Client intake diagnostic

Map the real
constraint.

A guided diagnostic for established businesses. The path adapts as you answer, so we only ask for context that can change the recommendation.

Start diagnostic↓

Business Baseline

Start with the facts. We need to understand the business model before we prescribe anything.

Question 1

Question 2

What you sell, who buys, how the business makes money, and what makes the work hard to copy.

Question 3

Question 4

Question 5

AOV, project value, margin, repeat purchase, close rate, lead cost, production cost, capacity, retention, or another core metric.

Question 6

Revenue, demand, traffic, lead quality, conversion, operations, team, cash, or product clarity.

Offer + Market

This is where we separate surface symptoms from the actual commercial problem.

Question 7

Question 8

Name the product, service, package, collection, or category. Focus on why this offer has upside.

Question 9

Describe the buyer you want more of, not every buyer you can serve.

Question 10

Question 11

Resources + Risk

Honest constraints help us recommend a scope that can survive contact with the business.

Question 24

Question 25

Question 26

Revenue lift, margin improvement, time saved, product launch, investor readiness, operational clarity, fewer fires, stronger close rate.

Question 27

Name the line we should not cross.

Fit + Decision

The best consulting work requires access, honesty, speed, and authority. This section protects both sides.

Question 31

Founder, partner, co-founder, finance lead, investor, spouse, board, or anyone else with veto power.

Question 32

Analytics, URLs, customer messages, ad accounts, CRM, supplier data, pitch decks, product photos, reviews, or past proposals.

Question 33

Examples: "No revenue-linked model," "No rebuild this quarter," "No manufacturer change," "No long-term contract."

Question 34

This is often where the most useful context lives.

Question 35

Competitors, customer messages, decks, dashboards, pitch materials, product photos, reviews, analytics screenshots, or prior strategy docs.

Submit Diagnostic

Once submitted, we review the business as a system: offer, market, acquisition, conversion, operations, risk, and commercial fit.

01 Diagnostic Review

We identify the highest-leverage constraint and the evidence behind it.

02 Scope + Engagement Recommendation

Diagnostic, fixed scope, phased build, retainer, or upside-linked based on business reality.

03 Proposal Call

We walk through the recommended path, responsibilities, access needs, and next decision.

Review: 0 diagnostic answers captured

Not asked, simple scope path

Confirm your contact details. We will use this response to prepare the diagnostic review and recommend the right engagement shape.