Every engagement below Coaching and Consulting credits forward. Half its value applies to the Coaching or Consulting engagement that follows.
“Every choice an operator makes is made by design or by default. There is no third option.”
— The Operator’s Playbook, Volume 1: Perspective — Section 1.6, By Design Or By Default
The diagnostic and working engagements in the stack are entry points. They are designed to give you a read, a working day, or a bounded piece of the Framework applied to your operation. The goal on the other side of every one of them is the same: a Coaching or Consulting engagement where the Framework runs long enough to change how the operation operates.
Credit Forward is the mechanism that makes that path clean. The operator who buys a diagnostic or a working day is not making a separate purchase from Coaching or Consulting. They are making a first move. When they take the next step, the first move’s value follows them into it.
How It Works
Every paid engagement below Coaching and Consulting credits at half its purchase value toward the first period of a Coaching or Consulting engagement.
You buy a Review, a working day, or a bounded engagement. When you move into Coaching or Consulting, half the fee you paid comes off the first period’s invoice.
One credit per client. The forward engagement must exceed the credit value. The credit is live for 30 days from the completion of the qualifying engagement. Does not combine with any other offer.
The Ladder
| Engagement | Fee | Credit Value | Credits Toward |
|---|---|---|---|
| OffsiteReview™ | |||
| The Issue Read | $850 | $850 | Coaching or Consulting |
| The Period Read | $3,500 | $1,750 | Coaching or Consulting |
| The Quarter Read | $9,000 | $4,500 | Coaching or Consulting |
| The Half-Year Read | $15,000 | $7,500 | Coaching or Consulting |
| The Annual Read | $25,000 | $12,500 | Coaching or Consulting |
| OnsiteReview™ | |||
| The Period Read | $6,500 | $3,250 | Coaching or Consulting |
| The Quarter Read | $18,000 | $9,000 | Coaching or Consulting |
| The Half-Year Read | $25,000 | $12,500 | Coaching or Consulting |
| The Annual Read | $45,000 | $22,500 | Coaching or Consulting |
| The One-On-One™ | |||
| Operator Travels To Jeffrey | $6,500 | $3,250 | Coaching or Consulting |
| Jeffrey Travels To Operator | $8,000 | $4,000 | Coaching or Consulting |
Terms
One credit per client. The credit applies to the first period of a Coaching or Consulting engagement only. The forward engagement must exceed the credit value. The credit is live for 30 days from the completion of the qualifying engagement. Does not combine with any other offer or discount.
Why This Exists
The design intent is simple. Every engagement below Coaching and Consulting is a first move. The Framework applied in a bounded window — one issue, one period, one working day — gives the operator a read. The read tells them what the actual work is. The actual work is a Coaching or Consulting engagement where the Framework runs long enough to change how the operation operates.
Credit Forward removes the friction between the first move and the next one. The operator who takes the first step is not asked to buy twice. The value they paid follows them into the engagement where the work actually gets done.
Book
Start with a Review, a One-On-One™, or the Assessment. When you move into Coaching or Consulting, the credit comes with you.
