Operations X-Ray
Workflows, responsibilities, bottlenecks, handoffs, capacity, and execution.
Typically requested
- Workflow review
- Process documentation
- Staff interviews
- Systems review
- Operational records
- Observation
When something needs a closer look
Business X-Ray
PaidScope-basedIf needed
A deeper investigation of a specific area of your business when the Business Health Review identifies something that needs a closer look.
Rather than investigating everything, BHC focuses the diagnostic on the area indicated by the available evidence.
Common Business X-Rays
These are examples, not a fixed or exhaustive list.
Financial X-Ray
Financial patterns, margins, expenses, cash flow, and other relevant financial indicators.
Typically requested
- Financial statements
- Expense information
- Revenue patterns
- Margin information
- Cash-flow information
Sales X-Ray
Sales process, pipeline, conversion, pricing, follow-up, and performance.
Typically requested
- Sales process review
- Pipeline and conversion data
- Pricing information
- Follow-up practices
- Sales performance records
Marketing X-Ray
Lead generation, acquisition channels, marketing activity, spend, and performance.
Typically requested
- Lead sources and volume
- Channel and campaign activity
- Marketing spend
- Conversion and response data
Customer Experience X-Ray
Customer journey, service delivery, complaints, retention, communication, and handoffs.
Typically requested
- Customer journey review
- Service delivery records
- Complaint and issue history
- Retention information
- Customer communication review
Staffing & Organization X-Ray
Roles, responsibilities, workload, accountability, structure, and staffing patterns.
Typically requested
- Roles and responsibilities
- Organizational structure
- Workload distribution
- Staffing and turnover patterns
- Staff interviews
Owner Dependency X-Ray
Where the business relies excessively on the owner for decisions, knowledge, relationships, or daily execution.
Typically requested
- Owner time and decision review
- Knowledge and documentation review
- Key relationship mapping
- Delegation and coverage review
Systems & Process X-Ray
Systems, tools, documentation, automation, processes, and information flow.
Typically requested
- Systems and tools inventory
- Documentation review
- Process and automation review
- Information-flow review
Where should we look?
Your Business Health Review helps identify the area that deserves deeper investigation. BHC then defines the diagnostic scope, evidence needed, expected deliverables, and price before work begins.
- Business Health Review
- Area of concern identified
- Targeted Business X-Ray
- Evidence & findings
- Treatment recommendation
If the available information is already sufficient to recommend an appropriate next step, an X-Ray may not be necessary.
Scope levels
Business X-Rays vary in scope depending on what the evidence indicates.
Targeted Business X-Ray
Most commonOne defined problem, process, department, or business area.
Multi-Area Business X-Ray
Used when evidence indicates that a problem crosses multiple connected areas of the business.
Full Business X-Ray
A broader diagnostic used when the condition appears systemic or multiple major areas require investigation.
A broader diagnostic is not a better one. The goal is the smallest responsible diagnostic scope necessary to understand the problem.
What evidence may be requested
Different X-Rays require different evidence. BHC requests only what the diagnostic scope actually requires.
Remote or on-site
Many diagnostics can be completed remotely. On-site work is used when the evidence requires direct observation of how work moves through the business.
- Remote: document review, structured interviews, systems and records review
- On-site: observation of workflow, physical operations, and handoffs in practice
- The method is confirmed in the scope before work begins
How pricing works
Paid · Scope-basedPricing depends on the area being investigated, the evidence required, the complexity of the issue, and whether remote or on-site investigation is necessary.
Before diagnostic work begins, you'll receive a defined scope, expected deliverables, and price.
What you receive
- The evidence reviewed and how it was gathered
- Findings for the area investigated
- Likely root causes, and what remains unconfirmed
- What should be addressed first
- A recommended next step, reviewed with you by BHC
What happens after the findings
Findings are reviewed with you. BHC recommends; you decide. There is no obligation to engage treatment or any specialist afterward.
- A Treatment Plan when the findings support action
- A narrower or expanded diagnostic when evidence points elsewhere
- No further work when the issue is already addressable
X-Rays aren't ordered from a menu
A Business X-Ray is scoped by BHC, not selected by the client. Start with a Business Pulse or Business Health Check, and your Business Health Review determines whether a diagnostic is warranted and where it should be focused.