What You Will Receive

10 zones assessed

People and Roles | Leadership | Systems | Sales and Marketing | Client Experience | Financial Management | Pricing | Productivity | Technology | Owner Wellbeing

A zone-by-zone result

A score for each area. A summary of your key risk zones. An indication of which FlipTheDrift phase applies to you. Suggested first actions for your top three problem areas.

No strings attached

This is not a form that triggers a sales sequence. It is a genuine diagnostic tool — honest, practical, and yours to keep.                                                              

After the Assessment

What happens next?

Once you have your results, you have three options.

  1. Use the results yourself. The diagnostic is designed to be actionable without any coaching. Read your scores, take the suggested actions, and get to work.
  2. Take the results to your existing advisor. Your diagnostic results are a useful starting point for any business planning conversation.
  3. Bring them to Theo. If you would like to work through your results and build a structured improvement plan, get in touch. The first conversation is free.