Discovery Audit
For: feeling the strain, not sure whyA deep-dive call, a business health check and a plain look at strengths and weak spots, with written recommendations.
Business analysis for growing small businesses
I help small businesses with 3 to 10 people fix how work moves through the business: the handovers, the double typing, the tools that don't talk to each other. Less chasing. Clearer numbers. A calmer week.
A 15-minute phone call. No obligation, no sales pitch.
Sound familiar?
Added together, it's hours every week and money every month. Usually it isn't you. It's the setup.
How I work
I look at how work happens on a busy Tuesday afternoon, not how it's meant to work on paper. Then we fix it in order of what matters most.
I dig into the process, map the pain points and find the root cause, not just the symptoms.
You get a written report: how things work now, how they could work, and a plan you can act on.
Questions and direction between check-ins, so things keep moving between calls.
I guide you and your team through the changes, and recommend tools only where they earn their place.
We look at what's working and what isn't, using your numbers to decide what's next.
Ways to work together
For when you know something isn't right but you're not sure what. A fixed piece of work with clear recommendations at the end.
A deep-dive call, a business health check and a plain look at strengths and weak spots, with written recommendations.
I review how you track sales, jobs and receipts, and give you recommendations and an outline of one simple dashboard.
Every tool and subscription listed with a keep, cut or combine call, plus a prioritised plan in plain English.
For ongoing improvement. Every option includes the diagnose, advise and review cycle each month.
One process area each month, written findings with quick-win fixes, and a monthly check-in call.
Full process mapping, a prioritised action plan, two calls a month, support in between and a template or SOP built for you.
Work across several areas, weekly check-ins, and guided implementation with support for your team through the change.
Every piece of work starts with a free call. Once I understand what you need, I send a written proposal with a fixed price, so you know exactly what you're getting before you commit.
About
I'm a business analyst with more than seven years' experience in logistics, digital transformation, systems integration and process improvement. I've spent that time working out why things take longer than they should, and helping teams change how they work.
I set up Lucid to bring that same thinking to small businesses, without the jargon or the big-firm price tag. I'll tell you straight what's working, what isn't, and what I'd change first. Most of the time the answer isn't more software.
I'm based in Coatbridge and work with businesses across Lanarkshire, Glasgow and the central belt.
Book a free 15-minute Discovery Call. I'll call you, ask a few questions about how things run, and tell you honestly whether I can help.
Book your free call