Compass Check
Start where you are — gain a clear sense of direction.
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Compass Check is a high-level organizational review designed for solopreneurs and small nonprofits who know something’s off but aren’t sure where to begin. If your workflows feel chaotic, your tools are all over the place, or your team is constantly reinventing the wheel — this is your first step toward clarity.
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We’ll take a bird’s-eye view of how your operations are (or aren’t) working, highlight the biggest friction points, and point you toward what to tackle first — and what might take more time and effort to fix.
Best for—
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Leaders and small teams who need clarity on:
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A 60-minute strategic session to walk through your current systems
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A high-level snapshot of what’s working, what’s not, and what needs attention
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A simple summary of priority focus areas across your org
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A rough effort estimate (light, moderate, or heavy lift) for each area
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Optional: 30-minute Q&A follow-up to discuss your next step
FAQs
Q: What if I don’t know what’s wrong—is this still for me?
Absolutely. Compass Check is designed for moments of uncertainty. You don’t need to have answers, just a sense that something feels off.
Q: Will I get a written report or action plan?
You’ll receive a summary of key friction points, priority areas, and effort estimates. If you’d like a more detailed action plan, that can be added as an optional upgrade.
Q: Can I book this before deciding on a bigger engagement?
Yes! Compass Check is often the first step before a Landmark Refresh or North Star Buildout. It helps you (and me) assess readiness and scope.
Q: Is this a good fit for early-stage founders or creatives?
Definitely. It’s especially helpful if you’re building something new and want to avoid common systems pitfalls.
