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:
- Market clarity & ICP – How clearly you define and target your ideal customers.
- Revenue infrastructure – Your systems, processes, and channels for generating revenue.
- Delivery systems – How you fulfill, deliver, and maintain quality for your offers.
- Team structure & knowledge transfer – Roles, responsibilities, and how knowledge is documented and shared.
- Technology stack – The tools and platforms that support your operations and growth.
- Leadership capacity – Decision-making, prioritization, and leadership bandwidth.
- Financial visibility – Clarity on margins, cash flow, and key financial drivers.
- 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