Our Evaluation Process
A 3-Week Timeline
We do not believe in open-ended, slow-moving consulting engagements. We run a rigorous, fast-paced three-week diagnostic sprint to test your product portfolio and deliver clear, actionable results.
Week 1: Portfolio Dissection & Material Audit
The goal of this week is to examine your physical assets and audit their cultural placement.
· Day 1–2: Asset Inventory & Deep Dive: We physically and visually analyze your current product lines, versions, and configurations. We look closely at their materials, form factors, and spatial presence.
· Day 3–4: Contextual Mapping: We study your lineup through the lens of material culture and design history. We map exactly where your products sit in today's visual landscape and look for hidden gaps your competitors are missing.
· Day 5: Touchpoint Evaluation: We look at how your products are presented, packaged, and experienced at every key customer touchpoint to verify brand authenticity.
· Client Homework (Day 2): Provide your brand guidelines, customer journey maps, and high-resolution images or samples of your current product catalog.
Week 2: Financial Stress-Testing & Pipeline Engineering
The goal of this week is to ground your product ecosystem in hard economic reality.
· Day 6–7: Spreadsheet Alignment: We look past aesthetics to trace your products directly onto your balance sheet. We audit your revenue models, margins, and sales goals.
· Day 8–9: Bottleneck Identification: We map your production and operational workflows to identify specific friction points, supply chain pressures, or capital risks that are eating into your margins.
· Day 10: Scenario Modeling: We run numbers-driven simulations to see how modifying, cutting, or expanding specific lines will affect your overall cash flow.
· Client Homework (Day 7): Provide your current unit economics, production bill of materials (BOM), margin data, and sales performance by product SKU over the last 12–24 months.
Week 3: Sequencing Your Roadmap to Market
The goal of this week is to turn our findings into a highly structured, sequential blueprint.
· Day 11–12: Synthesizing Strategy: We lock together our cultural insights and financial data. We build distinct, creative tactics designed to give your team a measurable advantage on the playing field.
· Day 13–14: Blueprint Assembly: We engineer a clear, phased launch and release roadmap that sequences your future product pipeline over the next 12 to 24 months.
· Day 15: Strategic Hand-off: We present your final evaluation. You receive a concrete framework showing exactly how to unlock your margins and maximize your cultural depth.
· Deliverable (Day 15): You receive the Modern XYZ Product Diagnostic Blueprint, containing your portfolio audit results, margin-optimization model, and a phased 24-month roadmap sequence.
Customized Deliverables & Timeline
All of the above can be customized to meet your needs.