Approach

Look deeper before you act.

We call our working framework LOOK DEEPER. It's not a proprietary method or a rigid checklist — it's a disciplined way of making sure the problem being solved is the right one, and that the solution is measured once it's in place.

Six stages

Each stage informs the next. In practice we often loop back as new evidence appears.

  1. 01

    Listen

    We start with the stated challenge, why it has become a priority now, the outcomes you want, and how different people in the business see the problem. Disagreement between stakeholders is often useful evidence in itself.

  2. 02

    Investigate

    We review the data you have, gather first-hand customer evidence, observe the customer journey and internal processes, and consider how your market and customer base may be changing.

  3. 03

    Reframe

    We set out the plausible explanations side by side and test them against the evidence — including the explanation everyone already believes. Sometimes the original diagnosis holds up. Often it needs refining.

  4. 04

    Prioritize

    Not every finding deserves action. We assess options by expected value, how confident we are, cost, practical constraints, and how quickly each one would tell you whether it is working.

  5. 05

    Build

    We help design and put in place the agreed changes — to a process, an offer, a sales journey, a reporting system — with defined responsibilities, milestones, and specialist support where needed.

  6. 06

    Measure

    We compare outcomes against the baseline agreed at the start, separate signal from noise as honestly as the data allows, and adjust the plan based on what we learn.

See the first stages applied to a real symptom

See it in practice

The symptom isn't always the cause.

Sales have slowed, and the first proposal is to spend more on advertising. That may be right, or it may treat a symptom. Choose a possible cause to see how we would test it before recommending anything.

What you can see

Sales have slowed.

Untested assumption

“We need more advertising.”

The quickest answer, and sometimes the right one. It is a guess until the evidence says otherwise.

Possible causes to test

Pick a branch to test.

Each branch is a hypothesis. Open one to see the question we would ask, the evidence we would examine, and what we might do if that evidence supports it.

Use Tab or the arrow keys to move between causes.

Hypothesis

Poor lead conversion

The question

Are leads being converted into customers?

Evidence we would examine

  • Response times to new inquiries
  • Drop-off between funnel stages
  • Share of inquiries that are qualified
  • Lost deals and the reasons given

Possible response, only if the evidence supports it

Improve the specific weaknesses in the sales process that the evidence points to.

Hypothesis

Information gaps

The question

Do buyers have what they need to decide?

Evidence we would examine

  • Interviews with recent and lost customers
  • Questions that reach support and sales
  • What buyers search for before deciding
  • Objections that come up repeatedly

Possible response, only if the evidence supports it

Test clearer information and decision guidance where buyers get stuck.

Hypothesis

Positioning mismatch

The question

Does our offer resonate with the right customers?

Evidence we would examine

  • What customers actually need from the offer
  • The alternatives they consider instead
  • Competitor offers and how they are framed
  • How clearly the value proposition lands

Possible response, only if the evidence supports it

Test a revised positioning or offer with the customers who matter most.

Hypothesis

Changing demand

The question

Has the customer market itself changed?

Evidence we would examine

  • How customer cohorts have shifted over time
  • Demographic change in the customer base
  • Geographic patterns in demand
  • Trends across the wider category

Possible response, only if the evidence supports it

Reconsider which segments or markets the business should focus on.

You've opened all four. More than one can be true at once, so the evidence, not the first guess, decides the order of work.

What happens in practice

  1. Investigate evidence
  2. Identify supported causes
  3. Prioritize the response

An illustrative example. Choosing a branch shows how a cause would be tested. It is not a diagnosis of any business.

Diagnostic lenses

Business problems rarely respect department boundaries. Our lenses fall into three themes, and we choose the ones that fit the question — not every project needs every lens.

  1. Understand the Customer

    What are customers trying to achieve, and what stops them buying?

    • Customer research and unmet needsWhat customers are trying to achieve, and where current options fall short.
    • Behavioral drivers and purchasing frictionsThe small hesitations, doubts, and effort that stop people buying.
  2. Understand the Market

    Where do you stand, how are you found, and how is demand changing?

    • Positioning and offerWhether customers understand what you offer and why it suits them.
    • Channels, attention, and discoveryHow customers find you — and what they find when they look.
    • Demographic and geographic demandHow the size, age, and location of your customer base is changing, checked against current local evidence.
  3. Understand the Business System

    What happens inside the business between first contact and a repeat customer?

    • Sales and customer journeysWhat actually happens between first contact and a repeat customer.
    • Operational systems and dependenciesHandoffs, workflows, and reporting that shape the customer experience.

Questions for a first conversation

A conversation, not a questionnaire.

A first conversation usually starts with questions like these:

  1. What underlying business issue are we trying to address?
  2. Why has this become a priority now?
  3. If this exceeded expectations, what would change — and how would you measure it?
  4. What have you tried already, and what did you learn?

Other questions emerge naturally as we talk — about what's at stake, what the evidence says about the suspected cause, who needs to be involved, and how you'll decide. There's no form to complete in advance.

Our discovery questions are adapted from the approach taught by Kay Allison, including the contrast between the ideal outcome and the current reality. We credit that influence; it is not our invention.

What we mean by evidence

Evidence is whatever genuinely helps tell competing explanations apart: sales and marketing data, first-hand customer conversations, observation of how a process really runs, and current information about your market. We are explicit about how confident we are, and where the evidence is thin, we say so and design the next step to learn quickly rather than pretend to certainty.

We don't promise a particular result. We do promise a clear account of what we found, why we recommend what we recommend, and how you'll know whether it worked.

The right solution begins with a better understanding of the problem.

Start with a conversation about fit.

Tell us what's happening and what you've tried. The first conversation is about understanding the challenge and whether we're a good fit, with no commitment on either side.

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