Our Business Consulting process

Discovery call

We start with a 30-minute phone or video call. You tell us what is going on in your business, what is working, what is not, and what you want to achieve in the next 6 to 12 months. We ask questions, take notes and decide together whether there is a fit. This call is free and comes with no obligation.

Diagnostic review

If we agree to move forward, we spend one to two days reviewing your financials, operations and team structure. We look at your profit-and-loss statements for the past two years, your organisational chart, your sales pipeline and any KPIs you already track. For the Growth and Strategic partnership tiers, this review happens on-site at your premises. For the Focused sprint, we do it remotely using shared documents and screen-share sessions.

By the end of this stage we have a clear picture of where the biggest opportunities and risks sit. We summarise our findings in a short written brief, usually four to six pages, and share it with you before moving on.

Proposal and scope agreement

Based on the diagnostic, we write a proposal that spells out exactly what we will work on, what deliverables you will receive, how many hours are involved and what it will cost. We walk through the proposal together on a call. If anything needs adjusting, we adjust it. Once you sign off, we set a start date.

Action planning

In the first two weeks of the engagement, we build a detailed action plan with your team. This plan lists every initiative, who owns it, what the deadline is and how we will measure success. We use a shared project board so everyone can see progress in real time. No one should have to ask "what is happening with that?" because the answer is always visible.

Implementation support

This is the longest phase and where most of the value is created. We work alongside your people to execute the plan. That might mean sitting in on sales calls to improve conversion rates, redesigning an approval workflow in your project management tool, coaching a newly promoted manager through their first quarterly review cycle, or building a cash-flow forecast model in a spreadsheet your finance team can maintain on their own.

We hold regular check-in calls, weekly or fortnightly depending on the package, to review progress, remove blockers and reprioritise if circumstances change. We send you a written update after every call so nothing gets lost.

Review and next steps

At the end of each quarter, we produce a progress report that compares actual results against the targets we set at the start. Revenue change, cost savings, time recovered, team satisfaction scores: everything is quantified where possible. We sit down with you to review the report and decide what to focus on next. Some clients wrap up at this point. Others extend into a new quarter with an updated scope. Either way, you leave with a clear record of what was achieved and a playbook your team can follow independently.