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Existing Business Audit

Audit Your Business To Understand Its Whole Health

Success is not final; failure is not fatal: it is the courage to continue that counts.

Problem

There aren’t enough butts in seats, turnover is high and staffing options seem to be sparse, prime costs continue to rise, yet menu prices seem to be capped.  It’s like being in quicksand - the harder you fight the worse it gets.
 

Value

You know how important a fresh set of eyes can be when solving problems in your restaurant. The same is true for the Whole Health of your business.  Having worked across dozens of models, hundreds of businesses, and thousands of people, we have the ability to break the industry standard that does not and never has served you.
Deliverables

  • Document and Information Discovery Checklist

  • Document and Information Assessment & Feedback

  • SWOT (Strengths, Weaknesses, Opportunities, Threats) Assessment

  • Financial Review, including PPA and Guest Counts

  • First 30 item Action Plan

  • Turnover Analysis

  • Employee benefits analysis

  • Three (3) 38-Minute Virtual Video Meetings

Timeline and Price Range

  • 6-day turnaround $7200

  • 18-day turnaround $4500

Solving Problems To Improve The Whole Health Of Your Business 

Success is not final; failure is not fatal: it is the courage to continue that counts

Problem

There aren't enough butts in seats, turnover is high and staffing options seem sparse, prime costs continue to rise, yet menu prices seem capped.  It's like being in quicksand - the harder you fight the worse it gets.

Value

You know how important a fresh set of eyes can be when solving problems in your restaurant.  The same is true for the Whole Health of your business.  Having worked across dozens of models, hundreds of businesses, and thousands of people, we have the ability to break the industry standard that does not and never has served you.

 

Deliverables

  • Document and Information Discovery Checklist

  • Document and Information Assessment & Feedback

  • SWOT (Strengths, Weaknesses, Opportunities, Threats) Assessment

  • Financial Review, Including PPA & Guest Counts

  • First 30 Item Action Plan

  • Turnover Analysis

  • Employee Benefits Analysis

  • Three (3) 38-Minute Virtual Video Meetings

 

Timeline & Price Range

  • 6-Day Turnaround: $7,200

  • 18-Day Turnaround: $4,500

 

Program Details

Step 1

  • Request for documents & information 

    • We will provide you with our Document and Information Discovery Checklist

    • We will create a shared Google Drive folder

    • You will provide a copy of all of the documents requested that you have into the Google Drive folder

    • You can respond directly on the Document and Information Discovery Checklist for all of the items that are questions requesting information not documents.

 

Step 2

  • We will provide document and information assessments and feedback to let you know the value of what you already have and the gaps that will need to be filled based on what you don’t have.

 

Step 3

  • We will provide a comprehensive SWOT (Strengths, Weaknesses, Opportunities & Threats) Analysis based specifically on your brand.  The factors for the SWOT Analysis include:

    • Concept​​

      • Style of service

      • Menu / Food

      • Ambiance / vibe

    • Brand

      • Mission / Values / About

      • Customer Archetypes

    • Operations

      • Handbook

      • Onboarding / Training

      • SOPs

      • Tech services

    • Financials

      • Menu Pricing

      • PPA

      • Guest Counts

      • Budgeting

      • Investing In Your People

    • Location

      • Size and Scope of Your Space

      • Capitalization

      • Occupancy Cost

    • Marketing

      • Content / Digital Presence

      • Engagement 

      • Website

 

Step 4

  • Action Plan – From the document and information assessment as well as the SWOT Analysis, we will create your Action Plan with your first 30 items to take moving forward

 

Step 5

  • We will have three 38-minute meetings

    • One to kick off the process

    • One to recap the Document and Information Discovery process

    • One to present your SWOT Analysis and Action Plan

 

What's Next?

  • Following the first five steps, this is the point in time where we will decide what services you need, what services you want, and what our next scope of work would look like in terms of time and investment.