The Diagnostic

A fixed-scope assessment of your operations. We identify what's working, what's broken, and what to fix first—so you don't waste time on the wrong priorities.

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Ironwood Advisory consultant analyzing workflow diagnostics to help HVAC and plumbing contractors streamline operations, fix bottlenecks, and regain control of their growing trades business.

What You Get

✔️ On-site and remote analysis of your current operations

✔️ Review of pricing, job costing, dispatch, and key systems

✔️ Interviews with you and key team members

✔️ Clear documentation of what's working and what's not

✔️ Prioritized recommendations with rationale

✔️ Implementation roadmap with suggested sequencing

Typical Timeline

Kickoff call communication chat boxes

Week 1

Kickoff Call + Data Collection

diagnostic checklist sheet

Week 2

On-site Observation + Interviews

targetted solutions for contractors business problems

Week 3-4

Analysis + Recommendations

Most diagnostics complete in 3-4 weeks. We’ll confirm timeline on your discovery call.

Your Questions, Answered

  • Pricing depends on company size and complexity. We'll discuss specifics on the discovery call. Expect a fixed fee in the low-to-mid four figures for most contractors.

  • Plan for 4–6 hours total over the 3–4 weeks, including a kickoff call, on-site time, and a recommendations presentation. We try to minimize disruption.

  • Sometimes you do. But the diagnostic often reveals root causes and priorities that aren't obvious from inside the business. It also gives us a shared baseline before implementation.

  • Usually, yes. It helps us prioritize and scope implementation correctly. In rare cases where the need is crystal clear, we can discuss skipping straight to a sprint.

  • It’s structured, practical, and execution-focused. We don’t start by handing you a generic “strategy deck.” We start by getting clear on what’s actually holding profit and capacity back, then we install the routines and workflows that make improvement repeatable.

  • Most options in this market fall into one of five buckets: “do it yourself,” hire internally, coaching/community, software-first, or generalist consulting. Your plan positions Ironwood in the missing middle: implementation + adoption + operating cadence.

Ready to Get Clarity on Your Operations?

Book a discovery call and we'll discuss whether a diagnostic is the right next step for you.

Book a Discovery Call