Diagnostic Assessments

Business Health Checks

Help your small business customers assess where they need further help and then deliver an actionable improvement plan.

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Increase Brand Exposure

When your customers use the business health check, they spend more time on your site which leads to increased brand awareness. In return, they get a customized report that they can download and share, with practical information to solve their key challenges.

Why business owners like health checks
  • You can self-select the topics you need help with
  • It's fast to self-diagnose
  • The content is action orientated
Why financial institutions like health checks
  • Able to deliver a lot of content on one page
  • Increases time on site
  • Helps bankers understand their customers
  • Each health check is custom written for your tone and brand
  • Questions and outcomes match your customer target pain points
  • Content links to your product and calls to action
Download the anatomy
Deployment is easy
We'll send you code that your dev team can either iFrame or embed inside your website, for a seamless customer experience. Customers see the tool as yours, as we don't add our branding to the final result.

Host on your site with some simple HTML code that links you to our server. Alternatively, if you’d like to use your own server, we can make it happen.


jQuery, Bootstrap, and our custom Javascript are familiar to most web developers and should integrate easily into your existing UI and security specs.


Small business owners are constantly on-the-go. Our business health checks provide an excellent experience from anywhere, on any device.

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Health check topics

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Starting up

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Financial audit

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Business resilience

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First steps to exporting

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Let’s Talk
Trusted by the best

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

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Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

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Videos & Infographics

Straightforward and engaging, visually formatted information makes difficult topics easier to explain and understand.

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Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

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E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

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Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

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Templates & Calculators

With interactive templates and calculators embedded in your website, you’ll increase engagement time and brand awareness.

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Want to add Business Health Checks to Your Website?

Let’s discuss the best way to implement these,
 and other tools into your site’s resource center.