Start a diagnosis

The diagnosis is the Diagnose step of the operating loop, and every step after it (Prioritize, Plan, Execute, Measure, Learn) reasons from the evidence it collects. Goals and Plan stay locked in the sidebar until a diagnosis exists for the workspace. Wrong inputs (an old domain, the wrong business type, a workspace named differently from the business) produce evidence about the wrong thing, and every later decision inherits the error. A few minutes of checking here protects the whole cycle.

Before the first plan is built in a new workspace, and when a new client or business line is added. If the business already has a finished run, use Decide whether a reassessment is warranted instead.

• You are in the right workspace (check the workspace switcher in the left sidebar).
• The workspace name matches the name customers know. The diagnosis uses it as the business name; it is edited as Client Name on the client's edit page, not on the diagnosis form.
• You know the live domain customers reach and which business type fits best.

1. 1In the left sidebar, open Marketing → Diagnostic. Before a first run, the page is titled "Run a Diagnosis".
2. 2Enter the business website: the live domain customers reach, not a staging site, a retired domain, or a campaign landing page.
3. 3Open "Business details" and choose the "Business Type". It decides which capability areas get checked (a restaurant is read on "Found on Google", an ecommerce store on "Email & Text Marketing"), so it is not decoration.
4. 4Add optional context in the text box: who the business serves and what the website does not show.
5. 5Press "Start Diagnosis". A run draws on the plan's credits. Overall usage is tracked in Settings → Usage, where "Current plan period" shows the percentage used and the reset date.
6. 6If the app had to detect the business type itself, it pauses at "Quick check before we build your diagnosis". Confirm the type, remove any listing, profile, or competitor that is not the business's, then press "Looks good, show my diagnosis".

A full-screen view of the run while it works (see Follow the live run), then the report. Its cover reads "THE STATE OF YOUR MARKETING" with an "Assembled" date and the vertical. The page header then reads "Diagnostic", with a "Re-run Diagnosis" button that states its credit cost and a count of runs tracked with a History link. If you reach the daily run limit, the page says so and keeps previous results available.