COMMERCIAL HEALTH CHECK
Complete all sections to set up your diagnostic session
Session Respondents
✓
MD / Owner
Strategy & Leadership
✓
Sales Lead
Sales & Conversion
Marketing Lead
Lead Gen & Marketing
Finance Lead
Financial Performance
Module Assignments
Client Financial Data
These figures are used to calculate the commercial opportunity automatically
£
%
£
%
£
% pts
%
Saved Sessions
No saved sessions yet
Client: —
0 / 124
1 — Not in place
2 — Weak
3 — Inconsistent
4 — Good
5 — Best Practice
Diagnostic Results
Module Performance — Ranked Low to High
Category Performance — Ranked Low to High
Commercial Impact (Modelled)

Ready to Build the Deck

All data pre-loaded. Add your interpretation and generate the client presentation.

DECK BUILDER
Step 2 of 2
Build the Client Deck
Session data is pre-loaded. Use AI to draft commentary, review and edit, then generate your slides.
01
Pre-Loaded Data
Auto-filled from session
02
Priority Focus Areas
Slides 3–5 — Review AI draft & edit
03
Recommendations
Slide 7 — 3–5 priorities
04
Growth Roadmap
Slide 9 — Prioritised by effort
05
Next Steps
Slide 10
Review all sections above, then generate
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