Tier 1: Operational Diagnostic

Framework Stage: Assess 

Timeline: 1-2 Weeks  

Advisor Time Commitment: 1- 2 Hours 

Operational Review Areas: 

• CRM Data Audit 

• Workflow Architecture Review 

• Client Onboarding Review 

• Service Calendar Evaluation 

• Documentation & Compliance Sampling 

• Operational Friction Analysis 

Deliverable:  

• Operational Assessment Report, including:  

• Risk Flags 

• Efficiency Points 

• Redundancy Points 

• Priority Roadmap 

Outcome = Clarity