The entry point
Where is your business losing growth, time or capability?
Most businesses don't have one problem. They have a symptom, and something underneath it causing the symptom. The Diagnostic is a structured assessment of how your business actually works, so you stop spending money on the wrong fix.
You leave with a clear diagnosis, what to fix first, and what not to waste money on.
This is usually how the conversation starts
“Our marketing just isn't working.”
“We're spending money but I don't know what's actually working.”
“Our website looks fine but it isn't generating enough business.”
“Everything is manual and our systems don't talk to each other.”
“We're getting leads but nobody follows them up properly.”
“We know we should be using AI, we just don't know where.”
You don't need to know the solution. That's the part I help with.
The diagnosis
Six places I look before I recommend anything.
Growth
Where are you losing revenue or opportunity? Demand, positioning, pricing, conversion, retention.
Customer journey
Where are customers or leads dropping out? From first touch through enquiry, follow-up and repeat purchase.
Work
Where is the team losing time? Duplication, admin, rework, chasing, reporting and manual handoffs.
Systems
What isn't working together? CRM, website, finance, comms, data and the gaps between them.
AI
How is AI actually being used today? Not how it could be in theory, how it is right now and where it earns its place.
People
What could the team you already have become better at, with the right tools, workflows and confidence?
How it runs
Structured, not a chat.
Discovery
Sessions with you and the people doing the work, plus access to the numbers, tools and dashboards you already have.
Assessment
I map growth, journey, work, systems, AI and people against what the business is actually trying to achieve.
Opportunity map
Every finding sorted into Grow, Save, Fix and Enable, so the value of fixing it is visible, not just the problem.
Roadmap
Now, Next and Later. Sequenced, costed in effort, and honest about what should be left alone.
What you walk away with
Diagnose before you automate.
- A written diagnosis of what is actually holding growth back
- An opportunity map across Grow, Save, Fix and Enable
- A Now, Next, Later roadmap with sequencing and rationale
- A view on where AI genuinely helps and where it does not
- A clear recommendation on what to stop spending money on
- A walkthrough session with you and, if useful, your team
Questions
The things people ask before we start.
How long does the Diagnostic take?
Typically two to four weeks depending on the size of the business and how quickly I can get time with the right people. Smaller businesses are often faster.
Do I have to work with you afterwards?
No. The Diagnostic is deliberately a standalone piece of work. You own the output and you are free to deliver it internally, with your existing agencies, or with me.
Is this just a marketing audit?
No. A marketing audit looks at channels. The Diagnostic looks at growth, the customer journey, how the team works, how the systems connect, where AI fits and what the people could become better at. Marketing is one of six lenses.
What do you need from us?
Time with you and a handful of people doing the day to day work, plus read access to whatever you already measure. You do not need to prepare a brief or know what the problem is.
What size of business is this for?
It works for established businesses, scaling companies and ambitious local businesses. The common factor is that something isn't working and the cause isn't obvious.