Let’s start with a quick gut check —
Does your team often think 'Why are we doing this?' about strategic initiatives you or your leadership team have launched?
If the answer is "More often than I would like," you might not be aligned in solving the highest impact problem just yet.
Another gut check —
Are you losing sleep, period? Maybe your team is busy working hard but you're not seeing the results you expected?
It may be time to realign your strategy to be sharply focused on the ONE thing actually holding you back from moving, right now.
Here’s the thing…
These questions signal a pattern that you're too close to see what's keeping you stuck. If this worries you, a Business Deep Dive might be a good fit for you.
When do I need a Business Deep Dive?
Revenue growth has stagnated despite increased team activity.
Strategic initiatives feeling scattered across too many priorities.
Team execution is flawless but results aren't following.
You suspect you're solving the right problems in the wrong order.
Everyone's busy but you can't identify what's actually moving the needle.
You want more for your business — but not at the cost of you or your staff burning out.
Why trust juniper to help me with my strategy?
We help you see the root patterns, not just symptoms.
The real problem is rarely what's visible on the surface. Developing effective alignment starts with asking the right questions to understand how you got here and what truly needs to change. We dig beneath surface issues—like scattered initiatives or busy teams—to uncover the core misalignment that's actually holding you back.
An outside perspective with insight very few possess.
Our ability to help you stems from being outside your world, yet deeply familiar with the EdTech landscape. One of the only reasons we can help is that we're NOT in your world—you're too close to read the label on your own jar. This advantage allows us to recognize the patterns that keep successful executives stuck.
You’ll have an actionable roadmap.
Rather than a 50-page report to file away, breakthroughs happen through facilitated discussions designed for you to discover new ways of seeing your business challenges. You discover the insights—we facilitate the pattern recognition. Our goal is your self-sufficiency, not ongoing dependence.
What to
expect
Strategic clarity work is uncomfortable before it's clarifying. Expect moments of doubt as we examine assumptions you've operated on for years. Here’s how we’ll prepare:
Before we start
You’ll receive the necessary paperwork, including a consulting agreement, NDA, and invoice. This ensures we’re aligned on objectives and have the legal and financial framework in place to protect your ideas and data.
Material gathering
Once the paperwork is completed and payment is received, we’ll send you a materials request list. This will include financials, marketing materials, positioning documents, etc. Ideally, it should take you or someone with access no more than 1-2 hours.
Employee census
We’ll conduct qualitative surveys and quantitative personality profiles. Leadership will receive a separate, tailored survey. This helps us determine how best to work with your team and will inform the strategic direction we outline together.
Once these steps are completed, typically within 1-2 weeks, we’ll be ready to schedule the first of four modules in your Business Deep Dive.
Ready to begin
Gaining momentum
Slight terror sets in
Performance Diagnostic(typically 1 week)
Through our data-driven diagnostic, you'll recognize the 3-5 metrics that actually predict your success. You'll see clearly what to focus on and what to stop tracking entirely.
Market Positioning(typically 2-3 weeks)
Ensure your positioning is unique and defendable while resonating with your team and your market. You'll decide how to articulate what makes you genuinely different. This often takes multiple discussions to get right. It takes courage to narrow focus when broad positioning feels safer.
Product/Service Offering(typically 1 week)
You'll discover which offerings actually drive customer success and business growth while stripping away what's not working. You'll decide what to keep, what to modify, and what to stop offering.
Creative Strategy(typically 1 week)
Your sustainable approach becomes clear through discussion of your team's capabilities and market realities. You'll decide how to align your strategy (not a goal or a plan or a statement) with what's actually sustainable long-term.
Post-Strategy Guidance
We'll support implementation through up to 3 significant scheduled calls over 3 months (whichever comes first). With pattern clarity and an implementation roadmap, you’ll be positioned to execute with confidence or engage any firm you trust to support execution.
Here’s everything you need to know.
Location
Fully Remote.
Duration
6-8 weeks for core assessment + 3 months Post-Strategy Guidance.
Scheduling
Locked in within 1-2 weeks of initiation, depending on the time of year.
Post-Strategy
Guidance
Up to 3 significant, agenda-driven interactions over 3 months (Quick calls and emails don’t count against this).
Participation
Requirements
- Principal/Finance: 2 hours for material gathering
- All Employees: survey and personality profile (20 minutes each)
- Principals participate in scheduled calls (typically 12-15 hours total, spread out over the engagement)
- Selected Managers/Key Employees: Participation as needed (typically 2-4 hours)
Qualification
Overview
- Mission-focused, principal-led EdTech business
- Most effective for EdTech companies with $5M+ annual revenue experiencing strategic misalignment despite team execution.
- Primary decision-maker (Founder, CEO, or Principal) ready to challenge assumptions, commit to facilitated discussions, and implement insights between sessions. This process works best for leaders who prioritize strategic thinking over tactical quick fixes.
Cost
$32,000
Payment Terms
Prepaid and non-refundable via Wire, ACH, or check.
Not quite ready?
Our expertise is in taking ordinary firms and making them extraordinary. If you don’t feel you are there yet, consider our 1:1 Clarity Session or Performance Diagnostic to start your journey.