Insurance and Financial Services Advisory
The Growth Diagnostic
A structured engagement across acquisition marketing, distribution, product, and retention that finds where growth is breaking down and produces a prioritized plan to fix it. Scoped to the size and complexity of the organization — typically three to six weeks.
How It Works
Intake and data review
Before talking to anyone, I build a baseline picture from historical performance data, channel economics, conversion metrics, and existing infrastructure.
Stakeholder discovery
Structured conversations across marketing, sales, distribution, and product — focused on how the functions connect, where they're aligned, and where they're not.
Analysis and diagnosis
Findings get synthesized into root causes versus symptoms, with each gap mapped to the commercial opportunity it represents.
Readout and roadmap
Delivered in a live working session with leadership — not a slide review, but a working conversation aimed at alignment on what's true and what to do about it.
What It Covers
Acquisition Marketing
- Channel strategy and mix: what's performing, what isn't, what's missing
- Lead generation: volume, quality, and cost per qualified lead by channel
- Digital acquisition: full-funnel conversion, landing page performance, digital infrastructure
- Positioning and messaging: how it's landing with actual buyers versus intended targets
- Marketing data and analytics: attribution, what's tracked, what's actionable, and what's blind
Distribution and Sales
- Sales strategy: ICP definition, value proposition, competitive positioning
- Sales motions: qualification, discovery, conversion — where the process holds and where it breaks
- Conversion rates: by channel, by segment, by stage
- Agent and advisor enablement (where applicable): tools, content, training, field force productivity
- Sales infrastructure: CRM, automation, enrichment, reporting
Product
- Product-market fit signals: what's driving conversion and retention, what isn't
- Roadmap alignment: whether development priorities are pointed at commercial leverage points
- Packaging and pricing: how the product is positioned relative to the buyer's decision process
- Feature gaps: what's missing that's materially hurting conversion or expansion
Retention and Expansion
- Customer retention: renewal rates, churn drivers, and where a leaky back end is undermining the acquisition funnel
- Expansion and cross-sell: which customers are growing and what's driving the difference
- Lifecycle marketing: how well the organization is managing the relationship after the initial sale
Cross-Functional and System Level
- Competitive landscape: how the client stacks up against actual competitors across pricing, positioning, product, and distribution
- Voice of customer and win-loss: why buyers buy, why they don't, and what the ones who chose a competitor were responding to
- Unit economics: LTV, CAC, payback period, and margin by channel — the financial foundation that determines which levers are worth pulling
- Integration: where the marketing-sales-product handoffs are leaking
- Organizational design: roles, responsibilities, and structural gaps
- Data infrastructure: whether the measurement layer exists to manage performance and make decisions
What You Get
Diagnostic report. Prioritized findings and recommendations across all five areas, with root cause analysis and opportunity sizing.
Growth roadmap. A sequenced set of initiatives with clear owners, dependencies, and success metrics.
Executive readout. A live session to walk through findings, pressure-test recommendations, and align on next steps.
Let's talk.
If growth has stalled and you're not sure where to look, I'd welcome a conversation about whether a diagnostic makes sense for your organization.
Schedule a Call