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Who is it for?
The Digital Health Check is designed for SMEs facing everyday digital complexity — helping leadership teams gain clarity before making their next investment or change.
Digital-dependent businesses
Your website, marketing and systems are critical to how you operate or grow — but you’re not sure they’re performing as they should.
No in-house digital leadership
Digital decisions sit across different roles, with no single owner bringing everything together.
Multiple suppliers
Agencies and freelancers are working hard, but priorities, data and accountability don’t always align.
Unclear return on investment
You’re spending regularly on digital activity, but it’s difficult to see what’s truly driving value.
AI uncertainty
There’s pressure to adopt AI and automation, but it’s unclear where it would genuinely help.
Decisions feel risky
You want confidence before committing further budget, platforms or supplier changes.
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What's included
A joined-up view of your digital estate
Business context
We start by understanding your business goals, growth plans and constraints. Digital activity is assessed in the context of what the business is trying to achieve — not in isolation.
Systems & platforms
We assess the tools and platforms supporting your digital operations, including CRM, CMS and integrations. The focus is on identifying overlap, complexity and operational risk.
Website & user experience
We review structure, performance, messaging and conversion paths to identify friction, missed opportunities and improvements to customer journeys.
Marketing activity
We assess your active marketing channels, spend and performance. This helps clarify what’s driving value, where budget may be wasted, and how activity aligns with business objectives.
Customer journey
We map key customer touchpoints across digital channels. This reveals friction points, gaps in experience and opportunities to improve consistency and conversion.
Data & analytics
We review how data is collected, reported and used. This highlights gaps in tracking, unclear KPIs and opportunities to improve confidence in decision-making.
AI & automation readiness
We assess your data maturity, processes and workflows to identify realistic opportunities for AI or automation. The focus is on practical value — not experimentation for its own sake.
Risk & technical debt
We identify technical risks, performance issues and accumulated debt that could affect stability, scalability or future change, and outline practical steps to reduce or mitigate them.
Prioritisation & roadmap
We bring all findings together to define clear priorities. You receive a practical, sequenced roadmap outlining what to address first, what can wait, and why.
What you'll walk away with
At the end of the Digital Health Check, you’ll receive a clear, practical set of outputs designed to support confident decision-making. The focus is on insight and prioritisation rather than lengthy documentation, giving you a single, honest view and a structured path forward.
Key findings
A concise summary of what’s working well today and what’s limiting performance, growth or efficiency.
Priority actions
Recommended actions ordered by impact and urgency, giving leadership a clear starting point and confident next steps.
Risk & opportunity map
Visibility of technical, operational and commercial risks alongside opportunities to improve performance or reduce cost.
AI opportunity assessment
A practical view of where AI or automation could add genuine value based on your data and maturity — without hype.
High-level roadmap
A sequenced plan outlining short-, medium- and longer-term priorities that will help your digital channels.
Budget & effort guidance
Indicative guidance on cost, complexity and resource effort to support planning.
Decision clarity
A clear understanding of what to do next, why it matters, and how to proceed.
Support beyond the report
Help turning findings into action — from tenders to proposal evaluation and supplier conversations,
How it works
A simple, structured process designed to minimise disruption while providing meaningful insight.
01. Discovery
We will have short conversations to understand your goals, challenges and current setup. This is the most important step to align your channels.
02. Review
We will do a high-level assessment of your platforms, performance data, processes, systems and supplier arrangements.
03. Plan
Our findings are brought together into a single, joined-up view, highlighting patterns, risks and opportunities that form the basis of a practical plan.
04. Recommendations
Clear, prioritised actions and a practical roadmap to guide next steps. Typical delivery is 2–3 weeks, depending on scope and access.
What it is and isn't
What it is
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An independent, supplier-agnostic review
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A fixed-scope, clearly defined engagement
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Senior-led and outcome-focused
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Designed to support leadership decisions
What it isn’t
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A technical or security audit
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A long consultancy programme
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A sales exercise for implementation
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A replacement for specialist deep dives
The purpose is simple:
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To help you understand what to do next — and why.
Why this approach works
Many digital providers begin with delivery.
We begin with understanding.
By separating insight from implementation, the Digital Health Check:
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removes supplier bias
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reduces risk before investment
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creates internal alignment
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avoids unnecessary spend
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supports confident decision-making
There is no obligation to proceed beyond the Digital Health Check. Many clients use the output to brief agencies, align internal teams or validate investment decisions.
What happens next?
Once the Digital Health Check is complete, the next step is yours to choose.
You may decide to:
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deliver the roadmap internally
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brief existing suppliers with clarity
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tender for new partners
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request moondial support for delivery or oversight
The Digital Health Check stands alone — its value is not dependent on ongoing consultancy.
Below are answers to some of the most common questions about the Digital Health Check. If you don’t see what you’re looking for, we’re always happy to talk things through.