5-DAY ENGAGEMENT

Know Exactly What's Broken in Your CE Environment — and How to Fix It

The CE Health & Risk Assessment delivers a complete risk map, a priority fix sequence, and a 90-day execution roadmap — all in 5 business days.

Request Assessment Scope → Book a Call First

DELIVERABLES

Complete Risk Clarity in 5 Days

Every deliverable is scoped before we begin. You receive the full package on day five — no extended timelines, no vague next steps. For many clients, this assessment marks the beginning of an ongoing retainer relationship, with a clear roadmap already in hand.

Top risks ranked by business impact — not opinion
Priority fix sequence (what to tackle first, second, third)
90-day execution roadmap your team can follow independently
Quick-win list for immediate operator relief
Leadership summary deck for stakeholder alignment
One debrief call to walk through findings

BEST FIT FOR

Is the Assessment Right for You?

If any of these situations sound familiar, a 5-day diagnostic is the fastest path forward.

🏚️

Inherited a Broken Deployment

You took over a CE environment you didn't build. Things work "mostly" but forecast meetings are tense and nobody trusts the data.

📈

Preparing for Growth

You're about to add staff, launch a new module, or sign bigger deals. The last thing you want is for CE instability to derail expansion.

🚧

Hit a Wall Post Go-Live

The implementation went live but performance never matched expectations. You need clarity on what went wrong before you invest more.

HOW IT WORKS

5 Days to Full Clarity

Intake Call (Day 1)

Structured discovery of your CE environment, team structure, and top reported pain points. No prepared presentations needed.

Environment Analysis (Days 1–3)

We work through your CE configuration, workflows, plugins, integrations, and data model to map every risk.

Findings + Roadmap (Days 3–4)

We build the risk register, priority sequence, and 90-day execution roadmap.

Debrief Session (Day 5)

We walk through everything together, answer questions, and align on immediate next steps.

What's Included

Contact for pricing

Every engagement is quoted to your situation — scope confirmed before anything begins.

5-day delivery
Remote delivery (all time zones)
Fixed scope — no surprise extensions
Post-debrief email with all deliverables
Risk register + priority fix sequence
90-day execution roadmap
Leadership summary deck

Request Assessment Scope →

Send "ASSESSMENT" to wgolden@goldenconsultingpartners.com and we'll return intake steps within 1 business day.