A Clear, Scored Picture of Your Business — and a 90-Day Plan to Move It Forward

No. The LEAD Diagnostic is a standalone engagement. The output — a scored health report and 90-day action plan — is yours to keep regardless of what you decide afterward. Many clients use the diagnostic output to implement changes on their own, without proceeding to a coaching engagement. Others use it as the foundation for a coaching engagement that begins with a clear picture of the constraint rather than a blank slate. The diagnostic is designed to be valuable on its own terms — not as a sales tool for the next engagement.

A discovery call is a 30-minute conversation designed to determine fit. The LEAD Diagnostic is a half-day structured assessment that produces a tangible output — a scored health report and a 90-day action plan. The diagnostic is paid, structured and output-driven. It is not a conversation about your business. It is a systematic assessment of your business across six dimensions, using a framework built from 30+ years of coaching experience. The output you receive is useful regardless of whether you proceed to a coaching engagement. Many clients have described the LEAD Diagnostic as the most valuable half-day they have invested in their business — a clear, independent picture of what is actually happening and what to do about it.

The LEAD Diagnostic report is delivered within 24 hours of the session. It covers the scored health assessment across all six business stages, the primary constraint identified during the session, and the prioritised 90-day action plan. If a coaching engagement follows, the report becomes the foundation of the first session — the 90-day plan is reviewed, refined and committed to as the starting point for the engagement.

The LEAD Diagnostic is a half-day structured business health audit that scores your business across all six fundamental stages — Strategy, Attraction, Conversion, Delivery, Scale and Exit. It identifies the single biggest constraint holding back growth and produces a 90-day action plan specific to your situation. The output is a scored health report and a prioritised action plan — yours to keep regardless of what you decide afterward. It is the entry point for business coaching engagements and is designed to give you a clear, independent picture of where your business actually stands versus where you think it stands.

Once your LEAD Diagnostic is confirmed, you will receive a pre-diagnostic questionnaire covering your current revenue, team structure, the primary challenges you are experiencing and your goals for the next 12 months. Completing this thoroughly before the session ensures the half-day is focused on your specific situation from the first minute. Beyond the questionnaire, it is helpful to bring any financial data you have — revenue trends, margin by product or service line, team costs — and to think about which of the six business stages feels most constrained. The more honest and specific you are in your preparation, the more valuable the diagnostic output will be.