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Business Solution Assessment

Business Solution Assessment

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What would you like to improve first?

Choose one to start. You can add more problems next.

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Find where growth is blocked Identify what is limiting commercial growth and what should be addressed first.

Generate demand quickly Create interest in a product, service, campaign or market opportunity within a focused period.

Turn more leads into customers Improve how leads are captured, qualified, followed up and converted.

Keep and grow existing customers Improve onboarding, engagement, retention, reactivation and customer value.

Build executive visibility and trust Strengthen the visibility and credibility of leaders, experts or the corporate brand.

Turn customer or audience data into value Use customer or audience data to guide decisions, campaigns and commercial opportunities.

Connect the full commercial growth system Connect demand generation, CRM, sales, customer operations and reporting into one working system.

More than one area Several growth problems need attention and may need to be assessed together.

I’m not sure yet You know improvement is needed but have not identified the main problem yet.

Where do you feel the biggest blockage today?

Choose the closest answer.

Demand Not enough of the right people are showing interest in your offer.

Website or lead capture Your website or forms are not turning enough visitors into identifiable leads.

Sales conversion Leads enter the sales process but too few become customers.

Customer retention Existing customers leave, disengage or fail to return sooner than expected.

Data and reporting Your data does not provide a clear view of performance or what to improve.

Several areas The blockage appears across several connected parts of the commercial journey.

I’m not sure The symptoms are visible, but the main source of the blockage is unclear.

What are you trying to generate demand for?

Choose the closest answer.

A new product or service You need to build awareness and interest before or during a new offer launch.

A campaign You need an audience and response for a specific promotional activity.

A new market You want to find and reach potential customers in a new location or segment.

An existing offer An established product or service needs more awareness, interest or enquiries.

I’m not sure You need more demand but have not chosen the first offer or campaign to support.

What usually happens after a lead arrives?

Choose the closest answer.

Follow-up is too slow Leads wait too long before someone responds or takes the next action.

Leads are not qualified The sales team cannot quickly tell which leads are suitable and ready to progress.

Meetings are not booked Interested leads do not consistently move into scheduled sales conversations.

Proposals stall Opportunities slow down or stop after a proposal or quotation is shared.

We cannot see the pipeline clearly Lead stages, ownership and next actions are difficult to track or report.

I’m not sure Leads are not converting well, but the exact point of failure is unclear.

Where are customers dropping off?

Choose the closest answer.

Onboarding New customers do not reach their first useful outcome smoothly or quickly.

Ongoing engagement Customers become less active or responsive after the initial experience.

Retention Customers stop buying, renewing or continuing the relationship.

Upsell or cross-sell Suitable customers are not progressing to a higher-value or related offer.

Reactivation Inactive or former customers are not returning after they disengage.

I’m not sure Customer value is being lost, but the main drop-off point is unclear.

Whose visibility needs to become stronger?

Choose the closest answer.

Founder or CEO The organisation’s principal leader needs a stronger, more credible public presence.

Executive team Several senior leaders need clearer and more consistent market visibility.

Corporate brand The organisation itself needs stronger recognition, credibility and authority.

Subject-matter experts Internal specialists need a stronger public voice around their areas of expertise.

I’m not sure Greater authority is needed, but the best person or brand voice to lead it is unclear.

What do you have today?

Choose the closest answer.

Customer data You hold information about known customers, their activity or their relationship with you.

Audience reach You can reach an audience through a channel, publication, community or subscriber base.

Campaign data You have performance and response information from marketing or sales campaigns.

Platform users People use your digital platform, product or service and generate behavioural data.

Data spread across systems Useful customer or audience information sits in separate tools and is difficult to combine.

I’m not sure You may have useful data or audience assets, but their location or value is not yet clear.

Which part of the commercial system is least connected?

Choose the closest answer.

Demand generation Campaigns and channels are not consistently creating suitable interest and enquiries.

CRM and lead management Lead data, ownership, follow-up and next actions are not managed in one clear workflow.

Sales conversion The process for moving qualified opportunities into customers is not working consistently.

Contact centre Customer conversations, support or follow-up are not connected to the wider commercial process.

Customer lifecycle Onboarding, engagement, retention and growth activities are not coordinated after acquisition.

Analytics and reporting Teams lack a shared view of performance, customer activity and commercial outcomes.

Several areas More than one part of the commercial system is disconnected or working in isolation.

I’m not sure The system feels disconnected, but the most important break is not yet clear.

Which areas feel disconnected?

Choose the closest answer.

Demand and sales Marketing activity and the sales process are not working from one connected flow.

Sales and contact centre Sales and customer-contact teams do not share enough context, ownership or follow-up.

Customer experience and retention The customer experience is not consistently helping customers stay engaged and continue.

Data and decisions Available data is not being turned into clear priorities or commercial actions.

Most of the system Acquisition, sales, customer operations and reporting need to work together more effectively.

I’m not sure Several issues are visible, but the relationships between them are not yet clear.

What feels most difficult right now?

Choose the closest answer.

Finding demand Reaching enough suitable people and creating interest is the main difficulty.

Converting leads Interest is being generated, but too few leads become customers.

Keeping customers Customers are leaving, disengaging or not returning as expected.

Using data well Customer, audience or performance data is not guiding useful action.

Building visibility The organisation or its leaders need stronger recognition and credibility in the market.

Several areas More than one of these difficulties is affecting the organisation at the same time.

I’m still not sure You need a broader review before choosing which commercial problem to address first.

Which industry best describes your organisation?

This helps us understand your operating context.

Education Schools, universities, training providers and other education organisations.

Recruitment Recruitment firms, staffing providers and organisations connecting people with work.

Financial Services Banks, payment providers, lenders and other financial services organisations.

Travel & Hospitality Travel, accommodation, tourism and hospitality organisations.

Telecommunications Providers of mobile, internet, connectivity or related communication services.

Retail & E-commerce Retailers, online stores and organisations selling products directly to customers.

Other Your organisation primarily operates in a sector that is not listed here.

Where is your organisation based or planning to operate?

This is context for the assessment, not a promise of coverage.

Ghana Your organisation is based in Ghana or plans to operate there.

Nigeria Your organisation is based in Nigeria or plans to operate there.

Another West African market Your organisation is based in, or planning for, a West African market other than Ghana or Nigeria.

More than one market Your organisation operates, or plans to operate, in more than one country or market.

Outside West Africa Your organisation is based in, or planning for, a market outside West Africa.

I’m not sure yet Your organisation’s target market or expansion plan has not been decided yet.

When would you like to begin?

Choose the answer that best fits today.

As soon as possible You are ready to begin once the right approach and next steps are agreed.

Within three months You expect the work to begin during the next three months.

Within six months You expect the work to begin later, but within the next six months.

I’m exploring options You are researching possible approaches and have not set a start date.

Based on your answers

What may help

These packages are the closest source-approved match. A specialist will review the full context before confirming a route.

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