Start here

The SmallPond Diagnostic.

A clear picture of your business — before we prescribe anything. Every engagement starts here.

What happens, start to finish

Four steps. No surprises.

Take the Snapshot

Answer a few questions about your business. Takes 2 minutes. Your answers shape the diagnostic so it's focused on what's actually relevant.

Sign a mutual NDA

Before we dig in, create a login on the site and complete a quick mutual NDA — standard practice, protects both of us. Sign via the client portal in under 2 minutes.

Share your materials

Upload last 12 months of financials, a tool list, and a short description of how you spend your time. About 10 minutes to pull together.

Review your findings

I analyze, write a clear 1–2 page summary, and walk you through it on a live 45-minute call. Three priorities and a proposed next step.

What the Diagnostic covers

For your situation.

For small business owners

The SmallPond Diagnostic

A look at your financial health, customer patterns, operational gaps, and tool stack. I tell you what's working, what's at risk, and the three things most worth acting on.

Starting at $750

For recent acquirers

The SmallPond Day-1 Diagnostic

Map what you've inherited — operations, cash position, team, and systems. Surface the immediate risks. Walk away with a clear 90-day priority list.

Starting at $750

For early-stage brands

The SmallPond Financial Diagnostic

Cash flow forecast, burn rate, runway visibility, and the two or three growth levers most worth pulling right now. A clear financial picture before the next big decision.

Starting at $1,000

What you get

Three deliverables. No fluff.

A clear picture

For many clients, the Diagnostic is the first time someone has looked at the whole business — financials, customers, and ops together — and told them what it all means.

Three specific priorities

Not a list of 20 things to fix. Three specific, sequenced priorities based on what your business actually needs right now.

A proposed path forward

A recommendation for what to tackle next — and what that engagement would look like. No obligation to continue. But most clients do.

Confidential by default

Everything you share is covered by mutual NDA before we begin. Your financials, your tools, your situation — stays between us.

Low time commitment

The Snapshot takes 2 minutes. The materials take ~10 minutes. The review call is 45 minutes. That's it.

No obligation to continue

The Diagnostic is complete and valuable on its own. Keep the findings and the roadmap either way.

Ready to see clearly?

Start with the Snapshot.

I'll send you a custom proposal — including which Diagnostic variant fits your situation and what it would cost — directly to your inbox.

Start Your Snapshot →Book a call first