Packages
Four packages. One promise: a designed deliverable a CFO would forward.
Most clients choose Core. Snapshot is a focused entry point; Plus maximizes analytic depth; Hybrid adds a bounded advisory sprint alongside the full Signal deliverables.
Packages
Four packages. One promise: a designed deliverable a CFO would forward.
First diagnostic.
Summit Signal Snapshot
Fixed fee — the smallest commitment, sized for a single owner's signature, below the level where most bring in a partner or board.
For smaller businesses or owners who want a credible operational read without a full engagement — a decision one person can make on their own.
Summary — Upload-led diagnostic across 1–2 modules with an executive summary and a focused debrief. Fast signal on where margin, cash, or process pain is concentrated.
- 1–2 analysis modules
- 3–5 key findings
- Executive summary + 30-minute review call
- Upload-only data path
- Designed PDF + findings dashboard
- Top 3 implementation actions
Exact fee in writing after a free scoping call · fixed after signing
Request SnapshotMost common
The standard diagnostic.
Summit Signal Core
Fixed fee — a real step up from Snapshot; the tier most businesses choose. Sized to pay for itself if it finds one meaningful leak — it usually finds several.
For growing businesses with real operational complexity that want a full diagnostic without interviews or integrations.
Summary — Broad diagnostic across 3–4 modules with a complete findings report (PDF + portal), ranked recommendations, and a 30/60/90-day implementation outline tied to your data.
- 3–4 analysis modules
- 8–15 findings — full PDF + dashboard
- Margin · quote-to-cash · process · automation lens
- 60-minute review call
- Optional scoped access path when the upload path cannot answer the module question
- 30/60/90-day implementation plan
Exact fee in writing after a free scoping call · fixed after signing
Request CoreDeeper review with visible prioritization.
Summit Signal Plus
Fixed fee — a leadership-level decision, for businesses where a single point of margin is worth more than the engagement.
For larger SMBs or multi-location operators — maximum analytic breadth plus optional interviews and a scoped access path when the upload path cannot answer the module question.
Summary — All 8 analysis modules surveyed with cross-module synthesis — depth is led by margin, quote-to-cash, and working capital, and the remaining modules report directional findings backed by your evidence. Plus is the tier where prioritization shows its work — leadership can debate the order, not just the items. Includes expanded data review, optional workflow interviews, an executive presentation, and a sequenced roadmap.
- All 8 analysis modules surveyed — depth led by margin, quote-to-cash, and working capital; remaining modules report directional findings backed by your evidence
- Cross-module synthesis spanning all 8 modules
- Expanded data review + optional workflow interviews
- Scoped access path when the upload path cannot answer the module question
- Executive presentation (beyond a single debrief)
- Full sequenced quarter-by-quarter roadmap with dependency mapping
- Written prioritization doctrine — how findings were ranked across leverage, capital, calendar, and team readiness
- Designed PDF + dashboard
Exact fee in writing after a free scoping call · fixed after signing
Request PlusAdvisory included
Diagnostic + bounded advisory sprint.
Summit Signal Hybrid
Fixed fee — the largest Signal engagement, sized like bringing Rob in for a month, because that's roughly what it is.
When leadership wants Summit Signal’s depth plus bounded live time — workshops, prioritization, and follow-through — without a full open-ended consulting engagement.
Summary — Everything in Plus (full Signal analysis and deliverables) plus a four-week bounded advisory sprint with Rob: weekly working sessions, on-demand implementation clinics, and a written executive alignment summary at the end. Capped in the SOW — no open-ended hourly anxiety.
- Everything included in Plus
- Four weekly 60-minute working sessions over four weeks (capped, in SOW)
- Up to two 30-minute implementation clinics on demand (scoped to one decision each)
- Written executive alignment summary at the end of the sprint — the artifact that travels to your board
- Concierge tone from minute zero — Rob personally on welcome, sprint, and close
Exact fee in writing after a free scoping call · fixed after signing
Request Hybrid
Comparison
Side-by-side — investment, summary, and deliverables.
Where the number comes from
You'll notice there's no price row on this page. That's deliberate, and it's not a "call us" dodge — here's the actual system.
Every Signal package is a fixed fee. Not hourly, not an estimate — fixed. But the honest number depends on things I can't see from here: how many entities you run, what shape your data is in, how many systems we're pulling from. A list price on a webpage has to be padded to survive the worst case, which means it's either padded or wrong for your business. I'd rather quote your case.
So the deal is this: you fill out a short intake, we do a free scoping call — about 30 minutes — and within two business days you get a one-page quote in writing. The exact fee, what it covers, the timeline, and the payment schedule. That number is good for 30 days and it does not change after you sign. If the work turns out bigger than I scoped, I absorb it. If you ask for genuinely new work mid-engagement, it gets its own quote you can take or leave — the original number stands either way.
| Feature | Snapshot | Core | Plus | Hybrid |
|---|---|---|---|---|
| Investment | Fixed fee — the smallest commitment, sized for a single owner's signature, below the level where most bring in a partner or board. | Fixed fee — a real step up from Snapshot; the tier most businesses choose. Sized to pay for itself if it finds one meaningful leak — it usually finds several. | Fixed fee — a leadership-level decision, for businesses where a single point of margin is worth more than the engagement. | Fixed fee — the largest Signal engagement, sized like bringing Rob in for a month, because that's roughly what it is. |
| Service summary | Focused pass — minimal modules, upload-only, executive summary + short debrief. | Standard breadth — 3–4 modules, full PDF + portal, 60-minute review, 30/60/90 plan. | Full analytic breadth — all 8 modules surveyed, optional interviews, scoped access path when needed, exec presentation, sequenced roadmap with prioritization doctrine. | Plus deliverables + a four-week bounded sprint — weekly working sessions, on-demand clinics, written exec alignment to close. |
| Not the right tier if… | You run multiple locations or more than a couple of core systems — 1–2 modules can't cover it, and we'll say so at scoping. | You want interviews, hands-on access work, or a room-ready executive presentation — that's Plus. | Nobody on your team has bandwidth to act on a sequenced roadmap this year — buy Core now, Plus when you're ready to move. | What you actually want is ongoing help — that's the retainer, and it comes after a diagnostic, not instead of one. |
| Analysis modules included | 1–2 | 3–4 | All 8 | All 8 |
| Findings in report | 3–5 | 8–15 | All 8 modules surveyed | All 8 modules surveyed |
| Designed PDF report | Yes | Yes | Yes | Yes |
| Findings dashboard | Yes | Yes | Yes | Yes |
| Live sessions | 30 min review | 60 min review | Executive presentation | Presentation + bounded advisory sprint |
| Workflow interviews | — | — | Optional | Optional |
| Scoped access path | — | When needed | When needed | When needed |
| Implementation roadmap | Top 3 actions | 30/60/90-day plan | Quarter-by-quarter roadmap + written prioritization doctrine | Quarter-by-quarter roadmap + 4-week bounded advisory sprint |
Every tier: exact fee in writing after a free scoping call, and it doesn't change after you sign. Final modules, timelines, and Hybrid advisory hours are confirmed in the same written quote; invoicing follows the payment schedule in that quote.
After your Signal
The diagnostic is just the start.
A Signal report typically surfaces 8–15 findings. Most teams act on the top three and lose the rest to the day-to-day. Ongoing keeps Summit Signal active in your business after the initial engagement — so the findings actually turn into changes.
Available only after a Snapshot, Core, Plus, or Hybrid engagement.
Keep going after the diagnostic.
Summit Signal Ongoing
Flat monthly
A monthly retainer that keeps Summit Signal active in your business after the initial diagnostic ships. Quarterly refreshed dashboards, monthly working sessions, and async access for the questions that come up between them.
- Monthly working session (60 min) — execution review + next-priority decisions
- Quarterly refreshed dashboards across the modules in your original Signal
- Async access (email / shared channel) for ad-hoc questions between sessions
- Rolling top-3 priorities updated based on what's actually moved
- Quarterly written summary you can share with your board, partner, or lender
Month-to-month, 30-day cancel notice. One flat number, quoted at the Signal debrief. Pre-pay quarterly for one month free. Available only after a Snapshot, Core, Plus, or Hybrid engagement.