📈 Module 44: Business Consulting Frameworks

Build a repeatable consulting system to diagnose, prioritize, and deliver results for health businesses.

⏱️ 60–75 minutes Difficulty: Intermediate
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By the end of this module, you’ll have a toolkit of field-tested frameworks (diagnostic, roadmap, KPI) and a simple workflow to run paid assessments, package insights, and guide clients through a 90-day improvement plan.

2. Why It Matters

Frameworks turn your know-how into a productized service. They make discovery faster, decisions clearer, and results measurable. In a crowded market, a crisp framework is how you stand out, charge confidently, and help clients move from confusion to momentum.

3. Step-by-Step Guide

1

Select Your Core Frameworks

Choose 2–3 primary frameworks: SWOT (fast diagnostic), Customer Journey (bottlenecks), OKRs/90-Day Plan (execution).

Pro Tip: Start with SWOT + 90-Day Plan. Add Value Proposition Canvas later if offers are unclear.
2

Build a 30-Minute Diagnostic Script

Prepare 12–15 questions across pillars: Offer, Funnel, Sales, Delivery, Ops/Finance. Score each 0–5.

Pro Tip: Use a Google Form with required fields so notes export to Sheets automatically.
3

Map the Customer Journey

Plot Awareness → Consideration → Booking → Purchase → Delivery → Renewal. Circle the biggest constraint.

Pro Tip: In Miro, tag each stage with a current KPI (e.g., lead→book rate, show-up rate, close rate).
4

Create a 90-Day Roadmap

Set 3 Objectives (O1–O3) with 2–3 Key Results each. Break into 12-week tasks with owners and dates.

Pro Tip: Keep tasks ≤90 minutes each. Smaller tasks reduce stall-outs.
5

Package Deliverables

Compile a one-page summary, scorecard, and 90-day Gantt. Export to PDF and share on a recap call.

Pro Tip: Use Canva brand kit for consistent, pro-looking client PDFs.
6

Price & Pitch Your Offer

Tier it: Audit ($0–$297), Diagnostic + Roadmap ($750–$2.5k), Implementation ($3k–$10k/mo).

Pro Tip: Anchor with expected outcomes (e.g., +20% show-up, +15% close-rate) tied to revenue math.

4. Examples & Options

Scenario: A women’s health clinic has steady inquiries but low bookings. SWOT reveals strengths (reputation), weaknesses (no reminders), opportunities (midlife programs), threats (low-cost telehealth).

Framework in action: Map the journey and spot the constraint: consult no-show rate 38%. 90-day plan centers on automated reminders, a 2-step confirmation, and a tighter pre-call primer.

DIY (Free/Low-Cost)

Google Forms (diagnostic), Sheets (scorecard), Canva (one-pager). Loom for quick video walkthroughs.

Mid-Level

Notion workspace (templates & dashboards) + Miro for journey maps. ClickUp for 90-day execution.

Advanced

Databox/Looker Studio for KPI dashboards; hire a VA to format reports; set client portal in SuiteDash.

5. Common Mistakes to Avoid

  • 🚫 Prescribing before diagnosing.
    ✅ Finish the diagnostic + bottleneck identification first.
  • 🚫 Too many priorities.
    ✅ Limit to 3 objectives with 2–3 KRs each.
  • 🚫 Vague tasks (“improve marketing”).
    ✅ Rewrite as specific, time-boxed actions with owners.
  • 🚫 No baseline metrics.
    ✅ Record pre-numbers (lead→book, show-up, close-rate, ARPU) before changes.
  • 🚫 Scope creep.
    ✅ Keep delivery inside the 90-day plan; defer extras to Phase 2.

6. Quick Win Highlight

💡 Quick Win: Spin up a 10-question Google Form “Business Bottleneck Scan,” covering Offer, Leads, Bookings, Sales Calls, Delivery, Retention. Share the link with 3 past contacts and offer a free 10-minute readout.

💬 DM Prompt
“Hey [Name] — I’m piloting a 10-min ‘Bottleneck Scan’ for health businesses. Want a quick readout on your biggest growth constraint? I’ll send a 1-page plan after.”
Mark Complete ✅

7. Mini-Implementation Exercise

Part A — Choose Frameworks: □ SWOT □ Customer Journey □ 90-Day Plan □ OKRs □ Value Prop Canvas

Part B — 5-Pillar Scorecard (0–5):

Pillar Score (0–5) Evidence First Fix
Offer & Positioning __ _________________________ _________________________
Leads & Funnel __ _________________________ _________________________
Sales Process __ _________________________ _________________________
Delivery & Retention __ _________________________ _________________________
Ops & Finance __ _________________________ _________________________

Part C — SWOT (fill at least one each):

Strengths Weaknesses
________________ ________________
Opportunities Threats
________________ ________________
Priority Actions (Top 3)
1) ____________________    2) ____________________    3) ____________________

8. Tools & Resources

Google Forms + Sheets

Create diagnostics and auto-capture answers into a scorecard.

Miro / FigJam

Visual journey maps and bottleneck identification with team comments.

Notion

Reusable templates for SWOT, OKRs, and 90-day roadmaps in one workspace.

ClickUp / Asana

Turn roadmap items into assigned tasks with due dates and sprints.

Databox / Looker Studio

Live KPI dashboards connected to forms/CRMs for weekly reporting.

Canva

Branded one-page summaries and PDF deliverables clients love.

9. Checkpoint / Success Criteria

✅ Diagnostic form built (10–15 Qs) and tested once.
✅ Customer journey mapped with a single named constraint.
✅ 90-day plan drafted: 3 Objectives, 6–9 KRs, owners & dates.
✅ One-page PDF summary exported and shared with one prospect.
✅ Pricing tiers defined and pitched at least once.

10. Summary & Next Step

  • Frameworks make your consulting predictable, faster, and easier to buy.
  • Diagnose first, then plan a focused 90-day execution around the main constraint.
  • Package insights into a one-pager and price with clear outcomes to anchor value.
  • Track KPIs weekly so wins are visible and renewals become natural.
Next → Module 45 Overcoming Growth Blockers