Engagement Model

Deep Dive Session.

A single decision meeting to pressure-test feasibility, unblock owners, and pick the lane.

We leave with a decision date, success criteria, and constraints—plus surfaced blockers (data, governance, compliance, owners) and a clear next-step lane with explicit asks. Optional: scope brief within 24 hours.

75–90 min live session 2–4 required owners Prep: 30–45 min From $5,000 (most $7,500–$10,000)
Book the Deep Dive → Not sure? Take the 2-minute router →

Paid, time-boxed. This is not a sales call. It ends with explicit owners, clear success criteria, and next-step asks. If the required decision owner isn’t available, we reschedule—this only works with authority in the room.

Deep Dive Session decision map showing prep inputs, session structure, and decision outputs leading to a decisive path forward

Deep Dive Session

What gets decided in one meeting

This is a pressure-test and alignment session. We leave with a decision date, success criteria, constraints, surfaced blockers, and a clear next-step lane with explicit asks.

Deep Dive Session

Paid

A single decision meeting to pressure-test feasibility, unblock owners, and pick the lane.

  • Decision date + success criteria + constraints
  • Blockers surfaced (data, governance, compliance, owners)
  • Next-step lane selected with clear asks
  • Optional: scope brief within 24 hours

Built to end ambiguity fast—so execution starts with aligned owners and explicit constraints.

Prep (what to bring)

30–45 min

Lightweight prep so we can spend the session on decisions, not context download.

  • Target decision + “why now”
  • Known constraints (timeline, systems, compliance)
  • Baseline reality (volumes, costs, cycle time, ops limits)
  • Owners present (or delegated authority)

After the session

Clear asks

You get a clean path forward: lane selection plus explicit next steps tied to owners and evidence.

  • Decision summary (date, criteria, constraints)
  • Owner-aligned actions (who does what by when)
  • Evidence gates to unblock execution
  • Optional scope brief delivered within 24 hours

Prep

What to bring.

Prep takes 30–45 minutes. You don’t need a deck. We just need enough truth to make a decision.

Minimum viable inputs

Bring these 6 things

  • Objective: the decision you want to make (and why now)
  • Current state: what exists today (systems, process, team, constraints)
  • Scope guess: what’s in / out (even if imperfect)
  • Constraints: compliance/security, budget, timeline, tooling, governance
  • Data reality: where the data lives + what’s accessible right now
  • Stakeholders: who must approve / sign off

If you can answer these in bullets, you’re ready.

Attendance requirements

Who should attend

Decision owner

The person who can say “yes/no” and set a decision date.

2–4 required owners

Typically: data/system owner, security/compliance, finance, ops. (Add legal if needed.)

If authority isn’t in the room

We reschedule. This only works when owners can commit to explicit asks.

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Deliverables

What you receive within 24 hours.

A decision-grade summary you can forward internally—plus explicit owners, evidence gates, and next-step asks.

24-hour delivery • forwardable format

Decision Memo (1–2 pages)

  • Decision date + decision owner
  • Success criteria + constraints (compliance, governance, budget, timeline)
  • Top blockers (data access, approvals, stakeholders, tooling)
  • Lane recommendation (Diagnostic / Deep Dive follow-on / System Install) with rationale

Built to end ambiguity, not to “capture requirements.”

Download: Deep Dive Session — Process Overview (PDF)
(One page. Forwardable for internal review.)

Operator-ready • no orphaned work

Action Table + Evidence Gates

  • Owner / ask / due date for each next step
  • Evidence gates (pass/fail checks required before work starts)
  • Data requests (minimum viable set + where it should live)
  • Readout plan (who needs what, and when)
Book the Deep Dive → Not sure? Get a Decision Snapshot →

Proof

What a good Deep Dive output looks like.

A sanitized example of the 1–2 page decision memo you can forward internally—plus explicit owners and evidence gates.

Sanitized Deep Dive decision memo preview showing decision statement, clearly assigned owners, and pass/fail evidence gates.
Sanitized sample. Yours is tailored to your deal/team: decision date, constraints, evidence gates, and next-step asks.

Built to travel

Why this reduces risk

  • Forwardable: leadership can review without another meeting
  • Decisionable: decision date + success criteria are explicit
  • Operable: owners + asks + due dates prevent orphaned work
  • Gateable: pass/fail evidence checks before you spend time/money

Optional: if you proceed, we can turn this into a scoped follow-on brief within 24 hours.

Book the Deep Dive →

Deep Dive Session

FAQs (objections, answered)

The session is built for decisions: success criteria, constraints, owners, blockers, and clear next-step asks—so execution starts clean.

We lock a decision date, success criteria, and constraints—then pick the lane (Diagnostic, Deep Dive follow-on, or 90-Day Install) with explicit next-step asks.

  • Success criteria + constraints (what must be true / what cannot change)
  • Owners + authority (who is accountable for what)
  • Lane selection + next actions tied to evidence

People with context and authority: the decision owner, the execution owner, and any gatekeepers (data, compliance, finance).

  • Decision owner (final call)
  • Execution owner (the person who will run the work)
  • Constraint owners (data, governance, compliance, systems)

We use a short prep checklist and enter the session with a proposed decision statement, known constraints, and baseline reality. That keeps the meeting decision-oriented.

  • Target decision + “why now”
  • Known constraints (timeline, systems, compliance)
  • Baseline (volumes, costs, cycle times, conversion)

The usual culprits: data availability/quality, governance, compliance constraints, ownership gaps, and system dependencies that change feasibility.

  • Data + instrumentation (what exists vs what’s assumed)
  • Governance/compliance (approval paths, controls)
  • Owners (who can commit resources and timelines)

A clean decision summary with owners and next actions. If you select the optional add-on, you also receive a scope brief within 24 hours.

  • Decision date + success criteria + constraints
  • Lane selection + explicit asks per owner
  • Optional: scope brief within 24 hours

If you can state the decision and name the constraints, yes. If the lever is too fuzzy, we’ll route you to the Diagnostic first.

Next step

If you need a decision quickly, book the Deep Dive.

One decision meeting to align owners, surface blockers, and leave with a decision date plus explicit next-step asks.

75–90 min live session Prep: 30–45 min 24 hours decision memo

Paid, time-boxed. If authority can’t attend, reschedule—this only works when owners can commit to a decision date.

Book the Deep Dive → Not sure? Get a Decision Snapshot →