Welcome to your 14 Day Profit Leak Analysis

Thank you for choosing Lunera Collective. This Welcome Kit outlines exactly what to expect, what I need from you, and how the 14‑day process works.

Please read (Sections 1–3) before uploading your documents.

  1. What to expect

Over the next 14 days, I’ll be reviewing your business operations, financial patterns, and workflow systems to identify hidden profit leaks and opportunities for improvement. My goal is to give you clarity, direction, and actionable insights you can implement immediately.

You’ll receive:

  • A detailed analysis of your current operations

  • Identified profit leaks and inefficiencies

  • Clear recommendations for improvement

  • A structured plan for next steps

This process is designed to be simple, supportive, and transformative.

A woman in a yellow blouse sitting at a wooden desk, working on a computer in an office with large windows and green plants.

2. what i need from you

To begin your analysis, please upload the following documents to your personal Google Drive folder (linked in your onboarding email). These give me the visibility I need to accurately identify profit leaks and operational inefficiencies.

Required Documents (3–6 Months)

  • P&Ls: Last 3–6 months

  • Sales Reports: Last 3 months

  • Inventory Reports: Last 3 months

  • Menus: Current menu + any seasonal/rotating menus

  • Schedules: At least 1 month of staff schedules (more if available)

  • Vendor Pricing List: Current pricing from all vendors

If you’re missing something

Upload what you have — I’ll let you know if anything else is needed. Perfection isn’t required; clarity is.

3. How the 14 day process works

Day 1–2:
I review all uploaded documents and begin assessing your financial, operational, and menu‑level patterns.

Day 3–7:
Deep analysis of sales trends, inventory usage, labor allocation, vendor pricing, and menu performance.

Day 8–10:
Identification of profit leaks, inefficiencies, and opportunities for increased clarity and profitability.

Day 11–13:
Building your customized recommendations, clarity map, and action plan.

Day 14:
Your full Profit Leak Analysis is uploaded directly to your personal Google Drive folder.
You’ll receive an email notification once it’s ready, along with a booking link to schedule your Final Report Review session.

During this session, we’ll walk through your findings together, answer questions, and outline your next steps.

4. Upload Instructions

You’ll receive a personal Google Drive folder link in your onboarding email. Please upload all documents there. Once everything is uploaded, I’ll confirm your official start date.

If you’re unsure about what to include, upload what you have — I’ll guide you from there.

5. communication & support

A woman with long, wavy, light brown hair and green eyes, smiling and resting her chin on her hand, seated on a gray couch in a bright room.

Hello!

If you have questions during the onboarding process, you can reach me directly at:
consulting@theluneracollective.com

I’m here to make this process clear, simple, and supportive.

I’m excited to work with you!

Thank you for trusting Lunera Collective with your business. This process is designed to bring clarity, confidence, and direction to your next chapter. I’m looking forward to diving in.

-Lindsey