Growth diagnostic
A clear account of what is working, what is holding growth back, and the evidence behind each conclusion.
Navigate with clarity.
We spend a week inside your business, learn how growth moves through it, and leave you with a written account of what is working, what needs attention, and what to do next.
Climb to the crow's nest. See the whole horizon.
Day-to-day work makes it difficult to see the whole system. Teams know their part. Reports describe pieces. Leadership feels the friction, but the source is often harder to name.
Legacy comes aboard to gain that height, connect the evidence, and make the tradeoffs visible. We look at marketing, sales, lead handling, customer behavior, data, technology, and the decisions holding it all together. Then we plot that view into a course your crew can sail.
Advice that does not require another sale.
The week stands on its own. The work has a defined beginning, a defined end, and a useful outcome whether or not Legacy is involved afterward.
We will tell you what we see, including what is already working well. Your team can carry the roadmap forward, hand it to current partners, or ask us to help. The right answer is the one that puts the business on the strongest course.
One week, structured around the work.
Monday and Friday make room for travel and context. Tuesday through Thursday carry the weight of the review.
- 01
Monday
Arrive and establish the context
Travel, meet the people closest to the work, and hear how leadership sees the business today. We align on the questions the week needs to answer before the deeper review begins.
- 02
Tuesday
Read the current position
We examine marketing activity, customer acquisition, lead flow, sales conversion, measurement, and the systems connecting them. Interviews and working sessions add context the numbers cannot provide alone.
- 03
Wednesday
Follow the evidence
We work through analytics, campaign data, calls, CRM records, reporting, and the customer journey. The goal is to separate what is creating progress from what is creating noise or waste.
- 04
Thursday
Set the course
We share the findings, pressure-test priorities with leadership, and turn the evidence into a practical roadmap. Decisions are sequenced, responsibilities are clear, and the next move is understood.
- 05
Friday
Hand off and head home
We close the loop with leadership, confirm the path forward, and travel home. The written findings and roadmap follow the decisions made together during the week.
Deliverables your team can put to work.
Channel and budget direction
Where attention and spend should move, what should be protected, and what should stop consuming resources.
Lead-flow recommendations
Practical changes to response, routing, ownership, follow-up, and the path from first interest to a real sales conversation.
Measurement framework
A smaller, more useful set of measures leadership can trust and review consistently.
Sequenced roadmap
A prioritized plan that shows what to address first, what can wait, who should own it, and how the work fits together.
What is included.
One focused engagement. No open-ended retainer, padded meeting calendar, or dependency on proprietary tools.
- Preparation and review before arrival
- Three full working days on site, Tuesday through Thursday
- Leadership, marketing, sales, and operations conversations
- Review of the available marketing, call, CRM, and performance data
- Written findings and a prioritized roadmap
- Leadership handoff and a follow-up review after delivery
Understand The Roadmap
Know what the week asks of you.
Do we have to replace our agency or team?
No. This work is meant to make the next decision clearer. If an existing team or partner is doing strong work, the roadmap should help them do more of it. If something needs to change, we will explain why.
What access will you need?
Enough read access to understand the full path from attention to revenue. That often includes advertising accounts, analytics, call tracking, CRM records, sales reporting, and the reports leadership already uses.
Who should be involved?
The people who own the decisions and the people closest to the work. That usually means a small group from leadership, marketing, sales, operations, and finance rather than a room full of observers.
Is this a pitch for more Legacy services?
No. The engagement stands on its own. You may ask Legacy to help with the roadmap afterward, take it to your current partners, or execute it internally. The recommendations do not depend on hiring us again.
The investment
A week on site. A course your team can carry forward.
$15,000
One-week on-site engagement
We review the evidence with your team, identify what deserves attention, and put the next decisions in order. You leave with written findings and a practical roadmap. Your team can carry it forward, work with current partners, or ask Legacy to help.
- Preparation before arrival
- Three full working days on site
- Written findings and roadmap
- Follow-up review