Playbook diagnostic

How do I identify where my business is underperforming — and what to fix first?

For business leaders who know technology should be doing more, this diagnostic reveals in minutes where your capabilities are performing and where blind spots and weaknesses sit — with the functionality to remove them. It builds a structured view across the five areas that determine whether a business thrives or drifts: how it wins and keeps revenue, how efficiently it runs, how productively its people work, how well information turns into decisions, and how protected it is against risk.

Who this is for

You run or help run a business and sense that technology and systems should be doing more — but can't point to where the shortfall sits. Revenue depends on a few heroic individuals, month-end still means days of spreadsheet wrangling, critical know-how lives in heads that might leave, and IT or leadership teams want the picture built together rather than argued about.

What it assesses — five capability groups, 15 capabilities

Revenue & Customer Growth

How the organisation wins and keeps revenue — from pipeline to conversion to retention.

  • Pipeline Generation
  • Conversion Effectiveness
  • Customer Experience and Retention

Growth falters as pipeline, conversion and retention weaken.

Operational Efficiency & Cost

How efficiently the organisation runs day to day, and whether costs are visible and challenged.

  • Process Automation
  • Manual Effort Visibility
  • Cost-Line Transparency

Waste and hidden costs quietly erode our profitability.

Workforce Productivity & Knowledge

How well people can do their jobs — knowledge capture, findability and collaboration.

  • Knowledge Capture
  • Information Findability
  • Collaboration Efficiency

Productivity drains away through lost knowledge and friction.

Decision-Making & Insight

How the organisation turns information into decisions leaders can trust and act on.

  • Management Information Access
  • Forward Visibility
  • Insight-to-Action Loop

Decisions rest on guesswork instead of trusted insight.

Risk, Resilience & Compliance Posture

How the organisation protects itself — from board-level risk visibility to disruption readiness.

  • Risk Visibility
  • Compliance Confidence
  • Disruption Readiness

Unseen risks and disruption threaten the organisation's survival.

What you get

  • Live dashboard across all 15 capabilities
  • Blind spots and weaknesses flagged explicitly
  • Prioritised, tailored recommendations
  • Unlimited re-runs to track progress
  • Team consensus view via shared link

How it works

  1. 1 Start the diagnostic — nothing to prepare
  2. 2 Respond to structured, expert-validated statements
  3. 3 Review your dashboard the moment you finish
  4. 4 Act on recommendations, then re-run to measure

Frequently asked questions

How long does the Business Priorities Diagnostic take? +

Most people finish in around 9 minutes. You respond to a structured set of statements across the five capability groups, and your dashboard is ready the moment you submit your last answer.

How is this different from hiring a consultant? +

There's no engagement to schedule and no report to wait weeks for. The diagnostic gives you an expert-validated, structured view immediately, and you can re-run it as often as you like to track progress at no extra cost.

Is this just an AI chatbot? +

No. You're responding to a fixed set of statements built around 15 named capabilities, not having an open-ended conversation. The structure is what makes the results comparable across runs and across your leadership team.

Can my leadership team take it together? +

Yes. You can invite colleagues to respond independently and view a consensus dashboard that shows where your team agrees and where perceptions of the business diverge.

What does the output actually look like? +

A dashboard scored across all 15 capabilities, with blind spots and weaknesses called out explicitly and a prioritised list of recommendations for what to act on first.

Get clarity on where to act first — in minutes.

Start responding