Halo's flagship engagement: an evidence-based diagnosis of the one constraint currently limiting your business's profitable growth, scoped to your business, not a marketing audit, and not a guess.
Start with a Commercial DiagnosticMost audits score everything evenly and hand you a long list. The Commercial Audit is built on a different premise: a business is limited by its weakest link, not the average of all its parts. Rather than scoring every function equally, the Audit is designed to find the one thing, usually one, sometimes two, that's actually setting the ceiling on your growth right now, and to rank every recommendation by how much it moves that specific constraint. That instinct isn't new to this engagement, it's the same one that shows up, independently, across a decade of different businesses: the thing you're asked to fix is rarely the actual constraint. This is the same diagnostic instinct behind every story on Selected Engagements, applied as Halo's flagship, scope-priced engagement. See how this fits with the Diagnostic and everything after it on the Product Journey.
More than one department whose decisions affect the others. Leadership teams who want an evidence-backed answer to what to do next, not a vendor asking for approval to keep running the same activity. If you've already decided the tactic and just want someone to build it, the Audit isn't the right starting point, a Commercial Transformation engagement might be.
In practice, that's businesses at £3m+ revenue, where a wrong call is expensive, and where a decision needs to survive being questioned by a board, an investor, or a co-founder. The Audit exists for that stakes level: a plain-language read isn't enough, you need the evidence behind it.
Most revenue doesn't disappear in one dramatic failure. It leaks through a dozen small, unowned handoffs between departments, a slow response to a new lead, a CRM nobody trusts enough to use properly, a reporting gap that means two departments are arguing over two different numbers. The Audit is built to find and name these specifically, not generically.
Is there one growth plan leadership agrees on, and do the unit economics actually support it?
Which channels produce customers, versus which produce leads that never convert?
How long between a lead arriving and a human actually engaging it?
Does the CRM reflect what's actually happening, or is it a system nobody trusts?
What's the real churn rate, against what the business believes it is?
Does leadership have one trusted number per key metric, or six different versions of the same one?
It doesn't just waste the fee. It sends the next six or twelve months of investment at the wrong constraint, new hires, new tools, a new agency retainer, all aimed at a problem that was never the real one. The Audit exists because that's a far more expensive mistake than the Audit itself, and because "we think the issue is X" is not the same claim as "the evidence says the issue is X."
| Deliverable | What it contains |
|---|---|
| Executive Summary | The constraint, the Halo Score, and the three highest-priority recommendations, readable on its own. |
| The Halo Score | Every commercial pillar scored on evidence quality, performance gap, and commercial leverage. |
| Commercial Audit Report | Every Commercial Leak found, in full, with the evidence behind it. |
| Priority Matrix | Every recommendation, sequenced by actual commercial impact. |
| 90-Day Action Plan | The first moves, each with a named owner and a date. |
| Commercial Roadmap | What comes after the 90 days. |
| Commercial Transformation Proposal | Only if the evidence justifies it, how Halo would help fix what's found. |
Access granted, stakeholder interviews run.
Evidence reviewed against every pillar, Halo Score derived.
Findings presented, 90-day plan agreed.
You'll know, specifically, what's limiting growth right now, what to do about it first, and what it's actually costing you to leave it unaddressed. If Halo isn't the right partner to help fix what's found, we'll tell you plainly, the Audit still stands on its own.
The diagnosis behind it isn't a template applied to your business. It's a habit built across enterprise sales, running an agency, and advising founder-led businesses directly, the same question, asked in every one of those rooms: is this actually the constraint, or just where the symptom showed up first? Read the full picture on About.
From approximately $7,500+, depending on scope and company size, agreed with you before the Audit begins. There's no obligation to proceed to implementation afterwards.
We work from evidence, interviews, CRM data, financial analysis, not frameworks applied from memory. And we'll tell you if the honest answer is "don't spend more here," a sentence most consultancies can't structurally afford to say.
No, though many clients do. The Diagnostic is optional groundwork; the Audit works standalone when you already know the depth of read you need.
Then we tell you that. The Audit is built to follow the evidence, not to justify its own fee by inventing a problem.
Yes. Everything shared during the Audit is treated as confidential and is never disclosed without your permission.
Yes, the Audit is designed to run entirely remotely, including stakeholder interviews and the final presentation.
If the evidence justifies it, you'll receive a separate Commercial Transformation proposal. If not, you keep the Audit and its recommendations either way.
Most businesses start with the free Commercial Health Check or a Commercial Diagnostic, and move to an Audit once a real constraint has actually been identified.
Take the Free Commercial Health Check