Let’s start with a quick gut check —
Does your team often think 'How did we get here?' about strategic initiatives you or your leadership team have launched?
If the answer is "More often than I would like," it's a sign you have a direction problem.
Another gut check —
Are you losing sleep, period? Maybe your team is busy working hard but you're not seeing the results you expected?
That gap usually isn't about effort. It's about not seeing what's actually in your way.
Here’s the thing…
If those questions landed, you're not broken—you're too close to see what's keeping you stuck. That's what a Business Deep Dive is for.
When do I need a Business Deep Dive?
You're getting different direction from investors, advisors, and your team and can't tell whose advice to follow.
Your product roadmap is driven by whoever asked last.
The reason you started this feels distant. You're managing spreadsheets, not changing education.
You serve multiple markets and compete differently in each—without winning any of them.
You're selling to administrators but success depends on teacher adoption.
You can't clearly articulate whether your customer is the buyer, the user, or the beneficiary.
You've probably tried this before
You've been given advice that made sense but didn't stick.
The real problem is rarely what's visible on the surface. And being told what's wrong isn't the same as seeing it for yourself. Here's what's different: We have this discussion together, I facilitate the pattern recognition, you discover the insights.
Whose advice are you more willing to take, mine or yours?
You've read the books, attended the conferences, hired the expert. And you're still here. My ability to help you stems from being outside your world, yet close enough to the EdTech landscape to remain an unbiased observer, recognizing the patterns. Willing to make you just uncomfortable enough so that you're not dependent on anyone else's advice but your own.
The goal is your self-sufficiency, not ongoing dependence.
Rather than a 50-page report to file away, you'll have a roadmap, and not one I've drawn for you, but one you've drawn yourself. Our discussions will be focused on you making a decision and then you acting on it. You own it. You get the credit. I get the satisfaction seeing you succeed.
What to expect
Strategic clarity work is uncomfortable before it's clarifying. Not because something's wrong, but because seeing patterns clearly often means letting go of how you've been operating.
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 1-2 calls)
Through this diagnostic, you'll recognize the 3-5 metrics that actually predict your success and let go of the ones that don't. A customized dashboard captures what you discover.
Market Positioning(typically 2-4 calls)
You'll articulate positioning and a POV that's unique and defendable while resonating with your team and your market. This often takes multiple discussions to get right. It takes courage to narrow focus when broad positioning feels safer.
Product/Service Offering(typically 1-2 calls)
You'll discover which offerings actually matter to customers and revenue while stripping away what's not working. You'll decide what to keep, what to modify, and what to stop offering.
Creative Strategy(typically 1-2 calls)
You'll examine your team's capabilities against market realities. Then decide how to align your strategy (not a goal or a plan or a statement) with what your team can actually execute and maintain without heroic effort.
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 the practical details.
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 (20 minutes)
Key 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 a direction problem despite solid 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?
If you don’t feel you are there yet, consider our 1:1 Clarity Session or Performance Diagnostic to test the waters.