The Dynamic Deep Dive
A business operations diagnostic
Find out exactly where your business is losing time, money, and momentum (plus what to do about it).
A business audit for founders running a $2M to $20M business with a team under 20, where every decision still finds its way back to you. I go through every part of how your business runs, a Fractional Chief Financial Officer (CFO) reviews the numbers alongside me, and in 45 days you walk away with one plan built on what’s going on underneath.
WHAT THE DEEP DIVE FINDS
Surface
Revenue, a full calendar, and an inbox that never hits zero
10 ft
The process nobody wrote down
30 ft
The offer that’s been underpriced for three years
60 ft
What your business is worth, and what would make it worth more
FEATURED IN FORBES
•
CERTIFIED EOS INTEGRATOR
•
CERTIFIED ASANA EXPERT & ASANA AMBASSADOR
•
15+ YEARS INSIDE SMALL BUSINESSES
“She has been one of the most reliable and trusted people in my business for over 15 years.”
CHRISTOPHER HENRY, MAJESTIC HOSPITALITY GROUP
Where most founders are when they call me
Those can look like five separate problems. After 15+ years working inside small businesses, I can tell you they almost always trace back to how the business runs and what the numbers say about it. In fact, your marketing, sales, team, and tech all run through operations, and your finances show what every one of them is costing you. That’s where the time and money go missing.
That’s what the Dynamic Deep Dive is for
Most founders spend their days looking at the surface of the business. That means the revenue number, the full calendar, and the inbox that never gets to zero. Meanwhile, the expensive problems sit further down, where you can’t see them from the boat. For example, it could be the process nobody wrote down, the offer that’s been underpriced for three years, or the software seats nobody has logged into since spring.
That’s where The Dynamic Deep Dive goes. I work through all six areas of your business: operations, finance, marketing, sales, team, and technology. Then I look at each one through the same question: where is this costing you time, money, or momentum?
At the same time, a Fractional CFO reviews your financials alongside me. I handpick that CFO from the partners I work with, someone who knows your industry and fits the way you run your business, so every recommendation comes with the numbers to back it up.
What you’ll walk away with from The Dynamic Deep Dive
01
Where it’s slipping
A clear picture of where time, money, and momentum are leaving your business, with real numbers attached.
02
A 30/60/90-day action plan
Step by step, what to do in the next 30, 60, and 90 days, including what to stop doing entirely.
03
What it’s worth
A read on what your business is worth today, and what would make it worth more.
04
Two experts on your business
My 15+ years of operations experience, plus a Fractional CFO matched to your industry.
05
Risks flagged early
Caught before they turn into fires, like the one person on your team who holds knowledge nobody else has.
06
A plan someone can build
Hand it to your team, or hand it back to me. Either way, I build Asana systems and run operations as a Fractional COO.
Find out exactly where your business is losing time, money, and momentum (plus what to do about it).
Every Dynamic Deep Dive is scoped to your business, with the investment starting at $20,000. We start with a discovery call so I can learn how your business runs, make sure this is the right fit, and give you an exact quote.
How The Dynamic Deep Dive works
A 45-DAY ENGAGEMENT
1
Discovery call
First, we talk through where things stand, and I scope the Deep Dive to your business.
2
I go below the surface
I start with operations and work outward through marketing, sales, team, and technology. To do that, I’ll need access to your tools and documents, interviews with your team members, and a couple of hours of your time each week for the 45 days.
3
The numbers review
The Fractional CFO I partner with goes through your financials, so the plan is grounded in what your business earns, spends, and keeps.
4
Your action plan
Finally, we go through everything together on a walkthrough call, and you get an action plan with step-by-step moves for the next 30, 60, and 90 days.
What The Dynamic Deep Dive covers in each area
Every area gets the same question: where is this costing you time, money, or momentum? Operations comes first, because everything else runs through it.
Where I start, because everything else runs through it.
Workflow efficiency
Bottlenecks, delays, and steps that should have been automated a long time ago.
SOPs
What’s documented, what’s missing, and whether your team uses them or they’re collecting dust in a folder.
Scalability
What would break if you added three people or a new offer tomorrow.
Founder dependency
The approvals, meetings, and knowledge that still route through you.
Reviewed with the Fractional CFO I handpick for your business.
Product profitability
Which offers make you money, and which one you love is quietly costing you the most.
Key metrics
The numbers that matter for your goals, whether you’re planning to sell, scale, or keep more of what you make.
Expense review
Overlapping tools, redundant services, and the spending habits nobody’s questioned.
Valuation
What the business is worth today, and what would make it worth more.
How people find you, and whether they understand what you sell.
Positioning and messaging
Whether someone who isn’t you can tell what you sell in the first five seconds on your site.
Search visibility
How you show up in Google and in AI search tools like ChatGPT.
Full-funnel review
Where people come in, how long they stay engaged, and where you’re missing them.
Everything from checkout to the next purchase.
Checkout and the customer journey
Checkout pages, thank-you pages, and what happens right after someone pays.
Upsells and downsells
The offers you could be making to people who’ve already said yes.
Repeat business and referrals
How existing customers come back and bring someone with them.
Your internal team, and whether the structure fits the business you have now.
Right person, right seat
Whether each role fits the person sitting in it.
Role clarity
Whether your team’s top three priorities match the ones you’d name for them.
Gaps and overlap
Where you’re understaffed, where you’re overstaffed, and what you’ll need next.
Accountability
Who owns what, and how anyone knows it got done.
Your tech stack, including the tools you forgot you pay for.
Tool audit
What you’re paying for that nobody uses anymore.
Automation
The manual and admin work a tool could be doing instead of a person.
Integrations
Tools that couldn’t talk to each other two years ago and can now.
Common profit leaks I find
Want a preview of what the Dynamic Deep Dive looks for? Start here.
MEET YOUR AUDITOR
Hi, I’m Kaitlyn Spinney
I’ve spent 15+ years inside small businesses running operations, building systems, and serving as the Integrator for founders. In other words, the Integrator is the person who turns a founder’s ideas into a business that runs without them holding it together. I’m a Certified EOS Integrator, Certified Asana Expert, and Asana Ambassador, and I was featured in Forbes in September 2026. You may also have heard me at EO Richmond, the Scale Your Sales Summit, the Femme Force Podcast, or Not Another Email Podcast.
I care about one number more than any other, and it’s profit. I’d rather help you make $100,000 in profit working 15 hours a week than watch you chase $7 million in revenue while quietly losing $300,000 of it.
For the financial side of every Deep Dive, I handpick a Fractional CFO from the partners I work with, matched to your industry and your business, so the money recommendations are as solid as the operational ones.
Find out exactly where your business is losing time, money, and momentum (plus what to do about it).
Every Dynamic Deep Dive is scoped to your business, with the investment starting at $20,000. Book a discovery call and we’ll figure out if it’s the right fit.