Strong enquiries arrive, but the first useful response takes too long.
Revenue & OS Diagnostic
Find the constraint.
Choose the right next move.
A focused, founder-led review for B2B companies that need clearer sales follow-up, faster quotations, better management visibility or a practical plan for AI and automation.
When it is useful
The visible symptom is rarely the whole problem.
The Diagnostic is designed for owners who can see lost time, weak follow-up or operational friction but do not yet know which change will create the most value.
Quotations are rebuilt manually and depend on one person’s memory.
Follow-up is spread across inboxes, messages and spreadsheets.
Management cannot see every opportunity, owner and next action in one place.
Trade-fair, campaign or distributor leads lose momentum after collection.
The team is experimenting with AI without a clear workflow or accountable owner.
What we examine
Six parts of the commercial workflow that should work together.
The review follows the real journey from a new opportunity to response, proposal, follow-up, decision and management oversight.
Inquiry handling
How a new opportunity is received, understood, assigned and answered.
Quotation workflow
Where research, scope, pricing, approval and document preparation consume time.
Follow-up discipline
Whether proposals have an owner, next action, timing and visible outcome.
Management visibility
What leaders can see about pipeline, blockers, overdue work and conversion stages.
Business knowledge
Where approved company, product, pricing and process information lives.
Practical AI
Which repeated tasks are suitable for AI support and where human judgement must remain.
What you receive
A decision package the team can use immediately.
The value of the engagement is not the number of pages in a report. It is a clearer decision about what should change first, what it will require and what can safely wait.
Commercial workflow map
A clear view of the current inquiry-to-decision journey and the handoffs causing delay or lost context.
Priority findings
The few issues that deserve attention first, separated from lower-value improvements.
Recommended first system
A practical recommendation covering repair, focused pilot or larger connected build.
30 / 60 / 90-day roadmap
A sequenced plan showing what can change now, what should be tested and what can wait.
Founder decision session
A direct walkthrough of the findings, trade-offs, likely investment range and next decision.
How it works
Four steps from context to a practical plan.
The engagement remains compact so leadership can reach a useful decision without starting a long consulting programme.
Share the current situation
Provide the website, relevant materials and a short explanation of what is happening today.
Review the commercial workflow
We examine the customer journey, internal handoffs, tools, ownership and available evidence.
Identify the real constraint
We separate process, information and management issues from technology requirements.
Choose the next move
You receive the priority roadmap and the smallest credible route into action.
A strong fit
Choose the Diagnostic when several parts of the business are connected.
- The company receives meaningful B2B enquiries or prepares considered quotations.
- The issue crosses people, information, process and technology.
- Management wants clearer priorities before approving a larger investment.
- A decision-maker can provide real context and review the recommendations.
Start smaller when
The problem is narrow or the full review feels premature.
Use the free Fit Check for initial direction or the HK$1,280 System Snapshot for a compact outside view of one visible pressure point.
Explore System SnapshotBring the current situation.
Leave with a clearer decision.
Share the workflow, the visible friction and what has already been tried. Fit and scope are confirmed before payment.
Book the Diagnostic →
Focused scope from HK$ 5,800 · 3–5 business days