Diagnostic Assessment
Ready to receive clarity for what’s next?
Increase Efficiency
After looking under the hood of dozens of roasters from $0 to millions of dollars in revenue, we know where inefficiencies hide and opportunities lie in coffee roasters.
Increase Profit
Nearly every roaster we’ve worked with has lacked the clarity to easily, and with certainty, know their unit profit margin. Our methodology ensures profit no matter your size. During the assessment, we also run your pricing through our benchmarking to ensure you aren’t leaving money on the table.
Process Optimization
Roasteries are factories, and every step in the process of turning green coffee into roasted coffee and selling it must be optimized, or it will cost you unnecessary money and time.
Why go through the Diagnostic Assessment?
The Diagnostic Assessment will equip you with:
The knowhow to increase your profit.
A road map of how to improve the 25 areas assessed.
With the benchmarking necessary to help you understand how your business stacks up against your competition and to leverage it to your advantage.
Our background and work with specialty coffee roasters has given us a unique perspective that has allowed us to develop roastery benchmarking that other firms simply aren’t able to provide.
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Identity
Marketing, Creative & Design
Social Projects
Your Vision of the Future
Product
Green Coffee
Roasting
Wholesale Program & Sales
Cold Brew
Financials
Personnel & Training
Labor
Ownership
Compensation
Rent and Utilities
Equipment
Buildout & Buildout Rent
Retail
Online Customers
Point Of Sale (POS)
Website
Social Media
Google
Packaging
Pricing
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Executive Summary
On the first page of the diagnostic assessment, you’ll find the Executive Summary. This single sheet is enough to get you and your team started on making meaningful progress toward your business goals immediately.
Here’s what you can expect from the Executive Summary:
Goals Surfaced
Key Learnings
Key Language and Themes
Recommendations for Improvement (ranked in order of importance)
Detailed Diagnostic Assessment
After the Executive Summary, you’ll find the Detailed Diagnostic Assessment. For each of the 25 areas assessed, you’ll find these three sections:
Overall Observation & Benchmark
What’s Good
What We Recommend
As a result of the detailed assessment, you’ll gain a sense of how that particular part of your business is functioning in relation to the rest of the industry, what you and your team are doing well, and what could be improved in that area.
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✔️ A comprehensive 25-point business assessment covering every critical aspect of your business.
✔️ Actionable recommendations with clear next steps for each of the 25 areas assessed.
✔️ Evaluation of key business drivers, including:Brand Identity & Vision
Operating Processes
Marketing Tactics & Strategy
Product Strategy, Packaging & Performance
✔️ Six in-depth meetings to holistically evaluate and improve business performance.
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The Diagnostic Assessment takes 4–6 weeks from start to finish and requires approximately 6 hours of meeting time from you, plus 1–2 hours of information gathering from your existing systems.
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The Diagnostic Assessment reveals the patterns, bottlenecks, and blind spots holding your business back from long-term profit and sustainable structure — which is why it’s always the first step in working together.
This assessment isn’t a surface-level audit — it’s a strategic roadmap. Based on firsthand experience assessing roasters across the U.S., from early-stage startups to multi-million-dollar operations, this process has helped businesses:
Increase net profit percentage by double digits
Reach profitability after years of struggle
Establish a clear, strategic path forward to achieve their business goals
To answer the question: YES! It works—but it’s also the first step in the next evolution of what you’ve dreamt your business could become.
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It’s $6,000 for businesses with 50 employees or fewer.
If you have more than 50 employees, just reach out here and we can have a conversation about how to best support you and your business.
Owners who’ve gone through the assessment say…
“Working with Luke and Pomelo has been of great benefit to Sidecar as a company and me personally. Luke fielded some of my thorniest questions and asked me some tough ones as well. Together, we looked over our company in an organized way for the first time and were able to find areas of strength and potential areas for growth. Sidecar will be a stronger organization over the long term because of our work with Luke, and I'd recommend him to anybody looking to work on the durability and longevity of their company.”
Andy Fuchtman - Owner