01
Brand position audit
Current positioning, competitive landscape, message consistency across web/social/print, and the gap between intended and perceived brand. Three to five hours of analysis plus stakeholder interviews.
— Why This Exists
Most engagements start blind — and that's the single biggest reason six-month projects under-deliver.
The conventional consulting model is straightforward to describe and uncomfortable to evaluate: a 30-minute discovery call, a scope of work signed within a week, and a six-month engagement that quietly hopes the brief was right.
It rarely is. Three months in, it becomes obvious that the real problem was somewhere else entirely. The team had a CRM problem, not a positioning problem. The funnel had a follow-up gap, not a top-of-funnel gap. The brand wasn't broken — the sales handoff was. According to Harvard Business Review research, less than a third of senior managers can correctly identify their organization's top three strategic priorities.
The Full Assessment exists to make that wrong-question failure mode impossible. Before any six-month engagement begins, we audit the business across six structural dimensions and produce a written diagnostic that says exactly where the leverage is — and exactly where it isn't. The methodology draws on McKinsey's strategy research and Bain's Founder's Mentality framework, adapted for owner-operated businesses in the $1M–$25M revenue range.
By the end of the assessment, you have a written report, a prioritized action list executable in the next 90 days, and — if we proceed together — a detailed scope of work for the six-month engagement with explicit outcomes and success criteria. David Mitroff, Ph.D. leads every assessment personally. You own the diagnostic either way.
The six dimensions we audit:
01
Brand position
How the market sees you vs. how you think they see you.
Learn more → 02 Lead generationChannel mix, funnel architecture, traffic-to-revenue gap.
Learn more → 03 Customer loyaltyRepeat purchase, NPS, retention systems.
Learn more → 04 Sales processLead handoff, pricing, proposal flow, close rates.
Learn more → 05 Technology & toolsWhat's redundant, missing, or underused.
Learn more → 06 Operating cadenceHow decisions get made and plans turn into action.
Learn more →Sound familiar?
The free 30-minute interview is where we sort signal from noise.
How It Works
The six-dimension audit.
Each dimension is investigated in depth across multiple sessions, document review, and stakeholder interviews. The output is a written report that frames the engagement.
02
Lead generation audit
Funnel architecture, channel mix, conversion rates by stage, follow-up SLAs, and where leads are leaking. Includes review of CRM data, ad spend, and content performance.
03
Customer loyalty audit
Repeat purchase patterns, NPS or equivalent signal, loyalty program design (or absence), email engagement, and the systems that retain — or fail to retain — existing customers.
04
Sales process audit
How leads become prospects become customers. Pricing structure, proposal flow, close rates, deal velocity, and the operational handoffs that compress (or stretch) sales cycles.
05
Technology & tools audit
Current stack review: CRM, marketing automation, analytics, accounting, project management. What's redundant, what's missing, what's underused.
06
Operating cadence audit
How decisions get made, how the team meets, how plans turn into action. Often where the real fix lives — the strategy was fine, the operating rhythm wasn't.
What You Get
The written deliverable.
The Full Assessment ends with a written report, not a verbal debrief. You own it — whether or not we work together after.
A
40+ page diagnostic report
Findings across all six dimensions, ranked by leverage. Specific, actionable, and substantiated by the data we gathered — not consultant intuition.
B
Prioritized action list
Two to three high-leverage actions you can execute in the next 90 days regardless of whether we proceed. You leave with value either way.
C
Six-month engagement scope
If we proceed: a detailed scope of work for the engagement, with explicit outcomes, milestones, and success criteria. No vague deliverables.
Want to see the full scope for your business? The interview gets specific.
Diagnostic Depth
Six dimensions, one report.
Brand position, lead generation, customer loyalty, sales process, technology stack, and operating cadence — each dimension investigated through stakeholder interviews, document review, and multiple working sessions.
The Deliverable
Written, actionable, yours.
The assessment ends with a 40+ page diagnostic report you own — whether or not we proceed. Prioritized action list for the next 90 days plus, if relevant, a detailed six-month engagement scope with explicit outcomes.
Watch · 2 min
Inside the assessment process.
▶ Inside a Piedmont Avenue Business Assessment
Get Started
Ready for the full audit?
The Full Assessment runs $X,XXX (priced at the start of engagement based on scope). It's the precursor to a six-month engagement — and the most thorough way to figure out where the actual leverage is.
Or call us · +1 (510) 761-5895