Services · Step 01

The Diagnostic

The starting point for most engagements

Before you can build the right thing, you need a clear picture of where you are, what's broken and what needs to happen next.

The Diagnostic is an embedded engagement. We work inside your business, talking to the team, getting into the tools and understanding how things operate versus how you think they do.

The output is clarity. A structured view of your current state, the gaps that matter and a defined path forward.

This is where most engagements begin. Some clients use it as a standalone. Most move into the next phase.

At a glance

An embedded deep dive into where the business actually is. We work as part of your team to uncover what's broken and define what needs to happen next.

Duration6–8 weeks
FormatEmbedded
InvestmentOn request

Scope and investment depends on the size and complexity of the business. Get in touch to start the conversation.

What it covers

Depends on the business. Typically spans:

Commercial infrastructure and pipeline

Onboarding, customer experience and Customer Success

Internal processes and ways of working

Tools, visibility and reporting

Team structure and ownership

How it works

Embedded from day one.

We work inside your business, not in a series of interviews from the outside

We talk to the team, get into the tools and understand the real picture

We deliver a structured output — current state, gaps and a clear path forward

We present findings and define what should happen next together

What changes

After The Diagnostic, the business has clarity it didn't have before.

Current state documented

An overview of how the business is actually operating rather than how people think it is.

Gaps identified and prioritised

The problems that matter, in the order they need to be solved.

Path forward defined

A view of what needs to be built, in what order and what that looks like in reality.

Ready to start?

Tell us where you are and we'll tell you how we can help.

Book a call Get in touch