Unlock Deeper Client Insights
& Drive More Value

We help advisory & business service firms add tangible value to their
client relationships by offering a data-driven diagnostic.

The challenge

Scaling businesses often struggle with unclear priorities, lack of benchmarking, and scattered improvement efforts.

Advisors, whether in law, finance, or consulting – want to provide high-value insights, but lack a structured way to diagnose their clients’ biggest challenges.

Without clear data, it’s hard to tailor support, measure impact, or differentiate from competitors. Pragma Holis solves this by offering a fast, data-driven diagnostic that pinpoints business strengths, highlights areas for improvement, and delivers a clear action plan.

This gives advisors a tangible way to add value, deepen client relationships, and stand out in a crowded market.

We’re using PragmaPulse® to measure and track the progress of our 50+ company Growth Forge cohort. The data means we can easily tailor the support we provide, helping each company to scale in the way that makes most sense to them. The value-add for each company is highly tangible and we are already seeing the impact.

Dan Pritchard

Tech S o uth West / Growth Forge

Why offer the PragmaPulse® Diagnostic
directly to your clients?

Strengthen Client Relationships

Offer a structured, insightful tool that helps clients make sense of their biggest business challenges.

Tailors your support

Gain clear insights into client needs to personalise
your services and recommendations.

Win More Business

Use the diagnostic as a differentiator to attract and retain high-value clients.

Add value at scale

Give your clients access to a seamless, easy-to-implement tool while paying a reduced bulk cost.

Find out more

Track progress and prove impact

We don’t diagnose once and then disappear. Business excellence is an ongoing journey.

We help advisors and their clients track progress over time, measure improvement, and stay focused on what matters most.

Create a clear record of client progress, to show the value of your support.

On-hand data to celebrate wins, demonstrate ROI, and justify future investment.

Gain insight to adapt your advice as clients evolve and new challenges emerge.

A framework for continuous improvement, turning short-term fixes into long-term success.

Move beyond guesswork and become a long-term partner in your clients growth journey.

How it works for your clients

We address areas to focus on, that continue to evolve as you do. Highlighting successes, identifying opportunities and driving continuous improvement.

Step one

Simple Self-assessment

Evaluate your organisation’s performance across six key business pillars.

Step two

Holistic Evaluation Report

Highlight key action areas, quick wins, build your organisational heatmap and long term focuses for improvement.

Step three

Bespoke Support

Tailored guidance and pragmatic advice to support with implementation.

Business Excellence Starts
With Pragma Holis

Our framework helps ambitious businesses identify blind spots, prioritise action,
and drive sustainable growth – all in one simple, powerful diagnostic.

Request a demo

Unlock Deeper Client Insights& Drive More Value

We help advisory & business service firms add tangible value to theirclient relationships by offering a data-driven diagnostic.