Operations Audit, Hiring Package, or Retainer: which one do you need?

If you've been looking at our services page trying to figure out where to start, you're not alone. The honest answer is that it depends on whether you know what's actually wrong yet, whether you're trying to fill a specific role, or whether you need ongoing leadership embedded in the business. Here's the quick breakdown.

The quick answer

When the Operations Audit is the right package

The Operations Audit is the right starting point if you don't yet have a clear diagnosis, just a feeling that something's not working. It's a fixed, defined-scope engagement (typically for businesses in the $700K to $2M revenue range) that ends with a written findings report, templates, and a live walkthrough with your leadership team. It's not implementation. It's the diagnosis that tells you what to fix first, before you spend on a bigger commitment.

Start here if you're not sure what's actually broken yet.

When the Hiring Package is the right package

The Hiring Package is the right fit once you already know you need to hire for a specific role, and you want hands-on support through the entire process instead of paying a recruiter's flat fee. It covers one complete hiring round, from writing the position description through onboarding, and includes interview coaching so you're equipped to run the next hire yourself.

Start here if the gap is a role, not a mystery.

When the Growth Partner Retainer is the right package

The Retainer is built for businesses that need more than a one-time engagement: ongoing strategic leadership, hands-on execution support, and exit-readiness work, all from a senior partner embedded in your leadership meetings. It's typically the right fit for businesses in the $1.5M to $5M+ range that have outgrown a single fix and need continued operational leadership. Engagements begin with a 90-day pilot before moving to month-to-month.

What if more than one applies to you?

That's common, and it's not a problem. Many clients start with the Operations Audit specifically because it tells you which package (if any) makes sense next. A founder who thought they needed a Retainer often finds the Audit surfaces one or two specific hiring gaps first, and a Hiring Package closes those before anything ongoing is needed. There's no wrong door here. The Audit is simply the lowest-commitment way to find out.

Which package is right for you, revenue by revenue

What to do next

If you're still not sure after reading this, that's a completely normal place to be, and it's exactly what a discovery call is for. It's a free conversation, not a sales pitch, and it ends with a clear answer about which package (if any) fits where your business is right now.