Find Out Exactly Why Your Best People Leave. In One Day.
The Retention Intelligence™ Diagnostic pinpoints which of your 5 retention touchpoints is broken, what it’s costing you, and what to fix first.
For founder-led professional services firms (10–75 employees) losing good people without the infrastructure to stop it.
Book Your 30-Min Diagnostic CallHere’s What’s Actually Happening Inside Your Firm Right Now.
You’re growing. You’re hiring. You’re building something real. And people keep leaving.
- You find out someone’s leaving when they hand you a resignation letter, not three months before, when you could have done something about it.
- Your managers aren’t having retention conversations because nobody taught them how, or built the infrastructure that triggers them.
- You run exit interviews, but the feedback is vague and comes too late to change anything.
- You’ve tried “culture initiatives” -- surveys, recognition programs, team events -- and the same people still walk.
- Every time someone leaves, you’re back to recruiting, onboarding, rebuilding. And the founder is re-owning work that should be delegated.
You’re tracking revenue. You’re tracking pipeline. You’re tracking utilization. But nobody is tracking why people leave, when the warning signs started, or what it actually costs every time someone walks out the door.
What Changes When You Have Retention Infrastructure.
- You see the warning signs 3–6 months before someone decides to leave, not after.
- Your managers run retention conversations on a cadence, using a framework, without you reminding them.
- New hires feel connected from Day 1 because onboarding isn’t improvised. It’s infrastructure.
- You stop losing people in the 12–18 month window because the infrastructure catches expectation drift before it becomes disengagement.
- The founder stops re-owning work every time there’s a vacancy, because there are fewer vacancies.
The problem isn’t that people leave. It’s that nobody had the conversation before they decided to.
It’s Not a People Problem. It’s an Infrastructure Problem.
“We need better culture. Better pay. Better perks. Maybe a better HR person.”
“We need retention infrastructure that catches drift before it becomes a resignation.”
Every firm has 5 retention touchpoints where employees either choose to stay or start looking for the door. Most firms have never mapped them. That’s not a culture problem. That’s an infrastructure gap.
The question isn’t whether you’ll lose someone. It’s whether you’ll know before it happens.
If any of this sounds familiar, the Diagnostic will show you exactly where the infrastructure is broken.
Book Your 30-Min Diagnostic CallThe Retention Intelligence™ Framework
Retention doesn’t fail randomly. It breaks at 5 predictable touchpoints. The Retention Intelligence™ Framework maps all five. It’s built from 15 years of pattern recognition across professional services organizations. Each touchpoint is assessed, scored, and mapped to specific interventions.
HR supports retention. Leadership determines it.
Choose Your Starting Point.
Whether you want a fast diagnosis or the complete system built and deployed, both start with the same proprietary framework.
The Retention Intelligence™ Diagnostic
One day. All 5 touchpoints assessed. You walk away knowing exactly which one is broken, what it’s costing you, and what to fix first, plus one precision fix for your primary leak.
- Full 5-touchpoint diagnostic
- Turnover cost analysis
- Manager blind spot assessment
- Diagnostic Report with root causes
- 90-Day Action Roadmap
- 1 precision fix deployed
- Day 7 check-in call
Best for: You want fast clarity on what’s broken before committing to a full build.
Single Touchpoint System Build
2 weeks. Full diagnostic across all 5 touchpoints, plus your primary leak fully built out: workflows, templates, tracking, and manager training. Done-for-you.
- Everything in the Diagnostic, plus:
- 1 touchpoint fully built in your tools and reality
- Custom workflows & process maps
- 10+ manager templates & scripts
- Tracking dashboard with leading indicators
- 60-min live manager training (recorded)
- 30-day deployment roadmap
- Day 7 + Day 30 check-in calls
- 30 days email/Slack support
Best for: You want the diagnosis AND the fix, built in your tools, with manager-owned infrastructure your team runs without you.
Diagnostic fee applies as credit toward the Build if you upgrade within 30 days.
Clear Steps. No Ambiguity.
The Diagnostic -- 3 Steps
Book
30-minute Diagnostic Call. No pitch. I ask questions, you tell me what’s happening. We confirm fit.
Diagnose
I assess all 5 retention touchpoints, identify what’s broken, calculate what it’s costing you, and deliver your report with a prioritized roadmap.
Deliver
You walk away with a clear diagnosis, one precision fix, and a 90-day action plan. Your time: 2--3 hours in one day.
The Build -- 4 Steps
Diagnose
Full 5-touchpoint assessment. I identify your primary leak and what it’s costing you.
Design
I design the workflows, templates, and tracking dashboard for your broken touchpoint, in your tools.
Deploy
I train your managers to run it. They leave with playbooks, scripts, and a 30-day deployment roadmap.
Track
Day 7 and Day 30 check-ins. Dashboard monitoring. 30 days of support to make sure it sticks.
Diagnostic: one day. Build: 2 weeks. I handle the heavy lifting. You make decisions.
I Didn’t Learn Retention From HR Textbooks.
I reverse-engineered it from real results across 4 organizations over 15 years. The same patterns that drive donor retention in nonprofits drive employee retention in professional services firms. The framework is the same. The stakes are just different.
(Industry avg: 35–45%)
Across St. Jude Children’s Research Hospital, American Red Cross, and Muscular Dystrophy Association, I built the infrastructure that kept people giving, staying, and advocating. I took one MDA office from rank 120+ to Top 4 nationally, not by acquiring more, but by retaining better.
The Founding Member rate exists because I’m building case studies in employee retention for professional services firms specifically. You get the methodology at a fraction of the future rate, in exchange for a testimonial and willingness to share anonymized results.
Founding Member spots are limited by delivery capacity. Not a countdown timer. Not manufactured urgency. I can only take 3 Diagnostics per month and do them well.
Book Your 30-Min Diagnostic CallQuestions Founders Actually Ask.
“We’ve tried culture initiatives before. Why is this different?”
Culture initiatives are programs. This is infrastructure. I’m not running a workshop or handing you a survey. I’m diagnosing which of 5 specific touchpoints is broken and either giving you the blueprint to fix it or building the fix myself. Programs fade. Infrastructure stays.
“I don’t have time for a long engagement.”
The Diagnostic is one day. Your time commitment is 2–3 hours. I handle the rest. If you decide to move to the Build, that’s 2 weeks, but your involvement is still minimal. I build the system. You make decisions.
“Will this work for my industry?”
If your people’s expertise is your product -- CPA firms, agencies, law firms, IT consulting, staffing firms, boutique consulting -- the framework applies. The touchpoints are universal. The implementation is customized to your firm.
“What if my managers won’t implement it?”
If your managers won’t follow a clear playbook with templates, scripts, and a tracking dashboard, you don’t have a retention problem. You have a management problem. We can talk about that on the Diagnostic Call.
“You don’t have client testimonials yet.”
Correct. That’s exactly why the Founding Member rate exists. You’re getting a methodology built from 15 years and $21.5M in retained revenue, at a fraction of the future rate. The trade: a testimonial and willingness to share anonymized results.
“What if I start with the Diagnostic and want more?”
Your Diagnostic fee applies as credit toward the Build if you upgrade within 30 days. You’re not losing anything by starting with clarity first.
Delivery Guarantee. No Caveats.
If you don’t receive your Diagnostic Report, Turnover Cost Analysis, Manager Blind Spot Assessment, 90-Day Action Roadmap, and precision fix within the agreed timeline, you receive a 100% refund.
I don’t deliver systems that won’t work. And I don’t take your money if I don’t deliver what I promised.
The Math Is Simple.
One prevented exit pays for the Diagnostic 20–60x over. And you stop guessing about what’s actually driving turnover.
Here’s Exactly What Happens When You Click the Button.
Book
Schedule a 30-minute Diagnostic Call. No pitch. Just fit.
Confirm
I confirm fit, send the agreement, and we pick your Diagnostic Day date.
Diagnose
Diagnostic Day. I assess all 5 touchpoints and deliver your report.
Decide
Walk away with your roadmap. Or upgrade to the Build and I’ll design, deploy, and track the full infrastructure for your primary touchpoint.
One Last Question.
Think about the last person who left your firm. Was there a moment, 3, 6, 9 months earlier, where a different conversation could have changed the outcome?
That’s the moment this system is built to catch. Before the resignation. Before the recruiter call. Before it’s too late.
I take on 3 Diagnostics per month. Founding Member rate is available for the first 5 firms.
Book Your 30-Min Diagnostic Call