For consultants

Diagnose any client's operations in one session. Walk out with a scored report and a 90-day plan they'll pay you to deliver.

The engagement workflow

  1. 01

    Onboard client

    Create an isolated client workspace in seconds.

  2. 02

    Assess together

    Walk the KPI checklist live with leadership.

  3. 03

    Present the gap map

    Radar and bar views make risk obvious.

  4. 04

    Sell the 90-day plan

    Every gap becomes a dated corrective action.

  5. 05

    Re-score quarterly

    Show measurable progress and keep the retainer.

Every client on one screen

The client rollup shows each client's health index, open red flags and days since last update, so you always know who needs attention next.

Sample client rollup
ClientHealthFlagsUpdated
Harbor Logistics
71%
93d ago
Bright Dental Group
48%
2112d ago
Northline Builders
83%
41d ago
Cedar & Co. Retail
36%
2730d ago

Product tour

Video coming soon

The math

Estimate what a diagnostic practice is worth to you in a year.

Annual revenue

$165,000

Plan cost (Sapphire)

$2,988 / yr

That's roughly 55× your subscription.

A methodology you can defend

Nine operational domains, simple Yes / No / N-A scoring and three benchmark tiers — Aspiring, Approaching, Achieved. Clients understand it in minutes.

Read the methodology

Practitioner plans

Quartz

Free

Up to 2 active clients

Try the consultant workflow with up to 2 active client workspaces.

Amethyst

$149/ month

Up to 5 active clients

Manage up to 5 active client workspaces with full isolation between them.

Sapphire
Most popular

$249/ month

Up to 10 active clients

Manage up to 10 active client workspaces plus the consultant rollup view.

Diamond

$449/ month

Unlimited clients

Unlimited active client workspaces for established advisory practices.

Questions consultants ask