Halo's products aren't a list of services to choose from. They're stages in one journey: understanding what's actually happening in your business, then fixing it in the right order. Every stage below follows Halo's First Law: diagnosis before prescription, always.
You don't need to start at the top. Most businesses start with the free Commercial Health Check or Commercial Diagnostic, and only move to later stages once a real constraint has actually been identified, not before. No stage below is sold on its own merits, independent of the diagnosis that precedes it.
A 10-minute self-assessment giving an immediate signal of likely commercial leakage.
A structured session identifying leakage, friction and your likely primary constraint.
A full evidence-based investigation: interviews, systems review, and a scored, prioritised action plan.
A 90-day commercial roadmap: priorities, metrics, ownership, and sequence.
The ongoing operating rhythm, sales, marketing, reporting, CRM, leadership cadence, KPIs.
Every product in this stage is named after the outcome it produces, not the mechanism used to get there. None are sold without a named constraint behind them, identified in an earlier stage.
Fixes the specific sales-process friction identified upstream.
Makes the CRM a system the business actually trusts.
Applies automation to a named constraint, not as a generic upsell.
Turns existing data into something leadership actually uses to decide.
A scheduled check on whether a previously-fixed constraint stays fixed.
A focused re-diagnosis when something feels off, without waiting for the next scheduled review.
An ongoing monthly relationship: strategy, KPI review, constraint identification, priority support.
Ongoing, embedded strategic support, functioning as a fractional executive.
Partnership exists to protect alignment a business has already achieved, not to create dependency on Halo. If every recommendation still needs Halo to interpret it six months later, we've failed.
Not sure which stage fits? Start free.
Take the Free Commercial Health Check