The Retention
Reality Check™
A guided diagnostic for owner-led professional services businesses. Know where your retention is breaking before someone walks out.
You already know.
Someone on your team is closer to leaving than you think. This tells you exactly where the risk lives.
- Vantage doubled headcount in 18 months. Onboarding and alignment infrastructure never kept pace — people joining now have a fundamentally different experience than the founding team.
- Connect and Invest scores reveal that new hires feel dropped in rather than guided through. The structure that worked at 9 people doesn't scale to 18.
- Three departures in the past year — all within the first 14 months, none flagged in advance.
- Strong onboarding and clear values — but development investment has quietly flatlined. People feel seen in year one and invisible by year three.
- The Invest score of 8 is the highest-risk number in this profile. Career conversations are reactive at best and absent at worst.
- The departures that hurt most are the ones nobody saw coming — and at Meridian, those tend to be the three-to-five year employees.
- Clearpath scores strong across four of five touchpoints — a genuine retention-first culture with intentional systems behind it.
- The Amplify gap is worth watching: people love working there but don't talk about it. Referrals are underperforming relative to the quality of the internal experience.
- For Clearpath, the next investment is turning satisfied employees into active advocates — before a competitor figures out how to recruit them.
Three final questions.
These aren't scored. They shape your recommendations and the language in your report.
When it's on paper, it tends to change budgets.
Includes your score breakdown, ROI calculation, 30-60-90 day plan, and touchpoint analysis
Now build the system.
The Retention Intelligence™ Audit goes deeper. One 90-minute working session — all five touchpoints diagnosed, one precision fix deployed before the session ends, and a 90-day roadmap built around what your scores found.
Every leader who takes this assessment starts seeing retention differently. Share where you stand.
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