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.

Better tailored 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

Most diagnostics give you a snapshot and leave you to figure out the rest. We don’t work that way.

Business excellence is an ongoing journey, and your value as an advisor compounds over time. PragmaPulse® is built for the long term, giving you and your clients a shared framework to track progress, measure what’s working, and stay focused on what matters most at every stage of growth.

For your clients, that means clarity on where they’re improving and what to tackle next. For you, it means a clear, data-backed record of the impact your support is having.

Build an undeniable track record. A consistent record of client progress makes your value visible in reviews, renewals, and referrals.

Celebrate wins with evidence. On-hand data lets you mark genuine milestones and demonstrate ROI in terms your clients and their stakeholders understand.

Stay ahead of what’s coming. As clients evolve, new challenges emerge. Regular reassessments give you the insight to adapt your advice before problems surface.

Turn short-term fixes into lasting change. The framework keeps clients focused on continuous improvement rather than lurching from one issue to the next.

The result: you stop being a one-off engagement and become a long-term partner in your clients’ growth, with the data to prove it.

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.

Contact us

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.