One day. On site.
The Three Engine Diagnostic
One working day on site. A SweetSpot advisor looks at the three things that decide whether your business runs without you — your sales process, your delivery, and your cash flow — and you finish the day with a prioritized plan you own.
Built for Texas-based, owner-led B2B companies generally doing $1M–$50M in revenue — especially energy production and delivery, construction-related trades, and manufacturing. That is the world we have operated in, so we understand it from the inside.
What it is
A full day on site, plus travel — not remote, not a multi-week project. It is delivered by a SweetSpot advisor from our consultant bench, working under Daniel's direction. The day starts from what you are trying to unlock and the constraint most likely in the way, then runs three passes.
The three engines
Sales Process
Where opportunities come from and how they come in the front door — referrals, repeat buyers, bids, the phone. How a live opportunity gets qualified, priced, and put in front of the customer as a clear proposal, then confirmed and turned into a real order your team can act on. We look at where leads stall, where quotes go out late or guess at the price, and where a verbal yes never becomes a signed, scheduled job.
Delivery
Where an order goes the moment it is confirmed, and how it becomes scheduled work in the field or on the floor. The hand-offs, the people, and the systems that get the work done, checked, and signed off — and how what actually happened gets recorded: hours, materials, progress, completion, so nothing runs on memory alone. We look at where jobs bottleneck, where rework hides, and where the office and the field are working from different facts.
Cash Flow
How money is tracked from the first invoice or pay request through to cash actually in the account — then how that cash moves back out to your people, your suppliers and vendors, your obligations, and finally to ownership. We look at where billing lags the work, where receivables stretch, where margin leaks between the quote and the final number, and whether you can see it early enough to act instead of react.
The day's shape
No two operations run the same clock — a fab shop, a midstream crew, and an electrical contractor each start the morning differently. We already know the rhythm a business like yours runs on, so we work inside it instead of interrupting it. What follows is the shape of a typical day, not a script we hold you to.
- Before 6 AM
On site before the day starts
We arrive ahead of your team and get set up out of the way — badged in, boots on, notebooks open — before the first truck rolls or the floor lights come up. Day one, we're early, not underfoot.
- ~6–7 AM
Team meeting, fit-out, and dispatch
We sit in on the early production or crew meeting, watch the fit-out, and see how work gets dispatched to the field or staged on the floor. This is also when the day's fires get addressed — and how a team handles the morning's surprises tells us as much as the plan does.
- ~9 AM
Discovery begins in earnest
Once the operation is moving and the early rush has settled, we start the first pass — walking the sales process, delivery, and cash flow with the people who actually run each one, in the order the work moves through the business.
- Midday
Layered discovery and documentation
We go deeper and cross-check: what the office believes against what the field does, quotes against jobs, jobs against invoices, invoices against the bank. As we go, we write it down — so the conclusions rest on what we saw, not on anyone's memory.
- ~1 hour
A ride-along with your people
We spend about an hour in the nitty-gritty alongside your staff — on a truck, at a station, on the phone, at the counter. The gap between how work is supposed to happen and how it actually happens is usually where the money is, and you only see it from beside the person doing the job.
- By ~5 PM
Sit-down readout
We close the day with you in the room: the main constraint named, and a prioritized set of moves, each with an honest routing call. You don't wait weeks to find out what we found — you hear it the same day, in person.
The clock flexes to your operation. The one thing that doesn't move: it is a working day with you, not an audit done at you.
What you leave with
By the end of the day you have the conclusions, live and in person: the main problem area, named, and a prioritized set of recommendations. Each recommendation carries an honest routing call — do it yourself, have us do it, or have another firm do it. A written report follows afterward, so you have it in hand for your team.
Who delivers it
An experienced SweetSpot advisor delivers the day, working to the method Daniel built and leads. The focus is the advisory work itself — the three passes and the plan you leave with — not any one person's calendar or a promise about who walks through your door. That is what lets this run as a real, repeatable engagement.
Who it's for
We are built for Texas-based, owner-led B2B companies generally doing $1M–$50M in revenue, most commonly $5M–$30M — that is who we understand, because it is who we have operated and advised. We are especially at home in energy production and delivery (oilfield services, midstream, power and utilities work), construction-related trades (specialty contractors — mechanical, electrical, civil), and manufacturing (fabrication, industrial products, production shops). If that is you, we speak your language on day one.
For
- Owners who can feel the pressure but can't name where it lives.
- Owners who want the whole business looked at in one pass, not one guess.
- Owners who built something real, then hit a wall — growth has flattened and the moves that used to work aren't moving the needle anymore.
- Owners watching profit slip even though revenue holds and the business is run the same way it always has been.
- Owners who are busier than ever but can't point to where the next step up actually comes from.
Not for
- Owners who want a motivational answer.
- Owners who want a software recommendation.
- Owners who want a rubber stamp for a fix already chosen.
- Owners looking for a valuation number or a formal audit — this is a working day, not either of those.
- Owners who want it done remotely, without anyone on site.
- Owners still proving basic demand, with no operating pattern to inspect yet.
- Owners who aren't ready to have the office and the field looked at honestly, side by side.
- Owners who want one silver-bullet fix instead of a prioritized plan they run.
Price
Starting at $4,750, plus travel.
On-site, one full day. Travel is billed separately.
Book the Diagnostic
Book the Diagnostic and a SweetSpot advisor spends a full working day on site with you. However you start, the goal is the same: find the first area worth strengthening in your business.
Talk it through now
Leave your number and we connect you with a SweetSpot advisor right away — the system rings you and the advisor at the same time. No hold, no waiting for a call back later.
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A personal reply within one business day. Tell us where you’re stuck and we’ll point you to the first area to look.
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Ready for the full day on site? Tell us where you’re starting from and we’ll scope the day with you.
Book the DiagnosticQuestions owners ask
Is it remote or on site?
On site. It is one full working day at your business, plus travel — not remote, and not a multi-week project.
How much does it cost?
Starting at $4,750, plus travel. On-site, one full day. Travel is billed separately.
How long does it take?
One full working day on site. A SweetSpot advisor arrives, walks the operation with you, runs three passes, and sits down with you for a readout at the end of the day.
Do you look at the financials?
Yes. Cash flow is one of the three engines — how money is tracked from request through payment, and out to the people, suppliers, and vendors you pay. Your sales process and delivery are the other two.
Do I get a written report?
You get the conclusions live, at the end of the day, in person. A written report follows afterward so you have it in hand for your team.
Who actually shows up?
A SweetSpot advisor from our vetted consultant bench, working under Daniel's direction. That is what lets this be a real product rather than a wait for one person's calendar.
How is it different from a business valuation or an audit?
It is a working session, not an audit done at you and not a valuation number. You are in the room for it. The day looks at how the business actually runs across your sales process, delivery, and cash flow, and you leave with a prioritized plan you own and run.
What do you need from me on the day?
Your time in the room. You walk the operation with the advisor, talk through how work comes in and gets priced, and give an honest look at how cash and margin move. This is a working day with you, not a review handed back to you.
Do you work outside Texas?
The Diagnostic serves Texas businesses, on site, plus travel. If you are outside Texas, send your question or use Call me now and we'll tell you straight whether we're the right fit.
What happens after the Diagnostic?
If a recommendation is ours to build, we scope it as its own separate engagement. The Diagnostic is complete on its own — it is not a deposit, and it is not credited toward later work. Each recommendation you leave with also carries an honest routing call: do it yourself, have us do it, or have another firm do it.