You built it. That’s exactly why you need another set of eyes on it.
The Diagnostic is our full engagement: human conversations, cross-functional discovery, and a third-party lens on the system you’re operating inside of every day. Same Revenue Health Matrix™ that powers our free assessment — except this time, we’re in the room.
Not ready for a full engagement? Start with the free Revenue Health Snapshot →
This is not a marketing audit. It is a cross-functional systems diagnostic.
A cross-functional systems diagnostic that reveals what’s holding you back and gives you a clear roadmap to move forward.
- Uncover hidden friction
- Map operational reality
- Prioritize what matters
- Design the right fixes
How the Revenue Health Diagnostic™ works.
The Revenue Health Diagnostic™ applies the Revenue Health Matrix™ to your specific organization — mapping reality as it exists, not as leadership believes it does.
Week 01 — Discovery
Week 02 — PBJ Sessions™
Week 03 — Systems Analysis
Week 04 — Strategic Roadmap
PBJ Sessions™
Named after a classroom exercise that exposes the gap between instructions given and instructions executed — PBJ Sessions™ are structured cross-functional working sessions that surface what leadership cannot see from above.
We sit with your team. We ask the questions founders don't know to ask. We watch where the official process ends and the workarounds begin.
What surfaces is almost always different from what leadership believes is true. Not because anyone is hiding anything — because the system drifted, and everyone politely adapted.
What You Unlock
Five reports. One complete picture.
Built from your Health Check data — then confirmed, validated, and completed through the Diagnostic process with your team. Self-reported scores go in. Verified findings come out.
Health Check History
Every assessment version side-by-side — score movement, system shifts, and whether interventions are actually working.
Team Alignment
Compares scores across team members, surfacing misalignment between departments and leadership. Disagreement here isn't a problem. It's data.
Founder Dependency
Maps the decisions, relationships, and workflows that can't move without founder involvement.
Shadow Systems™
Surfaces undocumented processes, informal spreadsheets, and side-channel workflows your team built when official systems stopped working. Every workaround has interest.
Roadmap Builder
Not a generic checklist. A sequenced roadmap built from your specific structural gaps — with a 60-minute leadership walkthrough of the full findings.
Every company has Shadow Systems™.
They are not failure — they are signals.
Shadow Systems™ are the undocumented workflows, unofficial spreadsheets, and informal processes that emerge when official systems stop supporting operational reality.
They appear because employees are trying to solve problems for the customer when the formal system fails them.
The Revenue Architecture Matrix™ treats Shadow Systems™ as diagnostic data — not dysfunction to eliminate, but evidence of where the real architecture needs to be designed.
One Framework, Three Depths
The Matrix doesn’t change. How closely we look does.
Every tier runs on the same Revenue Health Matrix™ — five revenue systems, read through the Signals unique to each child system. The difference is depth, and who’s doing the looking.
The aerial photograph.
- 5 revenue systems
- 3 child systems per system
- 60 Signals
- Self-reported — your view, mapped
The full instrument, in your hands.
- All 10 child systems per system
- All 200 Signals
- Invite your team — and see where their scores disagree with yours
- Still self-reported — now with more than one witness
The full instrument — plus people trained to read it.
- All 200 Signals, validated in the room
- PBJ Sessions™ with your cross-functional team
- Five reports, confirmed against reality — not perception
- A prioritized 90-day roadmap built from what we actually find