Understand the business before changing it
Review marketing and sales, operations and efficiency, financial health, technology and software, people and recruiting, administration and risk, and customer experience.
The Digital Contractor Business Assessment
Explore a whole-business assessment covering structure, operations, sales, marketing, technology, people, financial visibility, data, and an agreed action plan.
A written scope and practical next steps
Agree the review scope and information required before work begins. Findings and priorities can inform a separately scoped implementation proposal.
People, process and information
Review organizational structure, roles, recruiting, training, sales, customer experience, operational workflows and the information needed to oversee them.
Technology and financial visibility
Map software, integrations, records, reporting, accounting workflows and management information. Identify the questions requiring qualified legal, accounting, tax or other professional review.
An agreed output
Define findings, priorities, responsibilities, milestones and a practical action plan. The assessment scope, depth, delivery method and fee belong in the current proposal.