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GET THE FREE OPERATIONAL SELF-AUDIT

Free means free. No strings, no credit card, now or ever. We trade your email for the Operational Self-Audit so we can share updates before anyone else hears about them. We want you to have the tools and methods that have helped us thrive. If this Operational Self-Audit helps you and you have questions, email Connect@TraceStrategies.com.

After you submit: We’ll send you a verified email with a secure link to download the Operational Self-Audit. It usually arrives within a few minutes. Check spam if it hasn’t shown up within 10 minutes. (That delay rarely happens.)

Discovery: five-question fit check

Andrew Hardman

Andrew Hardman

Founder · TRACE Strategies

Five questions, under a minute. We use your answers to route you to the right next step. Whether that is booking time directly with our team, or starting with the Operational Self-Audit, which most clients work through before our first call anyway.

Complete the verification below, then submit. We use your answers to route you to the right next step - usually within seconds.

Gold

2–3 Weeks · $6,299

Two weeks. Four working sessions. We audit exactly what’s broken in your operation — process, tooling, ownership — and hand you a custom action plan your team can run. No vague recommendations. A clear path, yours to execute.

Right fit for founders and operators who’ve already tried something — a consultant, a hire, a tool — and watched it not stick. You know something’s broken. You need someone to find it and hand you a clear path to fix it.

Diamond

4 Weeks · $12,499

Everything in Gold — plus we build it. Your Jira environment comes out the other side functional: live dashboards, automation rules, custom taxonomy, and connected workflows. Confluence wired in with rules of engagement. You run one full iteration with us in the room before we hand off clean.

For founders and operators ready to stop duct-taping tools together. We don’t just tell you what to build — we build it, show your team how to run it, and hand it off clean.

Enterprise

8 Weeks · $32,499

Weeks 1–2: audit. Weeks 3–4: installation. Weeks 5–8: multiple facilitated ritual cycles with TRACE in the room while your team learns to run the system. We don’t train. We run your first stand-ups, your first planning sessions, and your first retrospectives inside the new system — with your operators participating — until they own it.

For businesses where the whole operating model needs to change — not one corner of it. Eight weeks. Your team runs it when we leave. No dependency on us to maintain what we built. Built around being there when the install meets the edge case nobody anticipated.

Intelligence OS

Bundled in Enterprise · Add-on for Custom

Reads your market every day — the forums, threads, and newsletters where your buyers describe their pain out loud — and turns what they’re saying into your morning brief and your content queue. You wake up knowing what your buyer said yesterday. You click once to draft the post.

Bundled in Enterprise — 3 months free ($4,491 retail value), configured for your market during the 8-week engagement. Optional add-on for Custom engagements, priced per scope. Not sold standalone — the value comes from the engagement that installs it.

Custom

Scoped per project

Your situation doesn’t fit a fixed window. Different toolstack, AI-driven solutions, a full-time embedded engagement, or a scope that needs to be defined before it can be priced. Starts with a free 30-minute intro call. If we’re a fit, we schedule a second call to scope it properly — then we talk numbers.

No standard pricing. No retainer required to start. Scoped per project after we talk.

TRACE Strategies

You don’t have a people problem. You have a systems problem.

Your team is working. The business isn’t moving.
We fix what’s in between — so decisions turn into finished work, and work connects to the outcomes that actually matter.

Built from 15 years installing operating discipline at enterprise scale — Wells Fargo ($4B+ architecture portfolio, 13 lines of business, 500+ architects), Charter Communications, and 31 SMB clients before that. Sized for founders who don’t have a $4B budget but have the same execution gaps.

Founders who’ve already paid $30K–$100K for help that didn’t help Founders who can’t step away without the wheels coming off Operators drowning in dashboards that hide the real blockers Leaders done watching frameworks dissolve six weeks after launch

Ready For Hands-On Help?

Run the five-question fit check — see if your situation matches what we build for.

Not ready to talk?

The Method TRACESYSTEM

An Executioner uses data to find someone to blame.
An Execution Artist uses data to find opportunities to improve.

TRACE builds the operating system your business needs to run without you in every decision — so the next hire succeeds, the next contract doesn’t break you, and you can finally see what’s actually getting done.

Self-Audit Find Exactly Where Your Execution Breaks Down.

Cover: TRACE Strategies Operational Self-Audit

11 pages. 5 stages.
Before you spend another dollar on a hire, a tool, or a consultant — know exactly what’s broken.

  • Map the exact stage where your execution is breaking down
  • Written exercises — you leave with clarity, not just checkboxes
  • Most clients work through this before their first TRACE call

Diagnose your gaps first

Free Download, No Strings Attached

Client Results What Our Clients Say

TRACE Strategies led an enterprise architecture transformation across a 500-plus-person organization. They hand-selected the leadership layer, established the backlog, and produced product management reporting and dashboards that managed OKRs effectively. Big-picture strategic thinking, true change agency, and the ability to thrive in organizations of any size. They roll up their sleeves and bring a positive attitude to every challenge.

TRACE Strategies can assess operational maturity quickly, align stakeholders, and build a delivery model that scales across enterprise complexity without losing sight of the people inside it.

TRACE Strategies brings order and organization to the most chaotic environments. They architect scalable solutions, work through red tape, and treat every person around them with dignity and respect. If you want a partner who lifts everyone up while delivering, this is the one.

TRACE Strategies showed phenomenal leadership across multiple concurrent roles. They coordinate, facilitate, track workflow, and remove impediments while still hitting acceptance criteria on every delivery. They are humble enough to ask for help when they need it, and that combination of strong leadership and genuine humility is rare.

Collaborative Service Engagements Want To Work With Us?

Every engagement leaves the system running after we’re gone. Not a slide deck of recommendations. Not a training that fades in three weeks. A working system your team runs without us — that’s the only standard we build to.

Compare
Gold Audit + Action Plan
Diamond Audit + Build + Handoff
Enterprise Full Transformation + Intelligence OS
Custom Non-standard scope
Program structure 2 Weeks 4 Weeks 8 Weeks Custom Scoped
Audit + TRACE SOW artifact When scoped
Senior TRACE sessions 4 Touchpoints 8 Touchpoints 16 Touchpoints Custom Scoped
Jira build (dashboards, automation, taxonomy) Optional
Confluence / adjacent tools & rules of engagement Optional
Live iteration with TRACE One full pass Two live iterations Varies
Facilitated ritual cycles (stand-ups, planning, retros) First cycle Multiple cycles Varies
Intelligence OS (daily market brief + content drafting) (3 months) Optional
Documentation left behind Written audit report Handoff-ready Complete suite Per scope

Bundled in Enterprise · Add-on for Custom

Intelligence OS

Know your buyer. Fill your content queue. Wake up to both. Your market read daily — brief in your inbox every morning, content pre-drafted, positioning validated every Monday.

Included free for 3 months with Enterprise ($4,491 retail value). Optional add-on for Custom engagements, priced per scope. Not sold standalone.

OUR TEAM Active Industry Experts

A seasoned team of senior operators.
You don’t get a generalist - you get the right expertise for your specific problem, every time.

  • North Carolina
  • Colorado
  • California
  • Remote

Ready For Hands-On Help?

Run the five-question fit check — see if your situation matches what we build for.

Not ready to talk?