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
$3,500fixed fee
For smaller businesses or owners who want a credible operational read without a full engagement — priced below the threshold where most owners need to involve a partner or board.
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
Scope confirmed on scoping call · invoiced via Stripe
Request SnapshotMost common
The standard diagnostic.
Summit Signal Core
$8,500fixed fee
For growing businesses with real operational complexity — the package most teams choose when they 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
Scope confirmed on scoping call · invoiced via Stripe
Request CoreDeeper review with visible prioritization.
Summit Signal Plus
$12,000fixed fee
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
Scope confirmed on scoping call · invoiced via Stripe
Request PlusAdvisory included
Diagnostic + bounded advisory sprint.
Summit Signal Hybrid
$20,000fixed fee
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
Scope confirmed on scoping call · invoiced via Stripe
Request Hybrid
Comparison
Side-by-side — investment, summary, and deliverables.
| Feature | Snapshot | Core | Plus | Hybrid |
|---|---|---|---|---|
| Investment (list price) | $3,500 | $8,500 | $12,000 | $20,000 |
| 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. |
| 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 |
List prices are starting fixed fees; exact modules, timelines, and Hybrid advisory hours are confirmed in writing after scoping. Checkout may move to self-serve Stripe later — until then, every engagement is invoiced manually after the scoping call.
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
$2,500/mo
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. Pre-pay quarterly for one month free. Available only after a Snapshot, Core, Plus, or Hybrid engagement.