Strategy and positioning
Objectives, priority segments, value proposition and growth decisions.
This diagnostic is a stage of Business Review 360°
Business Review 360° is now the primary consulting offer, available in three packages. This page provides further detail about the diagnostic and 90-day planning stage; it is not an additional service you need to buy alongside the Review.
View Business Review packages →A professional engagement with a scope agreed in writing. Designed for SME leaders who need to turn scattered information into a clear set of decisions and actionable priorities.
When is this service useful?
- Sales are growing but profitability is not improving.
- Commercial or operational bottlenecks are difficult to identify.
- Management tracks too few indicators or faces conflicting priorities.
- Leaders need a realistic action plan with measurable progress.
Scope of the engagement
The diagnostic covers areas selected after the initial conversation. It is not a legal, tax or statutory accounting audit and cannot guarantee financial results.
Sales and customers
Customer portfolio, sales, conversion, retention and sales productivity.
Business economics
Margins, relevant costs and profitability risks based on the information provided.
Management and metrics
KPIs, reporting frequency, data sources and accountability.
Five-step methodology
Exploratory conversation
Clarify the challenge, fit and information requirements.
Proposal and scope
Agree objectives, data, deliverables, timing, fees and terms.
Data review and analysis
Review available information; identify evidence, gaps, risks and opportunities.
Prioritisation
Rank actions by impact, urgency, feasibility and resources.
Presentation and action plan
Discuss recommendations, KPIs, responsibilities and next steps.
Proposed deliverables
The final deliverables are confirmed in the commercial proposal based on the business context and available data.
- Executive diagnostic report, including main findings and limitations.
- Priority map with short-term actions, suggested owners and dependencies.
- 90-day action plan organised by phases and decision milestones.
- Recommended KPIs, data sources and monitoring frequency.
- Presentation meeting to discuss findings and recommendations.
How the 90-day plan is structured
Days 1–30
Validate evidence, address urgent issues and prepare priority decisions.
Days 31–60
Implement agreed actions and track execution indicators.
Days 61–90
Review progress, adjust priorities and define follow-on actions.
Illustrative structure: the plan is tailored to the business. Implementation remains the client’s responsibility unless separately contracted.
Engagement and commercial terms
Initial contact
An exploratory conversation with no obligation to engage. This is not a full diagnostic or a binding commercial offer.
Fees and taxes
Fees are set in an individual quotation once the scope is defined. The quotation specifies price, VAT where applicable and any pre-approved expenses.
Timescale
Delivery dates and mutual availability are set in the proposal. The 90-day period is the planning horizon, not necessarily the engagement duration.
Payment and revisions
Payment schedule, review rounds and acceptance criteria are agreed in writing before work begins.
Data and confidentiality
Analysis depends on the information provided. Any exchange of business documents is subject to prior agreement on confidentiality and data use.
Out of scope
Ongoing implementation, certified financial audits, legal or tax advice and guaranteed outcomes are excluded unless expressly agreed.
Start of service
Work starts only after formal acceptance of the proposal and its agreed terms.
Frequently asked questions
Is this the same as the free 25-question assessment?
No. The Business Assessment 360° is a free self-assessment. The SME Strategic Diagnostic is a paid professional service, subject to a tailored proposal.
Does this include 90 days of ongoing support?
Not automatically. The plan covers a 90-day horizon. Implementation and ongoing support are separate services unless expressly included.
Is there a fixed price?
No standard fee is published. Fees depend on the organisation, scope, available data and agreed deliverables.
Should I send confidential information in the form?
No. Initially, just describe the challenge briefly. Any exchange of documents is considered at a later stage.
Could this diagnostic help your business?
Briefly describe your challenge. You will receive an individual response to assess suitability and next steps, without any obligation to engage.
Discuss your business challenge in 20–30 minutes
Book a no-obligation introductory conversation: check live availability and choose a time through Calendly.
Book an exploratory conversation →