Find the gap. Then run what closes it.
Ten scored assessments show where the business breaks. Custom AI apps run the fix on your standard, not a generic template. Plus the books behind the thinking.
The whole business on one page.
Business Assessment
Operational health across all seven elements of the Vertex Business Ecosystem. This is the baseline every result we contract to is measured against.
- WhoOwners and senior leaders
- TimeAbout 10 minutes
- OutputA seven element scorecard of the strongest and weakest parts of the business
Score first. Then decide.
Most owners start with the Business Assessment, see which two elements are dragging the rest, then run the deeper assessment on those two.
You can also skip straight to the one that matches the problem keeping you up. Your results are yours either way.
You cannot fix what you have never measured.
One assessment for every problem we hear.
Supplier Clarity Assessment
Maturity of vendor and subcontractor management across six pillars and four maturity tiers.
- WhoOwners, prime contractors, operators with vendor networks
- TimeAbout 7 minutes
- OutputMaturity tier, exposure points, cost of misalignment band
Operational Readiness Assessment
Maturity of the core operating systems: roles, SOPs, KPIs, scorecards, battle drills, and accountability.
- WhoOperations leaders and process owners
- TimeAbout 7 minutes
- OutputMaturity tier, where it breaks, key person and scalability risk read
Vision Clarity Assessment
How clearly each person understands the direction and what success actually looks like.
- WhoThe entire team
- TimeAbout 7 minutes
- OutputA clarity reflection of alignment against misalignment
Belief Assessment
The beliefs, behaviors, and standards actually operating across the organization.
- WhoThe whole team
- TimeAbout 7 minutes
- OutputA read on the culture beneath the surface
Executive Leadership Assessment
A leader's natural style, and which of the eight Behavior Traps are limiting their impact.
- WhoOwners, executives, managers, supervisors
- TimeAbout 10 minutes
- OutputLeadership archetype profile and limiting habits
Sales Compass & Archetypes
Sales system alignment, pipeline discipline, and seller archetype.
- WhoSales leaders, reps, revenue owning owners
- TimeAbout 8 minutes
- OutputSales alignment score, pipeline read, seller archetype
Market Positioning Assessment
Maturity of differentiation, messaging, brand authority, market presence, and demand generation.
- WhoOwners and marketing or BD leaders
- TimeAbout 7 minutes
- OutputInvisible, Commodity, Differentiated, or Category Leader
Customer Engagement Assessment
Maturity of customer relationships, retention, loyalty under friction, and referral systems.
- WhoOwners and customer facing teams
- TimeAbout 7 minutes
- OutputTransactional, Reactive, Engaged, or Advocacy Driven
Innovation, Technology & AI Assessment
Readiness across technology foundation, data, automation, AI adoption, team capability, and governance.
- WhoOwners and leaders responsible for systems and tools
- TimeAbout 7 minutes
- OutputMaturity tier, where you are behind, competitive and wasted investment risk
Financial Performance Assessment
Visibility and discipline around margins, cash flow, and KPIs.
- StatusComing soon
What runs the business after we leave.
TruBid Agent
A custom AI Agent for plumbing companies, built on your own pricing, labor rates, and bid rules. Reads the plan set, runs the takeoff, hands back an itemized bid.
- Built forPlumbing companies doing estimating and takeoffs
- Standing$399 per seat, per month
TruVantage CRM
An AI powered CRM for higher education, nonprofits, and mission driven organizations. Seven pipelines in one platform, with every outbound message drafted by AI and approved by a person.
- Built forHigher ed, nonprofits, mission driven organizations
- StandingZero automatic sends. Every message needs a human's approval
NextEdge Resume
A resume builder from a 25 year Fortune 500 recruiter. Answer a few questions and get an ATS optimized resume, interview prep, and a recruiter's tip sheet in minutes.
- Built forJob seekers, from first resume to career change
- Standing$14.99 self serve, or $149 for a hands on rebuild
Vertex Performance Hub
Live scorecard performance, so owners and managers see the numbers as they move instead of waiting for month end.
- Stand upScoped after the assessment
The thinking behind the system, in print.
The Vertex System
How leadership, culture, standards, and SOPs connect to scorecards, meetings, and accountability, and what it takes to make the standard hold when the owner is not in the room. The whole system, written down.
Every framework on this site comes from this book.
Published on Amazon
Chaos to Clarity
A leadership playbook to take your business from chaos to clarity while scaling sustainable growth.
Accelerating Business Performance
The Vertex Ecosystem applied to growth and sustainability.
The Kaizen Approach
Building a culture of continuous improvement that actually continues.
The AI Revolution in Hiring
What AI changes about recruiting, and what it does not.
Revolutionizing Government Contracts
Using AI to compete for federal work.
Mastering Government Contracts
A proven path through the federal contracting process.
Score it, then let's talk about what the score means.
Bring your results to a Discovery Session. We will walk them together and tell you straight what we would do first.
Book a Discovery Session