The ACE Baseline Session is a comprehensive discovery process that maps your entire client journey, measures your operational maturity, and identifies the specific moments that shape client perception, loyalty, and referrals.
It's built on three core pillars: Story (what your clients believe about you), Systems (how consistently you deliver), and Strategy (how you turn experience into measurable growth).
The session is designed for business owners who are ready to turn intention into consistency. Founders who know their business is good but want to understand exactly how to make it scalable. Founders who are ready to step back from day-to-day operations and build systems that deliver excellence without constant oversight. Founders who want to understand their current state before making major decisions about hiring, pricing, or exit strategy.
It's the perfect entry point if you want clarity fast. Without a long-term commitment or massive investment. You get a complete picture of your business, a prioritized action plan, and the confidence to move forward.
ACE Baseline Session: Clarity in One Strategic Conversation
What You'll Receive
The Discovery Interview: Five Strategic Conversations
During the Baseline Session, we explore five core dimensions of your business through targeted questions and real-world examples:
1) The Story of Your Business
We uncover your origin story, what makes you different from competitors, and the narrative you want clients to believe about your business. This section clarifies your positioning and identifies gaps between your intended brand and your perceived brand.
2) Make It Magical
We identify the moments in your client journey that create genuine emotional connection. This section surfaces your signature experiences and the parts of your business that clients remember and talk about.
3) Make It Premium
We assess the signals that tell clients you're worth your price. This section identifies consistency gaps and the premium positioning elements that strengthen your valuation.
4) Make It Effortless
We map friction points in your client journey and identify operational improvements that simplify the experience. This is where we find the complexity. And where we find the solutions.
5) Experience Alignment
We evaluate whether every part of your client experience reinforces your brand promise. This section identifies where your actual delivery contradicts your brand values and where the disconnect is costing you loyalty.
The Baseline Report
(Delivered Within 5-7 Business Days)
Customer Journey Map
A visual overview of every touchpoint in your client journey, from initial awareness through advocacy. You'll see your entire business on one page.
Entry Scorecard
A baseline measurement of your business across Story, Systems, and Strategy dimensions. This scorecard becomes your reference point for measuring improvement over time.
Business Story Statement
A concise, compelling narrative that clarifies who you are, what you stand for, and the emotional experience clients can expect. This becomes your north star for all marketing and team communication.
Messaging Framework
Key messages, positioning language, and brand differentiators that you can use immediately in your marketing, sales conversations, and team communication.
Baseline Analysis
Detailed findings on your current state, including what's working well, what's creating friction, and where your brand promise and delivery are misaligned.
Priority Recommendations
Your top 3-5 recommendations for immediate action, prioritized by impact and feasibility. This is your action plan for moving from intention to consistency.
How the Baseline Session Works
Week 1: Pre-Session Preparation
We send you a brief questionnaire to gather context about your business, your ideal client, and your current challenges. This helps us prepare targeted questions and make the most of our time together. Takes about 15-20 minutes.
Week 1: The Discovery Session (2-3 hours)
We conduct a strategic conversation covering all five dimensions of your business. We ask specific, thoughtful questions designed to surface insights you may not have articulated before. This is where the real work happens.
Week 2-3: Analysis & Report Development
We analyze your responses, map your customer journey, develop your story statement, and create your baseline scorecard. We identify patterns, gaps, and opportunities. This is where we make sense of everything.
Week 3: Report Delivery & Debrief Call (1 hour)
You receive your complete baseline report. We schedule a 1-hour debrief call where we walk through your findings, answer questions, and discuss next steps. This call is your opportunity to understand your baseline and decide how you want to move forward.
What Becomes Possible
Your Brand Positioning
How your ideal clients actually perceive you versus how you want to be perceived. You'll understand your competitive differentiation.
Your Customer Journey
Every touchpoint from awareness through advocacy. You'll know which moments create emotional connection and where friction exists.
Your Operational Maturity
How consistently your team delivers the experience you intend. You'll know exactly what needs to evolve to scale.
Your Strategic Clarity
The 3-5 highest-impact improvements you can implement immediately. You'll know exactly what to do first and why it matters.
Your Next Steps
A clear roadmap for what to do next, whether that's implementing quick wins on your own or exploring a larger engagement.