Account Screen
£50
A short, sourced decision on whether the account merits deeper outside-in research. Proceed, do not proceed or insufficient evidence.
Scope and enquiryINDEPENDENT RESEARCH FOR CRM, ERP & SOFTWARE IMPLEMENTATION PARTNERS
Strategic account research before client discovery.
Your client relationships are established. The work continues. The harder decision is which business-level direction is worth raising next — and with whom.
ProperBizFix researches one existing client's business beyond the current project: market conditions, direction, organisation and economic pressures. You receive evidence-backed strategic alternatives, reasons to reject them and priorities for the next discovery conversation.
One existing account · Desk research · No access to live systems or direct contact with your client
01 / THE DECISION
Retention does not establish the next business opportunity.
Support renews, change requests arrive and delivery teams remain occupied. That is commercial activity. It does not establish whether the client's market or business model warrants a different strategic discussion.
Account managers and consultants already know the relationship and the delivered solution. Independent research adds evidence from outside that scope before your team spends senior consulting time on a new proposition.
02 / ADDITIONAL INFORMATION
Research the business behind the account.
01
Market and customers
Changes in demand, competitive conditions and the client's customer expectations.
02
Business direction
Observable priorities, investments and signals of how the company may be developing.
03
Organisation and economics
Functions, role commitments, indicative resource exposure and dependencies relevant to future choices.
04
Existing relationships
The stakeholder roles your firm already reaches, and which decisions may require involvement elsewhere.
External signals and indicative costs are not verified internal accounts, capacity figures or management intentions. They define questions to validate, not facts to assert.
03 / THE OUTPUT
Strategic alternatives, validation conditions and engagement priorities.
A sourced briefing for the client partner, strategist or consultant who will lead the next discussion.
Possible directionsDistinct business alternatives, including retaining the present model.
Evidence and limitsWhy each is credible, what remains unknown and what would rule it out.
Business implicationsRelevant capabilities, organisational dependencies, costs and possible technology consequences — not a feature list.
Stakeholder relevanceWhich functions would need to be involved and how the current relationship affects access.
Next conversationWhat can be raised through the existing sponsor, who else must validate it and what should happen first.
Strategic relevance and stakeholder access are assessed separately. The most useful business direction is not necessarily the easiest to discuss through today's contacts.
04 / FIXED-FEE RESEARCH
Start with one existing client.
Strategic Options Assessment
£850
Business context, defensible alternatives, conditions for pursuing or rejecting them, and stakeholder-aware discovery priorities.
Scope and enquiryThe £50 Screen fee is fully credited to an Assessment of the same account. Direct Assessment enquiries are also accepted.
05 / RESEARCH
Account growth, decision rights and technology scope.
ACCOUNT DEVELOPMENTRetention, backlog and strategic client growth↗
STAKEHOLDERSWhy the next business conversation depends on who you can reach↗
ACCOUNT INTELLIGENCEWhat CRM history cannot establish about the client's business↗
All research
A defined research brief for one account.
Your team retains the relationship, discovery and solution design. ProperBizFix supplies the outside-in evidence and strategic alternatives.
View the Assessment £850