Sample report · every report follows this format
Harbor & Vine Catering
Hospitality / Food & Beverage · 2-5 years · Prepared April 2026 · Generated in 94 seconds
48% · 38/80
Growth StageSTUCK
The business works, now it needs systems that work without you in the room. Circular, no growth. Revenue exists but flat. Operations chaotic.
Strongest
Customer Service · 100% | Sales Strategy · 70% | Financial Review · 50%
Biggest gaps
Cash Flow Systems · 10% | Technology · 10% | Innovation · 40%
In the owner's words
"Revenue is decent but cash swings hard between seasons, and I’m the bottleneck for everything from invoices to scheduling."
The three highest-leverage moves
If you only do three things. Selected by score and industry weighting; the full report explains why each move, why now.
01Cash Flow Systems
10% · 1/10
Without a forecast, one slow month can become a crisis you never saw forming.
You told us: Revenue is irregular / seasonal. The steps below account for it.
This week
Build a 13-week cash forecast straight from bank actuals, one afternoon, one spreadsheet.
By day 30
Automate invoice reminders and tighten terms with your slowest payers.
By day 90
Hold 8+ weeks of operating cash, with the forecast reviewed every week.
From the library: 13-Week Cash Forecast sheet
Manual work is quietly capping your capacity. You can’t hire your way out of it at this margin.
You told us: Invoicing and billing. The steps below account for it.
This week
List your five most repetitive tasks. Automate the easiest one this week.
By day 30
Automate invoicing or scheduling end to end, pick the one that eats more hours.
By day 90
One core workflow fully automated, with hours saved measured monthly.
From the library: Automation Quick-Start map
The business currently lives in your head. Every vacation, illness, or hire tests that.
This week
Write the SOP for your single most repeated task, today, one page.
By day 30
Document the five processes only you can do. Delegate two of them.
By day 90
Core processes documented, assigned to a name, and measured.
From the library: SOP-in-an-Hour worksheet
THE FULL 14-PAGE PDF
Cover · Executive summary · Score dashboard with the format journey · Your business at a glance · Eight dimension deep dives with strength/risk framing and your follow-up answers quoted · The three highest-leverage moves · Your 90-day Dynasty Roadmap, week by week · Assumptions, limits, and what's next. Footer on every page: "Dynasty Engine · Confidential".