how you run the business, which numbers you track today, and where they live. You learn exactly how we work.
We sign an NDA, then you send real data from the systems you already use. No new software to buy and no long questionnaire.
We organize your data and build a dashboard that shows actuals against your growth plan, the gap, and the drivers behind it.
You see where you’ve been, how far you are from the plan, and the few things to focus on to hit it. If it’s a fit, we present the contract.
About three weeks to the reveal meeting - or as fast as you want to go. After that, a steady monthly rhythm.
You’re trusting us with real numbers. Here’s how we treat them.
We sign before you send anything.
Your data sits in its own secured app, apart from every other company’s.
Only the people named in the NDA can see it.
If we don’t work together, we delete it.
The Dashboard Build fee is paid at signing. We set your dashboard up for ongoing use and create your login.
A data call to bring in the month's numbers, the dashboard update, and a review call with your leadership team on the updated dashboard and focus areas.
We use your plan, your Rocks and your Scorecard language, so the dashboard drops straight into your quarterly and annual planning.
Dashboard Care & Review starts the month after signing, by autopay.
Start with the Growth Fit Check. If the numbers point to a real opportunity,
we’ll build your dashboard for free and show you.