Pinpoint what’s blocking your firm’s growth

You’ll receive an instant score and a clear set of priorities, so you know what to focus on next (and what to stop guessing about).

​The Win assessment is a diagnostic tool built for ambitious accountancy practices in the UK, South Africa, Australia, USA and Canada who are looking to... Win more of their ideal clients. 

In 5 minutes, you’ll score your firm across the things that actually decide whether you win better-fit, higher-value clients, positioning, offer clarity, lead generation, and sales conversion.

You’ll get an instant Win score (out of 100), a simple breakdown of what’s strong vs what’s leaking wins, and your top priorities so you know exactly what to fix first (without guessing or chasing the latest marketing fad).

This assessment is based on our proven Win framework. The same thinking used by consistently high-performing firms to build stronger pipelines, protect fees, and win with more confidence.

 

How Your Score Is Calculated

Positioning & Niche Clarity

Assesses how clearly your firm defines, communicates, and owns its best-fit market segment so you stand out and attract the right clients.

Offer & Value Proposition

Evaluates how compelling, differentiated, and systematically packaged your core services are, minimizing discounting and custom work.

Lead Generation System

Measures the consistency and reliability of your firm’s systems for attracting high-quality leads without over-reliance on referrals.

Sales Conversion Consistency

Benchmarks your ability to convert prospects into clients at predictable rates, across all partners and directors.