Founding Client Program

The Founding Client Program — $5,000

A comprehensive 90-day engagement built on the full 60-day IPGA diagnostic, designed to identify where profit, efficiency, growth, and enterprise value may be getting lost. Limited to 3 slots per vertical. Open to all established businesses.

Who Qualifies?

Designed for Established, Operating Businesses

The Founding Client Program is open to all established businesses — no revenue restrictions. Limited to 3 slots per vertical.

Strong candidates typically have:

  • Multiple employees, teams, functions, customers, products, services, or operating processes
  • Enough organizational complexity that financial or operating inefficiencies may be difficult to see from headline financial statements alone
  • Leadership actively involved in the business
  • Usable financial and operating data
  • A willingness to give MyGridline reasonable access to relevant information
  • Leadership willing to participate in interviews and review findings
  • A desire to improve profitability, efficiency, growth, decision-making, risk management, or enterprise value

Not designed for:

  • Companies requiring emergency turnaround support
  • Insolvent businesses
  • Businesses facing imminent closure
  • Companies without usable financial or operating information
  • Leadership teams unwilling to participate

This program is for healthy businesses seeking better performance — not companies in crisis.

What Problem MyGridline Solves

A Healthy Business Can Still Be Leaving Significant Value on the Table

Most business owners know revenue and profit, but they may not know exactly:

Where margin is leaking

Which customers, products, services, locations, or activities are underperforming

Whether overhead has grown faster than productivity

Where working capital is tied up

Whether pricing reflects the real economics of the business

Which processes are creating unnecessary cost or delay

Where growth is constrained

Whether capital and headcount are being deployed efficiently

Which risks management is underestimating

Which initiatives would create the greatest financial return

MyGridline studies the company across financial, operational, growth, risk, and strategic dimensions to identify where value may be getting lost and what leadership should prioritize next.

What Happens During the 60-Day IPGA Diagnostic

Three Phases. Sixty Days. A Clear Roadmap.

Days 1–15

Understand

Client Experience

  • • Provide financial and operating data
  • • Participate in leadership interviews
  • • Establish baseline KPIs
  • • Review the business model, reporting environment, organizational structure, and current priorities

MyGridline Is Looking For

  • • Reporting gaps
  • • Performance patterns
  • • Margin trends
  • • Data inconsistencies
  • • Operational friction
  • • Management bottlenecks
  • • Areas requiring deeper analysis

Days 16–40

Analyze

Client Experience

  • • MyGridline conducts deeper analysis across the areas most relevant to the company.

MyGridline Is Looking For

  • • Profit leakage
  • • Efficiency opportunities
  • • Cash opportunities
  • • Growth opportunities
  • • Productivity gaps
  • • Underperforming activities
  • • Misallocated resources
  • • Management and reporting weaknesses
  • • Material risk exposure

Days 41–60

Prioritize & Build the Roadmap

Client Experience

  • • Findings are consolidated
  • • Opportunities are quantified where data supports it
  • • Initiatives are ranked
  • • Expected impact is estimated
  • • Recommended actions are sequenced
  • • Execution roadmap is created
  • • Executive presentation is prepared

MyGridline Is Looking For

  • • At Day 60, MyGridline presents the findings, opportunities, priorities, recommendations, expected impact, and recommended strategy to leadership.

What You Receive

Tangible Deliverables. Actionable Roadmap.

Executive Findings Report
Baseline Performance Assessment
Financial Performance Analysis
Operational Performance Analysis
Growth Opportunity Assessment
Material Risk Observations
Identified Profit Leakage
Identified Efficiency Opportunities
Identified Growth Opportunities
Quantified Opportunities Where Data Supports It
Priority Ranking
Recommended Actions
Expected Financial Impact Where Reasonably Measurable
6–12 Month Execution Roadmap
Day 90 Executive Presentation
Baseline KPI Framework for Outcome Tracking

The IPGA includes a 10x discovery guarantee. The Founding Client Program carries no revenue guarantee; its remedy is the refund model.

How We Measure Success

Baseline First. Then Before-and-After.

Baseline metrics are established near the beginning of the engagement so before-and-after performance can be evaluated.

RevenueGross MarginOperating MarginEBITDACash FlowWorking CapitalDSOInventory TurnsRevenue Per EmployeeLabor ProductivityUtilizationCapacity UtilizationCustomer Acquisition EconomicsRetentionChurnPricing RealizationSales ConversionOperating Expenses as % of RevenueForecast AccuracyCustomer ProfitabilityProduct ProfitabilityService-Line Profitability

The appropriate KPI set is determined based on the company's business model and the opportunities identified. Outcome tracking may continue for 6–12 months where practical.

Where the Founding Client Program Fits

The Founding Client Program Includes the IPGA.

Founding Client ProgramGXP
PurposeFind where value is being lost and build the roadmap.Execute the roadmap with MyGridline alongside management.
Support LevelDiagnoseExecute
Duration90 daysOngoing
Price$5,000$7,500/mo or 10-15% of captured value
GuaranteeNo revenue guarantee. Refund remedy only.No revenue guarantee.

Founding Client Program

The Founding Client Program includes the full 60-day IPGA diagnostic. Limited to 3 slots per vertical.

Program Price

$5,000

Duration

90 days

Slots Per Vertical

3

GXP is a separate engagement, available after the Founding Client Program.

What Makes This Different

The Full IPGA. Not a Reduced-Scope Diagnostic.

IPGA Standard Price

$12,500

Founding Client Program

$5,000

The Founding Client Program includes the full IPGA diagnostic — not a reduced-scope engagement.

Refund Protection

If We Determine You're Not a Fit, You Get Your Money Back.

After payment, MyGridline reviews the company's actual data and access. If MyGridline determines the company is not appropriate for the Founding Client Program:

The full $5,000 is refunded

Your engagement is cancelled

No obligation to continue

If required data is not provided within 5 business days, MyGridline may cancel the engagement and refund the payment.

What Happens After the Diagnostic

What Happens After Day 90?

At Day 90, leadership receives the findings, quantified opportunities where possible, priorities, recommended actions, expected impact, and a growth/performance roadmap.

Option 1 — Execute Internally

$0

The company keeps the findings and roadmap and implements the recommendations with its own team. No further purchase is required.

Option 2 — Continue With GXP

$7,500/mo or 10-15% of captured value

MyGridline works alongside management to execute the roadmap. GXP may be structured as a monthly retainer or a hybrid of 10-15% of captured value.

Frequently Asked Questions

Answers to Common Questions

Ready to Begin?

If you believe there may be meaningful opportunities to improve profit, efficiency, growth, or enterprise value, proceed to checkout to start your Founding Client Program engagement.

Referred by a MyGridline Partner? Keep their referral code handy. You may enter it during checkout.

The MyGridline Mantra

Clarity Before Capital.