clear assessment framework
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