ORIGIN Onboarding Tests
Act 03, What we do Section 09 of 14

Every good engagement starts by understanding before prescribing. Know what belongs in each phase, because doing GROW work on an unfinished FIX is how projects fail.

6Areas an audit covers
4Things FIX builds
5Things GROW puts to work
Start with AUDIT
Part 1

AUDIT: know where you stand

An audit usually takes one to three months. It ends with findings, priorities and a roadmap. It never ends with a design, because design belongs to FIX.

How an audit runs

Research first. We recommend that an audit starts with market research. ORIGIN does not conduct market research; a research partner does. When the data arrives we analyse it, both the numbers and the interviews.

Workshops. We build the picture of today with the client's leaders and the people who run the work.

Customers. We run customer surveys and measure the Net Promoter Score, a standard measure of how likely customers are to recommend the organisation.

Putting it together. We name the gaps, find their root causes, and separate quick wins, the improvements possible within weeks, from deeper work. A root cause is the real reason for a gap.

We audit and later fixWe audit to understand
Brand: perception, consistency, identity, messagingFinance: how budgets and returns are measured
Marketing: campaigns, lead generation, contentSales: how leads become deals
Technology: website, CRM, automation, dataOperations: how daily work affects the brand and the customer

We look at finance, sales and operations because we own growth for our clients. We do not fix those functions, but we cannot promise growth without knowing how they work.

In practice

A client says "our marketing is not working". An audit might show the marketing is fine and the sales team answers enquiries after three days. Without the audit, we would have fixed the wrong thing.

An audit is ending. The client asks what they will receive. What do you tell them?

Never a design.

To prescribe is to recommend the fix.

Remember

AUDIT ends with a roadmap, never a design. Understand first, then prescribe.

Part 2

FIX: build the foundations

FIX usually takes three to six months. It solves the root causes the audit found, in this order: strategy first, then brand, then systems.

FIX buildsWhat it covers
StrategyPositioning, brand strategy, go to market, communication
BrandIdentity, guidelines, messaging, content plan
SystemsCRM, automation, the structure and design of the website or app, data
PeopleProcess documents, team structure advice, training, so the client's team can use what was built

The CRM is built. The client's team does not use it. Which row of FIX answers that?

So the client's team can use what was built.

Remember

Strategy first, then brand, then systems.

Part 3

GROW: launch, activate, scale

GROW runs from six months to two years or more. It puts the foundations to work.

In GROW

Platforms go live: websites and apps.

The lead engine is switched on: campaigns, automation, AI agents.

Content is produced: films, photography, case studies.

The brand is applied everywhere: offices, events, packaging.

Results are measured and improved, month after month.

Strategy and execution are designed together from the first day. The strategist sits with the designer. The person who will build the CRM reads the go to market plan while it is being written. Nothing is handed over a wall, passed on with no conversation, between FIX and GROW, because the same house builds both.

A client wants campaigns to start next week, and the CRM is not ready. What do you do?

Leads would have nowhere to land.

In practice

Say so to your Team Lead, early. Campaigns without a place for the leads to land waste the client's money.

Remember

FIX builds what GROW needs to stand on. Never launch on a foundation that is not finished.

Your part

Before you move on

Three questions before you move on. Type your answer, send it, then check it.

Your answers stay on this device.

1What does an audit end with?

The answerFindings, priorities and a roadmap. Never a design.

2In what order does FIX solve the root causes?

The answerStrategy first, then brand, then systems.

3Why do we audit finance, sales and operations?

The answerWe cannot promise growth without knowing how they work.

Answer all three and this section is yours.
ORIGIN

Understand. Build. Then launch.

Next: Build, and Build & Guard.

📖Finished reading this section?Marking it puts it on your progress page, so you know what is left before the quiz.