Services

Strategy. Data. AI.
Three core offerings.

From diagnosing what's holding your business back, to building the data foundation and implementing AI solutions that drive real impact.

Our Services

01

Business Diagnostics

Current state vs. target state

We help you identify and prioritise the right opportunities by diagnosing your biggest challenges across five key pillars.

  • Business Control
  • Financial Performance
  • Growth Clarity
  • Funding & Capital
  • Digital & AI Readiness

02

Coming Soon

Data Foundation

Structuring data sources to ensure AI-readiness

We build the essential data foundation your business needs to ensure accuracy, consistency, and seamless flow across your systems.

  • Data Audit & Mapping
  • System of Record Selection
  • Data Migration & Cleaning
  • Integration Layer

03

Coming Soon

AI Operating System

The AI engine to fuel your growth

We implement AI-powered tools and workflows across key business areas to unlock efficiency, accelerate growth, and improve cash flow.

  • Revenue Uplift
  • Operations & Cost Efficiency
  • Working Capital

Detailed overview

Business Diagnostics

Helping business owners find solutions for their existing bottlenecks. Your first report is on us, at no cost to you →

Pillar 1

Business  Control

My business has grown faster than my ability to manage it – it feels out of control

  • 1.1Business Control Diagnostic
  • 1.2Business Direction Review
  • 1.3Governance Snapshot
  • 1.4Process Efficiency Diagnostic
  • 1.5People & Accountability Diagnostic

Pillar 2

Financial  Performance

We're busy, but I'm not sure we're making as much money as we should

  • 2.1Margin Leakage Diagnostic
  • 2.2Cash Flow Stress Test
  • 2.3Working Capital Diagnostic
  • 2.4Management Information & KPI Diagnostic

Pillar 3

Growth  Clarity

We want to grow but don't have clarity on where the biggest opportunities are

  • 3.1Growth Clarity Diagnostic
  • 3.2Pricing & Margin Opportunity Diagnostic
  • 3.3Sales Pipeline & Conversion Diagnostic
  • 3.4Customer & Demand Growth Diagnostic

Pillar 4

Funding  & Capital

We need the right capital structure and funding to support our next phase

  • 4.1Funding Readiness Diagnostic
  • 4.2Capital Structure Review
  • 4.3Cash Headroom & Facility Diagnostic
  • 4.4Investment & Business Case Diagnostic

Pillar 5

Digital  & AI Readiness

“Our systems don't talk to each other, and I don't know where to start with AI”

  • 5.1Digital & AI Readiness

Pillar 1

Business Control

“My business has grown faster than my ability to manage it – it feels out of control.”

We help you regain control by bringing clarity to your structure, direction, governance, processes and people – so you can lead with confidence and focus on growth.

Bespoke ReportOne-off, Fixed Fee
1.1

Business Control Diagnostic

I've outgrown my own structure – it feels chaotic and I don't know why

We assess:
We deliver:
Org structure vs. reality
Current-vs-ideal org chart
Decision bottlenecks
Decision-rights map
Accountability gaps
Accountability-gaps report
Management cadence
Top 10 control breakdowns + 30-day prioritised action list
1.2

Business Direction Review

We've grown, but I'm not sure where we're actually going

We assess:
We deliver:
Strategy clarity & current priorities
1-page strategy map
Resource allocation
12–24-month direction summary
Growth focus
KPI recommendations + a stop / start / continue list
1.3

Governance Snapshot

I don't really have proper structure or reporting

We assess:
We deliver:
Board / leadership structure & decision rights
Governance framework
Reporting rhythm
Basic reporting structure – what should be reviewed and when
1.4

Process Efficiency Diagnostic

We're busy and working hard, but somehow everything still feels slow and clunky

We assess:
We deliver:
End-to-end process flow
Current-state process map
Bottlenecks & wait points
Ranked bottleneck list with root causes
Duplication & manual effort
Top 10 efficiency opportunities
Automation potential
Quick-win / automate / structure split + 30-day list
1.5

People & Accountability Diagnostic

I'm not sure who really owns what – and I'd be in trouble if the wrong person walked

We assess:
We deliver:
Role clarity & ownership
Accountability map
Key-person dependency
Ranked key-person risk assessment
Founder dependency
Founder-dependency finding
Retention & capability gaps
Top retention risks + prioritised action list

Outcome: Clarity, control and confidence to lead your business effectively.

Book a Consultation

Pillar 2

Financial Performance

“We're busy, but I'm not sure we're making as much money as we should.”

We help you see where profit is leaking, how cash flows through the business, and which numbers really matter – so you can make sharper financial decisions and improve performance.

Bespoke ReportCash Visibility ModelOne-off, Fixed Fee
2.1

Margin Leakage Diagnostic

We're busy – so where is all the profit going?

We assess:
We deliver:
Pricing integrity
Ranked £ margin-leakage test
Discounts & leakage
Profit leakage map
Cost structure signals
Top 10 profit-recovery opportunities
Operational inefficiencies
Quick-win vs. structural split
2.2

Cash Flow Stress Test

I worry about cash and I can't see far enough ahead

We assess:
We deliver:
Cash inflows / outflows
100-day cash visibility model (template + set-up logic)
Payment cycles
Cash-risk heatmap
Seasonal risk
Liquidity pressure points + cash-improvement levers list
2.3

Working Capital Diagnostic

We're profitable on paper but the cash is stuck in the business

We assess:
We deliver:
Debtors
Cash-conversion-cycle breakdown
Stock
Cash-released opportunity list
Supplier terms
Working-capital improvement map
2.4

Management Information & KPI Diagnostic

I don't trust my numbers – the reporting is messy

We assess:
We deliver:
Current reporting quality
KPI tree – what actually matters
KPI relevance
'Single source of truth' reporting map
Visibility gaps
Board-pack template + missing data list

Outcome: Financial clarity, stronger margins and confident cash flow management.

Book a Consultation

Pillar 3

Growth Clarity

“We want to grow but don't have clarity on where the biggest opportunities are.”

We help you identify your highest-value growth opportunities, sharpen your pricing and margins, and build a sales pipeline that converts — so you can grow with confidence and focus.

Bespoke ReportOne-off, Fixed Fee
3.1

Growth Clarity Diagnostic

We want to grow but I can't see the clearest path

We assess:
We deliver:
Revenue mix & profit drivers
Where profit actually comes from
Customer concentration
Concentration risk view across growth paths
Growth options open to you
Growth-option map (3-5 paths, ranked)
Risk & investment appetite
Recommended path + 12-month focus list
3.2

Pricing & Margin Opportunity Diagnostic

I haven't reviewed pricing in years – I suspect we're leaving money on the table

We assess:
We deliver:
Prices vs cost movement
£ value of prices lagging costs
Profitability by product & customer
Ranked profitable / unprofitable list
Discounting patterns
Annual cost of discounting
Pricing power & positioning
Ranked pricing opportunities + profit impact
3.3

Sales Pipeline & Conversion Diagnostic

We get plenty of enquiries, but too many go cold and I can't see what's in the pipeline

We assess:
We deliver:
Pipelines stages & flow
Funnel analysis, stage by stage
Conversion & biggest leak
£ value of the leak + upside of improvement
Lead source performance
Conversion-by-source breakdown
Quote follow-up & hygiene
Top 10 conversion opportunities, quick-win / structural
3.4

Customer & Demand Growth Diagnostic

We rely on referrals and repeat work – I don't know where the next customers come from

We assess:
We deliver:
Where customers come from
Demand-source map with reliance risks
Best-fit customer profile
Defined ideal customer + available market
Retention & repeat rates
Retention gaps and repeat-business upside
Visibility vs competitors
Route to a more predictable enquiry flow

Outcome: Growth clarity, stronger pricing and margins, and a pipeline that converts.

Book a Consultation

Pillar 4

Funding & Capital

“We need funding and the right capital structure to support our next phase.”

We help you understand whether you're ready to raise funding, how your current capital structure is set up, and what the right financing choices look like for your next phase.

Bespoke ReportOne-off, Fixed Fee
4.1

Funding Readiness Diagnostic

I think we need funding, but I don't know if we're ready

We assess:
We deliver:
Financial performance & trends
RAG-rated funding-readiness scorecard
Balance sheet & leverage
Whether your ask is realistic – and what size is
Quality of reporting & mgmt. info.
Red flags a lender will raise, and why
Strength of plan / forecast
Gap-closure checklist ordered by impact
4.2

Capital Structure Review

Is my debt and funding set up the right way?

We assess:
We deliver:
Every facility, rate & maturity
Capital-structure snapshot + blended cost
Maturity profile & refinancing cliffs
Refinancing timeline and pressure points
Personal guarantee exposure
PG position stated plainly + where reducible
Upcoming capital needs
Funding-route options with trade-offs
4.3

Cash Headroom & Facility Diagnostic

I don't know how much cash we really have, or if our facilities are the right size

We assess:
We deliver:
True available headroom
Genuine headroom across cash and facilities
Cash cycle & pressure points
Forward view of when cash will be tightest
Facility sizing & structure
Verdict on resizing, restructuring or replacing
Cost of short-term borrowing
Saving available from better-suited terms
4.4

Investment & Business Case Diagnostic

We want to invest in equipment or expansion – but do the numbers stack up?

We assess:
We deliver:
The commercial case & assumptions
Honest verdict on whether the case holds
Payback & return
Return across best, expected and downside
Funding options for the asset
Comparison of routes with true all-in cost
Impact on cash & debt service
Affordability verdict + headroom retained

Outcome: Funding readiness, a clearer capital structure and confidence in how you finance growth.

Book a Consultation

Pillar 5

Digital & AI Readiness

“Our systems don't talk to each other, and I don't know where to start with AI.”

We help you see how ready your systems and data are for AI and automation – so you can prioritise the right digital investments and move forward with confidence.

Bespoke ReportOne-off, Fixed Fee
5.1

Digital & AI Readiness Snapshot

Everyone says we should be using AI and better systems – but I don't know where to start

We assess:
We deliver:
Systems & integration
Digital-readiness snapshot (RAG-scored)
Data quality & accessibility
Data and reporting accessibility flags
Cyber-security hygiene
Priority security risk flags
Automation & AI potential
Ranked automation / AI opportunities + first three steps

Outcome: A clear picture of your digital and AI readiness, with prioritised next steps.

Book a Consultation

How it works

A clear process. A clear outcome.

Each pillar is a standalone engagement. Fixed fee, no open-ended retainer and no scope that grows.

1.

Consultation Call

A focused 30-minute conversation to understand your challenges. No commitment required.

2.

Your Intake Questionnaire

We send a short set of questions to understand how your business works. What's going well and what isn't. Straightforward to complete.

3.

The Analysis

We examine the data you provide and build a clear, evidence-based map of where you are, where you could be, and actionable steps to get there.

4.

Findings Conversation

We walk you through what we've found - in plain English, on a call. You get to challenge the findings, add context, and ask questions.

5.

Your Findings Report

Covering what we found, what it means and what we'd do about it. A bespoke report for you and your team, not for a shelf.

Our guarantee

Get your first report on us

Hiring a consultant is a leap of faith. You pay up front, you hope it's worth it, and too often it isn't. So we've taken that off the table — you see the work before any money changes hands.

Your first report — our Pillar 1: Business Control diagnostic — is on us, at no cost to you.

Pillar 1 is where most owners start: a clear, honest read on how the business is controlled, directed and run — where decisions bottleneck, where the money leaks, and who really owns what. It's normally a fixed-price piece of work. For your first one, there's nothing to pay.

Here's how it works:

  1. Tell us where the business feels stuck. We'll confirm Pillar 1 is the right place to start.
  2. We run the full diagnostic and hand you the report — the findings, the numbers, the specific steps.
  3. There's nothing to pay for it. If it earns its place, we talk about what comes next. If it doesn't, we shake hands and you're no worse off.

No tie-in. No retainer waiting in the wings. No catch in the small print. You read the report, then you decide.

We can do this because we've seen what a clear, honest diagnosis does for a business — and we'd rather prove the work than promise it. The first one's our expense; earning the second is our job.

Fixed price after that. Plain English throughout. Your Pillar 1 report costs you nothing — that's the whole deal.