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Margin Impact Diagnostic™
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This is a test version of the Margin Impact Diagnostic™. To complete a purchase without being charged, use the following test card details at checkout.

Card Number

4242 4242 4242 4242

Expiry

Any future date

CVC

Any 3 digits

ZIP

Any 5 digits

Your
Business

Revenue
& Margin

BURDEN
Patterns

VALUE
Signatures

Capacity
Profile

Margin Impact Diagnostic™

Enter your details below. Your report will be delivered to the email address you provide within 1 to 3 business days.

Your BURDEN Pattern Scan™ results are loaded. The diagnostic will quantify the financial cost of the patterns your scan identified, and verify the remaining patterns since financial impact does not always track with symptom visibility.

Your name *

Email address *

Job Title *

Organizational Level *

Your industry *

Please enter your name, email address, job title, organizational level, and select your industry before continuing.

Your business

Five questions to calibrate your diagnostic. Leakage estimates and benchmarks vary meaningfully by business type and scale.

What is your approximate annual revenue? *

Under $500K $500K–$1M $1M–$2.5M $2.5M–$5M $5M or more

How many people are on your team, including yourself? *

Solo 2–5 6–15 16–30 31 or more

What is your primary service delivery model? *

Project-basedEngagements are scoped and delivered as discrete projects Retainer or subscriptionClients pay for ongoing access, support, or recurring deliverables Time and materialsBilling is based on hours or units of work delivered Mixed modelA combination depending on client or service type

How long has the business been in operation? *

Under 2 years 2–5 years 5–10 years 10 or more years

Approximately what percentage of your annual revenue goes to total labor costs, including salaries, benefits, and payroll taxes? *

Include everyone on payroll or contracted regularly. If you are a sole operator, include an estimate of your own compensation.

Under 30% 30–40% 40–50% 50–60% 60–75% Over 75%

Please answer all questions before continuing.

Revenue & margin reality

These questions surface the financial conditions your operations are currently producing. There are no right answers, only accurate ones.

How has your revenue trended over the past 12 months? *

Declining Flat Growing slowlyUnder 10% year over year Growing steadily10–25% year over year Growing rapidly25% or more year over year

How has your gross margin trended over the past 12 months? *

ImprovingMargin is growing faster than or in line with revenue FlatMargin is holding steady regardless of revenue movement DecliningMargin is compressing even as revenue holds or grows I'm not sureI don't have clear visibility into my margin trend

Where do you feel the most cost pressure? Select all that apply. *

Labor costs Rework and error correction Inefficient internal processes Scope creep and uncompensated expansion Client-side or internal delays Administrative and tool overhead

Can you identify which service lines or client types are most and least profitable? *

Yes, I have clear visibility by service line and client type Roughly, but not with precision No, I don’t have that visibility

Please answer all questions before continuing.

BURDEN Pattern™ assessment

For each pattern, assess how often it has occurred in the past year and what it costs when it does. Financial magnitude, not frequency, determines your priority sequence. If a pattern never occurs, the follow-up question will be skipped.

Work accumulates faster than your team can deliver at a consistent pace

In the past year, how often has more work piled up than your team can deliver at a steady pace? *

Never RarelyA few times a year SometimesMonthly or seasonally OftenMost weeks Almost alwaysAn ongoing operational condition

When this occurs, how would you estimate the financial impact? *

NegligibleMinimal effect on revenue or client relationships MinorOccasional delays, mostly manageable ModerateNoticeable impact on delivery timelines and client satisfaction SignificantRegular delays, lost revenue, or strained client relationships SevereActively costing revenue and affecting client retention

Team time and skills are misaligned with the work that actually generates revenue

In the past year, how often have team members spent time on work below their skill level or outside their primary role? *

Never Rarely Sometimes Often Almost always

What portion of your total labor cost do you estimate produces direct, revenue-generating output? *

Over 80%Most capacity generates direct value 65–80%Mostly productive with some drag 50–65%Meaningful share of time is not generating revenue Under 50%Significant capacity is misaligned with value creation I don’t knowNo clear visibility into productive vs. non-productive time

Deliverables require significant revision or correction before client acceptance

In the past year, how often have deliverables required substantial revision before client acceptance? *

Never Rarely Sometimes Often Almost always

When this occurs, how much additional time does it typically consume relative to the original work? *

MinimalUnder 10% of the original effort Moderate10–25% of original effort Significant25–50% of original effort SubstantialOver 50% of original effort We don’t track rework timeNo visibility into the actual cost

Internal handoffs, approvals, or waiting periods extend timelines beyond what the work requires

In the past year, how often have internal processes, approvals, or handoffs created delays beyond the actual work time? *

Never Rarely Sometimes Often Almost always

When this occurs, how much additional labor cost does it generate in coordination and recovery? *

MinimalDelays are brief and low-cost ModerateDelays add meaningful coordination overhead SignificantDelays regularly extend timelines and inflate labor costs SevereDelays are a primary driver of cost overruns I don’t track thisNo visibility into the cost of waiting time

Team regularly produces work beyond what clients need, use, or pay for

In the past year, how often has your team produced deliverables beyond what the client requested or will use? *

Never Rarely Sometimes Often Almost always

When that happens, how much team time per week do you estimate goes into work the client did not request or will not use? *

Under 2 hoursExcess output is a minor factor 2–5 hoursNoticeable but contained 5–10 hoursMeaningful capacity being consumed 10–20 hoursSignificant share of weekly team time Over 20 hoursExcess output is a major operational cost I don’t knowNo clear visibility into time consumed by excess output

Team time goes to coordination, reporting, or administration that does not directly serve clients

What portion of your team’s weekly time goes to steps that don’t directly serve clients or produce billable output? *

Under 10%Lean operation, minimal overhead 10–20%Some overhead, within normal range 20–35%Noticeable administrative drag 35–50%Significant portion of capacity lost to overhead Over 50%More time in overhead than in client-facing delivery

If this kind of activity were reduced by half, how significant would the operational impact be? *

MinimalWe are already fairly lean NoticeableWould free meaningful capacity SignificantWould meaningfully change what we can deliver SubstantialWould fundamentally increase output capacity TransformationalThe single largest lever available to us

Please answer all required questions before continuing.

VALUE Signature™ assessment

Five questions that assess the financial and client-facing consequences your operations are currently producing. BURDEN patterns identify the cause. VALUE Signatures name the cost.

How confident are you that your pricing accurately reflects the true cost of delivering your services? *

Not confidentI suspect we are underpriced relative to actual delivery costs Somewhat confidentMostly right but there are gaps I cannot fully account for Fairly confidentPricing is reasonable, though not rigorously validated Very confidentPricing is grounded in actual cost tracking Completely confidentPricing and delivery costs are tightly aligned and regularly reviewed

How often do projects expand beyond original scope without a corresponding revenue adjustment? *

Almost alwaysScope expands regularly and rarely generates additional revenue OftenHappens frequently enough to affect margin SometimesAbout half of expansions are compensated RarelyMost scope changes are caught and priced Almost neverScope is tightly managed; expansions are consistently priced

Approximately what percentage of your team’s hours each week directly produce client value or billable output? *

Under 40% 40–55% 55–70% 70–85% Over 85%

What percentage of your active clients expand their engagement or renew within 12 months? *

Under 20% 20–40% 40–60% 60–80% Over 80%

How frequently do satisfied clients refer others or expand their relationship without prompting? *

Rarely or neverReferrals are not a meaningful source of new business OccasionallyIt happens but not reliably About as often as I would expectReasonable but not a standout FrequentlyClients actively refer and expand without being asked Very frequentlyReferrals are a primary and reliable source of new business

Please answer all questions before continuing.

Capacity & decisions

These final three questions identify structural conditions that amplify or limit the patterns identified above.

How often do operational decisions that could be handled at the team level require your personal involvement? *

Almost alwaysNearly every operational decision comes to me OftenI am involved in most decisions, even smaller ones SometimesI get pulled in on decisions that probably should not require me RarelyThe team handles most decisions without me Almost neverMy team operates autonomously and exercises good judgment

What percentage of your core service delivery processes are documented and consistently followed? *

Under 20% 20–40% 40–60% 60–80% Over 80%

How would you describe your team’s current use of technology and automation in service delivery? *

MinimalMostly manual, limited tooling BasicStandard productivity tools, little automation ModerateSome workflow automation, not yet systematic Well-integratedMost core workflows are tool-supported Highly automatedTechnology is a core operational asset

Please answer all questions before submitting.

Margin Impact Diagnostic™

Your assessment has been received.

This high-level summary reflects what your inputs indicate at a pattern level. Your full Margin Impact Report will include your active BURDEN Pattern™ profile, VALUE Signature analysis, and a priority sequence for recovery ranked by financial weight. It will be delivered within 1 to 3 business days.

A confirmation has been sent to .

Your report will include your active BURDEN Pattern profile, VALUE Signature analysis, and a priority sequence for recovery ranked by financial weight.

You purchased the Diagnostic + Debrief. A Calendly link to schedule your 30-minute debrief call will be included with your report.

Questions in the meantime? Contact us at solutions@opexadvantage.com

BURDEN Pattern™ profile

VALUE Signature™ health

Priority sequence

Diagnostic interpretation

Tester Access

Share Your Feedback

You are viewing this as a tester. Your responses help refine the diagnostic before launch. All feedback is appreciated.

How credible did the diagnostic feel overall?

Not credibleSomewhatCredibleVery credibleCompletely credible

How specific did the results feel to your actual situation?

GenericSomewhat specificSpecificVery specificExactly my situation

How accurate was the leakage estimate?

Way offSomewhat offRoughly rightCloseVery accurate

At $500, how likely would you be to purchase this diagnostic?

Would notUnlikelyPossiblyLikelyDefinitely

At $750 with a 30-minute debrief included, how likely would you be to purchase?

Would notUnlikelyPossiblyLikelyDefinitely

Any other feedback or observations?

If we use feedback on our website, we will only reference your title and industry. Your name and organization will never be used.

Yes, you may use my feedback anonymously on your website.

Your title and sub-industry (for attribution only):

Your feedback helps shape the final product. Thank you.

Thank you. Your feedback has been recorded. Schedule your Debrief →

Your next step is ready

Choose how to move forward

Schedule Your Debrief

Work through your results

A focused 30-minute session to walk through your findings, confirm your priority sequence, and leave with a specific first-move plan for your operation.

30 minutesFocused on your profile

IncludedNo additional charge

Clear outputPriority sequence and next steps

Schedule Your Debrief

Schedule Your Engagement

Schedule Engagement Pre-Kickoff Session

Your diagnostic identified the patterns and quantified the cost. A pre-kickoff session translates those findings into an engagement scope — the specific work, sequencing, and measures that address your highest-priority patterns first. Thirty minutes to align on where we start, what we address, and what improvement looks like at the end.

Schedule Pre-Kickoff