BD Diagnostic

Mac laptop with the text 'I design and develop experiences that make people's lives simple'.
Practical BD and marketing diagnostics for businesses wanting to find effective activities that drive intentional growth

This suite helps professional service companies and SMEs understand what’s working, what is underperforming and where to focus next.

It is designed for leaders who want clarity before committing more time, budget or energy to business development and marketing.

Choose the level of insight and support that fits where your organisation is right now.

Who this is for?
  • Professional service companies or teams within firms
  • SMEs at a growth or transition point
  • Founder-led businesses
  • Organisations planning growth, repositioning or a strategic reset
  • Teams that sense their BD or marketing could be working smarter but want evidence before acting

The Diagnostic Options

Marketing Pulse Check

A structured, self-guided questionnaire designed to surface common gaps across business development, marketing and positioning.

What you’ll get:

  • A comprehensive diagnostic questionnaire
  • Clear prompts covering strategy, positioning, pipeline, referrals and execution
  • A practical framework you can return to as your business evolves

Best for:
Organisations wanting a fast, low-commitment pulse check or a shared baseline for internal discussion.

Cost:

AU$ 1,200

Delivery:
Email me your request and I will send an invoice. You will receive the Marketing Pulse Check within 48 hours of payment.

Business Development Map

This option adapts the diagnostic specifically to your organisation’s context and objectives.

What you’ll get:

  • A customised diagnostic questionnaire aligned to your goals
  • More relevant, targeted questions
  • A clearer and more efficient diagnostic experience

Best for:
Businesses with a defined objective who want insights that reflect their reality, not a template.

You will receive a personalised Business Development Map within one week of confirming the details of your context.

Cost:

Subject to size of business and number of service lines.

Delivery:
Email me your request, so we can discuss a quote for tailoring the diagnostic to directly reflect what you are trying to achieve.

Businesses Development Playbook

This is your business development and marketing playbook. It will bring clarity, direction and confidence, not just data.

After you complete your personalised questionnaire, I will:

  • Analyse your responses in depth
  • Identify patterns, gaps, risks and opportunities
  • Develop clear, prioritised action points

We’ll then meet to discuss:

  • What’s helping or hindering growth
  • Where to focus first for the greatest impact
  • Practical, realistic next steps tailored to your organisation

What you’ll get:

  • A personalised diagnostic questionnaire
  • Written analysis with recommended actions
  • A follow-up meeting to discuss findings and implications

Best for:
Leadership teams charged with growth, positioning or investment decisions.

Cost:

Subject to size of business and number of service lines.

Delivery:
Email me your request so we can discuss a quote. You will receive your Playbook within 4–6 weeks from questionnaire completion and any interviews agreed in the scope.

FAQs

This diagnostic is suitable for:

  • Professional service companies and teams within firms
  • SME businesses
  • Founder-led and owner-managed businesses
  • Leadership teams planning growth, repositioning or expansion

It is particularly useful for organisations experiencing inconsistent pipeline, unclear positioning or uncertainty about where to focus marketing and BD efforts.

Yes. The diagnostic has been developed and refined working with Australian and UK professional service companies, SMEs and startups, while remaining applicable to organisations operating nationally or internationally.

The questions focus on commercial realities, not market-specific jargon, making the insights broadly relevant.

Unlike generic marketing audits or templated checklists, this diagnostic is designed to uncover root causes, not just surface-level issues.

It draws on practical experience advising professional service companies, SME brands and startups, focusing on how strategy, positioning, business development and execution interact in real organisations.

Depending on the option selected, the diagnostic explores areas including:

  • Business development strategy and processes
  • Marketing clarity and positioning
  • Pipeline health and conversion
  • Referral and relationship-driven growth
  • Internal alignment and execution capability

The focus is always on priorities and impact, not activity volume.

No numerical score is provided.

The diagnostic is designed to deliver qualitative insight, identifying patterns, risks and opportunities so leaders can make confident, informed decisions about where to act first.

Yes. The diagnostic is intentionally scalable and works well for:

  • Sole traders
  • Small teams
  • Growing SMEs
  • Established professional services organisations

The insights adapt to the size, structure and maturity of your business.

No. The diagnostic is offered as a standalone product and delivers value independently. Any further support is only discussed if it is genuinely relevant and useful.

  • Marketing Pulse Check: Delivered within 48 hours of payment. Completion is self-paced.
  • Business Development Map: Delivered within one week and then self-paced.
  • Businesses Development Playbook: 4–6 weeks, depending on when the review material and interviews in the scope are completed.

The process is designed to fit around busy leadership and management schedules.

If you’re unsure, starting with the Marketing Pulse Check or Business Development Map is often the most practical step. Both provide meaningful insights and can stand alone without committing to deeper analysis. Alternatively, book a complimentary 15-minute call to ask any questions and gain extra clarity.

  • Marketing Pulse Check: Email me your request and I will send an invoice. You will receive the Marketing Pulse Check within 48 hours of payment.
  • Business Development Map: Email me your request, so we can discuss a quote for tailoring the diagnostic to directly reflect what you are trying to achieve.
  • Businesses Development Playbook: Email me your request so we can discuss a quote. You will receive your Playbook within 4–6 weeks from questionnaire completion and any interviews agreed in the scope.

That depends on the option selected:

  • Marketing Pulse Check: Template self-paced review tool applicable to a broad range of industries and services.
  • Business Development Map: Self-paced review tool tailored to your organisation’s goals.
  • Businesses Development Playbook: Tailored review tool that can be reused as a benchmark, as well as written recommendations and a follow-up discussion to review the insights.