ACE Baseline Assessment
More Referrals.
Stronger Retention.
A Client Experience
Worth Talking About.
These are not aspirations. They are the outcomes of a consistently excellent client experience. The ACE Baseline Assessment gives small business owners a clear, honest picture of where their experience stands today. What is working, what is quietly costing them clients and referrals, and where the gaps are between the experience they intend to deliver and the one clients actually have. What you discover here becomes the foundation for everything you build next.
What This Assessment Covers
Your Story
Origin, mission, brand identity, competitive differentiation, and how clients perceive you today.
Magical Moments
The signature experiences and emotional connections that make clients stay and refer.
Premium Positioning
How well your pricing, branding, and delivery signal the value you provide.
Effortless Experience
Where friction, delays, and operational gaps are costing you client confidence.
Experience Alignment
Whether your brand promise and your actual client experience are telling the same story.
What You Receive
Your Business Story Statement
A crafted narrative that articulates who you serve, the problem you solve, what makes you uniquely positioned, and the transformation clients experience. Ready to use across your marketing and team.
Messaging Framework
Four ready-to-use language assets: a primary headline, a 30-second elevator pitch, a value proposition statement, and a client transformation statement. All written in your brand voice.
Client Journey Map
A visual map of your client experience from first contact to long-term advocacy, with key touchpoints, emotional highs, and friction points identified at each stage.
Gap Analysis
A clear breakdown of what is working well, what needs attention, and what is missing entirely, across all five dimensions of your client experience.
Strategic Recommendations
Prioritized next steps organized by impact and timeline, so you know exactly what to address first, what to plan for, and what to build toward over the next 90 days.
Baseline Score
A scored snapshot of your client experience across five dimensions, establishing a measurable starting point you can track and improve against as your business grows.
What's the Next Step?
What's the Next Step?
The next step is a conversation, not a sales pitch. We will spend 45 to 60 minutes together, and the whole point is clarity: for you and for me. I want to understand your business, your goals, and whether the Baseline is genuinely the right fit for where you are right now. If it is, I will walk you through exactly what the assessment covers, what you will receive, what the investment looks like, and what working together actually means. By the end, you will have everything you need to make a clear, confident decision, on your own terms, in your own time.
What to Bring to the Call
A clear sense of the experience you want to deliver and where you feel it is falling short.
Openness to an honest conversation. The more candid you are, the more useful the output.
Any questions you have about the process, the deliverables, or the investment.
If You Decide to Move Forward
If You Decide to Move Forward
If the Baseline Assessment is the right fit, here is what happens next:
Receive the Proposal
You receive a clear, detailed proposal outlining the scope, investment, and timeline. Review it at your own pace.
The Baseline Questionnaire
You will complete 48 questions covering your business story, client journey, brand positioning, and where friction currently exists. This is not a test. The more honest you are, the more useful the output. Plan for 60 to 90 minutes.
Your engagement timeline begins upon submission.The Discovery Session
We meet to review your answers together, go deeper on the areas that matter most, and identify the patterns in your experience that are either building loyalty or quietly eroding it.
1–2 hours, scheduled togetherReport Preparation
We build your Baseline Report: a professionally designed document capturing your business story, messaging framework, client journey map, gap analysis, and strategic recommendations.
Delivered within 7 business daysReport Walkthrough
We meet to walk through your report together. You leave with full clarity on what is working, what needs attention, and a prioritized roadmap for what to build next.
60 minutes, scheduled after delivery