Growth Readiness Audit

Is Your Marketing and Sales System Delivering the Growth Your Business Deserves?

Why do some financial and professional services firms grow 20% annually while similar competitors plateau at 5%?

The answer isn’t better services or harder work—it’s having the right marketing and sales systems in place. Many successful businesses hit growth plateaus despite quality offerings and satisfied clients. The difference between breakthrough growth and stagnation often comes down to the strategic systems top-performing firms use consistently.

If you’re looking to acquire more clients, enter new markets, or boost profitability, you don’t need to reinvent everything. Strategic adjustments based on what high-performing firms do differently can unlock significant growth.

That’s where the Growth Readiness Audit comes in.

What Is the Growth Readiness Audit?

The Growth Readiness Audit is a comprehensive, independent review of your current sales and marketing capability. It provides an objective assessment of what’s working, what’s holding you back, and where to focus to accelerate results.

I’ll identify what’s driving performance, where friction exists, and deliver a prioritised action plan designed to improve growth outcomes.

Clients typically identify 3–5 high-impact opportunities they hadn’t previously considered, with many seeing measurable improvements within the first 90 days.

You’ll receive:

A customised growth roadmap aligned with your specific goals

Performance benchmarks comparing your approach to industry leaders

Clear implementation priorities ranked by potential impact

30 days of follow-up support to ensure successful execution

Key Focus Areas

The audit systematically evaluates growth opportunities across three critical areas:

Client Growth & Retention

Client onboarding and relationship management

Cross-selling and account expansion strategies

Retention systems and renewal processes

Lead Generation & Conversion

Marketing strategy effectiveness

Lead qualification and nurturing systems

Sales process design and conversion rates

Strategic Planning & Systems

Annual business planning and goal setting

Client segmentation and targeting strategies

Sales management and accountability systems

What’s Included

Each Growth Readiness Audit follows a structured three-phase process:

Phase 1: Uncover Hidden Opportunities

Pre-audit assessment and data gathering

Review of current marketing and sales materials

Analysis of client acquisition and retention metrics

Phase 2: Benchmark Your Performance

Facilitated discussion with your leadership team

Identification of strengths, gaps, and opportunities

Comparison against strategies used by top-performing firms

Phase 3: Build Your Growth Roadmap

Comprehensive debrief with prioritised recommendations

Written action plan with implementation timeline

30 days of follow-up support for questions and guidance

Who This Is For (and Not For)

The Growth Readiness Audit is ideal for:

Established financial and professional services firms

Business owners, partners, and senior leaders accountable for growth

Firms with a solid client base seeking more consistent, predictable revenue

Leadership teams ready to act on clear recommendations—not just review a report

This is not a fit for:

Start-ups or early-stage businesses without an established client base

Firms looking for tactical marketing execution or campaign management

Organisations seeking quick fixes without leadership involvement

Businesses unwilling to make changes based on objective findings

Ready to Unlock Your Growth Potential?

The Growth Readiness Audit typically takes 2–3 weeks to complete and is designed for established financial and professional services businesses ready to take their growth to the next level.

Next step:

Schedule your complimentary 20-minute growth consultation to discuss your specific situation and determine whether the Growth Readiness Audit is right for your business.

Learn how we can work together