The Discovery Assessment — How It Works

A focused 4-week audit of your F&B operation — current-state map, prioritized recommendations, and a written deliverable you own.

A 4-Week Engagement, End to End

Each week has a defined deliverable and a clear handoff — so you always know what's been learned, what's been decided, and where we go next.

Week 1

Current-State Audit

Data request, P&L / PLU / item-mix review, on-site or virtual walkthrough of the operation.

Week 2

Findings Synthesis

SWOT analysis, performance bottlenecks, and untapped revenue mapped end-to-end.

Week 3

Prioritized Recommendations

Ranked by revenue impact × implementation effort, scoped into a 90-day action plan you can run.

Week 4

Written Deliverable

Executive report, 90-day action plan, and a 1-year growth roadmap — yours to keep and execute against.

A Glimpse at What Comes Out

The Discover Assessment closes with a written deliverable you keep. Here are two examples of what that looks like for an Orlando operator.

Sample Deliverable

90-Day Menu Engineering Plan

Item-mix redesign, pricing review, and layout & merchandising changes — sequenced week-by-week so the kitchen and the front of house can run it together.

Sample Deliverable

Tech-Stack Audit

A point-of-sale, reservations, online ordering, loyalty, and back-of-house review — with a replace / keep / integrate verdict for every tool, and a phased migration path.

Before You Book — Common Questions, Answered

The four objections we hear most from operators considering the Discovery Assessment, answered straight.

Is the 4-week time commitment going to pull my team off the floor?

No. The Discovery Assessment is designed to run on our side, not yours. Across the full 4 weeks, expect roughly 3–5 hours of operator time total: a 60–90 minute kickoff call, a single on-site or virtual walkthrough, and a 60-minute final read-out where we hand you the written deliverable. Your team stays on the floor; we pull the data, do the analysis, and package the findings.

Why $2,500 — and what does that cover?

$2,500 is a flat fee that covers the entire 4-week engagement end to end: the current-state audit, on-site or virtual walkthrough, SWOT analysis, the executive report, the 90-day action plan, and a 1-year growth roadmap. There are no hourly add-ons, no scope creep, and no surprise invoices. Unlike hourly consultants who bill for every email and follow-up call, our fee buys a defined deliverable — measurable, prioritized, and yours to keep.

I'm an independent operator — what do I actually walk away with?

A written deliverable you can run with your existing team, without retaining us. Specifically: a prioritized list of revenue-impact recommendations, a 90-day action plan sequenced week-by-week, and a 1-year growth roadmap. Every recommendation is sized by expected impact and implementation effort, so your team knows exactly what to tackle first and what to defer. You own the document; you decide how (or whether) to continue.

How is this different from the generic restaurant consultant I could hire?

Generic consultants sell time. We sell deliverables. The Discovery Assessment is anchored to your P&L — every recommendation ties back to a line item with an estimated revenue or margin impact, not a vague best-practice list. Recommendations are prioritized by impact × implementation effort, so independent operators can act on them without a retained engagement. And the output is a written report you own, not a deck that disappears after the engagement ends.

What happens after the 4 weeks if I don't want to continue?

Nothing is automatic. The Discovery Assessment has no auto-rollover and no contractual lock-in to a longer engagement. At the end of Week 4 we hand off the written deliverable, and from there the next step is entirely your call. Some clients retain us to implement the 90-day plan; others run it with their team and circle back months later. You're not committing to anything beyond the $2,500 assessment. For operators who want the 90-day plan executed instead of handed off, see our Implementation track.

Ready to See What's Possible?

Email us to book your Discovery Assessment call — we'll confirm fit, scope the asset list, and kick off Week 1.

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