Holguin & Company  /  The Diagnostic

The Product

The Diagnostic & 90-Day Roadmap

One review across seven lenses. Written findings, the constraint named, a prioritized 90-day roadmap you can execute immediately, with or without us.

A business performance diagnostic is a structured review of how a company actually runs, across every function at once, ending in the constraint named with evidence and a sequenced plan to remove it. Holguin & Company’s Diagnostic reviews seven lenses and delivers written findings and a prioritized 90-day roadmap. The Diagnostic scales with your company — $5,000 to $24,000+ — applied in full when we move to execution.

Why the whole business

Not the symptom.

Sales, operations, people, and cash affect one another. Improving one without understanding the others moves the problem instead of resolving it. Every business is unique, but the constraint is always findable, and it is rarely the thing the owner came to talk about.

The Seven Lenses

I

Financial Performance

Revenue and margins by line, pricing and unit economics, cash conversion, the three numbers the owner watches and the three they should.

II

Sales & Marketing

Lead generation, positioning, conversion and follow-up, the sales process as it is actually run.

III

Operations

Workflows and SOPs, efficiency and capacity, where work waits, who touches it twice.

IV

People & Accountability

Team structure, responsibilities, productivity, leadership, and how much of the business depends on the owner being present.

V

Strategy & Growth

Business model, priorities, expansion, capital allocation, growth planning.

VI

Systems & Technology

Reporting and dashboards, AI and automation, systems integration, the stack.

VII

Complex & Regulated Matters

Licensing and compliance, market entry, expansion, industry-specific challenges.

How it runs
01

The Business Evaluation Call

30 minutes, no charge. Your business, your goals, what is actually in the way. Its only purpose is to see whether there is a fit.

No charge · 30 minutes
02

The Diagnostic

Interviews with the owner and each leader, data review, process walk-throughs across the seven lenses. Findings are written for the owner first.

The Diagnostic scales with your company — $5,000 to $24,000+ — applied in full when we move to execution.
03

The 90-Day Roadmap

Six to ten initiatives, each with an owner, a date, and a measure, sequenced for your business and presented to the leadership team.

Then · Execute & Grow
What You Leave With

Findings you can act on Monday morning.

i.The constraint, named. The one thing actually holding the business back — with the evidence.
ii.A written findings brief. Clear, specific, and yours to keep — whoever executes it.
iii.A prioritized 90-day roadmap. Sequenced, practical, built for your business — not a template.
Then: Execute & Grow

The roadmap can be run by your team, alongside Holguin & Company, or firm-led. The Diagnostic investment is applied in full when we move to execution.

Questions

Asked before the Diagnostic.

How much of my team’s time does the Diagnostic take?
About one hour per leader for interviews, plus access to data. The owner spends three to four hours across the engagement.
Is it confidential?
Yes. Findings go to the owner first. Nothing is shared with the team until you decide what to share.
What if I only want the Diagnostic?
Then that is the engagement. The findings brief and roadmap are yours to keep, whoever executes them.
What does it cost?
The Diagnostic scales with your company — $5,000 to $24,000+ — applied in full when we move to execution. The specific tier is confirmed on the evaluation call.
HC

Business grows stronger with clarity.

It begins with a single conversation.

Book the Evaluation Call 30 minutes, no charge — to see if there’s a fit. No deck, no pitch.