The Diagnostic

"The First Step In Taking Your Busines To The Next
Level Is To Know What Your Reality Truly Is."

“Every choice an operator makes is made by design or by default. There is no third option.”

— The Summers Principle

You have read the book. You have taken the Assessment. You know something is off. You cannot name it, and everything you have tried has not moved the needle.

The Diagnostic is a Framework read of your operation. You bring the window — one period, one quarter, one half-year, or one full year — and I read it against the Five Fundamentals from wherever the operation is best read: from the artifacts, or from inside your building. You receive a written diagnostic report that names the Fundamental, the upstream mechanism driving it, and your next move.

It is not consulting. It is not a plan for the next period. It is not execution support. It is a diagnostic. That is the entire point.

Offsite Or Onsite

The Diagnostic runs in two formats.

Offsite Diagnostic. Remote read against your Assessment, your P&Ls, your mix, your labor data, your schedules, and your menu. I spend the read time inside your artifacts, cross-reference your Assessment against your financials, standardize your P&L to the Restaurant Chart of Accounts and the 13-period calendar, and build your diagnosis. We meet on Zoom. You receive the written report.

Onsite Diagnostic. On-property read. I am in the building, on the stage, in the kitchen, with the cast, across shifts. One visit per period covered. I read what the operation actually produces — live, unfiltered — and I read the ground against what the numbers say and the numbers against what the ground shows. Same deliverable structure. Different read surface.

Offsite reads the operation from what the operator can bring to the artifacts. Onsite reads it from what the building is producing when nobody is arranging it for a visit.

Pick Your Window

The Diagnostic ships in four depth tiers. You pick the window that fits what you need read. Both formats scale across the same four tiers.

The Period Read — one 28-day period. The tightest window. Retrospective read plus forward plan for the next period.

The Quarter Read — three periods. Within-quarter patterns. Period-to-period drift. What compounded. What did not. Forward plan for the next quarter.

The Half-Year Read — six periods. Seasonal patterns. Half-year strategic cycles. Budget-cycle alignment. Forward plan for the next half.

The Annual Read — the full year read as a single compounding arc. What compounded across thirteen periods. What did not. Where the operation was at the start of the year. Where it is now. Strategic frame for the next annual cycle.

Onsite tiers carry one visit on-property per period covered. Offsite tiers scale read depth against the artifact set the window requires. Every tier credits forward against a larger engagement — see Credit Forward.

Tier Window On-Property Offsite Onsite
The Period Read One 28-day period 1 visit $2,500 $6,500
The Quarter Read One quarter (3 periods) 3 visits $7,000 $18,000
The Half-Year Read Six periods 6 visits $9,500 $25,000
The Annual Read Full year (13 periods) 13 visits $17,500 $45,000

Who The Diagnostic Is For

You suspect something is off but cannot name it. You have read the book and taken the Assessment and want the Framework applied to your actual operation. You need diagnosis before commitment — before you hire, before you spend, before you change direction. You have been told a dozen different things by a dozen different advisors and none of it has stuck.

If you want the work done alongside you rather than diagnosed, that is Coaching or Consulting. If you want the read as sustained on-property engagement, Onsite tiers at the longer windows carry you into that territory. If you have not run the Assessment yet, start there.

How The Diagnostic Works

The Diagnostic runs the Framework against your specific window. Not a walkthrough. Not a training visit. Not an audit. Your window, read against the Five Fundamentals, with the upstream mechanism named and the next move locked.

You bring the operation. I read it.

Before

Within 5 business days of purchase, you complete The Operator’s Assessment and send your operating artifacts. Twelve months of P&L, mix, and labor. The last 30 days of schedules. Your current menu. Any additional data the window requires.

The prework is not optional. It orients me before the read begins. Onsite engagements start with me already reading your operation against the Framework, not spending the first day getting my bearings. Offsite engagements start with me already inside the artifacts before the Zoom.

Read

Offsite. I spend the full read time inside your artifacts. Assessment cross-referenced against financials. P&L standardized to the Restaurant Chart of Accounts and the 13-period calendar. Mix analyzed. Labor read against schedules. Menu read against mix. Diagnosis built. We then meet on Zoom for the working session — I walk you through what the artifacts show, you walk me through what they do not.

Onsite. One visit per period covered, on your property. I am there for open, during shifts, at close. I read the stage as service runs. I read the kitchen as tickets fire. I read the cast as they work. I read the numbers against what I see on the ground — and I read the ground against what the numbers say. What the operation actually produces, live, unfiltered.

Onsite visits are distributed across the window at one visit per period. No drop-ins. No consulting-by-phone substitutions.

After

You receive a written diagnostic report — PDF, depth and length scaled to the tier — naming the Fundamental breaking your operation, the upstream mechanism driving it, the evidence, and the forward plan for the next window.

Offsite reports deliver within 5 business days of the Zoom. Onsite reports deliver within 10 business days of the last on-property visit. You have 14 days from delivery for clarification questions on what the report contains. Email only. Your data is destroyed 60 days after final delivery.

Investment

Two formats. Four depth tiers. Eight ways to buy the read.

Offsite Diagnostic

  • Period Read — $2,500
  • Quarter Read — $7,000
  • Half-Year Read — $9,500
  • Annual Read — $17,500

Onsite Diagnostic

  • Period Read — $6,500
  • Quarter Read — $18,000
  • Half-Year Read — $25,000
  • Annual Read — $45,000

You are not paying for a training visit, a walkthrough, a coaching session on-property, or a report generated from a scorecard. You are paying for the Framework applied to your operation, cross-referenced against 44 years of operator experience and two decades of Framework build. The rung you pick is the window you cover.

Credit Forward

Every Diagnostic tier credits forward against a larger engagement. The fee is not a sunk cost if you decide to go deeper — it becomes a first payment on whatever the diagnosis points to.

See Credit Forward for how the credit works across every rung of the ladder, what each tier applies toward, and the terms.

What The Diagnostic Is Not

Not a discovery call. Not a training visit. Not a walkthrough. Not financial, tax, or legal advice. Not accounting. Not a coaching engagement — that is Coaching. Not execution support. Not a report card. Not a substitute for reading the book, taking the Assessment, or doing the work.

The Diagnostic is a Framework diagnosis applied to your operation across the window you buy, with the forward plan built against what the read revealed.

The Next Move

Every Diagnostic ends with a named next move. Which move depends on what the read reveals.

If it calls for sustained development of the operator’s read discipline, Coaching. If it calls for sustained strategic work executed alongside you, Consulting. If it calls for a deeper or wider read, a larger Diagnostic tier with the credit applied. If it resolves in the window, the window is the whole engagement and you go execute. Credit forward carries into whichever move the diagnosis points to — see Credit Forward for how it applies at each rung.

I recommend the engagement the diagnosis requires. Not the engagement that sells the most.

Start With A Consultation

Every Diagnostic starts with a call. 30 minutes. Free. We figure out which format and which tier fit where your operation is right now.

Start With A Free Consultation

View Diagnostic Engagement Options