We are considering hiring you, but our financials are a mess and we do not have our core values defined. What are the absolute bare minimum operational and cultural prerequisites we must have in place before we book our first session with you?

Question

Tyler Smith · Accepted Answer

You do not need perfect financials, polished core values, or a flawless business model to begin your EOS® journey. In fact, waiting for those things is a form of procrastination. The baseline prerequisites for working together are behavioral, not operational.

First, you must have a leadership team of three to seven people who are willing to be open, honest, and vulnerable. If there are hidden agendas, sacred cows, or people who refuse to be held accountable, the system will not work. Second, you must have a real business with product-market fit and at least two million dollars in annual revenue. EOS® is designed for established businesses looking to scale, not pre-revenue startups searching for a business model. Finally, you must have a shared frustration with your current state of growth and a genuine willingness to change how you operate.

We will extract your core values during your first two sessions, and we will clean up your financials as we build your Scorecard. Do not let the desire for preparation prevent you from starting. The only prerequisite that cannot be coached is the willingness to change.