The Triwise Platinum Health Check

You're leaving money in your business. We'll show you exactly where.

In about two weeks you'll have the full picture: where profit and time are leaking, ranked by dollar impact, with a 90-day plan to fix it. You hand us your numbers and a few documents. We do the digging. Run by an operator who has done this inside 300+ companies, not a consultant who hasn't.

We typically identify 2 to 10 percent of revenue in opportunities the owner did not know were there, with the math behind every line.

$5,000 one-time · about 2 weeks · first month of Force Multiplier included

Your part: two short assessments, a few documents, and two working calls (90 and 60 minutes). We do everything else.

What You Walk Away With

A ranked roadmap

with the math behind every line.

Every blind spot we find comes with a benchmarked dollar estimate, the assumption behind it, and its place in a 90-day plan. Acting on it is your work, so the result is yours to earn. See a full example roadmap below before you commit a dollar.

See It For Yourself

What you actually get

Not a slide deck of generalities. A roadmap with your numbers, ranked by dollars, with the math behind every line.

$112,000 / yr

SaaS company, $4.4M

In efficiencies and ROAS identified, money that was leaking before anyone could see it.

$87,000

Services company, $5.2M

In year one, plus $55,000+ a year ongoing from contract renegotiations.

A construction firm was leaking money the owner couldn't see.

Fragmented tech and a marketing spend he couldn't make sense of, all running through him. We surfaced roughly $120,000 a year in wasted ad spend and about $15,000 a month from a CRM he'd paid for but never fully used.

A multi-location med spa was running on a leaky bucket.

Losing roughly half its members a year and overpaying to acquire each new one. The real problem was retention, not acquisition. Churn cut by about half, cost-per-client down a third, gross margin up 10-plus points.

Real client results, names withheld. Results vary by business.

Example roadmap: quantified opportunity

Roofing and exteriors company, $5.4M revenue. Annual estimates, benchmarked.

LeverAnnual estimate
Sell-side pricing and discount discipline$100K to $208K
Vendor renegotiation and rebate$71,250
Callback cost reduction$41,600
Advertising reallocation$18,600
Data and AI implementation (Year 1 net)$93,272
Total identified opportunity$325K to $433K / yr
Download the full sample roadmap (PDF)

A standard example: the depth, the math, and the format are what you receive. Results vary.

What We Examine

Five places the money hides

Each one quantified against industry benchmarks. The number is grounded, not a guess.

1
People and leadershipDecisions bottlenecked through you, a team not aligned to the vision, unclear accountability.
2
Process and operationsRework, delays, manual admin, and execution that quietly depends on you being in the room.
3
Revenue and pricing (sell-side)Are you underpriced? When did you last raise prices? Often the largest, fastest profit lever.
4
Spend and vendors (buy-side)Where renegotiation, consolidation, or better terms recover 5 to 15 percent of spend.
5
Data and AIWhere better data and AI remove cost or unlock revenue, sequenced by what you're ready for. The AI ROI analysis, included.
What You Get

Everything in the Platinum Health Check

  • In-depth assessment. A structured scan across the leadership and operational areas that determine how a business runs.
  • Two working calls. A 90-minute Needs Assessment and a 60-minute Strategic Roadmap review. Where the real blind spots surface.
  • AI ROI analysis. The profit opportunity and the cost of the gaps, with hard numbers, across all five dimensions.
  • Pricing and contract review. Both sides of your margin: client pricing and agreements, vendor contracts and spend.
  • 90-day roadmap. Specific actions, owners, dates, KPIs, and benchmark numbers so you know how you stack up.
  • Live readout. We walk the findings and the plan together, so you leave knowing what to do first and why.
How It Works

About two weeks, start to roadmap

1

Kickoff and assessment

You complete two short assessments and hand over a few documents. We schedule your first call.

2

Needs Assessment (90 min)

A working session with you and the people who know where it hurts. This is where the blind spots come out.

3

Analysis

AI ROI quantification, pricing and contract review, and benchmarking against your industry.

4

Strategic Roadmap review (60 min)

We present the findings and your 90-day roadmap, answer every question, and go live with Force Multiplier.

Afterward, your roadmap and tools live in Force Multiplier (first month included). If you want help executing, a fixed-scope Blind Spot Sprint installs the top levers in 30 to 60 days, and a Fractional COO engagement is there when it fits. Never pushed.

Refer an Owner

Know an owner who needs this? Earn $1,000.

Introduce me to an owner or CEO who books a Platinum Health Check and becomes a paying client, and I'll send you a $1,000 thank-you. No cap.

Find Your Number

Two weeks from now, you could know exactly where the money is.

Start with a call and we'll decide together whether the Health Check is the right next step. Or start today.

Not sure yet? Take the free 5-minute Blind Spot Diagnostic

$5,000 · about 2 weeks · first month of Force Multiplier included