The right level of engagement for your store

3 Days

Root-Cause Assessment

Find the gaps and how to improve

What’s Included

On-site observation of live client interactions during real selling hours

Product-knowledge review across your team and your inventory

Team capability assessment, who sells what well, and where it breaks down

Leadership alignment interviews with owners & managers

Written report of the revenue gaps we observed and exactly what to change

Ideal for: Owners who know something isn’t working and want a clear diagnosis.

10 Days

Business Transformation

Full organizational change

Everything in the immersion, plus:

Advanced product & gemology education

Leadership development for owners & managers

Hiring & onboarding guidance

Custom sales playbooks built for your store

Long-term growth strategy development

Ideal for: Owners ready for decisive action. Built-in assessment means no separate pre-engagement needed.

Start here — entry engagement

See where your opportunities are — before the holidays.

A fixed-fee look at your sales floor, process, and follow-up that shows you where the opportunities are, which moments are quietly costing you sales, and which are worth going after first. No multi-day commitment. When you want to know why those gaps exist and what to change, that’s the 3-Day Root-Cause Assessment.

What you get

  • Observe A live look at a real sale. On-floor observation, a mystery-shop of an actual client interaction, or simulated sales interactions through video call (remote option).
  • Pinpoint Where the opportunities are. A review of your sales process, follow-up, and clienteling against what actually converts.
  • Prioritize A written assessment. Prioritized by revenue impact, so you know where opportunities for improvement are.
  • Walkthrough A call to talk it through. We walk you and your team through the findings and the first moves. Then you can decide to continue with our standard packages above.

Your review fee applies toward any standard engagement you book within 30 days of the review.

Custom Remote Learning

Live virtual training, scoped to your store

Not every store can absorb travel costs, and not every team needs a full on-site engagement. Remote Learning delivers the same sales coaching over live video. You choose the curriculum and the cadence, from a single refresher to an ongoing monthly rhythm. Pairs well after a Revenue Opportunity Review or Root-Cause Assessment, when you already know what to work on.

  • Live, interactive virtual sessions, never pre-recorded
  • Custom curriculum & cadence you choose, from a single refresher to ongoing monthly
  • Sales conversation & product-knowledge refreshers
  • Role-play workshops with practical between-session homework
  • Session recordings, scripts & notes you keep for onboarding

Custom duration
No travel required

Discuss pricing during
your consultation call.

Keep the momentum going

90-Day Support & Reinforcement

The real test isn’t what your team does while we’re on the floor — it’s what happens after we leave. This add-on provides structured post-training coaching with scheduled performance reviews, accountability check-ins, and ongoing refinement.

  • Monthly performance review calls
  • Metric tracking against your roadmap targets
  • Team accountability coaching
  • On-demand guidance for new challenges

Add to any engagement

Discuss pricing during
your consultation call.

Unsure if you need consulting?

What’s included at each level

Feature1-Day Review3-Day Root-Cause5-Day Immersive10-Day Transformation
Observation of live client interactions
Sales process & follow-up review
Written report & prioritized roadmap
Findings walkthrough call
Product-knowledge review
Team capability assessment
Leadership alignment interviews
Root-cause analysis of observed revenue gaps
Live sales-training workshops
On-floor coaching during real selling
Clienteling & follow-up system setup
Advanced product & gemology education
Leadership development
Hiring & onboarding guidance
Custom sales playbooks
Long-term growth strategy development
Travel coverageNC / SC / VANationwideNationwideNationwide
90-Day Support & Reinforcement (add-on)OptionalOptionalOptional

Custom Remote Learning is scoped separately and isn’t shown above — curriculum, cadence, and length are built around your team. See Remote Learning.

What to expect during an engagement

01

Discovery Call

We discuss your goals, team size, and current challenges to find the right engagement level before any commitment.

02

On-Site Observation

We come to your store during real selling hours and observe client interactions without disrupting the natural flow.

03

Coaching & Training

Based on what we observe, we deliver targeted, in-the-moment coaching, workshops, and system implementations.

04

Written Roadmap

Every engagement ends with a clear, written growth plan and measurable goals for your team to work toward.

Logistics & Pricing

Travel & Lodging

Travel and lodging are billed separately with full advance notice — no surprises. In some cases, bundles are available. All details are discussed during your discovery call.

Payment Plans

Larger engagements may be split across multiple payments. We’ll work with you to find a schedule that fits your business without adding financial stress.

Custom Packages

Not sure any standard engagement fits? Custom scopes are available. Tell us what you need and we’ll build something that makes sense.

Right Fit First

If after the discovery call we don’t think we’re the right fit, we’ll tell you — and refer you to someone who is. We don’t push engagements that don’t serve you.