The Assessment

Book a growth assessment that ends with numbers, not a pitch.

Booking a growth assessment takes one form and about two hours. It’s paid, fixed-scope, and ends with the math for your business — the priced gap between what you spend and what you get back. You keep the numbers whether or not we work together.

Start the form Call (949) 628-6500

David Mitroff and Steven Lockhart in a working strategy session — Two focused hours with the partners — a diagnostic, not a sales call.

What you leave with

A priced model, not a proposal.

The Assessment is Phase 01 of the method — Orient. We treat it like a diagnostic, not a sales call. Federal rules back the honesty: the FTC’s advertising guidance is why we quote math, not guarantees.

Before

You bring

Your revenue, your spend, and the goal you’re scaling toward.

During

We do

Price the gap, find where money leaks, and name the one path worth funding.

After

You keep

The numbers and a clear next step — the FAQ covers what comes next.

What the two hours look like

A diagnostic session, start to finish.

No slides you’ve seen before, no pressure to sign — two partners, your numbers, and a priced model at the end.

The partners at work in the Growth-Scaling office — The session is working time, not a presentation.

David Mitroff and Steven Lockhart recording a podcast — The same discipline we teach in public, applied to your numbers.

The partners speaking on stage to business owners — You leave able to act on the math yourself, hire or not.

Request your Assessment

Tell us where you are.

Six fields. A partner reads every one. Prefer to talk first? Call (949) 628-6500 or (415) 993-8151, or use the contact page. Employers can review workplace obligations at the U.S. Department of Labor, and tax basics at the IRS small-business center.

FAQ

Before you book

What does Growth-Scaling need from me to act on this?

Three numbers: your revenue, your marketing spend, and the goal you’re scaling toward. That’s enough to price the gap live in the session. If you have channel-level spend or conversion data, bring it, but don’t stall the booking to assemble a perfect dataset. We work with what you have and flag what’s missing.

How much does the Assessment cost?

It’s paid and fixed-scope, quoted up front before you commit — no open-ended hourly billing. The exact figure is confirmed when you book, so there are no surprises on an invoice later. We charge for it deliberately: a paid diagnostic keeps both sides serious about the work. Everything above it on the Service Ladder is quoted only after the Assessment.

Is it really just two hours?

The working session is about two hours. You leave that session with the priced model, not a promise to send something later. We do preparation on our side beforehand, so the time with you is spent on your numbers rather than setup. If the picture is unusually complex, we’ll say so and scope any follow-up plainly.

What if I’m not ready to hire a marketing firm?

Then don’t. The Assessment is built to stand alone — you keep the numbers and can act on them yourself. Plenty of owners take the math and run with it internally, and that’s a legitimate outcome. If you later decide you want the build, the Assessment is the first rung, so nothing is wasted.

What happens after the Assessment?

You decide, with the math in front of you. If you continue, the next rungs are the Brand Book and the Plan of Action, which turn the diagnosis into a sequenced 12-month build. If you don’t, you still own the priced model. You can see how the whole sequence fits together on the home page and the method page.