The Channel Diagnostic
Eight questions about your partner channel, scored across the four stages of activation - Commercial, Journey, Change and Evolve - and an instant read on where the momentum is going.
Free. Honest results in 3.5 minutes. No prep needed.
What it asks you
Two scored questions per stage, then four quick ones about you. Here is one from each stage, word for word, so you know what you are in for.
- 1
Commercial
Is there a real reason for the firm to push your product, beyond margin or discount?
Whether the firm has a motive of its own, or is running on your discount.
- 2
Journey
Does your onboarding offer different paths for the different roles and goals inside a practice?
Whether a partner is onboarded, or handed a generic path and wished well.
- 3
Change
Once a partner starts, what makes using your product a habit not a one-off?
Whether anything turns the first use into the tenth.
- 4
Evolve
Can you put a revenue figure on what a stalled partner is costing you?
Whether the stall is visible to you, and whether you can price it.
People who have been through it
“This health check really cut through the noise and uncovered the real state of our onboarding process. It's a great way to get a clear, honest picture of where you're at and what to focus on next.”
“Leigh has a real grasp on this... it really gets you thinking about onboarding - not just 'how do we get clients to stay' but more 'how can we create an experience that builds credibility, value for the client and builds momentum right from the start.'”
Got your score?
Bring it to a discovery call and I will tell you what I would look at first, and what I would leave alone for now.
Free, thirty minutes. Opens my calendar in a new tab.