Nine diagnostics. Free.
Every one takes about fifteen minutes and gives you a written report on where your business actually stands.
Start with the Initial Business Diagnostic if you're not sure which you need. It reads the whole business and tells you which area to look at next.
Name and email to begin. No card, no sales call.
Initial Business Diagnostic
A 360° read on the whole business across eight areas: Strategy, marketing, sales, people, operations, finance, legal and IP, and your own workload. It shows you where the business is strong, where it's leaking, and which single area is holding growth back right now.
Where is the dependency concentrated in your firm?
Rate each area from 1 to 10. One means the business depends on you for it. Ten means it holds without you.
Is there an 18-month plan with owners and dates that moves without you?
Where does lead flow actually come from?
Can your team quote, negotiate, and close without your sign-off?
Are roles and accountability clear, or do all the fires come to you?
Would the business break if volume doubled tomorrow?
Do you know whether a job made money before it is finished?
Are contracts, intellectual property, and key person risks covered?
Could you unplug for 90 days without revenue collapsing?
That is a rough read from eight sliders. The free Initial Business Diagnostic goes through the same eight areas properly and shows you where the dependency is actually concentrated, in a report you keep.
The other eight.
Each one goes deeper on a single area. Take whichever matches the question you already have.
Marketing Diagnostic
Examines how you attract and convert: ideal customer and positioning, brand and messaging, content, lead generation, website and digital presence, marketing technology, retention and referrals, and marketing ROI. It surfaces why your marketing isn't producing the leads it should, and which gap is costing you the most.
Sales Diagnostic
Nine areas of the selling function: targeting, lead management, pipeline, discovery, presenting and objections, closing, account retention, CRM and tracking, and forecasting. It shows where deals are actually being lost, and whether the problem is the front of the pipeline, the middle, or the close.
Operations Diagnostic
Examines process documentation, quality control, capacity and bottlenecks, systems and automation, supplier dependencies, fulfillment, operational metrics, and problem-solving. It exposes where the business would break if demand doubled, and how much of it still runs on one person's head.
Financial Diagnostic
Reviews financial visibility and reporting, cash flow, profitability and margins, pricing, budgeting and forecasting, bookkeeping, financial controls, and tax readiness. Written in plain language for owners who aren't accountants, it shows where the money is actually going and which numbers you're flying blind on.
Strategic Planning Diagnostic
Looks at vision and long-term direction, market intelligence, goal setting, strategy formulation, execution alignment, KPIs, strategic review, and risk and contingency planning. It reveals whether you have a real strategy or a set of good intentions, and where plans break down between decision and execution.
HR Diagnostic
Covers hiring, onboarding, structure and roles, performance management, compensation, development, culture, and compliance practices. It shows why hiring, retention, or accountability keep costing you, and which people system is missing rather than which person is the problem.
Work/Life Balance Diagnostic
Looks at hours and workload, time off, owner dependence, delegation, working on versus in the business, boundaries, sustainable pace, and support systems. It shows how much the business leans on you personally, and treats that as a fixable design problem, not a personal failing.
Legal & IP Diagnostic
Covers business structure and personal protection, contracts, brand and trademark protection, proprietary methods, work ownership, data and privacy, licensing and permits, and liability. It surfaces where you're exposed and what to take to an attorney first. It assesses practices. It is not legal advice.
Free, and yours immediately.
Every diagnostic is free and the report is yours as soon as you finish.
If what comes back makes you want to talk it through, book a Business Optimization Strategy Session (BOSS). Sixty minutes, no charge.