Stage 01
Find the North Star
Paul and his wife Chrissy were exhausted. Paul was up early 6 days a week, carrying client and trade calls. Chrissy was keeping the office, accounts and family commitments moving, with important business decisions pushed into late nights. They were both asking whether it was still worth it. We began by clarifying what each of them wanted the business to provide and the roles they wanted to play. That gave every later decision a shared direction.
By the end of the Diagnostic they had agreed Paul would step out of client calls after 4pm and Chrissy would hand the accounts to a bookkeeper. Both changes were in place within 6 weeks.
Diagnostic focus
Shared purpose, desired income and time, type of work, risk appetite, responsibilities and decision-making.