Five diagnostic areas. One investment sequence roadmap. Delivered in 4–6 hours. The meta-diagnostic that identifies the binding constraint on growth before any channel investment is made — so that every subsequent audit finding lands in a system that can act on it.
Book a Discovery Call →The complete growth systems diagnostic — from attribution architecture through to growth constraint identification, covering the infrastructure gaps that make every other channel and funnel investment less efficient than it should be.
Web analytics to trading platform back-office connection status. Whether FTD attribution by campaign exists — or whether budget allocation is being made from registration CPA with no connection to actual commercial outcomes. The attribution gap specification if the connection doesn't exist: unified user identifier, UTM-to-CRM parameter pass, reporting bridge architecture, and ad platform conversion event redefinition from registration to FTD.
The IB channel produces the highest LTV traders for most forex brokers and is completely invisible in standard digital attribution for most of them. IB-referred traders appear as direct or organic, making the highest-converting acquisition source look like background noise. The diagnostic specifies the IB-specific UTM parameter architecture and CRM configuration that brings partner referrals into the unified attribution framework as a named, measurable, comparable source.
Second deposit rate by acquisition cohort. 90-day LTV by channel. Whether these metrics exist in a single view or require manual reconciliation across three separate systems. Most forex broker growth programmes focus exclusively on FTD acquisition while the retention metrics that determine whether that acquisition is commercially sustainable — second deposit rate, long-term trading activity — are measured in a different system with no connection to the marketing view.
Whether there's a systematic hypothesis-test-measure cycle operating across channels and funnel stages — or whether changes are made reactively. Whether the data infrastructure exists to compare channel performance on a shared commercial currency: FTD cost by channel, LTV by channel, second deposit rate by cohort. Where the metric mismatch between channel-level reporting and system-level outcomes is causing budget misallocation that no individual channel manager can see.
The binding constraint on FTD volume and revenue growth — acquisition volume, funnel conversion, retention, or the infrastructure itself. The single constraint that, when relieved, produces the largest compounding improvement in commercial outcomes. This output determines which audit to commission next and in what sequence: SEO audit, paid diagnostic, CRO audit, or attribution infrastructure project first. Investing in the wrong constraint produces activity without commercial impact.
4–6 hours total. You provide the data. I do the analysis. You review and present. The 80/20 roadmap is the centrepiece — not a 60-page report of every finding.
30–45 min
Ahrefs exports, GSC, GA4, ad account data, back-office funnel numbers. One brief covering the client's 3 main problems and 3 main competitors. Everything exportable in under an hour.
2–3 hours
Complete audit across all pillars. Competitor gap analysis. YMYL and FCA compliance review. Findings prioritised by commercial impact — not by audit severity score.
30–45 min
You review the output, add client relationship context, adjust framing. Nothing should surprise you — the 80/20 roadmap is structured to match the priorities you briefed.
1 hour
Presentation-ready findings. The 3 highest-leverage fixes first. Supporting actions second. 90-day roadmap as the centrepiece. Discovery conversation for the next engagement built in.
The 80/20 rule applied to every output: the 3 things that move the needle 80% of the way, the next 5 that handle the remaining 20%, and everything else deprioritised and revisited in 90 days.
The 80/20 roadmap format
3 highest-leverage actions → fix these first, they produce 80% of the improvement.
Next 5 supporting actions → the remaining 20%, sequenced by compound impact.
90-day timeline → month-by-month so the CMO can plan resources and set expectations internally.
Book a discovery call to discuss your current attribution architecture, IB channel visibility, and what the growth systems diagnostic would identify as the highest-leverage next investment for your regulated financial brand.
Book a Discovery Call →