Look across the business, not just at the software.
Priorities, day-to-day operations, financial visibility, team responsibilities, customer experience, technology, growth and the work that keeps falling back on the owner.
How it works
- Confirm fit and prepare. We explain the information needed and agree on the review before you purchase.
- Complete the 90-minute assessment. We work through the business with you and identify what the available evidence supports.
- Review your report and next steps. We confirm the report delivery date once the required inputs and scoring are complete. We then use the separate 45-minute debrief to talk through the findings.
A written plan you can use to make decisions.
- Executive Summary: the main findings and priorities
- Business Health Report: the evidence, gaps and questions from the review
- Opportunity Matrix: a way to compare the improvements worth considering
- 90-Day Roadmap: a proposed order of action
- Executive Debrief: a separate 45-minute conversation to review the findings and next steps
Business Health Check · $997
For the first ten paid Business Health Check clients. Availability confirmed before purchase. Implementation is separate.
Questions before you start
What do you need from me?
A short description of the business, the priorities you want to examine and the agreed preparation materials. We identify missing evidence and explain how it limits the assessment; perfect records are not required.
Is this a financial, legal or compliance audit?
No. It is an operational business assessment. It does not replace advice from your accountant, attorney or another licensed specialist.
Will you implement everything in the roadmap?
Implementation is a separate decision and scope. The Health Check gives you findings and priorities so you can choose what to do next.
Do I need this before buying another service?
No. If you already know the project you need, you can ask about that service directly.
What does the first-ten price mean?
The $997 offer applies to the first ten paid Business Health Check clients. We confirm whether it is available before purchase.
Do I need to buy anything else first?
No. We confirm fit and preparation before the paid assessment. You do not need to purchase a CRM, software package or implementation project to request the Health Check.
A useful next step
If your review points to another need, these services can be scoped separately.