Case study · Leadership advisory
An elite executive assessor produces every $20K report inside Team Theory.
- client engagements
- 27
- assessments a month
- 3–4
- founder-assessor
- 1
The context
A founder-led executive-assessment boutique. The founder runs every assessment himself across roughly 27 client engagements, three to four a month.
The pain
Three to four full leadership assessments a month, assembled by hand.
A general-purpose enterprise model running alongside that was, in his words, unable to do this work.
The outcome
He is the service a fund pays for, and one seat now produces it. He still pays for the general-purpose model and uses both; the comparison is his own.
What changed
Full leadership assessments, candidate deep research, reference interviews and CEO scorecards, run as workflows 222 times.
Twenty of his 27 client engagements now live in the product: 51 executives, 103 roles, 174 documents in, 73 out.
How the practice uses it.
Full leadership assessment
The primary deliverable, evidence-based, graded against the scorecard.
Career assessments
A full career walk-through synthesized from the interview record.
Candidate deep research
Public-record research assembled ahead of the assessment.
Reference interviews
Structured write-ups, one per candidate.
Talent reviews
Produced as a tagged output, graded per competency.
CEO scorecards
Turnaround and growth scorecards, per client mandate.
“ChatGPT can’t do this work. Team Theory already does it better.”
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