ECG Review

ECG Review Structure (7.5 hours total)

A founder-friendly diagnostic to surface strategic priorities and unlock actionable growth.

1. Pre-Work & Discovery (1.5 hours)

Goal: Prepare for a focused, high-impact session.

• Client intake Google Form (link below): Captures goals, challenges, metrics and priorities.

• Desk research: Website, pitch materials, social channels, reviews and competitor scan.

• Hypothesis Development: ECG drafts 2-3 areas likely to need attention.
  
  

Output: A concise “pre-diagnostic brief” to guide the main session.

2. Diagnostic Session (2.5 hours)

Goal: Deep-dive workshop to assess strategic health and surface priorities.

• Participants: ECG lead, Founder/CEO, and one key functional leader.

• Format: Zoom or in-person workshop.

• Framework:

  • Energy – team dynamics, customer engagement, resource alignment

  • Clarity – value proposition, leadership focus, performance metrics

  • Growth – scalability, systems, brand, adaptability

• Tools: Guided questions + scoring exercise (0-10 for each dimension).

• Outcome: Raw ECG Score + qualitative notes + surfaced priorities.

3. Analysis & Report Creation (3 hours)

Goal: Translate insights into a clear, actionable roadmap.

• Review notes and scoring data

• Identify 3-5 “vital signs” (strengths and risks).

• Draft a Strategic Action Plan:

  • Short-term wins (next 90 days)

  • Medium-term priorities (6–12 months)

  • Longer-term opportunities (beyond 12 months)

Output: A 3–4 page PDF report including:

• ECG Scorecard (visual summary).

• Diagnostic summary: Clear narrative of findings.

• Action plan: Bullet-pointed, practical, and tailored to the business.

4. Follow-Up Call (0.5 hour)

Goal: Align on next steps and support implementation.

• Walk through the report.

• Refine priorities.

• Discuss implementation options.