Services

6-steps to growth:
Your business health review

We have developed a clear framework to understand your customer, business objectives and operations – helping to identify where to focus, adding value in the most effective way

01.

Direction & Proposition

Purpose: confirm clarity of where the business is going and why customers choose them.
Review areas

  • Target customer clarity & profile
  • Differentiation vs competitors
  • Offer structure (packages, pricing, value messaging)
  • Growth objectives and strategic priorities

Outputs

  • Proposition clarity score
  • Refined positioning statement + quick messaging improvements
  • Top 3 strategic priorities

02.

Commercial Performance

Purpose: find revenue, margin, and pricing opportunities.
Review areas

  • Revenue mix and concentration risks
  • Gross margin by product/service/customer
  • Pricing strategy, discounting, and proposals
  • Sales funnel conversion and pipeline health

Outputs

  • Quick-win margin improvements
  • Pricing/package recommendations
  • Commercial KPI shortlist

03.

Operations & Delivery Efficiency

Purpose: identify bottlenecks, rework, and time sinks impacting profit and service quality.
Review areas

  • Process flow through the value chain
  • Capacity and utilisation
  • Common friction points and rework drivers
  • Standard operating procedures (SOPs)

Outputs

  • “Time back” opportunities
  • Top 5 process improvements
  • Initial SOP/standardisation plan

04.

Customer Experience & Retention

Purpose: improve retention, repeat business, referrals, and customer lifetime value.
Review areas

  • Customer journey and service touchpoints
  • Feedback loop (NPS/reviews/complaints)
  • Retention/churn drivers
  • Account management approach

Outputs

  • Customer journey fixes list
  • 3 CX improvements that raise retention
  • Simple retention/referral system

05.

Data, Systems & AI Readiness

Purpose: assess whether tools and data support scale, insight, and automation.
Review areas

  • Current systems (CRM, finance, operations, marketing)
  • Data quality + single source of truth
  • Reporting cadence + decision-making discipline
  • AI readiness (use cases, training)

Outputs

  • Practical “AI adoption plan” for staff
  • AI use-case shortlist (prioritised by value/effort)
  • Systems gaps and integration opportunities

06.

People & Execution Discipline

Purpose: determine if the business can execute consistently and sustain improvements.
Review areas

  • Leadership rhythm and accountability
  • Role clarity and decision rights
  • Skills gaps and training needs
  • KPI cadence and operational meetings

Outputs

  • 30–60–90 day delivery plan ownership map
  • Execution cadence (weekly/monthly)
  • KPI dashboard outline