Assessment Overview

What to Expect from Your Session with John and the QLOGIX Team

Assessment Overview

Duration: 90-120 minutes

Format: Video conference or in-person (when possible)

Investment: Complimentary - No charge, no obligation

Participants: You + John Chiorando + 1-2 QLOGIX team members

Pre-Assessment Preparation

Our Pre-Assessment Process

We'll ask for a lot. You share what you're comfortable sharing.

Before we meet, we'll send you a comprehensive pre-assessment. It's deep and thorough - covering everything from financials to operations to personal goals. This gives us a starting point for our research and conversation.

What we typically explore:

  • Business fundamentals (revenue, margins, growth trajectory)
  • Operational structure (team, systems, processes)
  • Current challenges and bottlenecks
  • Personal situation (time commitment, stress points)
  • Vision and goals (where you want to be)

Here's the deal: The more you share, the better we can prepare. But you're in control - share what you're comfortable with. Even partial information helps us have a more strategic conversation.

This isn't busy work - it's the foundation for our due diligence. Combined with our independent research, it ensures we show up ready to discuss solutions, not waste time on discovery.

What We Do BEFORE We Meet (Our Investment in You)

We spend OUR time so we don't waste YOURS.

Before our first conversation, QLOGIX invests significant time doing due diligence on your business. We come to the table with:

  • Deep understanding of your industry and competitive landscape
  • Knowledge of your company history, milestones, and recent developments
  • Awareness of your key team members and organizational structure
  • Insight into your current market position and challenges
  • Understanding of your business model and revenue streams
  • Research on your technology stack and operations

Our Philosophy:

"We believe in doing our homework on OUR time, not yours. When we sit down together, we're ready to discuss solutions, not ask basic questions. This is how we show respect for your time and demonstrate our commitment before you've spent a dollar with us."

The Result:

Our first conversation is strategic, focused, and immediately valuable. We can meet you exactly where you are because we've already invested the time to understand your situation.

The Assessment Session Structure

Phase 1: Understanding Your Current State (30-40 minutes)

Business Operations Review

  • Revenue streams and profitability
  • Key operational bottlenecks
  • Team structure and dependencies
  • Systems and process maturity
  • Cash flow and working capital situation

Leadership & Personal Situation

  • How many hours per week are you working?
  • What happens when you take time off?
  • Where do you spend most of your time day-to-day?
  • What decisions require your direct involvement?
  • Personal goals and lifestyle objectives

Growth & Market Position

  • Current growth trajectory and limitations
  • Market opportunities and threats
  • Competitive advantages and vulnerabilities
  • Resource constraints (capital, talent, systems)

Phase 2: Diagnostic Analysis (20-30 minutes)

The Freedom Assessment

We'll evaluate your business across our Freedom Framework:

  1. Systems Dependency Score (1-10)
    • How much does your business depend on you personally?
  2. Team Autonomy Rating (1-10)
    • Can your team operate effectively without constant oversight?
  3. Process Maturity Level (1-10)
    • Are your key processes documented and repeatable?
  4. Financial Stability Index (1-10)
    • How predictable and sustainable are your revenue streams?
  5. Growth Scalability Factor (1-10)
    • Can you grow without proportionally increasing your personal involvement?

Bottleneck Identification

  • Primary constraints limiting growth
  • Personal bottlenecks (where you're the constraint)
  • Operational bottlenecks (systems, processes, people)
  • Financial bottlenecks (cash flow, capital, terms)

Phase 3: Strategic Recommendations (30-40 minutes)

Immediate Opportunities (Next 90 days)

  • Quick wins that can create immediate relief
  • Low-cost, high-impact improvements
  • Specific actions you can take this month

Strategic Initiatives (6-12 months)

  • Key systems to implement or upgrade
  • Team development and hiring priorities
  • Process improvements and automation opportunities
  • Financial optimization strategies

Freedom Roadmap (1-3 years)

  • Path to reduce your daily operational involvement
  • Succession planning and leadership development
  • Exit strategy options and preparation
  • Wealth creation and protection strategies

Phase 4: Next Steps & Resource Discussion (10-20 minutes)

Honest Assessment

  • Can we help you achieve your goals?
  • Are you ready for the level of change required?
  • Do our approaches align with your values and style?

Potential Engagement Options (Only if mutual fit)

  • 90-Minute Deep Dive Sessions: Specific problem-solving
  • Strategic Advisory Partnership: Ongoing monthly guidance
  • Intensive Transformation Program: Full business redesign
  • Network Introductions: Connections to solve specific challenges

No-Pressure Approach

  • If we can't help, we'll tell you honestly
  • If timing isn't right, we'll stay in touch for the future
  • If we know someone better suited, we'll make the introduction

What You'll Receive After the Assessment

Every Situation Is Different

We don't promise specific deliverables or timelines because we tailor everything to your unique situation. What we do promise:

  • Fast turnaround - You won't be left waiting
  • Clear communication - You'll always know where things stand
  • Actionable insights - Everything we share will be practical and relevant
  • Continued support - We're here for questions and clarifications

Some assessments result in a brief summary. Others require detailed analysis. Some lead to immediate action plans. Others need time for strategic thinking. We'll determine what makes sense based on YOUR specific situation, not some predetermined template.

The Bottom Line:

We deliver what you need, when you need it, in the format that works for you. No cookie-cutter reports. No arbitrary deadlines. Just thoughtful, tailored insights based on deep understanding.

Sample Questions We'll Explore

Business Structure & Operations

  • If you disappeared for 30 days, what would happen to your business?
  • What are the 3-5 decisions that only you can make?
  • Which processes break down when key people are unavailable?
  • What's your biggest operational headache right now?

Financial & Growth

  • How predictable is your monthly revenue?
  • What's constraining your growth more: demand or capacity?
  • If you had unlimited capital, what would you do first?
  • What financial metrics do you track weekly?

Personal & Lifestyle

  • What does "business freedom" mean to you personally?
  • If your business ran perfectly without you, what would you do?
  • What's your ideal weekly schedule look like?
  • What are you not doing now because the business demands your time?

Vision & Goals

  • Where do you want this business to be in 3 years?
  • What would make this assessment worthwhile for you?
  • What's the one thing that, if we could solve it, would change everything?
  • How will you know when you've achieved "freedom"?

Why This Assessment Is Different

Experience-Based, Not Theory

John has built, scaled, and optimized businesses worth over $2B. These aren't academic frameworks—they're battle-tested strategies.

Freedom-Focused, Not Just Growth

We optimize for your personal freedom, not just business metrics. Growth without freedom isn't success.

Relationship-First Approach

We're building a long-term relationship. If we can't help you now, we want to be here when you're ready.

Network Leverage

Even if we can't solve your challenge directly, our network often can. We'll make introductions regardless of whether we work together.

Ready to Get Started?

The assessment is complimentary, but our calendar is limited. We only conduct 8-10 assessments per month to ensure each one receives our full attention.

What Happens Next:

  1. Complete the assessment request form (3-5 minutes)
  2. We'll review your submission and schedule within 48 hours
  3. Receive your pre-assessment package
  4. Attend your 90-120 minute session
  5. Get your written recommendations within 24 hours

Who This Is For:

  • Business owners doing $500K - $50M+ in revenue
  • Entrepreneurs feeling trapped by their success
  • Leaders ready to build systems, not just grow sales
  • Visionaries who want their business to work without them

Who This Isn't For:

  • Startups still finding product-market fit
  • Businesses in crisis requiring immediate intervention
  • Owners unwilling to invest in systems and people
  • Companies looking for quick fixes or magic bullets

[Request Your Complimentary White Glove Business Assessment →]

"The goal isn't to build a bigger prison. It's to build a business that sets you free."

— John Chiorando