You've completed your clarification call and signed our mutual NDA. Now it's time to prepare for your strategic session.
What to Expect from Your Session with John and the QLOGIX Team
White Glove Assessment Overview
Duration
As long as it takes - we'll do what makes sense for your situation
Format
Video conference or in-person - we'll coordinate based on your needs
Investment
Complimentary -
No charge, no obligation
Participants
You + John Chiorando + 1-2 QLOGIX team members
We'll ask for a lot. You share what you're comfortable sharing.
Pre-Assessment Preparation
Before we meet, we'll send you a comprehensive pre-assessment. It's deep and thorough - covering everything from financials to operations to personal goals. This gives us a starting point for our research and conversation.
What we
typically explore
- Business fundamentals (revenue, margins, growth trajectory)
- Operational structure (team, systems, processes)
- Current challenges and bottlenecks
- Personal situation (time commitment, stress points)
- Vision and goals (where you want to be)
Here’s
the deal
The more you share, the better we can prepare. But you're in control - share what you're comfortable with. Even partial information helps us have a more strategic conversation.
This isn't busy work - it's the foundation for our due diligence. Combined with our independent research, it ensures we show up ready to discuss solutions, not waste time on discovery.
We spend OUR time so we don't waste YOURS.
What We Do
BEFORE We Meet
(Our Investment in You)
Before our first conversation, QLOGIX invests significant time doing due diligence on your business. We come to the table with:
- Deep understanding of your industry and competitive landscape
- Knowledge of your company history, milestones, and recent developments
- Awareness of your key team members and organizational structure
- Insight into your current market position and challenges
- Understanding of your business model and revenue streams
Research on your technology stack and operations
Our Philosophy
We believe in doing our homework on OUR time, not yours. When we sit down together, we're ready to discuss solutions, not ask basic questions. This is how we show respect for your time and demonstrate our commitment before you've spent a dollar with us.
The Result
Our first conversation is strategic, focused, and immediately valuable. We can meet you exactly where you are because we've already invested the time to understand your situation.
Creative Funding That Protects Your Equity
Assessment Session Structure
1
Phase 1: Understanding
Your Current State (30-40 minutes)
Our first conversation is strategic, focused, and immediately valuable. We can meet you exactly where you are because we've already invested the time to understand your situation.
View Phase 1 details
+
2
Phase 2: Diagnostic
Analysis (20-30 minutes)
Leverage our experience and network to create win-win partnerships that traditional lenders can't offer.
View Phase 2 details
+
3
Phase 3: Strategic
Recommendations (30-40 minutes)
Get the capital you need to fulfill large orders without waiting for payment or exhausting your credit lines.
View Phase 3 details
+
4
Phase 4: Next Steps &
Resource Discussion (10-20 minutes)
We often secure better terms than you could get on your own, using our relationships and expertise to your advantage.
View Phase 4 details
+
Unlock Your Business Potential
What You'll Receive
After the Assessment
We don't promise specific deliverables or timelines because we tailor everything to your unique situation. What we do promise:
Fast
Turnaround
You won’t be left waiting
Clear
Communication
You’ll always know where things stand
Actionable
Insights
Everything we share will be practical and relevant
Continued
Support
We’re here for questions and clarifications
Some assessments result in a brief summary. Others require detailed analysis. Some lead to immediate action plans. Others need time for strategic thinking. We'll determine what makes sense based on YOUR specific situation, not some predetermined template.
The Bottom Line:
We deliver what you need, when you need it, in the format that works for you. No cookie-cutter reports. No arbitrary deadlines. Just thoughtful, tailored insights based on deep understanding.
Sample Questions We'll Explore
Business Structure
& Operations
- If you disappeared for 30 days, what would happen to your business?
- What are the 3-5 decisions that only you can make?
- Which processes break down when key people are unavailable?
- What's your biggest operational headache right now?
Financial
& Growth
- How predictable is your monthly revenue?
- What's constraining your growth more: demand or capacity?
- If you had unlimited capital, what would you do first?
- What financial metrics do you track weekly?
Personal
& Lifestyle
- What does "business freedom" mean to you personally?
- If your business ran perfectly without you, what would you do?
- What's your ideal weekly schedule look like?
- What are you not doing now because the business demands your time?
Vision
& Goals
- Where do you want this business to be in 3 years?
- What would make this assessment worthwhile for you?
- What's the one thing that, if we could solve it, would change everything?
- How will you know when you've achieved "freedom"?
Why This
Assessment Is Different
Experience-Based,
Not Theory
John has built, scaled, and optimized businesses worth over $2B. These aren't academic frameworks—they're battle-tested strategies.
Freedom-Focused,
Not Just Growth
We optimize for your personal freedom, not just business metrics. Growth without freedom isn't success.
Relationship-
First Approach
We're building a long-term relationship. If we can't help you now, we want to be here when you're ready.
Network
Leverage
Even if we can't solve your challenge directly, our network often can. We'll make introductions regardless of whether we work together.
Ready to Begin?
This assessment is thorough - it may take up to 2 hours to complete. The more detail you provide, the better we can prepare for your session with John.
Remember: Share what you're comfortable sharing. Even partial information helps us show up fully prepared to discuss solutions specific to your situation.
What Happens Next
- You complete this comprehensive assessment (share as much as you're comfortable with)
- We receive it and begin our deep analysis with John
- We coordinate your strategic session - virtual or in-person, whatever makes sense
- You meet with John and the team, fully prepared to discuss your specific situation
Who This Is For
- Business owners doing $500K - $50M+ in revenue
- Entrepreneurs feeling trapped by their success
- Leaders ready to build systems, not just grow sales
- Visionaries who want their business to work without them
Who This Isn't For
- Startups still finding product-market fit
- Businesses in crisis requiring immediate intervention
- Owners unwilling to invest in systems and people
- Companies looking for quick fixes or magic bullets
"The goal isn't to build a bigger prison. It's to build a business that sets you free."
— John Chiorando