Stage Two — Investigate

The Commercial Audit.

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 Diagnostic
What it is

Not a report card. A search for the constraint.

Most 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. 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.

Who it's for

Businesses with real commercial complexity.

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, an Implementation engagement might be.

Commercial Leaks

Where revenue actually goes missing.

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.

Constraint area

Commercial Strategy

Is there one growth plan leadership agrees on, and do the unit economics actually support it?

Constraint area

Acquisition Systems

Which channels produce customers, versus which produce leads that never convert?

Constraint area

Conversion & Sales Systems

How long between a lead arriving and a human actually engaging it?

Constraint area

Operations & CRM Systems

Does the CRM reflect what's actually happening, or is it a system nobody trusts?

Constraint area

Retention & Client Experience

What's the real churn rate, against what the business believes it is?

Constraint area

Decision & Reporting Systems

Does leadership have one trusted number per key metric, or six different versions of the same one?

Deliverables

What you actually walk away with.

DeliverableWhat it contains
Executive SummaryThe constraint, the Halo Score, and the three highest-priority recommendations, readable on its own.
The Halo ScoreEvery commercial pillar scored on evidence quality, performance gap, and commercial leverage.
Commercial Audit ReportEvery Commercial Leak found, in full, with the evidence behind it.
Priority MatrixEvery recommendation, sequenced by actual commercial impact.
90-Day Action PlanThe first moves, each with a named owner and a date.
Commercial RoadmapWhat comes after the 90 days.
Implementation ProposalOnly if the evidence justifies it, how Halo would help fix what's found.
Process & Timeline

Three to six weeks, scoped to your business.

01

Discovery & Collection

Access granted, stakeholder interviews run.

02

Analysis

Evidence reviewed against every pillar, Halo Score derived.

03

Presentation & Decision

Findings presented, 90-day plan agreed.

Expected outcomes

Clarity you can act on, not just a document.

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. Who's behind the diagnosis? Read more about Fabien Alexander.

FAQ

What people ask before starting.

How much does it cost?

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.

What if the Audit doesn't find a major constraint?

Then we tell you that. The Audit is built to follow the evidence, not to justify its own fee by inventing a problem.

Is this confidential?

Yes. Everything shared during the Audit is treated as confidential and is never disclosed without your permission.

Can this be delivered remotely?

Yes, the Audit is designed to run entirely remotely, including stakeholder interviews and the final presentation.

What happens after the Audit?

If the evidence justifies it, you'll receive a separate Implementation Proposal. If not, you keep the Audit and its recommendations either way.

Start with a Discovery Call.

Free, 45 minutes, no pitch deck. We'll tell you honestly whether a Commercial Audit makes sense.

Book a Discovery Call