Account growth intelligence

Give account managers a better view of the clients they already manage.

ProperBizFix researches the businesses behind existing client accounts and turns public evidence plus your account context into needs worth testing, useful client questions and account priorities.

The gap

Growth is part of the account role. Deep client research competes with everything else.

Account teams already carry renewals, service issues, meetings, forecasting, account plans and commercial targets. The client may also have changed in ways that are not visible in your CRM or current delivery scope.

ProperBizFix handles the research layer: what the client's business looks like now, what your current relationship covers and where there may be a legitimate reason for a new conversation.

What your team receives

Evidence for the next account decision.

Not a manufactured upsell list.

01

Client business context

A concise outside-in view of how the client operates, earns and is changing around the part of the business relevant to your relationship.

02

Needs worth testing

Possible needs that sit outside the current scope - including needs missed earlier and needs created by later business change.

03

Questions for the account

The evidence, inference and specific questions an account manager can use in a QBR, account review or dedicated client conversation.

Products

One account, a portfolio, or a confirmed project.

£195 per account

Client Account Analysis

One existing client analysed outside-in. Standard price £195. Your first account is £99 so you can judge the output on a real account before using it more widely.

Scoped separately

Portfolio Intelligence

Screen a client base for accounts that justify deeper investigation. Run once for prioritisation or on a recurring cadence to keep account teams supplied with fresh signals.

After client validation

Project Discovery

When a client confirms a real need, define the business requirements for the follow-up CRM, ERP, automation or software project before solution design.

First account

Do not buy the concept. Test it on a real client.

The first account is £99. It uses the same analytical scope as the standard £195 Client Account Analysis. The lower first-account price exists so you can see whether the output is useful to your account team.

How the first-account pilot works →

For HubSpot partners

Account intelligence beyond portal usage.

HubSpot can show what is happening in the account and product relationship. ProperBizFix looks at the client's underlying business: what may have been missed in the original scope and what may have emerged since.

Account intelligence for HubSpot partners →

Where this sits

Research before the account conversation. Discovery after the need is real.

PortfolioAccount intelligenceClient conversationConfirmed needProject discovery

ProperBizFix can support both ends of this chain, but the account team owns the relationship and the implementation team owns the technical answer.

Start with one account

Send a client website and what you currently provide.

I will tell you what else I need. No client contact is required for the first analysis.