Strategic Success
Where the business is going, and whether the plan is written down, shared and measured.
Transformation Audit
DIAGNOSE
Find where time, money and opportunity are leaking.
A 9-area diagnostic of your business, delivered by two senior consultants, that shows exactly where revenue is slipping through the cracks and what to do about it first.
GUARANTEEWe find at least 10x the audit fee in revenue leakage, or you get your money back.
DELIVERYThe 9-cog engine scores how your firm is built, led, scaled and commercialised. The fuel line then follows your client lifecycle, from first enquiry through scope, delivery and billing to retained and expanded, so we can pinpoint exactly where fee income is leaking.
NEXT STEPThe Audit is a standalone product, or it can be followed through into the Transformation Engine for implementation and delivery in our done-with-you, done-for-you service.
400+Firms transformed
2 to 3XRevenue in 12 months
£20 Million+In lost revenue found
THE NINE AREAS
/ 01
Nine cogs that decide whether the business runs without you.
Layer one of the audit scores the business across the nine strategic areas that separate a founder-dependent operation from a scalable asset.
Leadership and Innovation
How decisions get made, and how much of that still routes through the founder.
Data Driven Decisions
What you measure, what you ignore, and whether the numbers drive the week.
Operational Optimisation
The processes behind delivery, and where time is lost between handoffs.
Digital Transformation and AI
The tools in use, the tools missing, and where AI can take work off senior desks.
Peak Performance Teams
Onboarding, speed to competency, and how consistently the team performs.
Brand and Marketing
Whether the market knows who you are, and whether that brings in the right clients.
Strategic Financial Control
Margin, fee levels, cash rhythm and the leakage most owners never see.
Growth Strategy and Partnerships
The routes to growth in front of you, and which ones are worth the senior time.
THE RECRUITMENT LIFECYCLE DIAGNOSTIC
/ 02
Ten stages, stage by stage.
Layer two follows a placement from first market map to post-placement re-engagement, and scores where the process leaks at each stage.
STAGE 01
Market mapping
Who you should be talking to, and whether the data exists to find them.
STAGE 02
Business development
How new clients are won, and how much of it relies on the founder.
STAGE 03
Client qualification
Which briefs you take, and which ones cost more than they earn.
STAGE 04
Vacancy intake
The quality of the brief, and what gets missed at the start.
STAGE 05
Search and sourcing
Time spent per role, and where AI and data can shorten it.
STAGE 06
Candidate engagement
Response rates, drop-off, and the experience candidates actually get.
STAGE 07
Shortlist creation
Ratio of submissions to interviews, and what a good shortlist looks like.
STAGE 08
Interview management
Process control, feedback loops and the slippage in between.
STAGE 09
Offer and close
Where deals die late, and the numbers behind it.
STAGE 10
Post-placement re-engagement
What happens after the invoice, and the repeat business left on the table.
STAGE 01
Market positioning
Whether you know your market, your niche and where you genuinely win.
STAGE 02
Business development
Whether you create new opportunity consistently and aim it at the right clients.
STAGE 03
Enquiry qualification
Whether you are choosing the right clients, the right work and the right terms.
STAGE 04
Scoping and proposal
How fast your proposals go out, whether they are priced on value, and how often you win.
STAGE 05
Onboarding
Whether you start work cleanly, with scope and expectations agreed in writing.
STAGE 06
Resourcing and utilisation
Whether you put the right person on the right work at the right rate.
STAGE 07
Delivery management
Whether you deliver on time, on scope and on margin.
STAGE 08
Client communication
How well you manage updates, reporting and the relationship.
STAGE 09
Billing and cash collection
Whether you bill promptly and collect cash on terms.
STAGE 10
Retention and expansion
Whether your clients become repeat work, referrals and expanded revenue.
WHAT YOU RECEIVE
/ 03
One report your leadership team can present and act on.
Every finding is sourced from your own data and conversations. Every recommendation is specific to your business.
- 01.
Executive Summary
The headline findings, the biggest leaks and the three moves that matter most.
- 02.
Transformation Engine Diagnostic
Your scores across the nine strategic cogs, with what good looks like at each.
- 03.
Lifecycle Diagnostic
Stage-by-stage scoring across the ten stages of the lifecycle.
- 04.
Commercial Leakage Map
A clear map of where revenue is slipping through the cracks, and what it is costing you each year.
- 05.
Human vs AI Decision Map
Which decisions stay with your people and which can be handed to AI, mapped stage by stage.
- 06.
30/60/90 Roadmap
What to fix first, second and third, with owners and outcomes.
- 07.
Recommended Engagement Path
Whether the Transformation Engine, Leadership Coaching, or neither, is the right next step.
THE GUARANTEE
10x
We will find at least ten times the cost of your audit in lost annual revenue, or we refund you in full.
We can make that promise because we almost always find far more than that. The guarantee covers the total annual revenue drag we name and quantify in your report, measured by our stated method. It applies when you complete the pre-work fully and honestly, and is claimed within 14 days of delivery.
HOW WE ENGAGE
/ 04
Start with the audit.
You take it away and act on it, or use it as the brief for what comes next.
Audit Only
The full two layer diagnostic, your report and a prioritised roadmap. You act on it.
Start with the auditAudit + Integrate
We build and integrate the priority workflows, write the SOPs and train your team, so the drag converts into recovered revenue.
Build it with usFull Transformation
Both founders embedded across the full programme, rebuilding the firm with you end to end.
Partner with us
WHAT OWNERS SAY
/ 05
Different firms, the same leaks.
These stories come from recruitment firms, where we built and pressure tested the model, and the same leaks show up in professional services businesses too. The engine and the lifecycle behave the same way in any firm that sells expertise for a fee.
It is just me and my VA, so every hour I spend in the wrong place costs me twice. The audit was blunt about where my time was leaking and what should never have had me doing it. Six months on, I am billing more than I was when I had a team behind me, the audit handed my VA workflows that automate most of the admin, and I have my evenings back.
We were 8 good people with no engine around us, all working hard and somehow still tripping over each other. The audit scored where the business actually was and gave us a plan the whole team could run, not just me. Everyone can see how the desk is supposed to work now, the same 8 people are placing faster with the handovers fixed, and billings per head are up around 25%.
I run operations for a 22 person desk and I carry a lot that never quite gets said out loud. What I did not expect was to be supported rather than assessed. The audit gave me one clear picture of the whole operation and the language to take it to the CEO, and for the first time I felt like someone was helping me do the job rather than judging how I was doing it. A year on, the billing consultants have hours clawed back every week and are spending it in front of clients and candidates, and the supporting roles get the same work done far faster, with some workflows automated by up to 80%.
BOOK A FREE CHAT
Let's explore the possibilities.
Book your free transformation conversation with one of our experts. We will talk through where your business is now, where it could be, and which of our products could be the best fit for you.