Choose the right package
All prices exclude VAT. Each package includes a free 30-minute discovery call before you commit.
Diagnostic
- ✓ Two-day on-site review of your financials, operations and team structure
- ✓ Written report (15-25 pages) with prioritised recommendations
- ✓ One 90-minute follow-up call to discuss findings
- ✓ Delivered within 10 working days of the site visit
Project
- ✓ Everything in the Diagnostic package
- ✓ Implementation support: we work alongside your team to execute the top recommendations
- ✓ Weekly progress calls and a shared project tracker
- ✓ Final impact report measuring results against baseline
- ✓ 30 days of email support after project close
Retainer
- ✓ Up to 16 hours of consulting time per month
- ✓ Monthly management-accounts review and commentary
- ✓ Priority scheduling for ad-hoc calls and site visits
- ✓ Quarterly strategy session (half-day, on-site or video)
- ✓ Cancel with 30 days' written notice, no penalty
Feature comparison
A side-by-side look at what each package includes.
| Feature | Diagnostic | Project | Retainer |
|---|---|---|---|
| On-site review days | 2 | 2 + implementation | As needed |
| Written diagnostic report | ✓ | ✓ | ✓ (quarterly) |
| Implementation support | — | ✓ | ✓ |
| Weekly progress calls | — | ✓ | Fortnightly |
| Monthly accounts review | — | — | ✓ |
| Quarterly strategy session | — | — | ✓ |
| Post-project email support | — | 30 days | Ongoing |
| Minimum commitment | None | None | 30 days |
| Travel within Scotland | Included | Included | Included |
| Travel outside Scotland | At cost | At cost | At cost |
How an engagement works
From first contact to delivered results, here is what to expect.
Discovery call
We spend 30 minutes on the phone or video learning about your business, your challenge and your goals. There is no charge for this call, and you are under no obligation to proceed. By the end we will tell you honestly whether we think we can help and which package fits best.
Proposal and agreement
Within three working days you receive a one-page proposal stating scope, fee, timeline and deliverables. If it looks right, you sign a short letter of engagement and pay a 50% deposit (or the first month for retainers). We schedule the start date.
Diagnostic phase
We visit your premises for two days, interview key people, review your numbers and observe how work flows. For retainer clients this phase happens in the first month. We take notes, not laptops, so conversations feel natural.
Report and recommendations
You receive a written report ranking every recommendation by expected impact and difficulty. We walk you through it in a 90-minute call and answer every question before moving on. Diagnostic-only clients stop here with a clear action plan they can execute themselves.
Implementation and review
For Project and Retainer clients, we roll up our sleeves. We join your team meetings, build the spreadsheets, draft the process documents and hold people accountable to the plan. At the end of the project we produce an impact report comparing results to the baseline we measured on day one.
Not sure which package you need?
Most first-time clients start with the Diagnostic. It gives you a clear picture of where the biggest opportunities sit, and you can decide afterwards whether to bring us in for implementation or handle it internally. There is no pressure to upgrade. About 60% of Diagnostic clients do choose to continue with a Project engagement, but the other 40% take the report and run with it themselves, which is a perfectly good outcome.
Talk to us about your situation