You are in.
Thank you for trusting us with this. Your Retention Risk Audit is confirmed. Here is exactly how the next seven business days go, and what we need from you before your session.
Book your 90-minute session.
Pick a time that works within the next seven business days. Everything else flows from here. Booking within 24 hours keeps your seven-day deliverable clock on schedule.
Five steps before we deliver your Audit.
The intake and the two Observable Risk Indicator checklists arrive by email within the next few minutes. Steps two through four are completed at your pace before your session. Steps three and four are strongly recommended. They become Day 0 evidence in the diagnostic and make the 90 minutes significantly sharper.
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01
Book your 90-minute session
Done above. If you have not already booked, use the scheduling link at the top of this page before moving to Step 02.
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02
Complete your intake
A structured document that surfaces what you already know about your team, your client book, recent exits, and the instincts you have been carrying. Takes 30 to 45 minutes, completed at your pace before the session.
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03
Strongly recommended
Flag your Employee Observable Risk Indicators
A 75-signal checklist covering the performance, behavioral, and leadership signals that indicate flight risk. You flag what you observe on your highest-exposure people. No scoring. No formulas. Just pattern recognition.
Skipping this is fine. The session still runs. The depth of what we can show you about specific people depends on what you flag.
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04
Strongly recommended
Flag your Client Observable Risk Indicators
A 75-signal checklist covering the engagement, communication, and operational signals that indicate silent churn in a client relationship. You flag what you observe on your highest-value accounts. Same format as the Employee checklist, different signal library.
Skipping this is fine. The session still runs. The depth of what we can show you about specific client relationships depends on what you flag.
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05
Attend your session
90 minutes, just you and us. We work through the five touchpoints across both tracks, map the gaps, identify your critical people and the clients tied to them, and put a dollar figure on your current exposure. We will have reviewed your intake and your two ORI reports before we meet.
Your five deliverables arrive within seven business days of the session.
- 01
- Leadership Intake Review
- 02
- 5-Touchpoint Gap Map
- 03
- Critical Roles + At-Risk Accounts Report
- 04
- Cost of Inaction Estimate
- 05
- 30-60-90 Day Action Plan
Within the next few minutes, you will receive a confirmation email with your scheduling link, your intake form, and both Observable Risk Indicator checklists. Check spam or promotions if you do not see it within 10 minutes. For any questions, or if the email does not arrive, email [email protected] directly and we will resend or respond.
One more thing. If the Audit surfaces a gap that needs full infrastructure built around it, the Critical Roles Stay System is what we build next. $500 of your Audit investment applies as a deposit on the build. Mentioned now so it is there when you need it.
