How it works
A defined process. A fixed scope. Roughly two weeks, end to end.
Summit Signal is intentionally not open-ended consulting. The scope is set during a 20-minute call, the data exchange is bounded, and the deliverable is finite.
How it works
Three steps. About two weeks, end to end.
01
Submit your business data
Invoice exports, quote history, customer lists, aging reports. CSV or XLSX. We tell you exactly what to pull and where to find it in QuickBooks.
02
Summit Labs runs the analysis
Deterministic metrics first; AI generates narrative second. Every finding is reviewed by an analyst before it reaches you.
03
Receive findings and a roadmap
A designed PDF report with executive summary, ranked findings, estimated impact, and a 30/60/90-day prioritized action plan.
Access levels
Choose how much data you want to share. Most clients pick the simplest option.
We default to the least-data path. Every level above the default is opt-in and explained in writing before access is granted.
Level 1 · Upload only
Default for every diagnostic. Most clients stop here.
You provide CSV or XLSX exports of your invoices, quotes, customers, jobs, and aging data. No system access. No integrations. The diagnostic runs entirely from what you choose to share.
Level 2 · Read-only integrations
Optional, for engagements where deeper data improves the finding.
QuickBooks, a CRM, or a project-management tool — connected with read-only scopes. We never write back. Permissions are scoped to the specific data the diagnostic needs and revoked at the end of the engagement.
Level 3 · Workflow analysis
Available on Plus engagements where process friction is the focus.
Communication metadata (timing, frequency, handoff patterns) — not message content. Designed to surface bottlenecks, not to monitor employees. Documented before any data is touched.