PROTOCOL 000 — ENGAGEMENT BRIEFOPERATIONS AUDIT & MARGIN RECOVERY

Every operation is bleeding money somewhere. We find where.

Legion Framework takes apart your operation end to end — workflows, management layers, vendor spend, the works — to find exactly where money is leaking, then designs and installs the fix ourselves. Follow the plan, and we guarantee the result.

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EngagedSeries B–D operators, PE portfolio ops teams
Typical term90–180 day deployment
StandingFounded 2016, 140+ engagements closed
CURRENT & PAST MANDATE / SELECTED
COURTYARDMAPED & COINTERSPORTMAGNAFLOWARGUS HOLDINGSCLOWERWORKS
01 / STANDING

The record, stated plainly.

No projections. These are closed-engagement figures, audited at handoff.

$412M RECOVERED OPERATING MARGIN Across 140 completed engagements since 2016
63 DAYS AVERAGE TIME TO FIRST MEASURABLE RESULT From kickoff to first reported operating change
92% CLIENT RETENTION PAST FIRST ENGAGEMENT Return for a second mandate within 18 months
4.2× MEDIAN RETURN ON CONSULTING SPEND Measured against pre-engagement baseline, year one
02 / SERVICES

Three moves. One goal — stop the bleeding.

Each protocol can run alone or in sequence, depending on where the leak actually is.

PROTOCOL
TRACE

Find the Leak

We go through the entire operation — workflows, management layers, vendor contracts, tooling spend, the handoffs nobody questions — to find exactly where money and time are leaking, and why.

Process auditSpend forensicsWorkflow mapping
PROTOCOL
SEAL

Fix the Leak

For every hole we find, we design the specific, often unconventional fix — a renegotiated contract, a removed approval layer, a rebuilt process — and install it ourselves alongside your team.

Fix designVendor renegotiationProcess rebuild
PROTOCOL
HOLD

Keep It Fixed

We put a lightweight monitoring cadence in place so the fix holds after we leave, with savings tracked against the baseline we set on day one — and backed by our guarantee.

Savings trackingCadence installGuarantee monitoring
03 / GUARANTEE

We put our fee behind the plan.

Most firms hand you a report and wish you luck. We don't.

THE LEGION GUARANTEE

Implement the plan as we design it, and we guarantee at least 3× our fee back in verified savings within 12 months — or we refund the engagement in full.

The baseline is set jointly before we start, and savings are tracked against it through the Hold protocol. If the plan is followed and the threshold isn't hit, you don't pay for the shortfall — we return the difference, no negotiation required.

04 / POSITION

Why operators call Legion Framework first.

Not a philosophy. A set of working differences from a typical strategy retainer.

A

We chase the non-obvious leak

Most reviews stop at the budget line. We look at handoffs, approvals, tooling, and contracts nobody's re-read in years.

B

Fixed-scope engagements

Scope and exit criteria are set before day one. No open-ended retainer that quietly expands.

C

We install the fix ourselves

We don't hand you a list of holes and leave. We design the patch and work alongside your team to put it in place.

D

Small, senior teams

Two to four consultants per mandate, all partner-reviewed. No junior staffing pyramid.

E

Backed by a savings guarantee

Follow the plan and the result is contractual, not aspirational — see the Legion Guarantee above.

F

Sector range, one method

The protocol is industry-agnostic — we've run it in logistics, SaaS, and consumer goods alike.

05 / SEQUENCE

How an engagement actually runs.

Four stages, fixed dates, agreed before kickoff.

WEEK 1–2

Baseline & diagnostic

We set the measurable baseline the guarantee runs against, then trace spend, workflows, and decisions across the org to find where it's leaking.

WEEK 3–4

Fix design

For every leak we found, we draft the specific fix and pressure-test it with your leadership team before anything changes.

WEEK 5–10

Installation

We embed with the team to put the fixes in place live, correcting in real time rather than handing over a static plan.

WEEK 11–12

Handoff & audit

A named internal owner takes over each fix, with a documented baseline-to-result comparison the guarantee is measured against.

“They found $3.4M in vendor spend and dead process nobody had questioned in five years — then stayed to install the fix instead of just writing it up. The guarantee is what got our CFO to sign off.”
— R. ODUYA, COO LOGISTICS
$6.1MANNUALIZED COST REMOVED, YEAR ONE
11 WKSFROM KICKOFF TO FULL HANDOFF
06 / ENGAGEMENT

Three ways to bring us in.

Fixed scope, fixed price, guarantee included — agreed before we start.

SINGLE PROTOCOL

Focused

$28,000 / engagement
One protocol, one function. Best when a single system is clearly broken.
  • One protocol (Trace, Seal, or Hold)
  • 6–8 week timeline
  • Two-consultant team
  • Written handoff audit
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STANDING RETAINER

Continuity

Custom / quarter
Quarterly review and re-calibration after a full sequence, for teams that want the fixes audited on an ongoing basis.
  • Quarterly operating review
  • Direct line to lead consultant
  • Cadence and metric re-tuning
  • Priority scheduling for new mandates
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07 / QUESTIONS

Before you request a briefing.

Before we start, we agree on a measurable baseline together. If you implement the plan we design as specified and verified savings don't reach 3× the engagement fee within 12 months, we refund the difference — no separate negotiation.

We don't leave a report listing where the money went. A consultant stays embedded through the installation stage and puts the fix in place alongside your team until it holds on its own.

Most mandates run with companies between 40 and 800 employees — past the point where a founder can spot every leak by instinct, before the org has the internal audit function to catch them itself.

Yes. The Focused engagement runs one protocol at a time, and many clients start there before committing to the full sequence.

A named person on your team owns each fix we install, and you leave with the documentation and dashboards needed to run it without us. Standing Retainer clients bring us back quarterly to audit and re-tune it.

Yes — engagements have run across North America and Europe. Remote diagnostic and design stages are standard; the installation stage is usually run on-site.

08 / BRIEFING

Tell us where the operation is bleeding.

Answer a few questions and we'll come back with which protocol fits — usually within two business days.

Prefer email? Reach us directly at briefing@legionframework.com