Business Growth Audit

Before we recommend marketing, we need to understand the business.

This is not a quote request dressed up as a questionnaire. It is the first stage of diagnosing where growth is being constrained.

Business: customers, products, sales process and capacity.

Commercial: approximate revenue, order value, margin and spend where you are comfortable sharing it.

Marketing: what is running now, what has been tried and what happened.

Market: competitors, geography, objectives and customer objections.

1 — Business

Company nameYour nameEmailPhoneWebsiteIndustryLocation / service areaMain customer types

2 — Commercial

Approximate ranges are fine. If you don’t know, say so. We ask because marketing only makes sense when we understand what a customer is worth and what it costs to deliver the work.

Annual revenue rangeAverage order / job valueApprox. gross marginMonthly marketing spend

Don’t know the figures?

That’s normal. Choose how you’d prefer us to establish the commercial baseline.

Financial data optionWhat data could you provide?

For V1, do not upload passwords, bank login credentials or full card details. Secure document upload and approved account integrations will be added separately.

Which products or services matter most commercially?Where are you constrained by capacity, staff, stock or delivery?

3 — Marketing & salesWhat marketing are you doing now?What have you tried before, and what happened?Where do you think growth is currently getting stuck?

4 — Market & objectivesMain competitorsWhat would a worthwhile result look like?TimeframeAnything else we should know?

Your data: sending this creates a client account for your business so we can follow up and you can see what you've sent us in the client portal. If we don't end up working together, we archive the account and permanently delete your name, contact details, answers and files after 30 days. We keep only anonymous totals (such as industry, town and how you found us) to understand our own growth.

Do not send passwords or sensitive credentials through this form. Platform access is requested separately using secure invite/OAuth methods.