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 South West / Growth Forge
Why offer the PragmaPulse® Diagnostic
directly to your clients?
Strengthen Client Relationships
Better tailored support
your services and recommendations.
Win More Business
Add value at scale
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
A structured, repeatable process.
Add immediate value from day one and compound over time.
Your client completes the assessment
You both get the full picture
Guide, track, and demonstrate your impact
Starter
Single-user DiagnosticA rapid, high-impact baseline of your business health in under 30 minutes.
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Full 42-module diagnostic assessment.
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Instant prioritised action roadmap.
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Full money-back guarantee.?Backed by a full money-back guarantee so you can try out the platform in complete confidence.
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NEW: Pulse Review follow up workshop.?A 30-minute follow-up session to help you execute on the report’s recommendations.
Business
Multi-user DiagnosticAlign your leadership team and bridge the gap between vision and execution.
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Everything in Starter, plus:
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Aggregated multi-user reporting.?Roll up data across teams and departments.
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Comparative leadership insights.
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Bespoke support and quarterly workshops.
Partner
Diagnostic-as-a-serviceEmpower your consultancy or investment portfolio with a proven framework.
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Multi-client delivery support.
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Standardised diagnostic frameworks.
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Portfolio-wide data benchmarking.?Compare metrics across your entire portfolio over time.
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Collaborative client roadmaps.