Business Diagnostics & Audit
Uncover hidden gaps, inefficiencies, and growth blockers in your business operations.
Ideal for: Owners who want a clear snapshot of what’s working, what’s not, and where to focus next for higher profitability.
A Clear Snapshot of What’s Holding You Back
Tarting a new business comes with a vast amount of steps. These are steps, which have to be not just taken but also known about in advance. As an investor and entrepreneur, many of these can be paralyzing, cause inertia, and not allow for forward movement.
Who This Is For?
What This Covers – 6 key business areas?
How it Works
Initial Discovery Session
Clarify goals, challenges & leadership vision
(Bi) Weekly Coaching Calls
1:1 sessions focused on real-time decisions and growth
Custom Tools & Exercises
Assessments, frameworks, and guided reflection
Progress Tracking
Goals, insights, and accountability between sessions
Problems This Audit Helps Solve
What You’ll Walk Away With
Our approach
Clarity. Insight. Actionable Strategy.
No fluff. Just insight, alignment, and an action-ready roadmap.
Business Diagnostics and Audit – Packages
Transparent Pricing. Get control and visibility over spending.
Business Pulse Check
$2000 One time
For Solopreneurs / Micro Businesses (1–5 employees) Get a fast, focused diagnostic to reset priorities and spark momentum.
3–4 hours of in-depth business review
Review of business model, offers, revenue, and marketing
15-page custom diagnostic report
1x 60-minute strategy session to review findings
Includes: 1-Page Business Scorecard, Quick Wins Checklist, and Focus Map
Growth Audit
$3500 One time
For Small Businesses (6–25 employees) Uncover root issues and create a strategic plan for your next growth phase.
5 hours of deep review across team, revenue, marketing, and operations
Leadership survey or short team interviews (optional)
20+ page audit report with SWOT + key insights
2x 60-minute coaching sessions to apply recommendations
Includes: Growth Priority Grid, Department Scorecards, and Execution Tracker
Scalability Diagnostic
$6000 One time
For Medium Businesses (26–100 employees) A strategic audit built to identify growth blocks and build scale-ready systems.
7–8 hours of business and leadership review (documents + interviews)
Full deep-dive into org structure, KPIs, marketing engine, and bottlenecks
30+ page custom audit report with strategic recommendations
3x 60-minute executive coaching sessions to align and implement
Includes: Scaling Readiness Framework, KPI Dashboard Templates, and Leadership Alignment Tools
Want Clarity on What’s Holding Your Business Back?
Tell me a bit about your business goals — and let’s build a plan together.
Frequently Asked Questions
Some frequently asked questions about the service that you may have questions about
What is Business Diagnostics and Audit?
It’s a comprehensive assessment of your business’s current health across key areas—finance, operations, marketing, sales, and leadership—to identify strengths, weaknesses, risks, and growth opportunities.
Which tools and frameworks do you use during the audit?
We use proven tools such as SWOT Analysis, PESTEL Analysis, Business Model Canvas, Financial Ratio Analysis, Balanced Scorecard, and process mapping frameworks. These help us thoroughly evaluate your business from multiple angles.
How do you collect data for the diagnostic?
Data is gathered through interviews, document reviews, financial reports, key performance indicators (KPIs), surveys, and sometimes direct observation of operations.
What KPIs or scoreboards will you analyze?
Depending on your business type, we look at financial KPIs (cash flow, profitability, ROI), operational KPIs (cycle time, quality metrics), sales/marketing KPIs (conversion rates, customer acquisition cost), and employee engagement or leadership effectiveness metrics.
How long does the business audit take?
Typically, a full diagnostic takes 3-6 weeks, depending on business size and complexity, including time for data collection, analysis, and reporting.
Will I get actionable recommendations after the audit?
Yes, the final report includes a detailed analysis and prioritized recommendations to fix issues, optimize processes, and leverage opportunities for growth.
Is this audit suitable for all business sizes?
Yes, we customize the diagnostic scope and depth to fit startups, SMEs, and larger enterprises alike.
How does this differ from a financial audit?
Unlike a financial audit that focuses narrowly on accounting and compliance, our business diagnostics take a holistic view covering strategy, operations, leadership, and market positioning.
Can you help implement the recommendations?
Absolutely. Post-diagnostic, we offer coaching and consulting support to help you execute the improvement plans effectively.
What industries do you specialize in for diagnostics?
We have experience across multiple sectors including technology, manufacturing, retail, services, and healthcare and many more.
What frameworks do you use during the business audit?
I use a structured diagnostic process that draws from Gap-to-Goal Analysis, Business Model Canvas, and Scaling Readiness Assessments — supported by 4DX and EOS principles. It covers strategy, operations, leadership, and growth readiness.
What areas of the business are assessed?
We examine your business across six key dimensions: strategy, financials, team, operations, systems, and leadership. You'll get clear insights on what’s working, what’s missing, and where to focus next.
What tools are included in this diagnostic?
You’ll receive a Business Health Scorecard, a red-yellow-green gap map, a profitability and process audit checklist, and a custom priority report outlining next-step recommendations.
How do I get the results?
You’ll receive a detailed written report, followed by a 60–90-minute review session where we walk through the findings, identify quick wins, and map out potential next moves.
Is this just analysis or does it come with recommendations?
It includes both. You'll not only understand where the gaps are — you'll walk away with clear, actionable recommendations to address them immediately or integrate into a coaching engagement.
Can this be done for teams or departments?
Yes. The audit can be extended to specific business units, departments, or leadership teams. We can also include surveys or interviews to gather insights from key staff.
How do I get started?
Book your free 45-minute strategy session — we’ll explore your goals and see if it’s a fit.