Portfolio command centre
Clients and opportunities
A single working view for managing active clients and prospects.
Active clients0
Active prospects0
| Company | Stage / cycle | Next meeting | Next action | Status |
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Portfolio rule: each client keeps its own meetings, workstreams, actions, KPIs and value records. The portfolio only summarizes what needs your attention; it does not create a second place to update the engagement.
Completed sales record · Accepted Aug 18
Meeting 1 & Diagnostic Preparation
Use the first meeting to understand the owner, collect the 66 ratings, request the basic financial information and schedule the diagnostic meeting.
Free Meeting 1
Discovery & diagnostic input
Ask the exact discovery questions and capture the owner’s answers
Complete the 66-question 1–5 rating exercise with the owner
Explain and request the basic financial information
Schedule Meeting 2 and confirm who should attend
Between meetings
Consultant preparation
Enter the financial figures provided by the owner
Review the automatic diagnostic and leakage results
Confirm the three recommended workstreams
Prepare the proposal before Meeting 2
Business profile
Qualification
Qualification not yet assessed.
Use the original discovery question set. Ask the questions conversationally during Free Meeting 1. The consultant records the owner’s answers directly in the app during the meeting.
Discovery meeting questions
21 primary questions. Open each question as the conversation progresses.
1. When did you start your business?
Optional follow-up prompts: What were your reasons? • What was your original goal? • What did you do before? • Who gave you advice?
2. Is being in business today what you thought it would be like when you started your business?
Optional follow-up prompts: What is different to your original idea/plan? • What do you like about it? • What do you dislike about it?
3. Do you have an accurate written vision of what your business will look like in 5 years time?
Optional follow-up prompts: If so please describe this in detail? • Does this vision cover all aspects of your business? • Who wrote it and when? • How often do you review it? • Have your staff bought into it?
4. Do you have a written detailed business plan for your business?
Optional follow-up prompts: Is it current? • Who wrote it? • Do you follow it religiously? • What areas does it cover? • Are your staff aware of it? • Is your staff's employment contract aligned to reaching the goals in your business plan?
5. How many hours do you personally work in your business?
Optional follow-up prompts: And are you able to take time off for regular holidays? • What happens when your Employees are left alone? • Does the time you work affect your family life? • Do you feel that you are getting stale?
6. Are you earning an excellent return on your business investment?
Optional follow-up prompts: i.e. weekly salary and profits by way of dividends? • How much roughly would this be? • Is it increasing annually? • Are you happy with this income? • What would your hourly rate be? • Are your profits growing?
7. Do you have appreciating assets other than your business?
Optional follow-up prompts: What are they? • Are they separate from the business? • Do you have loans associated with these assets? • Does the business pay the loans for the assets?
8. Is your business increasing in value on an annual basis?
Optional follow-up prompts: How much do you think? • How have you measured this? • What is making it go up in value? • What do you think it is worth today? • Are you contemplating selling it in the near future?
9. Are you under stress?
Optional follow-up prompts: What keeps you awake at night? • How long have you been under stress? • Is your Partner under stress? • What is causing your Partners stress? • Do you know the damage that stress can cause a person? • Do you enjoy coming to work every day?
10. Do you review the performance of your business on a monthly basis with very accurate reports?
Optional follow-up prompts: What do the reports include? • Financial? • Key performance indicators? • How do you use them? • Who prepares them? • What use do you get from them?
11. Do you know the difference between working 'on' or 'in' your business?
Optional follow-up prompts: Which one are you doing? • Why? • Do you know what you need to do to reach the 'on' level? • Do you know the benefits of working on your business?
12. Are your Employees capable of running your business without you?
Optional follow-up prompts: Why not? • Do you know how to train them to do this? • Do you know the benefits of being able to achieve this? • Could be an increase in business value, less stress on you, more time off.
13. Are you under any financial pressure?
Optional follow-up prompts: From your bank? • Creditors? • Tax department? • What is the situation? • Are you comfortable with this? • How is the bank debt secured? • List any debt belonging to the bank, tax department or creditors.
14. Are your Account Receivables up to date?
Optional follow-up prompts: Any bad ones? • Who? • Why?
15. Do you produce cash flow budgets six months in advance?
Optional follow-up prompts: Who prepares this? • What do you do with the information? • Is it useful?
16. Does your business information system deliver accurate information on your business?
Optional follow-up prompts: Describe what it delivers and how you use the information. • Who prepares it? • What benefit do you get from this information?
17. Do you have the total operations of your business fully documented?
Optional follow-up prompts: What would happen if you were really sick or died? • Have you ever completely examined all the operations of your business with the view to improve productivity and efficiency? • Do you appreciate the added value to your business that fully documenting all aspects would deliver?
18. Do you have an exit plan to leave your business?
Optional follow-up prompts: What is it? • When? • How? • Sale? • Succession? • Management buyout? • How will you achieve it? • Is your business groomed for sale?
19. Does your Family support you in your business activities?
Optional follow-up prompts: Do you spend enough time with them? • Are you looking for ways to increase this valuable time with your Family? • Do you appreciate the extra family time that can be achieved from being financially free? • Are you married, if so how long. • Do you have Children, if so how many what are their ages?
20. Have you ever worked with a Business Consultant?
Optional follow-up prompts: Do you know precisely what they do? • Do you know anybody who has a Business Consultant? • Do you realise what benefits can be achieved from such a partnership?
21. Just thinking ahead a few years what long term goals or vision do you think would appeal to you if your business was running at its best, say in five years time?
Optional follow-up prompts: What would it look like • Products/Services? • Number of staff/branches? • Turnover? • Profits? • Your role? • Position in market? • Value of business? • Working in or on? • Holidays per year?
Discovery summary
Generated from the responses and edited by the consultant.
Discovery summary will appear here once responses are entered.
Discovery decision
Recorded disposition from the completed discovery meeting.
Proceeding is appropriate: the owner has authority, urgency, sufficient business scale and willingness to change.
Financial information request
Free Meeting 2 scheduled
Only six financial input types are required. Four P&L figures from the last completed year, plus current assets and current liabilities. One valid liquidity period is required; three years are preferred. Detailed operating information belongs after engagement.
Last completed financial year
Client-supplied figures from the income statement.
Automatic financial snapshot
Gross profit
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Gross margin
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Operating profit
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Operating margin
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Solvency trend
Three years preferred; one year minimum when history is unavailable. Missing history lowers confidence but does not block the diagnostic.
| Year | Current assets | Current liabilities | Current ratio | Working capital | Trend |
|---|---|---|---|---|---|
| 2023 | — | — | — | ||
| 2024 | — | — | — | ||
| 2025 | — | — | — |
Advanced consultant assumptions
Client self-rating only. Each statement is rated from 1 to 5. No notes, evidence fields, consultant overrides or dual scoring.
0 of 66 answered0% complete
2 questions are unanswered. Complete them before submission.
Overall business health
— / 5
Not yet ratedEstimated recoverable annual opportunity
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Not enough dataOperating margin
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Not enough dataCurrent ratio trend
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No dataConsultant review
A concise internal checkpoint before presenting the findings.
Business health by category
Strongest areasCustomer & Sales (3.3), People & Performance (2.8), Vision & Strategy and Innovation & Growth (2.5)
Weakest areasProfitability & Pricing (1.8), Risk & Resilience (1.8), Governance Rhythm (2.0)
Opportunity pools
Gross profit—
Payroll—
Overhead—
Range—
Likely workstream focus
Cash Flow & Working Capital
Margin & Pricing Discipline
Production Planning & Throughput
Completed Free Meeting 2 · Accepted Aug 18
Diagnostic & Proposal Meeting
Present the findings, confirm the owner agrees with the priorities, then move directly into the proposal and ask for the business.
Part 1
Present the diagnostic
What we heard, business health, financial opportunity and two possible futures.
Part 2
Present the engagement
Recommended workstreams, delivery approach, term, cadence and fee.
Close
Ask for the business
Record acceptance, follow-up, requested revision or decision not to proceed.
Presentation outcome
The accepted outcome is locked with the completed sales record.
Accepted recommendation snapshot
Recommended Plan
Review the three priorities preserved in the accepted proposal. Changes require a new proposal version.
Priority 1
Cash Flow & Working Capital
Why was this recommended?
Current ratio below 1.0x, 80-day receivables and growing reliance on working-capital financing.
Included deliverables
Suggested KPIs
Accepted in proposal
Priority 2
Margin & Pricing Discipline
Why was this recommended?
Profitability score 1.8, inconsistent estimating practices and margin surprises after completion.
Included deliverables
Suggested KPIs
Accepted in proposal
Priority 3
Production Planning & Throughput
Why was this recommended?
Operations score 2.2, frequent schedule resets and weak visibility into bottlenecks and job status.
Included deliverables
Suggested KPIs
Accepted in proposal
All three recommendations are supported by the discovery responses, diagnostic results and relevant financial opportunity pools.
Proposal Builder
Proposal Builder
Prepare commercial terms after the diagnostic and recommended plan are complete.
Business improvement proposal
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You told us you want...
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Your current situation
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The opportunity
Estimated recoverable annual opportunity—
Central estimate—
Initial term—
Opportunity-to-fee context—
This comparison is context only and is not a promised return or guaranteed result.
Phase 1 — First 90 Days
Establish the foundation
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Phase 2 — Ongoing Implementation
Embed and expand improvements
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Workstream outcomes
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Client responsibilities
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Commercial terms
Initial term—
Monthly consulting fee—
Proposed start—
Record the proposal decision and commercial terms before acceptance.
Scope and delivery
Fee calculator
Selected monthly fee
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Enter planned delivery and administration hours
Proposal versions
Acceptance
Active engagement
[Client name]
The single operating view for priorities, meetings, accountability, performance and value.
Needs focus Cycle 1 of 3 · Month 1 of 9
Current meeting
Sep 10
First implementation working meeting · currently in progressOpen actions
11
3 due this week · 3 shown belowDecisions needed
3
1 agingValidated value
$0
Baseline stageThree active workstreams
Outcomes, progress and immediate next moves.
Cash Flow & Working Capital
22%Next: approve collection escalation and deposit policy.
Margin & Pricing Discipline
15%Next: approve standard estimating and job-margin review.
Production Planning & Throughput
28%Next: review the first frozen production schedule.
Attention required
Decision needed: collection escalation and revised deposit policy
President approval is required before collection escalation and revised deposit terms are communicated. Open 4 days; currently blocks the working-capital workstream.
Financial baseline complete
Working-capital and debt pressure were confirmed. The selected workstreams directly address the immediate financial risks.
Working-capital and debt pressure were confirmed. The selected workstreams directly address the immediate financial risks.
KPI pulse
Days sales outstanding80 → 72 days
23% of target gap closed · Target: 45 days
Gross margin30.6% → 32.4%
41% of target gap closed · Target: 35%
On-time job completion59% → 68%
35% of target gap closed · Target: 85%