YOUR JOURNEY

We find what actually moves your business, then make it real.

Every Threshold diagnostic answers one question and hands you a scored, sequenced plan for what to improve first. PRIMO comes first, reading your business from the outside in, the way your buyers experience it. Each step after goes deeper with what you share.

US$1,500 flat to start. Every step priced before it begins. Built on the tools you already own, with AI only where it genuinely pays.

No pitch, no gateDelivered in daysThe findings are yours either way
BUILT FOR TRADE SERVICES

Written for contractors, not adapted from someone else’s playbook.

Mechanical and HVAC, plumbing, electrical, roofing and the specialty trades. We ask about estimates, service agreements, dispatch, callbacks and crews, because that is where the money actually moves in a trade business. The sample you can page through below is a commercial mechanical contractor.

Mechanical & HVACPlumbingElectricalRoofingSpecialty trades
STEP 1 · US$1,500 FLAT · START HERE

PRIMO: Positioning, Reach & Impact Overview

How does the market actually experience us, and what deserves attention first?

An outside-in read of your digital presence, scored across eight dimensions, built from what your buyers can see rather than what an intake form says. It arrives as PRIMO Live, a private page built for your business, with a 20-page Report and an 11-page Brief behind it. Then a 30-minute walkthrough together.

Price US$1,500 flatTurnaround End of the 2nd business dayThe ask Six short inputsPage through a real PRIMO ↓
STEP 2 · US$5,000 FLAT

AERO: AI Evaluation, Roadmap & Outlook

Where would AI actually pay off in our operations, and where are we already covered?

A 28-page investment brief mapping AI opportunity against your real operations: what to do, what it takes, and what to skip. Builds on your PRIMO profile, so you never re-explain your business.

Price US$5,000 one-timeCredit Applies in full toward Build workPage through a sample AERO ↓
STEP 3 · SCOPING

Growth Blueprint

What gets built, in what order, and what does it cost?

The synthesis step: your diagnostics become a sequenced action plan with owners, order, and costs, so the build starts with eyes open, not a leap of faith.

STEP 4 · BUILD

Build: insight becomes working systems

Who does the work, and does it stick?

We don’t just advise. We embed, build, and stay until the work holds. Priced from the Blueprint before anything starts. No open-ended retainers.

STEP 5 · OPERATE

TRON: your AI teammate keeps it running

When the plan is live, TRON keeps it moving every day: an AI teammate designed around your business, with your people approving what matters. That’s the Operate phase.

THE DELIVERABLE, FIRST

What lands is a private page, not an attachment.

Your PRIMO Live link is built for your business and nobody else’s. It works on a phone, it stays open for 14 days, and you can send it to your leadership team without explaining it first. The Report is the full record behind it, and the Brief is the version you hand to someone who was not in the room. Same analysis, three ways in.

PRIMO LiveA real diagnostic, shown with the company name and identifying details changed.
AERO LiveThe same business, read from the inside. Also a private link, open for 30 days.

And behind the page, the record.

Both diagnostics below are the same company, Redtail Mechanical, a commercial mechanical contractor. That is deliberate. It is how you see what the second read adds to the first, rather than taking our word for it. We show a handful of pages in full. The rest are real, and they are behind them.

STEP ONE · THE OUTSIDE-IN READ

PRIMO

How the market experiences Redtail Mechanical: what buyers find, what they conclude, and what it costs. Scored, specific, and delivered as a private page you can send to your team.

5 of 20 pages shown
CoverEvery PRIMO is built for one business. This one is a composite, so the name and identifying details are changed.
STEP TWO · THE INSIDE-OUT READ

AERO

The same company, six weeks later. AERO starts from what PRIMO already found and goes inside the operation: the systems it runs on, what they cost today, and where AI would actually pay.

5 of 28 pages shown
CoverThe same business, read from the inside. Same rule on the name and the details.

These are sample diagnostics, shown as trade services. The structure, the math and the depth are exactly what you receive. Only the company name and identifying details are changed.

Request your diagnostic →

You’ll be talking to us.

No account managers, no handoffs. The partners who run the diagnostics are the people you meet.

Matt McClone

Matt McClone

PARTNER

Two decades leading sales, recruiting, operations and strategy, including twenty years staffing the skilled trades. He runs the review conversations personally.

Sean Humphreys

Sean Humphreys

PARTNER

More than twenty years leading business operations and strategy, turning vision into clear execution without unnecessary complexity.

Questions before you start? We wrote down the ones people actually ask, with straight answers.

Ready to take the first step?

PRIMO is US$1,500 flat, takes days, and ends with a 30-minute conversation, not a pitch. If the findings don’t earn the next step, they’re still yours to keep.

Everyone starts with PRIMO. AERO follows when you want the read from the inside, and it starts from what PRIMO already found.

Not ready? Take the sample above to your team. We’re not going anywhere.