Client Work Capacity Check
Count the complete senior load, separate repeatable work from judgement and check how added capacity could become money.
Start the capacity checkPDF + editable Markdown
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PDF + editable MarkdownSeven pages
PDF + editable Markdown Seven pages
PDF + editable Markdown
Find where the next engagement consumes senior time.
Three working documents to help you inspect delivery, review and collection. Start with the complete case, then examine its constraints.
Seven pages
PDF + editable Markdown
Partner-ready project map
See a returned finding, then trace scope, permitted evidence, analysis and partner review in your own work.
Open the worksheetPDF + editable Markdown
Milestone-to-cash check
See a missing acceptance receipt, then separate invoice readiness, issue, disputes and actual collection.
Open the worksheetPDF + editable Markdown
Use your own work.
Each includes a fictional worked case and six editable worksheets. They are decision aids, not client diagnoses or evidence of measured improvement. You do not need to complete every worksheet.
Do not enter confidential client information into the worksheets you send to us. A Firm Capacity Fit Call can begin with a plain-language description.
See completed examples.
Inspect an advisory or assessment example, compare your service and explore the next decision.
Fictional worked records make the method inspectable. They do not establish client outcomes.