Here is exactly what happens once you get in touch.
1
Scoping call
We start with a 45-minute video or phone call. No slides, no pitch. We ask you to describe the problem in your own words: what is happening, when it started, what you have already tried. We also want to know the numbers you are tracking and the ones you are not. By the end of the call we can usually tell you whether we are the right fit and roughly how long the work will take.
If the problem sits outside our expertise, we will say so and point you to someone who can help. We have referral relationships with three specialist firms covering tax structuring, HR law, and IT infrastructure.
2
Diagnostic deep-dive
This is the stage most consultancies skip or rush. We spend five to ten days inside your business, depending on its complexity. We review financial reports from the past three years, interview key staff individually, sit in on operational meetings, and walk the floor if you have a physical operation. The goal is to see the business as it actually runs, not as the org chart says it should.
We compile findings into a diagnostic report that lists every issue we found, ranked by financial impact. The report is written in plain language. No jargon, no 80-slide decks. A typical diagnostic runs between 12 and 25 pages.
3
Recommendations and scope agreement
We present the diagnostic in person and walk you through our recommended actions. Each recommendation includes an estimated cost, timeline, and expected return. We are honest about uncertainty: if a projected benefit depends on market conditions we cannot control, we flag that clearly.
You choose which recommendations to pursue. Some clients take all of them; others pick two or three and defer the rest. Once we agree on scope, we issue a fixed-fee proposal. The fee covers everything: our time, travel within England, and all deliverables. There are no hourly add-ons or "change request" charges unless the scope changes materially, in which case we agree the adjustment in writing before any extra work begins.
4
Implementation support
This is where most of the work happens. Depending on the project, implementation might mean redesigning your pricing model and testing it with a pilot customer group, mapping and rebuilding a fulfilment workflow, or building a 12-month financial plan with monthly milestones for a planned expansion.
We are on-site or on-call two days a week during this phase. One of our consultants attends your weekly leadership meeting to track progress and flag blockers early. We do not hand you a plan and disappear. If a new process needs training, we run the training sessions ourselves rather than leaving it to your already-stretched managers.
Implementation phases typically last between six and fourteen weeks. Shorter projects, like a pricing review, sit at the low end. Operations restructuring for a company with multiple sites usually takes the full fourteen.
5
Review and handover
Thirty days after the last change goes live, we come back for a structured review. We compare the metrics we agreed to track at the start against actual results. Where targets have been met, we document the new baseline so your team can maintain it. Where results are lagging, we diagnose why and make adjustments at no extra charge, provided the shortfall is within the original scope.
The final deliverable is a handover pack: a concise document that records what changed, why, and how your team should manage it going forward. It includes contact details for the consultant who led the project, because questions always come up three or four months later and we want you to be able to reach the person who knows your business.