FRAMEWORK GUIDE
Where to start
Reference guide

How We Think About Your Business

Every tool in this suite is built on the same underlying framework. This page is a plain-language reference for the terms you'll see across your diagnostic, your playbooks, and your roadmap , what they mean, and how they connect to each other.

The 3 layers 7 Structural Pillars 5 Business Conditions 10 Dimensions Quick Diagnostic Formula ⚡ Premium Features
Start here
The 3 layers, in plain language

Three different things show up across your reports, and they answer three different questions. Knowing which is which makes everything else click into place.

1
7 Pillars
The Structure
WHERE in the business each system lives.
2
5 Business Conditions
The Structure Condition
HOW HEALTHY each system is functioning overall.
3
10 Dimensions
The Drivers
WHAT is driving the breakdown and where it originates.
Quick Reference
The Diagnostic Formula

Every tool in this suite surfaces a signal. This formula tells you where to look the moment you see it, no memorization required.

MRR Stalled or Declining
Pillar 1, Revenue Engine
Look upstream. Lead flow dried up, conversion broke down, or pricing is repelling the right clients. Pick one and fix it before assuming the market is the problem.
Gross Margin Below 30%
Pillar 2, Pricing & Margin
Pricing too low, delivery cost too high, or scope creep eating the margin. One of these three is the culprit. The Margin Check tool isolates which one.
Labor Utilization Off Range
Pillar 3 or 5
70-84% is healthy. Below 55% is a scheduling or pipeline problem (Pillar 3). Above 85% is capacity strain. Above 95% means the owner is likely the ceiling (Pillar 5, Operational Leverage).
Cash Flow Delays or Leaks
Pillar 4, Cash Flow
Long cash cycles, late payments, or paying out before getting paid. The Cash Flow Journey Map shows every detour in the path and which pillar dimension is causing it.
Owner Can't Step Back
Pillar 5, Operational Leverage
Every decision runs through the owner. Revenue depends on their hours. This is the most common structural trap and it blocks every other form of growth until it is resolved.
Nothing is Documented or Repeatable
Pillar 6, Systems & Repeatability
Work quality depends on who shows up that day. No training structure. No documented process. Growth breaks things because execution lives in people's heads, not in the business.
Revenue Concentrated in One Place
Pillar 7, Strategic Focus & Diversification
One client is 40%+ of revenue. One marketing channel is the only source of leads. One product is everything. Any single point of failure at this scale is a structural risk, not a business strategy.
Cross-Signal Rules
High util + stalled MRR , the owner is too busy to sell. Capacity is physically blocking growth. Fix Pillar 5 before touching Pillar 1.
Low margin + high util , delivering too much for the price. Repricing or tighter scope controls needed. Pillar 2 and Pillar 3 together.
Low util + low MRR , sales and operations are both broken. Usually structural, not tactical. Start with the Full Diagnostic.
Long cash cycle + high util , the business is fully booked but still cash-poor. Payment terms or upfront deposit structure is the fix. Pillar 4.
Layer 1 , Where
The 7 Structural Pillars

Every business runs on these 7 underlying systems, regardless of industry. Every dimension your diagnostic checks belongs to exactly one of these , think of them as the different rooms in the house.

1
Revenue Engine
Can the business consistently produce new revenue?
This includes
MarketingLead generation Sales processCustomer acquisition Revenue forecasting
2
Pricing & Margin
Is pricing intentional, and is profit protected at scale?
This includes
How prices were originally setCost structure Margin review habitsResponsiveness to rising costs Discounting behavior
3
Delivery & Labor Efficiency
Can revenue grow without labor growing just as fast?
This includes
Standardized workCapacity vs. demand Labor utilizationScheduling and workflow Ability to scale without breaking
4
Cash Flow
Are inflows predictable and outflows controlled?
This includes
Predictability of inflowsCollection speed Controlled outflowsContract and payment terms Cash buffer / runway
5
Operational Leverage
Can the business run without the owner in every decision?
This includes
Owner dependencyDecision-making delegation Distributed executionStaffing and knowledge concentration Ability to step away
6
Systems & Repeatability
Are processes documented and consistent, or memory-dependent?
This includes
Process documentationTraining structure Output consistencyKnowledge that lives beyond one person Repeatability at scale
7
Strategic Focus & Diversification
Is revenue and risk concentrated, or spread out?
This includes
Customer concentrationMarketing channel diversity Revenue model mixExposure to a single source of risk Strategic direction clarity
Layer 2 , What
The 10 Dimensions

These are the actual things your Full Diagnostic scores, 1-10. Each one is a specific, checkable finding , and each belongs to exactly one of the 7 Pillars above, which is the tag you'll see next to it in your report and playbooks.

DimensionWhat it meansPillar
Sales dependency on the ownerRevenue engine attached to the ownerOperational Leverage
Project-based revenue modelNo recurring revenue foundationRevenue Engine
No lead generation systemLack of a customer acquisition systemRevenue Engine
Customer concentrationRevenue is not diversifiedStrategic Focus & Diversification
Staffing and knowledge concentrationCritical knowledge lives in one or two people, not the businessSystems & Repeatability
Capacity constraintsOperations can't support expansionDelivery & Labor Efficiency
Poor scheduling and workflow systemsCapacity isn't managed , reactive operationsDelivery & Labor Efficiency
Weak contract structuresNo revenue protection , clients can leave anytimeCash Flow
Single marketing channel dependencyNew business depends on one channel staying healthyStrategic Focus & Diversification
Lack of process documentationBusiness is not repeatable , lives in people's headsSystems & Repeatability
Layer 3 , How healthy
The 5 Business Conditions

These 5 scores summarize overall structural health, each one pulling from a couple of the 10 dimensions above. They're not a separate diagnosis , they're a higher-level read on the same findings, answering "how exposed is this business" in 5 different ways.

Stability
How safe your revenue is right now. Are you protected if a client leaves or a slow month hits, or does your income have no floor under it?
Built from: Project-based revenue model, Weak contract structures, Poor scheduling and workflow systems
Predictability
Can you count on new business coming in? Or does every new client feel like it came out of nowhere?
Built from: No lead generation system, Single marketing channel dependency
Dependency
How much of this business is actually you? If you took two weeks off tomorrow, what happens?
Built from: Sales dependency on the owner, Staffing and knowledge concentration
Capacity
Could this business handle twice the work? Or would it break , and would breaking it fall on you?
Built from: Capacity constraints, Lack of process documentation
Diversification
If your top client left or your main lead source dried up, how bad would it be?
Built from: Customer concentration, Single marketing channel dependency
The Flow Framework
Flow Score, Structural Freedom, and Cognitive Alignment

These three terms appear on your diagnostic report as a fourth score card. Together they answer a question the structural score alone cannot: is the owner in the right role for how they are actually built?

1
Flow Score
Flow Score
A 0 to 100 score measuring how aligned the owner is with their business , both structurally and personally. It combines two components: how free the business is from owner dependency, and how well the owner's current role matches their natural operating style. A high Flow Score means the business can move without the owner being the bottleneck, and the owner is doing work that energizes rather than drains them. A low score means one or both of those conditions are missing.
75 or above: Flowing 50 to 74: Friction Below 50: Blocked
2
Structural Freedom
Structural Freedom
Half of the Flow Score (0 to 50 points). Measures how much the business structurally depends on the owner being present and involved. It is derived from four diagnostic dimensions: sales dependency on the owner, staffing and knowledge concentration, process documentation, and capacity constraints. A high Structural Freedom score means the business has systems, documented processes, and people or infrastructure in place so that the owner's absence does not halt operations. A low score means the business is the owner.
40 or above: Business operates independently 25 to 39: Partial independence Below 25: Fully owner-dependent
3
Cognitive Alignment
Cognitive Alignment
The other half of the Flow Score (0 to 50 points). Measures whether the owner is doing work that matches their natural temperament and operating style, based on their Flow Type assessment results. Every temperament has work that energizes it and work that drains it. When an owner's top structural risk areas fall in their natural drain zones , the work their temperament handles worst , they are being pulled away from their strengths by the gaps in their business. Cognitive Alignment identifies that mismatch. A high score means the owner's current role fits how they are built. A low score means the business is consuming the owner's weakest energy, not their strongest.
40 or above: Working from strengths 25 to 39: Partial alignment Below 25: Working against natural wiring
⚡ Premium Intelligence

Two features that go beyond the diagnostic

The diagnostic tells you what is broken and why. These two tools go a level deeper , they tell you where your industry is going and how to position your business to win in it. Available as a premium upgrade after completing the Full Diagnostic and Weekly Growth Check.

📡
Industry Intelligence
Live signals on where your market is heading
Most business owners make decisions based on what they experienced last year, not what is happening right now. This feature pulls live data on your specific industry and surfaces the five signals that matter most to a small business owner trying to stay ahead of what is coming.
What it shows you
Current growth rate and trajectory for your industry
Labor and hiring conditions , are good people available or is it a war?
Pricing pressure , can you hold your rates or are margins getting squeezed?
The single biggest structural threat in your market right now
The strongest tailwind you could be riding but might be ignoring
Contrarian Edge
The move your competitors are not making
Everyone in your industry is reading the same news and following the same playbook. This feature combines your structural gaps, your diagnostic scores, and live industry signals to identify one specific, non-obvious positioning move that the majority of your competitors are missing , and tells you exactly how to test it in 30 days before committing.
What it delivers
One specific contrarian positioning move tailored to your business
Why it works given your structural situation and industry signals
A 30-day low-cost test to validate it before going all in
Analysis grounded in your actual diagnostic scores, not generic advice
🔒
Ready to unlock these features?
Premium Intelligence is available to clients who have completed the Full Diagnostic and at least one Weekly Growth Check. Access is granted by your advisor as part of an upgraded engagement. Reach out to discuss next steps.
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