The Bearings Report is a ten-business-day diagnostic of the process that hurts most in your business. Bobby, a Lean Six Sigma Black Belt with 30 years running operations, maps how the work actually flows, audits what you pay for software, and ranks the fixes by hours and dollars. The fix may be process, technology, marketing, or AI. About one in six reports says: do nothing yet.
The Bearings Report is a paid operations diagnostic from Compass AI Group, delivered in ten business days. Bobby Atwal, a Lean Six Sigma Black Belt, maps the workflow that hurts most, audits your stack and software spend, ranks three to five opportunities with hours and dollars attached, writes a 90-day plan, and records a walkthrough. The recommended fix may be a process change, a tool, a website, an ad account, or an AI workflow. About one in six reports says do nothing yet. Scope and price are set on a free 30-minute Bearings call.
Not a pitch for a build. A measured read on where the hours and dollars go, and what to fix first, written so anyone on your team can act on it.
How the work actually flows today: inputs, hand-offs, decision points, and where the hours go. Mapped with your team, not assumed.
Every tool you pay for, what it costs, what it is used for, and what is duplicated or idle.
Each with hours saved, dollars attached, effort, and risk. The fix may be process, technology, marketing, or AI. Sometimes it is do nothing yet.
What to do first, what depends on what, and what you can do yourself without us.
Bobby walks you through the report on a call, recorded so your partner or accountant can watch it later.
Fixed timeline. You see the milestones up front.
60 minutes. Scope what to look at, set up access to tools and a few people to talk to.
Process mapping, two to three short interviews, software and data review. Quiet week on your side.
Bobby drafts, checks the numbers, and delivers the report with the recorded walkthrough.
The report is yours. Build with us, build with someone else, or do nothing yet. All three happen.
Who gets real value from the report, and who should skip it and book the call instead.
Every service on this site starts the same way, so you never pay for a build before the problem is measured.
Two operators talking about your business. Where the time goes, what it costs, and whether this service is even the right fix.
Fixed scope, fixed price, fixed timeline before any work starts. If a Bearings Report should come first, we say so.
You see the work every week. True North measures the result against the baseline we recorded at the start.
Intake arrives by phone and email, gets typed into three systems, and the partner learns about the conflict check on day four. The map shows which hand-off costs the most. The report ranks whether the fix is a form, a workflow, or a receptionist that books the consult and runs the conflict check on the first call.
Baseline: ~$255K lifetime revenue, 1,791 orders, sell-through of existing inventory before any ad spend.
Baseline, day zero
A written report and a recorded walkthrough, delivered in ten business days. Inside: a process map of the workflow that hurts most, a stack and software-spend audit, three to five ranked opportunities with hours and dollars attached, and a 90-day plan. Written so your business partner or accountant can read it without an interpreter.
Yes. The free 30-minute call is a conversation to decide whether paid work makes sense. The Bearings Report is the paid diagnostic: real process mapping, real numbers, ranked fixes. The call is the front door. The report is the first structured step you can take without committing to a build.
Then it says so plainly. About one in six Bearings Reports says do nothing yet, or fix the process first. Sometimes the answer is a better process, not AI at all. Better to learn that from a ten-day diagnostic than three months into a build.
Yes. The full Bearings Report fee credits toward any fixed-scope engagement signed within 90 days of delivery. There is no pressure to move forward; the credit just removes the friction when it fits.
Bobby, under a mutual NDA signed before kickoff. Documents you share live in a Canadian-residency workspace and are never used to train a public model. The report is yours to show anyone, including other vendors.
If you already know what you want built, book the free call and skip the report. If you want a measured read of your own operation with ranked options and the numbers behind them, the report is the front door.
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.