iii Partners Diagnostic Process and Operational Baseline

The iii Partners diagnostic is a short, fixed-scope engagement that instruments a business and produces a countersigned operational baseline — the foundation on which every improvement claim and fee is built.

Why the Diagnostic Exists

iii Partners is paid for improvement, not for software. That accountability model only works if there is a documented, agreed starting point. Without the before, there is no legitimate basis for measuring or charging for the after.

The diagnostic is that before.

What the Diagnostic Covers

Over approximately two weeks, the diagnostic instruments the business and produces a countersigned baseline across five dimensions:

• Revenue — current run-rate and trend
• EBITDA — absolute and margin
• Headcount — total and by function, with cost mapped to process type
• Sales cycle — length and conversion at each stage
• Owner dependence — which decisions and processes require the owner or a key individual

How It Is Structured

• Fixed scope — no open-ended engagement
• Fixed duration — approximately two weeks
• Risk-reversed — the diagnostic is designed to surface the truth, including if the lift is not real
• Countersigned — both parties agree the baseline before deployment is considered

What Happens After the Diagnostic

Two outcomes are possible:

1. The diagnostic shows real lift is available → iii Partners proposes a deployment scoped to the identified opportunity 2. The diagnostic does not show sufficient lift → No deployment is proposed; the client has a documented operational baseline at low cost and risk

Deployment never proceeds on hope — only on evidence produced by the diagnostic.

The Baseline as an Asset

The countersigned baseline is not just an internal document. It becomes the reference point for:

• Board reporting during deployment
• Fee calculations tied to improvement
• Any performance or equity alignment terms
• The final measured before-and-after that documents value created

Start the Process

The diagnostic follows the initial twenty-minute conversation. Book that conversation at [cal.com/iii/iii-partners-demo](https://cal.com/iii/iii-partners-demo) or email scott@iii.partners.