The engagement

No cookie-cutter program. A process that starts with your reality.

Every business is different, so every engagement is tailored — but the discipline behind them is the same. Here's exactly what happens from the moment you reach out to the day your goals are met.

300+businesses served nationwide
Top 1%consultant recognition
2×1written net-profit guarantee
Step by step

From first contact to delivered profit

Qualifying conversation

You complete a short application about your business — size, industry, challenges, goals. Within one business day we call to talk it through. If we're not the right fit, you'll hear it immediately, along with where to look instead.

Free working consultation

A real conversation about your numbers, your operations, and what "fixed" would look like — not a slideshow about us. You leave with at least one insight worth acting on, whether or not we go further.

Immersive discovery

On-site, inside your business: floor walks, ride-alongs, interviews with your key people, and a deep audit of your numbers. We find where money leaks, where time disappears, and which constraint is holding everything else back. Every finding is priced in dollars per year.

Findings & guarantee (scope of work & budget)

You get the full picture: what we found, what each problem costs, what fixing it is worth, and the sequenced plan. This is where the 2×1 guarantee goes in writing — at least $2 of net profit for every $1 of consulting investment.

Hands-on implementation

We develop the strategies and implement the software, hardware, processes, systems, training and coaching required to complete the deliverables — within your budget and your resources. Then we execute the plan with you, week after week, until the changes hold on their own.

Results & release

Progress is measured in your financial statements, not our reports. When the goals are reached and your team runs the new machine without us, the engagement winds down — and your business keeps the muscle.

The Next Level Consulting Method

Every business breaks in one of three places. I check all three.

People, process, product. I look at who is running the company and how, at how the work actually gets done and what it costs, and at whether what you sell is worth what you charge. Then we fix whatever is costing you the most, first.

The Next Level Consulting Method PEOPLE: Leadership and Management, Roles and Training, Team Morale. PROCESS: Efficiency, Systems and Technology, Financial Control. PRODUCT: Quality, Market Fit, Pricing and Packaging. All three built around your business at the centre. PEOPLE PROCESS PRODUCT YOUR Business PEOPLE Leadership and Management Roles and Training Team Morale PROCESS Efficiency Systems and Technology Financial Control PRODUCT Quality Market Fit Pricing and Packaging

PEOPLE

  • Leadership and Management
  • Roles and Training
  • Team Morale

PROCESS

  • Efficiency
  • Systems and Technology
  • Financial Control

PRODUCT

  • Quality
  • Market Fit
  • Pricing and Packaging
This is what gets examined in a discovery.
A client CEO at his war-room wall, where problems are priced and assignedClient's business

A client's war room: every problem named, priced and assigned to someone.

What makes it different

We treat the problem — not the symptom.

Late jobs, thin margins, turnover, and chaos are symptoms. Underneath are a handful of root causes: unclear structure, unmeasured work, unpriced risk, and an owner doing five jobs. Discovery finds the causes; implementation removes them.

  • Meet people where they are. We listen before we prescribe — to you and to your team.
  • Do the right thing. If we're not the right investment for you, we'll say so before you spend a dollar.
  • Create better, together. Solutions are co-built with your people, so they survive after we leave.
  • Priced in dollars. Every recommendation carries its cost and its payback. You always know why we're doing what we're doing.
Engagement FAQ

Common questions

How much time will this take from me and my team?
Discovery mostly uses our time, not yours — we observe your operation working normally. During implementation, plan on a weekly working session with your management team plus the follow-through your managers own. The engagement is designed to give you hours back, not take them.
Is it one consultant or a team?
You work directly with Armando Juarez — an accredited consultant who has served hundreds of companies — not a junior analyst assigned after the sale. That's a deliberate choice about quality, and it's why we're selective about the clients we take.
Remote or on-site?
Both. Dallas–Fort Worth clients get regular on-site work. National clients combine on-site immersion visits with weekly remote working sessions — a format we've used to run successful engagements across the country.
How does the consulting compare to hiring a COO?
A capable COO costs well into six figures a year, and hiring one into a company without systems usually fails. An engagement builds the systems, develops your people, and often makes the eventual leadership hire smaller, later, or unnecessary.

Every dollar you invest returns at least two in net profit. Guaranteed.

That is our 2×1 guarantee. Complete the short qualifying application and get a free, no-obligation business assessment with an accredited consultant.

Start your free assessment