Business Momentum Discovery & Diagnostic™ · Step 2 of the Journey
Before we plan the year, we make sure we understand the business.
Analyse · Diagnose · Quantify. Two to four weeks of structured commercial due diligence — of your business, by your leadership team, alongside ours — so the 12-month roadmap that follows is built on evidence, not assumption.
A great plan built on a shallow understanding of the business fails quietly. Every wrong assumption compounds. Discovery is the phase that stops that from happening.
2-4
Weeks
3
Working sessions
1
Discovery report
1
Agreed scope
Phase 1 · Diagnose
Where is the business actually?
Not where it feels like it is · not where the deck says it is · where the numbers, the pipeline and the people say it is.
Commercial performance
Revenue, margin, conversion, retention, unit economics.
Pipeline & demand
Where new business is (and isn't) coming from · and why.
Customers & positioning
Who's buying, who isn't, why they choose you (or don't).
Team & capability
The people carrying the plan · gaps · leadership load.
Systems & operations
What's holding the business back operationally · at scale.
Cash & investment
Runway, working capital, planned investments, funding.
Phase 2 · Analyse
What is the evidence telling us?
The Discovery Report translates the diagnosis into commercial priorities. It goes to the leadership team ahead of Roadmap.
You walk away with
- 01A commercial diagnostic scorecard across 8-10 dimensions
- 02The 3-5 constraints most likely to hold the year back
- 03The 3-5 opportunities most likely to move the numbers
- 04A rank-ordered list of what needs to change
- 05The specific engagement scope required to execute it
- 06An indicative investment range for the 12-month programme
Phase 3 · Agree
The commercial handshake.
No 12-month engagement begins without both sides agreeing exactly what will be done, by whom, at what investment level and against what measurable outcomes.
- Programme scope · what's in, what's out
- Investment tier · Focused · Growth · Scale · Strategic Partnership
- Owners on both sides · yours and ours
- Commercial outcomes to be measured
- Governance rhythm · monthly · quarterly · annual
- Formal engagement kick-off date
Nothing about the 12-month programme is left implicit. Both sides sign off before Roadmap begins.
Where this sits
You are one step into the commercial journey.
- 1
Initial 1-Day Strategy Session™
Understand · Challenge · Prioritise
- 2
Business Momentum Discovery & Diagnostic™You are here
Analyse · Diagnose · Quantify
- 3
Business Momentum Roadmap™
3-Year Direction · 12 Months · 4 Quarters · 12 Milestones
- 4
Business Momentum Partnership™
Execute · Measure · Optimise · Recover
- 5
Quarterly Business Review™
Performance · Decisions · Accountability
- 6
Annual Strategic Review™
Learn · Recalibrate · Renew
Ready to begin?
Discover the business properly before you plan the year.
Two to four weeks. Structured. Evidence-led. And credited against the first month’s programme investment if you continue into the 12-month engagement.