Services
Fractional CMO LeadershipFractional CMO for HealthcareAI Agentic Lead GenerationAI Agentic Email SystemsReferral EcosystemsPress ServicesInsurance Sales Leadership Growth Ceiling Evaluation
Who we serve
Medical PracticesSenior Care & Home HealthHealth Tech & Digital HealthProvider Networks, MSOs & ACOsInsurance Agencies & Brokerages Provider Circle
Company
Insights Results About Partner With DocTok Contact
Book a Call

(727) 992-3817

The first step

The Growth Ceiling Evaluation

Revenue is the output of seven interlocking systems, and the constraint is almost always one or two of them sitting a stage behind the rest. Two weeks, a scored diagnosis, and a ranked 90 day plan. Typically $5K to $15K as a one time fee, confirmed before anything starts.

Why it exists

Almost every organization that calls us blames marketing

In most of them, marketing is not the binding constraint. The ceiling is more often created by a misaligned offer, an undertrained sales motion, broken attribution, or a leadership gap that no campaign can paper over.

The evaluation exists to settle which one it is before anyone spends another dollar trying to outwork the wrong problem.

The framework

The seven systems we evaluate

Each is scored on a 1 to 5 maturity scale with evidence attached, so the conclusion is defensible to a board rather than a matter of opinion.

Positioning and category

Is the company occupying a defensible position in the market, or competing on features and price?

ICP and offer

Is the ideal customer profile sharp, and is the offer packaged for the way they buy?

Demand engine

Are inbound, outbound, partnerships, and brand each producing predictable, attributable pipeline?

Sales motion

Does the sales process match the buyer journey, with the right reps, scripts, tooling, and conversion math?

Retention and expansion

Is net revenue retention above 100%, and is there a real motion for expansion, referral, and reactivation?

Attribution and reporting

Can leadership see, at a glance, which spend produced which revenue?

Leadership and operating cadence

Is there a senior owner of the revenue system, and is the team operating on a weekly cadence tied to revenue targets?

The process

Two weeks, start to finish

  1. 01

    Days 1 to 3 · Data and stack review

    We pull the last 12 months of revenue, pipeline, marketing spend, CRM data, and reporting. We map the existing stack and identify gaps in attribution and visibility.

  2. 02

    Days 4 to 7 · Leadership and team interviews

    30 to 60 minute interviews with the CEO, head of sales, marketing lead, and operations lead. We surface where leadership believes the ceiling sits and where the team actually feels the friction.

  3. 03

    Days 8 to 10 · Synthesis and constraint mapping

    We score each of the seven systems on a 1 to 5 maturity scale, identify the binding constraints, and rank moves by revenue impact and time to value.

  4. 04

    Days 11 to 14 · 90 day plan and presentation

    We deliver a ranked 90 day plan with owners, KPIs, quick wins, and the compounding moves that unlock the next stage of growth.

The deliverable

What you leave with

  • A binding constraints map across the seven systems, with a maturity score and evidence for each
  • A ranked list of 3 to 5 highest leverage moves, with expected revenue impact and time to value
  • A 90 day execution plan with owners, KPIs, and a weekly operating cadence
  • A clear recommendation on whether a fractional CMO, a senior operator hire, or focused project work is the right next step

The recommendation is sometimes that you do not need us. That is a legitimate outcome and we say so.

Request an evaluation

Start with a 15 minute call

We confirm scope and fee before anything begins.

Three fields, one direct reply with a clear next step. No protected health information should be shared here.

Questions

Frequently asked questions

Who is the evaluation for?

Organizations between roughly $1M and $20M in revenue where growth has slowed and the cause is genuinely unclear. It is most valuable when leadership disagrees about what the problem is.

What does it cost?

Diagnostic engagements of this kind typically run $5K to $15K as a one time fee depending on organization size and complexity. Scope and fee are confirmed on the discovery call before anything starts.

Do I have to sign a retainer afterwards?

No. The evaluation is a standalone engagement and ends with a recommendation, which is sometimes that a fractional CMO is not the right answer and a senior operator hire or focused project work is.

How much of my team's time does it take?

Roughly four to six hours in total across leadership interviews, plus data access. The rest of the work happens on our side.

What if we already know what the problem is?

Then the evaluation is fast and inexpensive confirmation, or it surfaces that the agreed problem is a symptom of a different constraint. In most organizations we evaluate, marketing is not the binding constraint even though marketing was the reason for the call.

Find the ceiling.

Two weeks to a defensible answer about what is capping growth, and a plan you can run with or without us.

Or call (727) 992-3817