Ops Health-Check

A Fast, Focused Operational Snapshot for Busy Owners

Overview

You don’t need a 6-week consulting project to know if your business operations are helping—or holding you back. The Ops Health-Check is a one-day engagement designed to give you clarity, without the commitment of a full overhaul.

In just 8 hours, we observe your team in action, analyze one of your core workflows, and deliver a prioritized action plan you can actually use. No fluff. No filler. Just a clear readout of what’s working, what’s not, and what to do next.

What’s Included

½-Day On-Site Visit

We’ll spend the morning or afternoon at your location, observing and speaking with your team (up to 10 team members). This gives us real-world insight into how work actually flows—not just how it’s supposed to flow.

Core Process Deep Dive

Together, we’ll pick one core operational process to review—like client intake, service delivery, scheduling, billing, or fulfillment. We follow the steps, document the friction, and look for inefficiencies and gaps.

3 Key Metrics Snapshot

Using whatever data you have on hand (or can estimate), we’ll help you take a snapshot of three important metrics—such as:

  • Cycle time (how long work takes)

  • Error rates or rework

  • Backlog or bottlenecks

Action Plan Report

You’ll receive a simple, sharp report that includes:

  • Gap analysis (what’s missing or underperforming)

  • Top 5 recommendations, ranked by impact vs. effort

  • A short- and long-term action roadmap

  • Suggested next steps (whether that’s coaching, automation, or further help)

Deliverables

  • 3-page written report (PDF or Google Doc)

  • Visual snapshot of available KPIs (charts/tables)

  • Top 5 improvement opportunities

  • Short-term & long-term action plan

  • Debrief call (30–45 minutes) to walk through the findings

Note: Implementation and follow-up support available as separate services.

Is This for You?

The Ops Health-Check is ideal for:

  • Business owners looking for quick, expert feedback without committing to a long-term project

  • Teams preparing for growth, hiring, or operational changes

  • Leaders who want to stop guessing where the problems are—and start solving them with clarity

Let’s Take the Pulse

Sometimes a quick diagnostic is all you need to unlock serious improvements. If you’re ready to get a clear picture of what’s working, what’s not, and where to focus next—we’re here for it.