What organizational readiness criteria, team roster stability, and revenue baseline do you look for before agreeing to take us on as a client?

Before we begin an engagement, I look for three specific organizational baseline requirements: structural fit, leadership willingness, and financial stability.

First, the business should typically generate at least two to five million dollars in annual revenue and employ between ten and two hundred and fifty people. Companies below that scale often lack the operational complexity to justify the discipline of EOS, while companies far above it usually need corporate enterprise governance models.

Second, your leadership team must have relatively stable core functions in place, even if the seats are currently occupied by the wrong people. If the founder is the only full-time employee and everyone else is an outsourced freelancer, you are not ready for a leadership team operating system. You need department heads or functional owners who can be held accountable for sales, operations, and finance.

Third, the Visionary and key owners must be genuinely open to being challenged. If an owner wants a rubber stamp for their existing bad habits or views this as an exercise to fix everyone else while remaining immune to accountability, the engagement will fail. You must be willing to sit in the room, be vulnerable, and let the Accountability Chart dictate authority.

If your company is actively facing payroll insolvency or fighting an existential legal dispute, you need triage, not long-term operating discipline. Once cash flow is stable and the ownership group commits to transparent teamwork, you are ready to start with a 90-Minute Meeting.

Category: Working With Tyler