Start With the BOS Diagnostic
The fastest way to identify exactly what’s holding your growth back.
Every growth problem is a systems problem.
The BOS Diagnostic identifies the root causes slowing your company down — and reveals what your next 90 days could look like with a unified Business Operating System.
Who the BOS Diagnostic Is For
The BOS Diagnostic is built for CEOs running $2M–$50M companies who want:
A single operating system instead of siloed departments
Consistent, predictable marketing
A leadership team rowing in the same direction
Clear roles and accountability
A smoother process with far less overwhelm
Systems that reduce friction instead of creating it
Visibility into the numbers that actually matter
A business that grows without burning people out
If you’re tired of running a company that feels harder than it should, start here.
What We Diagnose
We examine the performance and alignment of your three core engines:
Demand Engine (CMO+)
We assess how your business attracts, converts, and retains customers.
We look at:
Market positioning
Offer structure
Pipeline predictability
Messaging
Funnel performance
CRM reporting
Marketing → sales handoff
Delivery Engine (COO+)
We assess how work moves through your business and how consistently you deliver.
We evaluate:
Workflows & SOPs
Team structure & roles
Handoff clarity
Execution rhythms
Quality loops
Capacity bottlenecks
Systems Engine (Tech + AI)
We assess how your data, tools, automations, and dashboards support (or hinder) your growth.
We review:
CRM architecture
Dashboard accuracy
Automations & AI
Integration health
System redundancy
Data flow mapping
What You’ll Get From the Diagnostic
You’ll walk away with a clear understanding of:
Which engine (Demand, Delivery, Systems) is causing your bottlenecks
The top 3 constraints holding your company back
How your leadership team is aligned (or misaligned)
What’s causing your inconsistent execution
Where your systems are fragmented
What you must fix in the next 90 days
A blueprint for creating predictable, scalable growth
This is not a generic audit.
It’s a CEO-level clarity session.
You’ll walk away with a clear picture of how your entire company operates today — and exactly what needs to change to scale without chaos.
The BOS Diagnostic Process
1.
Pre-Call Assessment
You’ll complete a short worksheet so we understand your structure, KPIs, bottlenecks, and goals.
2.
15-Minute Diagnostic Call
We identify the exact constraints slowing your business down.
3.
Engine Alignment Review
We map your bottlenecks to the misaligned engine (Demand, Delivery, Systems).
4.
90-Day Projection
We show what changes if those constraints are removed.
5.
Recommendation
We share whether your company is a good fit for a BOS Installation — and what the first 90 days would unlock.
What the Diagnostic Solves
CEOs typically walk away with clarity on:
- Why growth is inconsistent
- Why the team feels overwhelmed
- Why marketing isn’t predictable
- Why roles and accountability are unclear
- Why systems are chaotic or manual
- Why numbers aren’t visible
- Why the business relies too much on you
Why the business is harder to run than it should be.
The Diagnostic answers all of that — quickly and clearly.Why Start Here
You don’t need:
another tool
another marketer
another consultant
another meeting
another “strategy deck”
You need to understand what’s actually broken in the operating system of your business.
That begins with a BOS Diagnostic.
Without the diagnostic, BOS Installation and Advisory could be solving the wrong problems. This eliminates risk.
How long does it take?
The call is 15 minutes. Your pre-call worksheet takes 5.
What does it cost?
The BOS Diagnostic is complimentary.
Who needs to be on the call?
Just the CEO or primary operator.
Will you try to sell me something?
If BOS is not a fit, we’ll tell you.
If it is, we’ll explain the next step.
What if I already have systems in place?
Perfect. BOS brings everything together into one unified operating system.