What specific financial and structural baselines must my business actually meet before we sit down for our first Focus Day with you, or can we start completely cold?

Question

Tyler Smith · Accepted Answer

You do not need perfect operational documentation or flawless books to begin. However, you must have enough financial visibility to track basic weekly numbers and a leadership team of at least two to three key players who are ready to commit. The most critical baseline is a shared willingness to adopt Our Charter, which demands a foundation of absolute trust, commitment to being on the same page, and a collective yes to strategic structure.

If your business is in an active cash flow panic where you cannot guarantee payroll next week, you are too early for this process. We need a baseline of operational stability so your leadership team has the mental capacity to lift their heads and focus on the future. We do not expect you to have pre-existing standard operating procedures or clear job descriptions. We will build your Accountability Chart during our sessions to clarify who owns what. If you have stable revenue, a small team of leaders, and are ready to stop running your company on raw hustle, we can begin immediately.