Three steps to a clear picture.

No months-long engagements. No retainers. No 200-slide decks. One call, one week, one document that tells you exactly what to do.

01
5 questions · ~2 minutes

Tell us about your business

Five questions. Two minutes. No jargon. You describe the problem in plain language — where things are breaking, how long it has been going on, what you have already tried. We read every word before we get on the call.

Start your intake →
02
60-minute Google Meet · Transcribed

We get on a discovery call

60 minutes on Google Meet. You talk, we listen and ask the right questions. The call is transcribed so nothing gets lost. You do not need to prepare a presentation — just show up and tell us what is happening.

03
Delivered in 5 business days

You receive the diagnostic

Within 5 business days you receive a consulting-grade diagnostic brief and case reports. Named root causes. An ordered intervention sequence. A 4-phase roadmap. Control requirements. Everything your team needs to act.

This is what you receive.

Not a presentation. Not a summary email. A structured operational brief your team can open and act on — built on the same framework enterprises pay $400/hour for.

ENGAGEMENT BRIEF
CADENCE FLOW
Hartwell & Associates
Process Diagnostic & Improvement Roadmap
ClientHartwell & Associates · Operations Mgmt
IndustryProfessional Services · 45 staff
Prepared byRay Vasquez · Cadence Flow
01
Executive Summary
11
Pain Points
4
Cases Scoped
5
Quick Wins
4
Phases
02
What We Heard
Pain Point
Evidence
Action
No standard intake process — every client handled differently
Observed
Case HW-001
Staff spending 3+ hrs/day on manual status updates
Observed
Case HW-002
Client onboarding takes 3 weeks — industry avg is 5 days
Reported
Quick Win
03
Engagement Roadmap
Phase 0
Foundation
Phase 1
Quick Wins
Phase 2
Systems
Phase 3
DMAIC
Phase 4
Automate
ENGAGEMENT BRIEF

The full engagement overview

Executive summary, complete pain point inventory, 4-phase roadmap, and scoped diagnostic cases — all in one document your whole team can read.

What is inside
Executive summary with key metrics
Complete pain point inventory with evidence quality
4-phase engagement roadmap
Scoped diagnostic cases ready for intake
Immediate next steps with named owners
Get this for your business →

Ready to find out what is actually broken?

Start with 5 questions. We will take it from there.

Book a discovery call →

Starting at $2,500 · Delivered in 5 business days · No retainer