Three years of trading. One plan for the year ahead.
The Growth Audit, plus a forecast, a margin plan, a paid media review and a 12-month roadmap, agreed with your leadership team in a working session. For brands turning over £1m to £5m, or about to brief an agency.
Is this you?
What’s included
Everything in the Growth Audit, then the forecast, margin plan and roadmap that turn its priorities into a year of work.
Your site and trading scored across conversion and CX, email and lifecycle, customer feedback, channels and content.
Gross to net, traffic, conversion, AOV, new against returning customers, revenue by channel and product, year on year.
What a new customer costs against break-even, cost by channel, and whether they pay back within 90 days.
Campaign and creative-level review of Meta, Pinterest or Google Ads, reconciled against your own sales.
Monthly targets built from traffic, conversion, order value, media spend and email, so you can see what has to be true to hit the number.
Discount depth, free-shipping threshold and returns cost tested against break-even, and a promotion calendar with a contribution-margin view of the year.
Four phases, monthly activities by workstream, owners, key dates and the KPI each month should reach.
A working session with your senior team to agree priorities, owners and timings, so the plan is yours, not mine.
What you receive
- A one-page scorecard. Red, amber or green on each lever, and what’s driving it.
- A written assessment. Trading, acquisition, margin and paid media, with ranked priorities tied to traffic, AOV or retention.
- Your forecast and margin plan. A working model you keep, with monthly targets and a promotion calendar.
- Your 12-month roadmap. Who does what, month by month, and the number each month should hit.
- A first 90-day plan. Three to five actions, each with an owner, agreed in the workshop.
How it works
- 1Scoping call Free, 30 minutes: your goals, systems and timings.
- 2Data and audit Weeks 1 to 2. Read-only access, three years loaded, levers scored, paid media reviewed.
- 3Forecast and margin plan Weeks 2 to 3. Targets and promotions modelled against break-even.
- 4Roadmap and workshop Week 4. The plan agreed with your leadership team.
Audit or full assessment?
| What you get | Growth Audit | Full Business Assessment |
|---|---|---|
| Five-lever scorecard and ranked priorities | Included | Included |
| Three years of trading, acquisition and margin checks | Included | Included |
| Paid media assessment | From £850 extra | Included |
| 12-month forecast | Not included | Included |
| Margin and promotion plan | Not included | Included |
| 12-month roadmap and leadership workshop | Not included | Included |
| Investment | £1,250 | From £4,950 |
From £4,950
One fixed fee, scoped on the call, delivered in four weeks. Already had a Growth Audit in the last 30 days? Its fee is credited in full.
A reduced rate is available for businesses supporting people affected by breast cancer.
Data spread across too many systems?
If your trading sits across an ecommerce platform, stock system, marketplaces, CRM and retail tills, the assessment can start with data mapping, delivered with our data partner, so everything is reconciled into one view first.
Questions
What do you need from us?
Read-only access to your store, analytics, ad and email platforms, your gross margin, fees and fulfilment cost per order, and any existing plan, promotion or launch calendar. I never change anything in your accounts.
How much of our time does it take?
About an hour to set up access, a short check-in on the forecast assumptions, and a half-day leadership workshop in week four.
Who should come to the workshop?
Whoever owns the number: usually the founder or MD, your ecommerce and marketing leads and, ideally, finance. Your agencies are welcome too.
Can we use it to brief an agency?
Yes. It gives any agency one set of numbers, clear priorities and targets to be measured against.
How is our data handled?
Read-only access, a short data agreement at onboarding, and your data used only for your assessment.
What happens after the four weeks?
Your team runs the plan, or you move to Trading Support or Trading Partner and I track every change against its results, month by month.