ProperBizFix reconstructs what has changed inside the client business, what that change actually alters commercially, and what your BDM, account manager or implementation team should verify before spending time on it.
Start with one client. I check fit before you pay. A completed review can still conclude that the change is not relevant to your relationship and no current action is justified.
A second UK facility opened and an operations team is being recruited.
Delivery is becoming more distributed and management may need a different way to allocate capacity before commitments are made.
The existing service touches the operating process affected by that change.
How is delivery capacity allocated across the two sites before customer commitments are made?
A new Finance Director has been appointed.
The wider current-state picture does not show a material reason this change should affect the existing relationship.
The review does not return a list of company-news signals. It returns the business finding, why it may matter to the relationship and what is worth verifying. The answer may concern proposition, delivery, operating model, technology, CRM - or no change at all.
The useful output is not the signal itself. It is what the change appears to alter, whether that matters to your existing relationship, and the question that should be verified before anyone acts.
Equipment demand had weakened while labour costs were rising.
Customers may find it harder to retain the in-house capability needed to manage the equipment effectively.
Service may solve a capability problem rather than simply sit around the equipment sale. That changes both proposition and ICP.
Is the capability gap visible across current customers, and is it stronger in the accounts the business most wants to win?
Demand was not the obvious constraint. Delivery still depended heavily on human effort.
Adding more work may increase operational pressure faster than usable revenue.
The next growth question moves from pipeline to capacity, automation and work mix.
Which work consumes scarce delivery capacity, and where does margin deteriorate as volume rises?
Roles, locations or operating logic changed after the system was implemented.
The client may now be making decisions that the original setup was never designed to support.
The account conversation should establish which decisions now matter before anyone scopes a system change.
What information does the decision require, and is the gap in configuration, source data or somewhere outside the CRM?
Adapted, anonymised examples from previous analysis. They show the level of finding, not the underlying research route.
Use the existing base to decide which clients deserve investigation and to make commercial judgement transferable beyond the founder or long-standing relationship owner.
Especially relevant when the business grew through referrals or repeat relationships and a BDM or account team now has to create growth deliberately.
Grew through referrals, then hired a BDM? →Compare the business the client is running now with the current setup and identify decisions, information needs or operating conditions worth verifying before anyone proposes a change.
Nothing has necessarily gone wrong. When growth becomes deliberate, management has to recreate that context rather than simply add more sales activity.
For a referral-led business, the portfolio can do more than produce a call list. A sample can begin to reconstruct which client conditions actually preceded demand and which judgements used to sit in individual relationships.
existing accounts
Do not spend human time here.
Something changed, but its relevance is not established yet.
Several clients show the same condition. This may change the ICP, proposition or account question.
The combined picture justifies a specific human check.
Portfolio work should improve more than a call list. Verified outcomes build an evidence base for which client conditions actually precede demand in your own market.
Fit is checked before payment. If the account cannot support a reliable current-state assessment, the review does not proceed.
Your first paid Account Review.
Per additional individual account.
After payment and receipt of any inputs requested for that review.
No payment is taken at this stage. Do not send CRM logins or raw customer data through this form.
If yes: I confirm I can proceed, the fee and the inputs needed. Your first Account Review is £99; further single-account reviews are £145 each.
If no: I tell you I cannot build a strong enough current-state picture to justify the review.
Need to look at the whole base rather than one account? See Portfolio Analysis. Implementing CRM or software for clients? See the partner application.