Truth
One set of numbers the business runs on.
- Weekly operating snapshot exists and is adopted
- KPIs have definitions + owners
- Cash flow and margin baselines are clear
Core offer
TRS 90-Day Engagement
Fixed-scope engagement that installs mechanisms and rules so the business runs with fewer decisions and higher profit.
Fee
$5,000/mo
Total
$15,000
Duration
90 days (fixed scope)
Outcomes (with acceptance criteria)
Revenue
Revenue is controlled by stages, thresholds, and capacity.
- Sales stages defined with acceptance criteria
- Pricing/discount thresholds enforced
- Forecast ties to capacity and constraints
Streamline
Noise reduced. Mechanisms enforce the rules.
- Process maps and handoffs are documented
- Cost controls and spend thresholds are in place
- Decision rights and roles are explicit
The 3 stages
Stage 1 — Truth
Build a single source of truth and operational clarity.
Deliverables
- Baseline: cash flow view, margin/COGS, weekly operating snapshot
- KPI inventory + definitions + owners
- Process map of core value stream + key handoffs
- Decision rights: single owner, escalation rules
Outcome
The team operates from one set of numbers and one cadence.
Stage 2 — Revenue
Install revenue control mechanisms that match capacity.
Deliverables
- Sales stages with acceptance criteria and exit rules
- Pricing, discount, and approval thresholds
- Capacity-aware forecasting view
- Lead-to-close instrumentation (stage conversion + cycle time)
Outcome
Revenue becomes predictable and less dependent on ad-hoc decisions.
Stage 3 — Streamline
Reduce operational noise and lock in margin improvements.
Deliverables
- Automation for handoffs where it removes decision load
- Cost controls, spend thresholds, vendor renegotiation plan
- Role clarity and operating rules documented
- Owner review cadence + enforcement checklist
Outcome
The system runs with fewer exceptions and higher retained profit.
What’s included
- Install the system (rules + mechanisms)
- Documentation and handoff
- Acceptance criteria per stage
What’s not included
- Unlimited scope or parallel workstreams
- Ongoing support beyond 90 days (maintenance is optional and scoped separately)
- New product builds unrelated to installed mechanisms
Engagement terms
- Fixed scope per stage: changes require written amendment.
- Client provides timely access: tools, data, and stakeholders.
- Single designated owner: one decision maker for approvals.
- Expenses: none unless pre-approved.
FAQ
Stage 1 handles this. We establish an operable baseline (cash flow view, margin/COGS, and a weekly snapshot) that is good enough to run the business. We don’t wait for perfect books to start installing rules.
Ready to install the system?
Fixed scope. Clear acceptance criteria. Work proceeds only forward.