Commercial improvement starts with a reliable baseline.
Businesses cannot improve what they cannot clearly define, measure or prioritise. Fox Healey & Co connects sales, pricing, customers, people, marketing and systems within one evidence-led commercial-performance framework.
The starting point is not a generic recommendation. It is a clearer understanding of current performance, data quality and commercial priorities.
Commercial Performance Snapshot
A high-level initial review designed to provide an indicative view of your commercial position and identify whether deeper analysis is required.
The Snapshot includes:
- Structured pre-assessment questionnaire
- Management interview
- Indicative scoring across six commercial pillars
- Data-confidence assessment
- Identification of key risks and opportunities
- Short findings discussion
The Commercial Performance Snapshot is a high-level initial review and not a detailed consultancy project.
Apply for a Snapshot
Complete the form below to initiate the Commercial Performance Snapshot process.
See what a Commercial Performance Snapshot may include
The example below illustrates the structure of a Fox Healey assessment. It uses fictional information and does not represent a real client.
Commercial Performance Snapshot — Example
Illustrative structure of the findings report
Overall commercial maturity
2.6 / 5 — Developing
Data confidence
Moderate
Some findings rely on estimates where management information is incomplete.
Indicative pillar scores (out of 5)
Example risks
- Over half of revenue depends on two customers
- Discounting is applied inconsistently across the sales team
- The sales forecast is not reconciled against actual results
Example opportunities
- Reactivate dormant accounts with a structured contact plan
- Introduce a pricing approval threshold to protect margin
- Use existing CRM data to segment accounts by potential value
Recommended next step
Proceed to a Validated Commercial Baseline focused on customer concentration and pricing discipline, where the indicative findings suggest the greatest potential value.
All scores, risks and opportunities above are fictional and shown for illustration only.
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Choose the appropriate level of support
Businesses approach Fox Healey at different stages. Some need an initial external view of commercial performance, while others are already seeking a detailed assessment or practical support implementing improvement.
Choose the route that most closely reflects what your business currently needs.
Whichever route you select, our work begins by establishing your current position. This ensures that priorities, recommendations and subsequent improvements are measured against a reliable commercial baseline.
Commercial Performance Snapshot
A structured initial review designed to identify potential areas of commercial strength, risk and opportunity across the six areas of the Fox Healey Commercial Performance Framework.
Suitable for businesses that:
- Want an initial external perspective
- Are unsure where the greatest commercial opportunities exist
- Need help identifying which areas require deeper investigation
- Are not yet ready to commission a full consultancy engagement
The Snapshot provides an initial indication rather than a fully validated assessment. Its findings are based on the information supplied and may identify areas where further evidence or investigation is required.
Apply for a Commercial Performance SnapshotValidated Commercial Baseline
A paid consultancy engagement for businesses seeking a more detailed and evidence-led assessment of their commercial position.
Suitable for businesses that:
- Already recognise the need for a detailed commercial review
- Require a reliable benchmark before making significant decisions
- Want findings supported by evidence and management input
- Need clearly prioritised recommendations
- Are preparing for growth, investment, restructuring or operational change
The engagement builds on the initial assessment through additional data review, management interviews, consultant validation and structured analysis. It establishes an agreed commercial baseline against which future improvement can be measured.
Request a Validated Commercial BaselineCommercial Improvement Programme
A structured consultancy programme for businesses that are ready to address identified commercial priorities and require practical support moving from assessment to implementation.
Suitable for businesses that:
- Already know that commercial improvement is required
- Need support converting analysis into an actionable programme
- Lack the internal capacity or specialist capability to deliver change alone
- Require coordination across sales, pricing, customers, people, data or systems
- Want progress measured against defined commercial outcomes
The programme begins by establishing or validating the current commercial baseline. This ensures that the work is focused on the right priorities and that progress can be measured against an agreed starting position.
Request a Commercial Improvement ProgrammeProjects are scoped according to business size, complexity and the quality of available information.
Not sure which route is appropriate?
Select the option that most closely reflects your current intention.
Fox Healey will review the information supplied before confirming the appropriate scope. Where a different route would be more suitable, we will explain why before any paid engagement is agreed.
Validated Commercial Baseline
A detailed, fixed-scope assessment designed to provide absolute clarity on current performance, data reliability, and prioritised actions for improvement.
Answering critical questions
- 1.Where is commercial value currently being lost?
- 2.How reliable is available management information?
- 3.Which opportunities have greatest financial potential?
- 4.What should management prioritise in next 90 days?
- 5.Which actions can be completed internally?
- 6.Where may external support be valuable?
Assessment Deliverables
- Commercial maturity assessment
- KPI baseline
- Data-confidence report
- Commercial risk register
- Opportunity register
- Prioritised 90-day roadmap
- Management findings workshop
From assessment to implementation
Where further support is appropriate, Fox Healey can help the client implement selected commercial priorities identified through the assessment.
These are not separate, disconnected service lines. They are practical implementation tools used to improve the client’s commercial baseline.