What does the Assessment include?

A structured 90-minute diagnostic conversation, followed by a written report that identifies your highest-leverage friction point, what building around it would require, and what the expected lift looks like. There is no obligation to continue. Most clients use it to pressure-test their own thinking before committing to a build.

Bearing Diagnostic Overview

What it is

A structured, 90-minute diagnostic conversation, a 12–18 page written Bearing Report, and a 60-minute debrief session.

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1. 90-Minute Diagnostic Conversation

A Fulcrum consultant leads you through a structured discussion across eight operational domains:

1. Market clarity & ICP – How clearly you define and target your ideal customers.
2. Revenue infrastructure – Your systems, processes, and channels for generating revenue.
3. Delivery systems – How you fulfill, deliver, and maintain quality for your offers.
4. Team structure & knowledge transfer – Roles, responsibilities, and how knowledge is documented and shared.
5. Technology stack – The tools and platforms that support your operations and growth.
6. Leadership capacity – Decision-making, prioritization, and leadership bandwidth.
7. Financial visibility – Clarity on margins, cash flow, and key financial drivers.
8. Growth architecture – How your business is designed to scale in a deliberate, sustainable way.

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2. Written Bearing Report (12–18 pages)

You receive a detailed, business-specific report that:

• Identifies your highest-leverage friction point—the constraint most limiting growth or stability.
• Outlines what it would take to address it:
  • Time horizon and sequencing
  • Required effort and investment
• Describes the expected lift if you address that friction point (e.g., revenue, margin, capacity, or risk reduction impact).

This is not a generic scorecard or template; it is tailored specifically to your business context, model, and constraints.

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3. 60-Minute Debrief Session

In the debrief, the report becomes actionable:

• We walk through the findings together, step by step.
• You can ask questions, challenge assumptions, and clarify nuances.
• We outline what a clear next step would look like if you choose to continue working together.

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4. No Obligation

There is no obligation to continue beyond the diagnostic:

• The Bearing Report is yours to keep.
• The clarity, prioritization, and recommendations remain valuable regardless of whether you engage further.

You leave with a concrete understanding of where your biggest leverage is, what fixing it entails, and what it’s likely to unlock for your business.

Related: What happens after the Diagnostic · Can we start with just the Diagnostic · What does Growth Advisory cover