What is a Diagnostic Session?

A diagnostic session has a few primary purposes:

1. To establish what type of coaching, consulting or solution is needed by diagnosing the business problem

2. To uncover hidden value or profit opportunities, or eliminate a problem that’s standing in the way of profit

3. To chart a path forward toward a goal by recommending a plan or series of actions to help end a specific business problem

Our Session Framework

We conduct these as a 1-on-1 virtual meeting to deep dive into your business and examine the problems you’re facing to gain a shared understanding of what success looks like to you.

What is the Purpose of a Diagnostic Session?

An additional purpose of a diagnostic session is to make sure there’s a proper fit between the coach and the client.

This allows you to get a feel for working together before committing to a longer term agreement.

When a diagnostic session has concluded, you may also take what you’ve learned to someone who can coach you on implementation, implement it for you, or simply execute the work yourself.

Who is This For?

This process works well for small businesses, consultants or coaches that are looking to scale to the next phase in their business.

What is The Benefit of This Session?

The diagnostic session will allow us to chart a path forward and find out the quickest, most effective, and lowest risk way to solve the problem you are experiencing. With this program, your needs and priorities will be discovered, giving you the best chance at getting the business results they want.

Our focus is solely on helping you succeed by figuring out the best way to solve your problem or find ways to reach your goals. You can then choose to work with us by selecting one or more of our coaching packages, work with another coach, or simply work on the problem on your own.

Frequently Asked Questions

How long is it and who’s involved? Where does it take place?

This session is a 90 minute virtual meeting with an experienced business strategist and you, along with anyone else on your team who needs to be involved in the project.

Is this the same as a full business audit?

No. A small business audit is a comprehensive review, and typically takes a minimum of 4 to 8 weeks. Please contact our team for rates.

What happens after my diagnostic?

After the session, you’ll receive a report that includes a detailed business or personal brand prescription, ways to avoid any potential risks, and a plan of action to get your business from where it is now to where you would like it to be.

When can we do it?

Available dates typically are open within 14 days from purchase.

Cancellation/Refund Policy:

One reschedule made 24 hours in advance is allowed for this meeting type. Cancellations made 48 hours in advance may receive a full refund. No refunds, but cancellations made more than 24 hours in advance may apply the balance toward a future booking in the next 30 days.

Missed meetings and no-shows may not reschedule and will not receive a refund.