People, roles, and decision authority
Business DNA
The living map at the heart of your business
Your Business DNA is the organized, documented understanding of how your business truly works. We discover the knowledge scattered across people, files, systems, decisions, and routines — then bring it together into one living, navigable whole.
What a Business DNA maps
Your Business DNA looks across the whole organization — not just the parts that are already written down — to surface how the business appears to operate and where it depends on memory alone.
Systems, tools, and knowledge sources
Workflows and day-to-day routines
Communication and hand-offs
Documentation health and coverage
Contradictions, gaps, and risks
Why it matters
When your business knowledge is visible and organized, everything downstream gets easier — delegation, hiring, quality, growth, and any responsible use of AI. The map comes first; confident decisions follow.
See the full process- A clear picture of how your business actually operates today.
- Reduced founder dependency, so the business no longer lives in one person’s head.
- Dependable delegation, onboarding, and continuity.
- A responsible, well-grounded view of where AI could genuinely help.
How your Business DNA takes shape
Your Business DNA is delivered as a progression, each tier building on the one before it. Start with the Business DNA Portfolio — our standard, foundational deliverable and the centerpiece: a premium, branded living document your business grows with — then continue as far as makes sense.
- 01
Business DNA Foundation Audit
“See how your business actually works.”
Starting at $397
What you receive
- Business DNA Portfolio Report — a structured report on how your business operates, where knowledge lives, what’s working, and where gaps exist
- Business DNA Map — a visual map of roles, systems, workflows, decisions, dependencies, and risks
- Findings and prioritized recommendations — organized by urgency (immediate, foundational, future)
- Business DNA Rx — practical actions you can begin immediately
- AI readiness guidance — where AI could help and what needs documentation first
- A findings review session with Megan
The Foundation Audit examines business identity & direction, roles & responsibilities, workflows & operations, knowledge & documentation, technology & AI readiness, and risk & relational integrity.
Best for: Owners who want a clear, evidence-informed understanding before deciding what to change.
- 02
Foundation Audit + Action Plan
“A clear roadmap for what to do next.”
Starting at $897
Everything in the Foundation Audit, plus
- Prioritized workstreams grouped by related area
- A phased implementation sequence — what to do first, next, and later
- Specific action steps with roles and ownership
- Dependencies and decision points
- A suggested timeline based on urgency and capacity
- Measures of progress
- Recommended tools, templates, and resources
- An Action Plan review session
Best for: Owners who want a clear roadmap but plan to implement it themselves or with their team.
- 03
Foundation Audit + Action Plan + Transformation Partnership
“A partner to carry the work through.”
Starting at $1,997
Everything in the Foundation Audit and Action Plan, plus hands-on transformation partnership support
- Business knowledge organization — folder architecture, workspace setup, naming conventions
- Documentation development — SOPs, process guides, checklists, role descriptions
- Workflow clarification and redesign
- Roles and decision-authority definition
- AI readiness and AI-supported system development
- Workspace or system setup
- Templates and working resources
- Review, testing, and refinement
- Adoption and handoff/training
- Human checkpoints throughout — final decisions always belong to Megan
The Transformation Partnership is custom-scoped — a detailed proposal is provided before any work begins.
Best for: Owners who want a partner to carry the work through.
All engagements are custom-scoped. Pricing shown is a starting estimate; a detailed proposal is provided before work begins.
The Transformation Partnership is custom-scoped, starting at $1,997, with a detailed proposal provided before any work begins. See the full breakdown on theservices page.
Start with a free Business Snapshot
A short, no-pressure entry point — a 10–15 minute online assessment. You share a little about your business and receive a personalized summary and email follow-up. It is not the full Business DNA Portfolio, but it is a clear, honest place to begin.
Ready to map your Business DNA?
Whether you start with a Snapshot or a conversation, we'll meet you where you are and help chart a practical path forward.
Start a conversation