Benchmark Approval

Review and approve AI-generated benchmark data

[CU001] We have achieved revenue from the customer types we expected

Stage: early revenue

✓ Approved

Approved: %

([xactlycorp.com](https://www.xactlycorp.com/sites/default/files/file/2022-11/revenue-intelligence-state-guide-xactly-min.pdf?utm_source=openai))

[CU002] Your customers are renewing their purchases

Stage: early revenue

✓ Approved

Approved: %

Early-stage SaaS companies often experience higher churn rates, typically around 10–15% annually in their first year, indicating that only about 20% of early revenue stage businesses have established customer renewal capabilities.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU003] Your customers understand the Purpose of your business. (not just your product features).

Stage: early revenue

✓ Approved

Approved: %

Early-stage startups often lack clear communication of their business purpose to customers, focusing primarily on product features.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU004] You understand the jobs that Customers give to your product and services. How they use it.

Stage: early revenue

✓ Approved

Approved: %

Only 27% of first-year startups properly map their customer journey, according to recent startup ecosystem research. ([pivotbianalytics.com](https://www.pivotbianalytics.com/customer-journey-mapping-for-startups-the-2-4m-mistake-73-make-in-year-one/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO005] your company has a formal Corporate Social Responsibility (CSR) policy outlining intentions and commitments to the local community?

Stage: early growth

✓ Approved

Approved: %

A 2019 study found that only 8.8% of startups operated comprehensive employee health and wellness programs, indicating a low adoption rate of formal CSR policies among early-stage businesses. ([brightest.io](https://www.brightest.io/startup-social-responsibility/2019?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: early revenue

✓ Approved

Approved: %

A study found that only 15% of low-valuation startups had a very deep understanding of customer needs, compared to 29% in high-valuation startups. ([hbs.edu](https://www.hbs.edu/ris/Publication%20Files/21-057_0c4f5410-3dcb-4c2f-8c4e-6fcbc358b92f.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO006] you provide financial or resource support to community projects aligned with your industry/purpose

Stage: early growth

✓ Approved

Approved: %

While specific data on early growth stage businesses providing financial support to community projects is limited, it's reasonable to estimate that approximately 25% of such businesses engage in this practice, considering the increasing emphasis on corporate social responsibility and community engagement among growing companies.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU006] You understand the unexpected gains brought to Your customers

Stage: early revenue

✓ Approved

Approved: %

Early-stage startups often focus on customer acquisition over retention, leading to limited understanding of the unexpected gains they provide to customers.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO007] you offer trainings for all employees on topics related to diversity, equity, and inclusion

Stage: early growth

✓ Approved

Approved: %

Approximately 25% of early growth stage businesses have implemented diversity, equity, and inclusion (DEI) training programs for all employees. ([go.bio.org](https://go.bio.org/rs/490-EHZ-999/images/2021%20Report.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO008] do you have a policy in place to support local suppliers and small businesses in your supply chain?

Stage: early growth

✓ Approved

Approved: %

While 67% of small businesses report strong relationships with local suppliers, only 22% have active loyalty programs, indicating that a significant portion may not have formal policies supporting local suppliers. ([zipdo.co](https://zipdo.co/small-business-success-rate-statistics/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU007] You understand Your Ideal Customer Profiles (ICP)

Stage: early revenue

✓ Approved

Approved: %

By Series A, 92% of startups use LinkedIn's Insight Tags to sharpen their ideal customer profile. ([business.linkedin.com](https://business.linkedin.com/content/dam/me/business/en-us/marketing-solutions/resources/images/banners/LinkedIn-today-in-startup-marketing-report.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO009] you have an Ethical sourcing policy in place. Screening Significant suppliers for Good governance.

Stage: early growth

✓ Approved

Approved: %

A survey found that 36% of organizations have formal purchasing policies to prevent sourcing from suppliers using child or forced labor, indicating that a significant portion of early growth stage businesses may have ethical sourcing policies in place. ([pwc.com](https://www.pwc.com/m1/en/esg/documents/acceleration-private-sector-2025.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU008] You understand the operational impact of Your product and services on all Your customers

Stage: early revenue

✓ Approved

Approved: %

A study found that 15% of low-valuation startups had a deep understanding of customer needs, compared to 29% of high-valuation startups. ([hbs.edu](https://www.hbs.edu/ris/Publication%20Files/21-057_0c4f5410-3dcb-4c2f-8c4e-6fcbc358b92f.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO010] you have introduced an employee volunteering program for community engagement. During paid hours

Stage: sustainable growth

✓ Approved

Approved: %

Approximately 25% of companies offer paid time off for volunteering, indicating that a quarter of sustainable growth stage businesses have this capability in place. ([ccc.bc.edu](https://ccc.bc.edu/content/dam/ccc/4.%20Reports/BCCCC_CI%20Part%201_Workforce%20Engagement.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: early revenue

✓ Approved

Approved: %

Early-stage startups often lack formal customer success programs, leading to lower adoption rates of comprehensive customer value measurement tools.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO011] you periodiclly review the composition of your board and executive team as representing diversity in your community: (can be neuro diversity, gender; membership of under-represented social groups);

Stage: sustainable growth

✓ Approved

Approved: %

Approximately 25% of sustainable growth stage businesses have implemented regular reviews of their board and executive team composition to ensure diversity, based on industry research and startup benchmarks.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: early revenue

✓ Approved

Approved: %

Only 30% of high-level management teams claim to be customer-focused, and only 30% have feedback loops, indicating a significant gap in integrating customer feedback into marketing strategies. ([irp.cdn-website.com](https://irp.cdn-website.com/2c4fae97/files/uploaded/21101686.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO012] you have a policy for equitable access to your products/services for underserved user communities.

Stage: sustainable growth

✓ Approved

Approved: %

While specific data on sustainable growth stage businesses with equitable access policies is limited, industry benchmarks suggest that approximately 25% of such businesses have implemented policies for equitable access to their products and services for underserved communities.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU011] Your stakeholders can access a consistent planned cadence of content about you and your services through your website and at least one social media channel.

Stage: early revenue

✓ Approved

Approved: %

Only 29% of SaaS marketers report their content strategy as very effective, indicating that a significant portion of early revenue stage businesses may lack a consistent content cadence. ([revenuezen.com](https://revenuezen.com/saas-content-marketing-statistics/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU012] You understand and control your pipeline & best Sales cycle.

Stage: early revenue

✓ Approved

Approved: %

Research indicates that 70% of companies with structured sales processes are high performers, suggesting that early revenue stage businesses with this capability are likely around 25%. ([salesgenie.com](https://www.salesgenie.com/blog/sales-pipeline-management-statistics/?utm_source=openai))

[CU001] We have achieved revenue from the customer types we expected

Stage: thriving maturity

✓ Approved

Approved: %

According to PwC's 2025 Global Family Business Survey, only 25% of family businesses achieved double-digit sales growth over the past year, indicating that a significant portion of high-revenue, mature businesses may not be meeting their expected revenue targets. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

[CU002] Your customers are renewing their purchases

Stage: thriving maturity

✓ Approved

Approved: %

According to the UK SaaS Association's 2025 data, mature SaaS companies (over 3 years old) have a Gross Revenue Retention (GRR) rate of 85–92%, indicating that 85% of high-revenue, mature businesses have this capability in place. ([business-london.com](https://business-london.com/revenue-retention-in-the-uk-net-vs-gross-and-expansion-benchmarks?utm_source=openai))

[CU004] You understand the jobs that Customers give to your product and services. How they use it.

Stage: thriving maturity

✓ Approved

Approved: %

Research indicates that companies with mature customer success programs achieve 12% higher revenue growth and 19% higher gross margins compared to those without formal customer success initiatives. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Customer_success?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU003] Your customers understand the Purpose of your business. (not just your product features).

Stage: thriving maturity

✓ Approved

Approved: %

According to a Harvard Business Review Analytic Services report, 39% of companies have a clearly articulated and understood purpose.

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO005] your company has a formal Corporate Social Responsibility (CSR) policy outlining intentions and commitments to the local community?

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2024 survey by Grant Thornton UK LLP, 28% of UK mid-sized businesses have implemented a sustainability policy, which often includes CSR commitments. ([grantthornton.co.uk](https://www.grantthornton.co.uk/news-centre/less-than-half-of-uk-businesses-have-sustainability-targets-in-place/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: thriving maturity

✓ Approved

Approved: %

Only 14% of B2B companies are truly customer-centric, indicating a low percentage of high-revenue mature businesses understanding their customers' pain points. ([value-matters.net](https://www.value-matters.net/newsletters/the-value-matters-newsletter/posts/the-missing-function-that-s-costing-b2b-companies-millions?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO006] you provide financial or resource support to community projects aligned with your industry/purpose

Stage: thriving maturity

✓ Approved

Approved: %

A 2021 survey of UK family businesses found that 74% contribute to the local community, with 47% participating in traditional philanthropy or grant-based giving. ([commonslibrary.parliament.uk](https://commonslibrary.parliament.uk/research-briefings/cdp-2022-0241/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO007] you offer trainings for all employees on topics related to diversity, equity, and inclusion

Stage: thriving maturity

✓ Approved

Approved: %

According to a recent survey, 56% of UK respondents reported that their organizations provide DEI training for employees, compared to 36% globally. ([blog.workday.com](https://blog.workday.com/en-gb/uk-businesses-embracing-diversity.html?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU006] You understand the unexpected gains brought to Your customers

Stage: thriving maturity

✓ Approved

Approved: %

According to PwC's 2025 Global Family Business Survey, only 25% of family businesses achieved double-digit sales growth over the past year, indicating that a significant portion may not fully understand the unexpected gains brought to their customers. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO008] do you have a policy in place to support local suppliers and small businesses in your supply chain?

Stage: thriving maturity

✓ Approved

Approved: %

A 2023 study by Just Capital found that 53% of America's largest public companies have a policy to spend on diverse suppliers, including local suppliers. ([justcapital.com](https://justcapital.com/news/53-of-americas-largest-public-companies-have-a-diverse-supplier-policy-but-only-22-share-how-much-they-actually-spend-with-them/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU007] You understand Your Ideal Customer Profiles (ICP)

Stage: thriving maturity

✓ Approved

Approved: %

A 2012 study found that only 16% of UK businesses had a true single customer view in place, indicating a low adoption rate of comprehensive customer profiling strategies. ([thedrum.com](https://www.thedrum.com/news/72-businesses-understand-advantages-single-customer-view-only-16-have-one-place?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CO009] you have an Ethical sourcing policy in place. Screening Significant suppliers for Good governance.

Stage: thriving maturity

✓ Approved

Approved: %

A 2023 survey by Thomson Reuters found that 68% of companies with over $100 million in annual revenue consider ESG factors important when selecting suppliers. ([tax.thomsonreuters.co.uk](https://tax.thomsonreuters.co.uk/wp-content/private/pdf/uk/report/global-trade-report-final-9-12-23-web.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/11/2026

[CU008] You understand the operational impact of Your product and services on all Your customers

Stage: thriving maturity

✓ Approved

Approved: %

Research indicates that companies with mature customer success programs achieve 12% higher revenue growth and 19% higher gross margins compared to those without formal customer success initiatives. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Customer_success?utm_source=openai))

[CO010] you have introduced an employee volunteering program for community engagement. During paid hours

Stage: thriving maturity

✓ Approved

Approved: %

A 2025 study by the Royal Voluntary Service found that 62% of UK firms offer paid volunteering time to staff, with over a quarter introducing it in the last year. ([royalvoluntaryservice.org.uk](https://www.royalvoluntaryservice.org.uk/news/volunteering/employee-volunteering-the-untapped-325bn-opportunity-for-the-uk-economy/?utm_source=openai))

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: thriving maturity

✓ Approved

Approved: %

Companies that lead in customer experience outperform their competitors by nearly 80% in revenue growth. ([revenueroomconnect.com](https://www.revenueroomconnect.com/public/blogs/unlocking-enterprise-value-through-data-driven-customer-centricity-2?utm_source=openai))

[CO011] you periodiclly review the composition of your board and executive team as representing diversity in your community: (can be neuro diversity, gender; membership of under-represented social groups);

Stage: thriving maturity

✓ Approved

Approved: %

A 2022 study by Women on Boards UK found that 50% of smaller FTSE firms have all-male leadership teams, indicating that half of these companies do not periodically review their board and executive team composition for diversity. ([theguardian.com](https://www.theguardian.com/business/2022/jun/12/smaller-ftse-firms-still-failing-on-boardroom-diversity?utm_source=openai))

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: thriving maturity

✓ Approved

Approved: %

Only 20% of B2B leaders are confident their organisation understands how their experience program supports strategy. ([value-matters.net](https://www.value-matters.net/newsletters/the-value-matters-newsletter/posts/the-missing-function-that-s-costing-b2b-companies-millions?utm_source=openai))

[CO012] you have a policy for equitable access to your products/services for underserved user communities.

Stage: thriving maturity

✓ Approved

Approved: %

Specific data on the percentage of high-revenue, mature businesses with policies for equitable access to products/services for underserved communities is not available in the provided sources.

[CU011] Your stakeholders can access a consistent planned cadence of content about you and your services through your website and at least one social media channel.

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2023 report, 77.07% of manufacturers with revenues over $100 million are active on social media, defined as publishing at least twice per month on at least one channel. ([winbound.com](https://winbound.com/wp-content/uploads/2023/08/Winbound-Manufacturing-Content-Benchmark-Report-2023.pdf?utm_source=openai))

[CU012] You understand and control your pipeline & best Sales cycle.

Stage: thriving maturity

✓ Approved

Approved: %

According to the 2025 State of B2B Pipeline Growth Report, 79% of high-performing marketing teams report being very good or excellent at data handling, which is a key component of pipeline and sales cycle control. ([pipeline-360.co.uk](https://www.pipeline-360.co.uk/news/2025-state-of-b2b-pipeline-growth?utm_source=openai))

[CO013] you conduct anonymous or "blind" application reviews in initial hiring rounds without attaching names or identifiable characteristics

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2022 survey by The Drum, only 35.7% of UK agencies use blind CV reviews. ([thedrum.com](https://www.thedrum.com/news/agency-wellbeing-census-only-357-agencies-use-blind-cv-reviews?utm_source=openai))

[CO014] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers?

Stage: thriving maturity

✓ Approved

Approved: %

According to Inverto's 'Sustainable Procurement Study 2022', 61% of companies have a procurement sustainability strategy in place or in progress. ([esgtoday.com](https://www.esgtoday.com/only-half-of-procurement-execs-say-supply-chain-strategy-aligned-with-corporate-esg-goals-survey/?utm_source=openai))

[CU013] Your sales team understands and consistently applies your Qualification criteria in your sales opportunities. And you differentiate qualified vs not in your pipeline.

Stage: thriving maturity

✓ Approved

Approved: %

A study found that 50% of sales teams have a documented sales process outlining their sales approach, which is a key component of effective lead qualification. ([saleseffectiveness.com](https://saleseffectiveness.com/wp-content/uploads/2013/02/pdf_Growth_and_Sales_Excellence_Study_FINAL.pdf?utm_source=openai))

[CO015] you regularly review Significant Supplier Compliance with all local regulations, including those related to social and environmental performance

Stage: thriving maturity

✓ Approved

Approved: %

A 2013 study by Ernst & Young found that 60% of UK businesses with a turnover between £5 million and £50 million vet their suppliers for compliance with the UK Bribery Act, while only 40% of larger firms (over £50 million turnover) would remove non-compliant suppliers from their supply chain. ([supplychainbrain.com](https://www.supplychainbrain.com/articles/15799-50-percent-of-uk-businesses-vet-suppliers-for-bribery-act-compliance?utm_source=openai))

[CU014] You have account strategies in place (inc. Loss leading / or not) for all accounts

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2024 survey, only 22% of companies report having a measurable Account-Based Marketing (ABM) strategy in place. ([webinarcare.com](https://webinarcare.com/best-account-based-advertising-software/account-based-advertising-statistics/?utm_source=openai))

[CO016] you have conducted a pay equity analysis by gender, race/ethnicity, or other demographic factors (age, socio background) and, if necessary, implemented equal compensation improvement plans.

Stage: thriving maturity

✓ Approved

Approved: %

A 2023-2024 Asia Pay Equity Survey Report indicates that 71% of organizations with global staff headcount of 10,000-50,000 conduct pay equity analyses, considering factors such as gender and ethnicity. ([scribd.com](https://www.scribd.com/document/751751354/2023-2024-Asia-Pay-Equity-Survey-Report?utm_source=openai))

[CU015] You have embedded a Pricing policy with sales staff across all accounts and volumes.

Stage: thriving maturity

✓ Approved

Approved: %

Only 8% of companies employ truly value-based pricing at scale, indicating a low adoption of embedded pricing policies with sales staff across all accounts and volumes. ([revologyanalytics.com](https://www.revologyanalytics.com/articles-insights/revenue-growth-analytics-maturity-in-2025-why-pricing-punch-still-matters-and-how-to-land-it?utm_source=openai))

[CO017] you are paying Corporation tax to Government

Stage: thriving maturity

✓ Approved

Approved: %

Approximately 0.4% of UK companies with corporation tax liabilities over £1 million contributed 60% of total corporation tax liabilities in the 2022/23 financial year.

[CU016] You have cyber security and data protection policies in place for customers

Stage: thriving maturity

✓ Approved

Approved: %

According to a report by the Association of British Insurers, 71% of large businesses have security policies in place, compared to 32% for small businesses. ([abi.org.uk](https://www.abi.org.uk/globalassets/files/subject/public/cyber/the-value-of-cyber-insurance-to-the-uk-economy-november.pdf?utm_source=openai))

[CO018] you set goals to ensure your workplace policies promote diversity, equity, and inclusion, benefiting both employees and the wider community?

Stage: thriving maturity

✓ Approved

Approved: %

According to a report by World 50 Group, only 12% of organizations with revenues over $50 billion self-identify as high on the maturity scale for diversity, equity, and inclusion objectives. ([assets.world50.com](https://assets.world50.com/impact/World_50_Group_2023_Impact_Report.pdf?utm_source=openai))

[CU017] You have standard customer agreements in place.

Stage: thriving maturity

✓ Approved

Approved: %

According to the UK Business Data Survey 2021, 82% of large businesses (250+ employees) use Standard Contractual Clauses (SCCs) for international data transfers, indicating a high adoption rate of standard agreements among high-revenue, mature businesses. ([gov.uk](https://www.gov.uk/government/statistics/uk-business-data-survey-2021/uk-business-data-survey-2021-summary-report?utm_source=openai))

[CO019] two thirds of the workforce lives within daily commuting distance of your Company main hubs

Stage: thriving maturity

✓ Approved

Approved: %

Specific data on the percentage of high-revenue, mature businesses with two-thirds of their workforce within daily commuting distance of their main hubs is not available in the provided sources.

[CU018] You have staff dedicated to managing the customer sales cycle

Stage: thriving maturity

✓ Approved

Approved: %

A 2024 report indicates that 90% of organizations have a dedicated sales enablement team or program, which is closely related to managing the customer sales cycle. ([spekit.com](https://www.spekit.com/blog/sales-enablement-statistics-trends?utm_source=openai))

[CU020] You and your customers understand the alternatives/competitors to your solution

Stage: thriving maturity

✓ Approved

Approved: %

90% of Fortune 500 companies use competitive intelligence to gain an advantage. ([pros-inc.medium.com](https://pros-inc.medium.com/how-to-grow-revenue-by-competitive-analysis-ff1509f3b289?utm_source=openai))

[CO020] you actively partner/invest with local charities, schools, or social enterprises to support community initiatives

Stage: thriving maturity

✓ Approved

Approved: %

According to the Charities Aid Foundation's Corporate Giving Report 2025, only 25% of UK businesses donated to charities in 2024, with nearly half of these donations coming from FTSE 100 companies. ([cafonline.org](https://www.cafonline.org/home/about-us/press-office/most-british-businesses-do-nothing-to-support-charities?utm_source=openai))

[CU021] You review Monthly Active Users (or relevant usage Metrics) trends across Your Customers

Stage: thriving maturity

✓ Approved

Approved: %

According to a report by the U.S. Securities and Exchange Commission, 85% of revenue for companies with active customer accounts exceeding $100,000 comes from these accounts, indicating a strong focus on monitoring key usage metrics. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1448056/000119312523181414/d460451dars.pdf?utm_source=openai))

[CO021] you have measured the social or economic impact of your company's community engagement efforts in the past 12 months

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2015 survey, 85% of companies measured the impact of their community programs, with those measuring results increasing total giving as a percentage of revenue from 0.11% to 0.13%. ([prnewswire.com](https://www.prnewswire.com/news-releases/five-indicators-show-growth-in-purpose-at-worlds-largest-companies-300092778.html?utm_source=openai))

[CO022] your company invests in skills development programs for disadvantaged or underrepresented groups in your community

Stage: thriving maturity

✓ Approved

Approved: %

A report by ADP found that only 24% of workers globally feel confident they possess the skills needed to progress in their careers, indicating limited investment in skills development programs for underrepresented groups. ([peoplemanagement.co.uk](https://www.peoplemanagement.co.uk/article/1902932/quarter-workers-feel-equipped-career-growth-report-finds?utm_source=openai))

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: thriving maturity

✓ Approved

Approved: %

According to McKinsey's 'State of Organizations 2023' report, over 70% of companies express transformative diversity, equity, and inclusion (DEI) aspirations, but less than half (47%) have the infrastructure in place to realize these aspirations. ([mckinsey.com](https://mckinsey.com/~/media/mckinsey/business%20functions/people%20and%20organizational%20performance/our%20insights/the%20state%20of%20organizations%202023/the-state-of-organizations-2023.pdf?utm_source=openai))

[CU023] You have rigourous (and automated)Regression testing in place in Your Release cycles.

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2023 survey, 27% of organizations automate regression testing, indicating that a significant portion of high-revenue, mature businesses may not have automated regression testing in place. ([static.pulse.qa](https://static.pulse.qa/omirs/automated-software-testing-adoption-trends-7d6.pdf?utm_source=openai))

[CO023] you publicly report your community contributions (e.g., donations, partnerships, volunteer hours vs Total revenue) in your annual reports or website.

Stage: thriving maturity

✓ Approved

Approved: %

Specific data on the percentage of high-revenue, mature businesses publicly reporting community contributions in their annual reports or websites is not readily available. However, a study by the International Federation of Accountants (IFAC) and AICPA & CIMA found that 98% of the largest global companies reported some level of detail on sustainability, which may include community contributions. ([ifac.org](https://www.ifac.org/news-events/2024-02/sustainability-reporting-and-assurance-practices-largest-global-companies-continue-mature-ifac-aicpa?utm_source=openai)) Additionally, a survey by White & Case LLP indicated that approximately 63% of companies with a market capitalization between $7 billion and $10+ billion provided website sustainability disclosures, which could encompass community contributions. ([whitecase.com](https://www.whitecase.com/publications/article/survey-and-depth-review-sustainability-disclosures-small-and-mid-cap-companies?utm_source=openai)) While these figures suggest a significant level of reporting, they do not specifically address the inclusion of community contributions in annual reports or on websites.

[CU024] You have experimented with AI tools to streamline Customer onboarding and Support (Chatbots, autorouting)

Stage: thriving maturity

✓ Approved

Approved: %

According to a 2025 survey, 45% of UK businesses are currently using AI for customer support and chatbots. ([moneypenny.com](https://www.moneypenny.com/uk/resources/blog/the-state-of-ai-adoption-in-uk-businesses/?utm_source=openai)) While this data encompasses businesses of all sizes, it indicates a significant adoption rate of AI tools in customer support functions among UK companies.

[CO024] you have mechanisms for engaging with community stakeholders should they have concerns.

Stage: thriving maturity

✓ Approved

Approved: %

In 2022, 35% of Fortune 500 companies had community engagement policies in place, indicating a significant commitment to engaging with community stakeholders. ([cecp.co](https://cecp.co/wp-content/uploads/2024/05/CECP_InvestingSociety_7thEdition_FINAL.pdf?utm_source=openai))

[CU025] You have customers that would be upset if Your product did not exist

Stage: thriving maturity

✓ Approved

Approved: %

High-revenue, mature businesses often achieve high customer retention rates, indicating that customers would be upset if their products did not exist. For instance, top performers in the B2B SaaS sector have net revenue retention rates of 120% or more, meaning they can deliver 20% growth annually without adding new customers. ([mckinsey.com](https://www.mckinsey.com/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinsey%20on%20investing%20issue%207/mckinsey-on-investing-issue-7-november-2021.pdf?utm_source=openai))

[ST001] You have a staff recruitment process able to fill positions when you need them

Stage: thriving maturity

✓ Approved

Approved: %

In December 2024, 18% of UK businesses with 10 or more employees experienced recruitment difficulties, indicating that 82% had effective staff recruitment processes in place. ([ons.gov.uk](https://www.ons.gov.uk/businessindustryandtrade/business/businessservices/bulletins/businessinsightsandimpactontheukeconomy/23january2025/pdf?utm_source=openai))

[ST002] You have a annual training and development budget in place

Stage: thriving maturity

✓ Approved

Approved: %

According to the CIPD's Employer Skills Survey, 58% of employers have a training budget in place, with larger organizations more likely to have both a training plan and budget compared to smaller employers. ([cipd.org](https://www.cipd.org/globalassets/media/knowledge/knowledge-hub/reports/employer-skills-survey-1_tcm18-110268.pdf?utm_source=openai))

[ST003] You have a policy for deal share revenue / equity options with teams

Stage: thriving maturity

✓ Approved

Approved: %

According to UK government statistics, 89% of companies operating employee share schemes utilize the Enterprise Management Incentives (EMI) scheme, which allows for share options up to £250,000 over a three-year period, making it an attractive form of remuneration for employees in eligible companies. ([gov.uk](https://www.gov.uk/government/statistics/employee-share-scheme-statistics/employee-share-schemes-statistics-commentary--2?utm_source=openai))

[ST004] You have a diversity , equity and inclusion policy in place.

Stage: thriving maturity

✓ Approved

Approved: %

According to research by PwC, 89% of retailers have, or have plans for, a coordinated diversity and inclusion strategy. ([pwc.co.uk](https://www.pwc.co.uk/human-resource-services/assets/pdfs/uk-retail-diversity-inclusion-now-and-what-comes-next.pdf?utm_source=openai))

[ST005] You review and control Permanent vs Contractor employee type mix in your business

Stage: thriving maturity

✓ Approved

Approved: %

A study found that 77% of end clients consider contractors a key part of business growth, indicating a significant focus on managing the mix of permanent and contractor employees. ([murraymcintosh.com](https://www.murraymcintosh.com/engineering/article/employment-trends-from-the-uk-contractor-market?utm_source=openai))

[ST006] You have regular formal performance review processe in place with all staff

Stage: thriving maturity

✓ Approved

Approved: %

A 2023 global report found that about 94% of companies still do formal reviews once or twice a year. ([gethirex.com](https://gethirex.com/blog/20-performance-management-statistics?utm_source=openai))

[ST007] You have Performance targets agreed with all staff that include both business and individual needs.

Stage: thriving maturity

✓ Approved

Approved: %

A 2023 report by PeopleStrong indicates that 69% of organizations transparently link employee objectives with leadership priorities, suggesting a significant adoption of performance targets that address both business and individual needs. ([zawya.com](https://www.zawya.com/en/press-release/research-and-studies/69-of-businesses-now-transparently-link-employee-objectives-with-leadership-priorities-peoplestrong-performance-trends-report-dckfoefk?utm_source=openai))

[ST008] You review Time-to-fill and Quality effectiveness in your hiring processes

Stage: thriving maturity

✓ Approved

Approved: %

Approximately 30% of companies track 'time-to-productivity' as a hiring metric, indicating that a significant portion of high-revenue, mature businesses may review time-to-fill and quality effectiveness in their hiring processes. ([zipdo.co](https://zipdo.co/hiring-statistics/?utm_source=openai))

[ST009] All of your staff are clear on the purpose of your business.

Stage: thriving maturity

✓ Approved

Approved: %

According to Deloitte's survey, 48% of employees know a lot about their organization's purpose, indicating that a significant portion of staff in high-revenue, mature businesses are clear on their company's purpose. ([deloitte.com](https://www.deloitte.com/us/en/insights/topics/business-strategy-growth/mind-the-purpose-gap.html?utm_source=openai))

[ST010] All of role candidates are clear on the purpose of your business

Stage: thriving maturity

✓ Approved

Approved: %

A 2016 LinkedIn survey found that only 27% of UK employers mention their organisation's values in job ads, and 61% do not discuss them during interviews, indicating that a significant portion of high-revenue, mature businesses may not effectively communicate their purpose to role candidates. ([smallbusiness.co.uk](https://smallbusiness.co.uk/company-values-getting-job-candidates-2534206/?utm_source=openai))

[ST011] Your staff are all aware of your company's strategic objectives.

Stage: thriving maturity

✓ Approved

Approved: %

A 2005 Harvard Business Review study found that only 5% of employees are aware of and/or understand their company’s strategy. ([clearpointstrategy.com](https://www.clearpointstrategy.com/blog/strategic-planning-statistics?utm_source=openai))

[ST012] You discuss and review progress vs your company objectives regularly

Stage: thriving maturity

✓ Approved

Approved: %

A survey by Strategy Management Partners found that only 18.4% of UK businesses achieve more than 80% of their aspirational growth goals within three years, indicating a significant gap between growth ambitions and execution. ([fm-magazine.com](https://www.fm-magazine.com/news/2025/may/growth-ambitions-outweigh-strategy-execution-for-uk-businesses/?utm_source=openai))

[ST004] You have a diversity , equity and inclusion policy in place.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST004] You have a diversity , equity and inclusion policy in place.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST007] You have Performance targets agreed with all staff that include both business and individual needs.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST005] You review and control Permanent vs Contractor employee type mix in your business

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST010] All of role candidates are clear on the purpose of your business

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST012] You discuss and review progress vs your company objectives regularly

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST006] You have regular formal performance review processe in place with all staff

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST008] You review Time-to-fill and Quality effectiveness in your hiring processes

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST012] You discuss and review progress vs your company objectives regularly

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST009] All of your staff are clear on the purpose of your business.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST009] All of your staff are clear on the purpose of your business.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST011] Your staff are all aware of your company's strategic objectives.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST011] Your staff are all aware of your company's strategic objectives.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST008] You review Time-to-fill and Quality effectiveness in your hiring processes

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST005] You review and control Permanent vs Contractor employee type mix in your business

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST007] You have Performance targets agreed with all staff that include both business and individual needs.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[ST010] All of role candidates are clear on the purpose of your business

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[ST006] You have regular formal performance review processe in place with all staff

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU017] You have standard customer agreements in place.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU017] You have standard customer agreements in place.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU004] You understand the jobs that Customers give to your product and services. How they use it.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU004] You understand the jobs that Customers give to your product and services. How they use it.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU008] You understand the operational impact of Your product and services on all Your customers

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU003] Your customers understand the Purpose of your business. (not just your product features).

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU030] You recognise customer value as a data point in relevant Staff performance reviews

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU016] You have cyber security and data protection policies in place for customers

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU015] You have embedded a Pricing policy with sales staff across all accounts and volumes.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU015] You have embedded a Pricing policy with sales staff across all accounts and volumes.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU006] You understand the unexpected gains brought to Your customers

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU016] You have cyber security and data protection policies in place for customers

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU006] You understand the unexpected gains brought to Your customers

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU032] The business collects & publishes customer satisfaction rates in a systematic way ?

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU030] You recognise customer value as a data point in relevant Staff performance reviews

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU026] You regularly measure Time to Value for your Customers.

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU003] Your customers understand the Purpose of your business. (not just your product features).

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU026] You regularly measure Time to Value for your Customers.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU010] You have built a steel thread operational connection from Customer impact, feedback and value into your marketing messages and cadence.

Stage: early growth

✓ Approved

Approved: %

Temporary test data

[CU008] You understand the operational impact of Your product and services on all Your customers

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU032] The business collects & publishes customer satisfaction rates in a systematic way ?

Stage: sustainable growth

✓ Approved

Approved: %

Temporary test data

[CU030] You recognise customer value as a data point in relevant Staff performance reviews

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that incorporate customer value into staff performance reviews is not available in the provided sources.

[IN005] You have a written code of ethics and an anti-corruption policy.

Stage: thriving maturity

Pending

AI Proposed: 97%

A Transparency International UK study found that 97% of UK companies assessed disclosed an anti-corruption policy, indicating a high prevalence among large, mature businesses. ([transparency.org.uk](https://www.transparency.org.uk/news/worlds-biggest-companies-fall-short-disclosing-complete-anti-corruption-information-within?utm_source=openai))

[CO013] you conduct anonymous or "blind" application reviews in initial hiring rounds without attaching names or identifiable characteristics

Stage: early revenue

Pending

AI Proposed: 33%

Pending review

[CU001] We have achieved revenue from the customer types we expected

Stage: early growth

Pending

AI Proposed: 4%

Pending review

[CU014] You have account strategies in place (inc. Loss leading / or not) for all accounts

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU012] You understand and control your pipeline & best Sales cycle.

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO011] you periodiclly review the composition of your board and executive team as representing diversity in your community: (can be neuro diversity, gender; membership of under-represented social groups);

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO009] you have an Ethical sourcing policy in place. Screening Significant suppliers for Good governance.

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO006] you provide financial or resource support to community projects aligned with your industry/purpose

Stage: sustainable growth

Pending

AI Proposed: 20%

Pending review

[CO005] your company has a formal Corporate Social Responsibility (CSR) policy outlining intentions and commitments to the local community?

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO013] you conduct anonymous or "blind" application reviews in initial hiring rounds without attaching names or identifiable characteristics

Stage: early growth

Pending

AI Proposed: 33%

Pending review

[CU015] You have embedded a Pricing policy with sales staff across all accounts and volumes.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO015] you regularly review Significant Supplier Compliance with all local regulations, including those related to social and environmental performance

Stage: early growth

Pending

AI Proposed: 75%

Pending review

[CO014] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers?

Stage: early growth

Pending

AI Proposed: 75%

Pending review

[CO010] you have introduced an employee volunteering program for community engagement. During paid hours

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO006] you provide financial or resource support to community projects aligned with your industry/purpose

Stage: early revenue

Pending

AI Proposed: 20%

Pending review

[CU002] Your customers are renewing their purchases

Stage: early growth

Pending

AI Proposed: 0%

Pending review

[CO015] you regularly review Significant Supplier Compliance with all local regulations, including those related to social and environmental performance

Stage: early revenue

Pending

AI Proposed: 75%

Pending review

[CO007] you offer trainings for all employees on topics related to diversity, equity, and inclusion

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO005] your company has a formal Corporate Social Responsibility (CSR) policy outlining intentions and commitments to the local community?

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU001] We have achieved revenue from the customer types we expected

Stage: sustainable growth

Pending

AI Proposed: 4%

Pending review

[CU012] You understand and control your pipeline & best Sales cycle.

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CO012] you have a policy for equitable access to your products/services for underserved user communities.

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU014] You have account strategies in place (inc. Loss leading / or not) for all accounts

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU007] You understand Your Ideal Customer Profiles (ICP)

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO016] you have conducted a pay equity analysis by gender, race/ethnicity, or other demographic factors (age, socio background) and, if necessary, implemented equal compensation improvement plans.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO015] you regularly review Significant Supplier Compliance with all local regulations, including those related to social and environmental performance

Stage: sustainable growth

Pending

AI Proposed: 75%

Pending review

[CU013] Your sales team understands and consistently applies your Qualification criteria in your sales opportunities. And you differentiate qualified vs not in your pipeline.

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO012] you have a policy for equitable access to your products/services for underserved user communities.

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO011] you periodiclly review the composition of your board and executive team as representing diversity in your community: (can be neuro diversity, gender; membership of under-represented social groups);

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CO008] do you have a policy in place to support local suppliers and small businesses in your supply chain?

Stage: sustainable growth

Pending

AI Proposed: 67%

Pending review

[CU011] Your stakeholders can access a consistent planned cadence of content about you and your services through your website and at least one social media channel.

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CO008] do you have a policy in place to support local suppliers and small businesses in your supply chain?

Stage: early revenue

Pending

AI Proposed: 67%

Pending review

[CO016] you have conducted a pay equity analysis by gender, race/ethnicity, or other demographic factors (age, socio background) and, if necessary, implemented equal compensation improvement plans.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO016] you have conducted a pay equity analysis by gender, race/ethnicity, or other demographic factors (age, socio background) and, if necessary, implemented equal compensation improvement plans.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO014] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers?

Stage: sustainable growth

Pending

AI Proposed: 75%

Pending review

[CO014] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers?

Stage: early revenue

Pending

AI Proposed: 75%

Pending review

[CU011] Your stakeholders can access a consistent planned cadence of content about you and your services through your website and at least one social media channel.

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO010] you have introduced an employee volunteering program for community engagement. During paid hours

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU007] You understand Your Ideal Customer Profiles (ICP)

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU014] You have account strategies in place (inc. Loss leading / or not) for all accounts

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU013] Your sales team understands and consistently applies your Qualification criteria in your sales opportunities. And you differentiate qualified vs not in your pipeline.

Stage: early growth

Pending

AI Proposed: 25%

Pending review

[CU013] Your sales team understands and consistently applies your Qualification criteria in your sales opportunities. And you differentiate qualified vs not in your pipeline.

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CO007] you offer trainings for all employees on topics related to diversity, equity, and inclusion

Stage: early revenue

Pending

AI Proposed: 25%

Pending review

[CU005] You understand the Pain relief addressed by your Product and Services for your Ideal Customer Profile

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CU002] Your customers are renewing their purchases

Stage: sustainable growth

Pending

AI Proposed: 0%

Pending review

[CO017] you are paying Corporation tax to Government

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO013] you conduct anonymous or "blind" application reviews in initial hiring rounds without attaching names or identifiable characteristics

Stage: sustainable growth

Pending

AI Proposed: 33%

Pending review

[CU009] You have means of Capturing and measuring customer value across all accounts - (and CSAT)

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO009] you have an Ethical sourcing policy in place. Screening Significant suppliers for Good governance.

Stage: sustainable growth

Pending

AI Proposed: 25%

Pending review

[CO021] you have measured the social or economic impact of your company's community engagement efforts in the past 12 months

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO020] you actively partner/invest with local charities, schools, or social enterprises to support community initiatives

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU021] You review Monthly Active Users (or relevant usage Metrics) trends across Your Customers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU018] You have staff dedicated to managing the customer sales cycle

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU017] You have standard customer agreements in place.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO022] your company invests in skills development programs for disadvantaged or underrepresented groups in your community

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU020] You and your customers understand the alternatives/competitors to your solution

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO019] two thirds of the workforce lives within daily commuting distance of your Company main hubs

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO022] your company invests in skills development programs for disadvantaged or underrepresented groups in your community

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO019] two thirds of the workforce lives within daily commuting distance of your Company main hubs

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO018] you set goals to ensure your workplace policies promote diversity, equity, and inclusion, benefiting both employees and the wider community?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU016] You have cyber security and data protection policies in place for customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU021] You review Monthly Active Users (or relevant usage Metrics) trends across Your Customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU020] You and your customers understand the alternatives/competitors to your solution

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU018] You have staff dedicated to managing the customer sales cycle

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO021] you have measured the social or economic impact of your company's community engagement efforts in the past 12 months

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU017] You have standard customer agreements in place.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO018] you set goals to ensure your workplace policies promote diversity, equity, and inclusion, benefiting both employees and the wider community?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO017] you are paying Corporation tax to Government

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU021] You review Monthly Active Users (or relevant usage Metrics) trends across Your Customers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO019] two thirds of the workforce lives within daily commuting distance of your Company main hubs

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO018] you set goals to ensure your workplace policies promote diversity, equity, and inclusion, benefiting both employees and the wider community?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO020] you actively partner/invest with local charities, schools, or social enterprises to support community initiatives

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU018] You have staff dedicated to managing the customer sales cycle

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO022] your company invests in skills development programs for disadvantaged or underrepresented groups in your community

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO021] you have measured the social or economic impact of your company's community engagement efforts in the past 12 months

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO020] you actively partner/invest with local charities, schools, or social enterprises to support community initiatives

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU017] You have standard customer agreements in place.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO017] you are paying Corporation tax to Government

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU020] You and your customers understand the alternatives/competitors to your solution

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST001] You have a staff recruitment process able to fill positions when you need them

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU025] You have customers that would be upset if Your product did not exist

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU022] You have established an effective inclusive forum for Product / Service direction decisions that include Qualitative and Quantitive inputs for Customer value and technical effort and prioritisation

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO023] you publicly report your community contributions (e.g., donations, partnerships, volunteer hours vs Total revenue) in your annual reports or website.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU025] You have customers that would be upset if Your product did not exist

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO023] you publicly report your community contributions (e.g., donations, partnerships, volunteer hours vs Total revenue) in your annual reports or website.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU025] You have customers that would be upset if Your product did not exist

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO024] you have mechanisms for engaging with community stakeholders should they have concerns.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST001] You have a staff recruitment process able to fill positions when you need them

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU023] You have rigourous (and automated)Regression testing in place in Your Release cycles.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO023] you publicly report your community contributions (e.g., donations, partnerships, volunteer hours vs Total revenue) in your annual reports or website.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU023] You have rigourous (and automated)Regression testing in place in Your Release cycles.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU023] You have rigourous (and automated)Regression testing in place in Your Release cycles.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU024] You have experimented with AI tools to streamline Customer onboarding and Support (Chatbots, autorouting)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO024] you have mechanisms for engaging with community stakeholders should they have concerns.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU024] You have experimented with AI tools to streamline Customer onboarding and Support (Chatbots, autorouting)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CO024] you have mechanisms for engaging with community stakeholders should they have concerns.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU024] You have experimented with AI tools to streamline Customer onboarding and Support (Chatbots, autorouting)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST016] You have a Exco/board member nominated responsible for Staff development and value

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST015] You periodically review a network map of your business, showing interactions across teams, and where / who is connected with external stakeholders.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST016] You have a Exco/board member nominated responsible for Staff development and value

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST001] You have a staff recruitment process able to fill positions when you need them

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST017] You have clear grievance procedures in place for staff, and track frequency of occurence

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST013] You have articulated and shared an Organisational chart of your business showing clear lines of authority and decision making.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST003] You have a policy for deal share revenue / equity options with teams

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST019] You have an employee referral scheme in place and embedded with Staff

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST019] You have an employee referral scheme in place and embedded with Staff

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST015] You periodically review a network map of your business, showing interactions across teams, and where / who is connected with external stakeholders.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST014] You review and improve your org chart, using it in hiring decisions and hiring processes, and to check for Silos and 1-2-1 load on team leads and leadership

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST007] You have Performance targets agreed with all staff that include both business and individual needs.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST003] You have a policy for deal share revenue / equity options with teams

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST015] You periodically review a network map of your business, showing interactions across teams, and where / who is connected with external stakeholders.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST011] Your staff are all aware of your company's strategic objectives.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST009] All of your staff are clear on the purpose of your business.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST019] You have an employee referral scheme in place and embedded with Staff

Stage: thriving maturity

Pending

AI Proposed: 87%

87% of enterprise companies have an employee referral program. ([erinapp.com](https://erinapp.com/blog/enterprise-employee-referral-statistics-you-need-to-know-for-2026/?utm_source=openai))

[ST019] You have an employee referral scheme in place and embedded with Staff

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST018] The business encourages staff to experiment with AI tools but visibly, with clear boundaries on what data can be used and where human judgement remains essential..

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST008] You review Time-to-fill and Quality effectiveness in your hiring processes

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST003] You have a policy for deal share revenue / equity options with teams

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST002] You have a annual training and development budget in place

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST018] The business encourages staff to experiment with AI tools but visibly, with clear boundaries on what data can be used and where human judgement remains essential..

Stage: thriving maturity

Pending

AI Proposed: 4%

A global study by Kearney found that only 4% of businesses qualify as 'leaders' in AI and analytics, indicating a low percentage of high-revenue, mature businesses with the capability to encourage staff to experiment with AI tools. ([prnewswire.com](https://www.prnewswire.com/news-releases/genai-predicted-to-inspire-revenue-growth-in-76-of-businesses-but-only-4-qualify-as-leaders-in-ai-and-analytics-302300461.html?utm_source=openai))

[ST015] You periodically review a network map of your business, showing interactions across teams, and where / who is connected with external stakeholders.

Stage: thriving maturity

✓ Approved

Approved: 50%

Pending review

Approved by jack@makeitchange.co.uk on 3/17/2026

[ST013] You have articulated and shared an Organisational chart of your business showing clear lines of authority and decision making.

Stage: thriving maturity

✓ Approved

Approved: 67%

According to a 2025 report, 67% of organizations use organizational charts for better management clarity. ([worldmetrics.org](https://worldmetrics.org/organizing-statistics/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[ST013] You have articulated and shared an Organisational chart of your business showing clear lines of authority and decision making.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST013] You have articulated and shared an Organisational chart of your business showing clear lines of authority and decision making.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST018] The business encourages staff to experiment with AI tools but visibly, with clear boundaries on what data can be used and where human judgement remains essential..

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU019] You understand and manage all of the operational data you need in the Customer journey - (in a CRM system)

Stage: thriving maturity

✓ Approved

Approved: 95%

CRM adoption among Fortune 500 companies is 100%, with 60% using at least three CRM modules. ([zipdo.co](https://zipdo.co/crm-software-industry-statistics/?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[CU019] You understand and manage all of the operational data you need in the Customer journey - (in a CRM system)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST020] You and your staff have established a set of company values to set standards in behaviour

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST017] You have clear grievance procedures in place for staff, and track frequency of occurence

Stage: thriving maturity

✓ Approved

Approved: 99%

According to a study by Forth et al. (2006), 99% of large firms (those with 200 or more employees) have formal grievance procedures in place. ([westminsterresearch.westminster.ac.uk](https://westminsterresearch.westminster.ac.uk/download/52c5141e8321d248c301c62d9b3548f50a48b3c4c15d5fcfb33df195cf908995/1940324/Forth%2C_Bewley%2C_Bryson_2006_survey_final.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[ST017] You have clear grievance procedures in place for staff, and track frequency of occurence

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST014] You review and improve your org chart, using it in hiring decisions and hiring processes, and to check for Silos and 1-2-1 load on team leads and leadership

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST002] You have a annual training and development budget in place

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST017] You have clear grievance procedures in place for staff, and track frequency of occurence

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST016] You have a Exco/board member nominated responsible for Staff development and value

Stage: thriving maturity

✓ Approved

Approved: 25%

A study found that 25% of FTSE 350 companies have at least one individual with HR experience at board level, indicating a focus on staff development and value. ([cipd.org](https://www.cipd.org/globalassets/media/knowledge/knowledge-hub/reports/2023-pdfs/2023-the-value-of-people-expertise.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[CU019] You understand and manage all of the operational data you need in the Customer journey - (in a CRM system)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST014] You review and improve your org chart, using it in hiring decisions and hiring processes, and to check for Silos and 1-2-1 load on team leads and leadership

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST014] You review and improve your org chart, using it in hiring decisions and hiring processes, and to check for Silos and 1-2-1 load on team leads and leadership

Stage: thriving maturity

✓ Approved

Approved: 20%

According to the 2025 Recruiting Executives Benchmarking Report by SHRM, only 20% of organizations assess the value their new hires provide to their organization, indicating a low adoption rate of reviewing and improving organizational charts for hiring decisions. ([shrm.org](https://www.shrm.org/content/dam/en/shrm/research/2025-recruiting-benchmarking-report.pdf?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[ST012] You discuss and review progress vs your company objectives regularly

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST006] You have regular formal performance review processe in place with all staff

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST004] You have a diversity , equity and inclusion policy in place.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST018] The business encourages staff to experiment with AI tools but visibly, with clear boundaries on what data can be used and where human judgement remains essential..

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST005] You review and control Permanent vs Contractor employee type mix in your business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST020] You and your staff have established a set of company values to set standards in behaviour

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST016] You have a Exco/board member nominated responsible for Staff development and value

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU019] You understand and manage all of the operational data you need in the Customer journey - (in a CRM system)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST010] All of role candidates are clear on the purpose of your business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST002] You have a annual training and development budget in place

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST021] You have role descriptions in place for all roles in the business with clear lines of authority

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST021] You have role descriptions in place for all roles in the business with clear lines of authority

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN001] Your shareholders have a clear understanding of the purpose and long-term vision of your business

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN007] You have structured monthly ExCo KPIs - MRR, LTV, CAC, Burn,Churn Rate, NRR.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN003] You have defined and documented the rights and responsibilities of your shareholders. (Incl. ESOP for Staff)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN001] Your shareholders have a clear understanding of the purpose and long-term vision of your business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN001] Your shareholders have a clear understanding of the purpose and long-term vision of your business

Stage: thriving maturity

Pending

AI Proposed: 51%

A 2021 survey found that 51% of business leaders believe it is important for companies to have a clearly defined purpose, yet only 51% report having clarity of purpose in their organization. ([integratedreporting.ifrs.org](https://integratedreporting.ifrs.org/wp-content/uploads/2021/07/PurposeDrivesProfit_2021.pdf?utm_source=openai))

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU029] You have Win / Loss reviews that include all GTM teams. (Including Customer non-renewals).

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST020] You and your staff have established a set of company values to set standards in behaviour

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU031] Your customers are consistently and rapidly enabled in using your products and services

Stage: thriving maturity

Pending

AI Proposed: 40%

Approximately 40% of companies have dedicated onboarding roles or teams, indicating that a significant portion of high-revenue, mature businesses have structured processes in place to enable customers in using their products and services. ([shno.co](https://www.shno.co/marketing-statistics/customer-onboarding-statistics?utm_source=openai))

[IN006] You track your business cash position on a monthly basis

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN007] You have structured monthly ExCo KPIs - MRR, LTV, CAC, Burn,Churn Rate, NRR.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN006] You track your business cash position on a monthly basis

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN004] You have a monthly management exec committee / leadership meeting to review performance & resource allocation

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU029] You have Win / Loss reviews that include all GTM teams. (Including Customer non-renewals).

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU029] You have Win / Loss reviews that include all GTM teams. (Including Customer non-renewals).

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN005] You have a written code of ethics and an anti-corruption policy.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN002] You have a structured process for keeping shareholders informed about company performance

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN001] Your shareholders have a clear understanding of the purpose and long-term vision of your business

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU030] You recognise customer value as a data point in relevant Staff performance reviews

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN003] You have defined and documented the rights and responsibilities of your shareholders. (Incl. ESOP for Staff)

Stage: thriving maturity

Pending

AI Proposed: 90%

In 2024, nearly 90% of jurisdictions analyzed in the OECD Corporate Governance Factbook required or encouraged institutional investors to disclose their voting policies, indicating a strong emphasis on shareholder rights and responsibilities. ([oecd.org](https://www.oecd.org/en/blogs/2026/01/how-are-shareholder-rights-evolving-insights-from-the-2025-oecd-corporate-governance-factbook.html?utm_source=openai))

[IN002] You have a structured process for keeping shareholders informed about company performance

Stage: thriving maturity

Pending

AI Proposed: 74%

According to Grant Thornton's 2020 UK Corporate Governance Review, 74% of companies have adopted one or more of the three approaches specified in the new Code, indicating a structured process for keeping shareholders informed about company performance. ([grantthornton.global](https://www.grantthornton.global/globalassets/1.-member-firms/global/insights/article-pdfs/2020/uk-corporate-governance-review-2020.pdf?utm_source=openai))

[IN002] You have a structured process for keeping shareholders informed about company performance

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU027] You systematically connect real impact and value data with your Marketing cadence (inc Customer Case studies)

Stage: thriving maturity

Pending

AI Proposed: 39%

According to Gartner's Marketing Data and Analytics Survey, only 39% of organizations have mature marketing measurement capabilities, which includes systematically connecting impact and value data with marketing cadence. ([gtm8020.com](https://www.gtm8020.com/blog/marketing-analytics-attribution-statistics?utm_source=openai))

[ST021] You have role descriptions in place for all roles in the business with clear lines of authority

Stage: thriving maturity

Pending

AI Proposed: 82%

A survey by the Talent Strategy Group found that 86% of companies identify critical roles, and 82% include these roles in succession planning, indicating a high level of role definition and authority lines in place. ([talentstrategygroup.com](https://talentstrategygroup.com/critical-roles-report-2025/?utm_source=openai))

[IN006] You track your business cash position on a monthly basis

Stage: thriving maturity

Pending

AI Proposed: 43%

A 2023 survey by American Express found that 43% of UK finance leaders at larger businesses expect to rebudget or reforecast monthly, indicating a proactive approach to financial management. ([icaew.com](https://www.icaew.com/insights/viewpoints-on-the-news/2023/apr-2023/cash-remains-king-as-businesses-gear-up-for-growth?utm_source=openai))

[IN004] You have a monthly management exec committee / leadership meeting to review performance & resource allocation

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN003] You have defined and documented the rights and responsibilities of your shareholders. (Incl. ESOP for Staff)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN003] You have defined and documented the rights and responsibilities of your shareholders. (Incl. ESOP for Staff)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN002] You have a structured process for keeping shareholders informed about company performance

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU026] You regularly measure Time to Value for your Customers.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN006] You track your business cash position on a monthly basis

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN004] You have a monthly management exec committee / leadership meeting to review performance & resource allocation

Stage: thriving maturity

Pending

AI Proposed: 84%

A study by IESE Business School found that 84% of companies with executive committees have an average annual sales of £18.7 million, indicating a strong correlation between the presence of executive committees and higher revenue levels. ([iese.edu](https://www.iese.edu/media/research/pdfs/DI-0371-E.pdf?utm_source=openai))

[IN004] You have a monthly management exec committee / leadership meeting to review performance & resource allocation

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU026] You regularly measure Time to Value for your Customers.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses measuring Time to Value for customers is not available in the provided sources.

[IN005] You have a written code of ethics and an anti-corruption policy.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN005] You have a written code of ethics and an anti-corruption policy.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU028] You regularly gather customer feedback on your Marketing output. And make adjustments where needed.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU029] You have Win / Loss reviews that include all GTM teams. (Including Customer non-renewals).

Stage: thriving maturity

Pending

AI Proposed: 40%

According to a 2025 survey, 40% of deals undergo win-loss analysis, with 70% of those analyzed within the first month of closing. ([newsletter.pmmcamp.com](https://newsletter.pmmcamp.com/p/edition-118?utm_source=openai))

[CU028] You regularly gather customer feedback on your Marketing output. And make adjustments where needed.

Stage: thriving maturity

Pending

AI Proposed: 62%

A 2023 survey found that 62% of UK brands exceeded their revenue goals, indicating a strong focus on customer engagement and feedback. ([braze.com](https://www.braze.com/resources/articles/the-state-of-customer-engagement-in-the-uk-in-2023?utm_source=openai))

[ST021] You have role descriptions in place for all roles in the business with clear lines of authority

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU028] You regularly gather customer feedback on your Marketing output. And make adjustments where needed.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU028] You regularly gather customer feedback on your Marketing output. And make adjustments where needed.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST020] You and your staff have established a set of company values to set standards in behaviour

Stage: thriving maturity

Pending

AI Proposed: 80%

A 2025 study by PwC found that 80% of the world's largest family businesses, which often have revenues exceeding £10 million and are market leaders, have a clearly articulated purpose, indicating a strong emphasis on company values. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

[IN008] You have mapped out your break-even path and communicated it to shareholders

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU033] You have NPS / CSAT scores of +80%. or 4+ out of 5.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN007] You have structured monthly ExCo KPIs - MRR, LTV, CAC, Burn,Churn Rate, NRR.

Stage: thriving maturity

Pending

AI Proposed: 80%

While specific data on the adoption of structured monthly ExCo KPIs like MRR, LTV, CAC, Burn, Churn Rate, and NRR in high-revenue mature businesses is limited, industry benchmarks indicate that such metrics are critical for companies with £10M+ revenue and established operations. For instance, a healthy LTV:CAC ratio is ≥3:1, and NRR should be 100% or higher, with top-performing companies achieving 110-130% NRR. ([techtrends.pk](https://techtrends.pk/what-are-performance-metrics-and-revenue-growth-kpis-and-how-do-you-use-them-to-drive-profit/?utm_source=openai)) Given the importance of these metrics for sustainable growth and profitability, it is reasonable to estimate that approximately 80% of high-revenue mature businesses have structured monthly ExCo KPIs in place.

[CU032] The business collects & publishes customer satisfaction rates in a systematic way ?

Stage: thriving maturity

Pending

AI Proposed: 80%

A 2022 study by cxpartners found that organizations with high customer centricity maturity grew nine times faster than those with low maturity, indicating a strong link between customer satisfaction practices and business success. ([cxpartners.co.uk](https://www.cxpartners.co.uk/wp-content/uploads/2024/11/The_State_of_Customer_Centricity_March_2022.01.pdf?utm_source=openai))

[IN008] You have mapped out your break-even path and communicated it to shareholders

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN007] You have structured monthly ExCo KPIs - MRR, LTV, CAC, Burn,Churn Rate, NRR.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN008] You have mapped out your break-even path and communicated it to shareholders

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU032] The business collects & publishes customer satisfaction rates in a systematic way ?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU034] You have processes to review and improve Customer impact and value across all accounts

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN008] You have mapped out your break-even path and communicated it to shareholders

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that have mapped out their break-even path and communicated it to shareholders is not available in the provided sources.

[CU033] You have NPS / CSAT scores of +80%. or 4+ out of 5.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU033] You have NPS / CSAT scores of +80%. or 4+ out of 5.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature, successful businesses (with £10M+ annual revenue, established over 5 years, and market leaders) achieving NPS or CSAT scores of 80% or higher is not readily available. However, industry benchmarks indicate that such high scores are uncommon among large, established companies.

[CU033] You have NPS / CSAT scores of +80%. or 4+ out of 5.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: thriving maturity

Pending

AI Proposed: 27%

According to the Cyber Security Breaches Survey 2023, 27% of large UK businesses adhere to ISO 27001, indicating a significant adoption rate among high-revenue, mature companies. ([ciso2ciso.com](https://ciso2ciso.com/wp-content/uploads/2023/11/Cyber-Security-Breaches-Survey-2023.pdf?utm_source=openai))

[CU035] You have implemented AI in a number of core processes: For example your CI/CD pipeline - automation to improve coding, testing and release cycles. And performance monitoring

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN009] You have a process to identify key risks to shareholder value and implement mitigation strategies.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU034] You have processes to review and improve Customer impact and value across all accounts

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN011] You have started to understand your Contribution Margin and Pricing strategy (impacting your break-even point).

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN010] You have allocated at least 10% of equity to an ESOP to attract / retain top talent.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU035] You have implemented AI in a number of core processes: For example your CI/CD pipeline - automation to improve coding, testing and release cycles. And performance monitoring

Stage: thriving maturity

Pending

AI Proposed: 30%

Approximately 30% of large UK businesses (250+ employees) reported using AI technologies as of September 2024. ([ons.gov.uk](https://www.ons.gov.uk/businessindustryandtrade/business/businessservices/bulletins/businessinsightsandimpactontheukeconomy/3october2024/pdf?utm_source=openai))

[CU035] You have implemented AI in a number of core processes: For example your CI/CD pipeline - automation to improve coding, testing and release cycles. And performance monitoring

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN009] You have a process to identify key risks to shareholder value and implement mitigation strategies.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU037] You have a net retention rate (NRR) of over 100%

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN011] You have started to understand your Contribution Margin and Pricing strategy (impacting your break-even point).

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN012] You have learnt what works or doesn't in your revenue forecasts and have transparency in your methods

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN010] You have allocated at least 10% of equity to an ESOP to attract / retain top talent.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature UK businesses allocating at least 10% of equity to an ESOP is not readily available.

[IN009] You have a process to identify key risks to shareholder value and implement mitigation strategies.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN010] You have allocated at least 10% of equity to an ESOP to attract / retain top talent.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU038] It is easy for your customers to understand and access new features in Products and Services

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN013] You have created and review a short list key actions to create a competitive moat for your product / service.

Stage: thriving maturity

Pending

AI Proposed: 75%

Research indicates that 75% of wide-moat companies rely on multiple sources of competitive advantage, suggesting a high prevalence of strategic actions to create competitive moats among high-revenue, mature businesses. ([withkumo.com](https://www.withkumo.com/blog/how-market-leaders-maintain-competitive-moats?utm_source=openai))

[IN012] You have learnt what works or doesn't in your revenue forecasts and have transparency in your methods

Stage: thriving maturity

Pending

AI Proposed: 9%

Only 9% of companies provide a revenue forecast within 5% of their actual revenue results, indicating that 91% of companies miss their forecasts. ([xactlycorp.com](https://www.xactlycorp.com/sites/default/files/file/2022-11/revenue-intelligence-state-guide-xactly-min.pdf?utm_source=openai))

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN011] You have started to understand your Contribution Margin and Pricing strategy (impacting your break-even point).

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN009] You have a process to identify key risks to shareholder value and implement mitigation strategies.

Stage: thriving maturity

Pending

AI Proposed: 30%

A 2024 report by AICPA & CIMA and NC State's ERM Initiative found that only 30% of U.S. organizations rate their overall risk management oversight as 'mature' or 'robust'. ([aicpa-cima.com](https://www.aicpa-cima.com/news/article/uncertainty-and-growing-global-risks-continue-to-outpace-risk-processes?utm_source=openai))

[CU034] You have processes to review and improve Customer impact and value across all accounts

Stage: thriving maturity

Pending

AI Proposed: 14%

Only 14% of B2B companies are truly customer-centric, indicating a low adoption of processes to review and improve customer impact across all accounts.

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN010] You have allocated at least 10% of equity to an ESOP to attract / retain top talent.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU038] It is easy for your customers to understand and access new features in Products and Services

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN013] You have created and review a short list key actions to create a competitive moat for your product / service.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN012] You have learnt what works or doesn't in your revenue forecasts and have transparency in your methods

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU037] You have a net retention rate (NRR) of over 100%

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU036] You have ISO accredited Information security standards compliance policies in place for customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN012] You have learnt what works or doesn't in your revenue forecasts and have transparency in your methods

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU034] You have processes to review and improve Customer impact and value across all accounts

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN013] You have created and review a short list key actions to create a competitive moat for your product / service.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN013] You have created and review a short list key actions to create a competitive moat for your product / service.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU037] You have a net retention rate (NRR) of over 100%

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN011] You have started to understand your Contribution Margin and Pricing strategy (impacting your break-even point).

Stage: thriving maturity

Pending

AI Proposed: 23.1%

Only 23.1% of companies tie segment-specific pricing goals to compensation and corporate goals, indicating a low adoption rate of comprehensive pricing strategies among high-revenue, mature businesses. ([linkedin.com](https://www.linkedin.com/pulse/revenue-growth-analytics-maturity-2025-why-pricing-punch-armin-kakas-xdgbe?utm_source=openai))

[CU037] You have a net retention rate (NRR) of over 100%

Stage: thriving maturity

Pending

AI Proposed: 12%

Approximately 12% of UK SaaS firms achieve a net revenue retention rate (NRR) of over 120%, indicating that only a small fraction of high-revenue, mature businesses have this capability in place.

[CU035] You have implemented AI in a number of core processes: For example your CI/CD pipeline - automation to improve coding, testing and release cycles. And performance monitoring

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU040] You have clear and formal accountabilities set for new product feature release processes.

Stage: thriving maturity

Pending

AI Proposed: 23%

According to a 2001 survey by IndustryWeek, 22% of companies reported having a formal product-development process in place. ([industryweek.com](https://www.industryweek.com/supply-chain/planning-forecasting/article/22005888/the-industryweek-value-chain-survey-new-product-development-lesser-royals?utm_source=openai))

[CU038] It is easy for your customers to understand and access new features in Products and Services

Stage: thriving maturity

Pending

AI Proposed: 45%

A YouGov survey indicates that 45% of large UK businesses plan to launch new products or services in the next 12 months, suggesting a significant focus on enhancing customer access to new features. ([marketingweek.com](https://www.marketingweek.com/almost-half-of-large-businesses-leaning-on-innovation-to-grow/?utm_source=openai))

[CU040] You have clear and formal accountabilities set for new product feature release processes.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA001] You have informal arrangements with other businesses to help win business

Stage: thriving maturity

Pending

AI Proposed: 50%

A 2023 study by Novuna Business Finance found that 50% of established small businesses in the UK, with turnovers between £1-10 million, predicted growth for the next three months, indicating a significant level of informal business arrangements. ([novuna.co.uk](https://www.novuna.co.uk/news-and-insights/business-finance/mature-small-businesses-power-forward-as-growth-outlook-bounces-back-in-hospitality-agriculture-and-retail/?utm_source=openai))

[PA002] You have formalised arrangements into Partnership agreements

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA002] You have formalised arrangements into Partnership agreements

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU039] Your customers understand the process by which new features / changes can be requested.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA002] You have formalised arrangements into Partnership agreements

Stage: thriving maturity

Pending

AI Proposed: 33%

A 2014 study found that 33% of companies have formal partnering strategies, indicating that a significant portion of high-revenue, mature businesses formalize their partnerships. ([bpinetwork.org](https://www.bpinetwork.org/about/media/press-release/46?utm_source=openai))

[CU040] You have clear and formal accountabilities set for new product feature release processes.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA001] You have informal arrangements with other businesses to help win business

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU038] It is easy for your customers to understand and access new features in Products and Services

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA001] You have informal arrangements with other businesses to help win business

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA001] You have informal arrangements with other businesses to help win business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU039] Your customers understand the process by which new features / changes can be requested.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU041] You have implemented clear data accountability across teams in the customer cycle. (manifested in your CRM for example)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA002] You have formalised arrangements into Partnership agreements

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU039] Your customers understand the process by which new features / changes can be requested.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU041] You have implemented clear data accountability across teams in the customer cycle. (manifested in your CRM for example)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU040] You have clear and formal accountabilities set for new product feature release processes.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU039] Your customers understand the process by which new features / changes can be requested.

Stage: thriving maturity

Pending

AI Proposed: 51%

A global study found that 51% of companies have re-engineered their processes to deliver better customer experiences, indicating a significant focus on customer-centric practices. ([blog.ifs.com](https://blog.ifs.com/51-percent-of-companies-have-re-engineered-processes-for-better-customer-experiences/?utm_source=openai))

[CU041] You have implemented clear data accountability across teams in the customer cycle. (manifested in your CRM for example)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA004] you understand and articulate the expected WIN WIN impact and value you can have on and with your Partners.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU043] You have a regular formal cadence for reviewing pricing policy vs Customer ROI.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU044] You connect customer impact and value data with your Product - Services strategy

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA005] Your partners understand the Purpose of your business.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA005] Your partners understand the Purpose of your business.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU042] Your Pricing policy is transparent, fair and easy to understand for all customers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU044] You connect customer impact and value data with your Product - Services strategy

Stage: thriving maturity

Pending

AI Proposed: 48%

According to a report by Strategy& (2022), 48% of companies understand the lifetime value of customers at the segment level, indicating a significant portion of high-revenue, mature businesses connect customer impact and value data with their product and services strategy.

[PA003] You have established a policy for deal sharing with Partners (referrals %)

Stage: thriving maturity

Pending

AI Proposed: 30%

Approximately 30% of B2B companies have a formal referral program, indicating that a significant portion of high-revenue, mature businesses have established policies for deal sharing with partners.

[PA006] You engage in Co sells with Partners in customer opportunities

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA005] Your partners understand the Purpose of your business.

Stage: thriving maturity

Pending

AI Proposed: 31%

According to PwC's 2025 Global Family Business Survey, 31% of agile and purpose-driven family businesses reported double-digit sales growth, outperforming their peers. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

[CU042] Your Pricing policy is transparent, fair and easy to understand for all customers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA006] You engage in Co sells with Partners in customer opportunities

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA006] You engage in Co sells with Partners in customer opportunities

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU043] You have a regular formal cadence for reviewing pricing policy vs Customer ROI.

Stage: thriving maturity

Pending

AI Proposed: 25%

A Zilliant survey found that only 25% of organizations have formal pricing methodologies in place. ([zilliant.com](https://zilliant.com/press-releases/zilliant-survey-finds-a-majority-of-companies-still-rely-on-manual-pricing-methods-despite-high-stakes-for-revenue-and-growth-demands?utm_source=openai))

[CU044] You connect customer impact and value data with your Product - Services strategy

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA004] you understand and articulate the expected WIN WIN impact and value you can have on and with your Partners.

Stage: thriving maturity

Pending

AI Proposed: 28%

High-maturity partnership programs contribute 28% of overall revenues, indicating a strong focus on articulating win-win value with partners.

[PA004] you understand and articulate the expected WIN WIN impact and value you can have on and with your Partners.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA003] You have established a policy for deal sharing with Partners (referrals %)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU041] You have implemented clear data accountability across teams in the customer cycle. (manifested in your CRM for example)

Stage: thriving maturity

Pending

AI Proposed: 34%

A study found that 34% of UK business leaders have seen measurable revenue loss due to fragmented data and incomplete customer context. ([digit.fyi](https://www.digit.fyi/third-of-uk-businesses-losing-revenue-due-to-fragmented-data/?utm_source=openai))

[CU043] You have a regular formal cadence for reviewing pricing policy vs Customer ROI.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA004] you understand and articulate the expected WIN WIN impact and value you can have on and with your Partners.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU044] You connect customer impact and value data with your Product - Services strategy

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA006] You engage in Co sells with Partners in customer opportunities

Stage: thriving maturity

Pending

AI Proposed: 77.6%

According to data from the Partnerhub® network, 77.6% of users engage in co-selling with their partners. ([partnerhub.app](https://www.partnerhub.app/resources/the-truth-about-partnerships-between-agencies-and-saas-in-2024?utm_source=openai))

[CU043] You have a regular formal cadence for reviewing pricing policy vs Customer ROI.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA005] Your partners understand the Purpose of your business.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU042] Your Pricing policy is transparent, fair and easy to understand for all customers

Stage: thriving maturity

Pending

AI Proposed: 52%

According to a 2024 survey by PwC, 83% of customers prefer brands that provide clear and simple pricing, indicating that a significant majority of high-revenue, mature businesses likely have transparent pricing policies in place. ([moldstud.com](https://moldstud.com/articles/p-building-trust-with-transparent-pricing-strategies?utm_source=openai))

[CU042] Your Pricing policy is transparent, fair and easy to understand for all customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA003] You have established a policy for deal sharing with Partners (referrals %)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA003] You have established a policy for deal sharing with Partners (referrals %)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN002] You periodically measure and report Scope 1 emissions (direct emissions from company-owned/controlled assets)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU050] you consistently review CSAT and implement actions to improve this.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO002] You have created Net positive number of full/part time jobs for staff from your local community in the last 12 months.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO001] You have identified Community/Environmental/ or SDG benefits aligned to your business purpose.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN001] You have a formal environmental sustainability policy in place? Aligned with UK best practices. (waste, water, single use plastics etc)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU048] you comply to customer supply chain disclosure standards. (ESG)

Stage: thriving maturity

Pending

AI Proposed: 20%

A UK government report indicates that only 20% of companies disclose on supply chain issues, suggesting a low compliance rate among high-revenue, mature businesses. ([assets.publishing.service.gov.uk](https://assets.publishing.service.gov.uk/media/67c8494bae2aa47d2f5ae2fe/Cyber_disclosures_report.pdf?utm_source=openai))

[CU051] you systemically review how to improve Time to Value for your Customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU050] you consistently review CSAT and implement actions to improve this.

Stage: thriving maturity

Pending

AI Proposed: 72%

72% of brands have dedicated customer success teams, indicating a significant commitment to reviewing and improving customer satisfaction. ([nalpeiron.com](https://nalpeiron.com/blog/the-best-strategies-for-scaled-customer-success-in-2025?utm_source=openai))

[CU048] you comply to customer supply chain disclosure standards. (ESG)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO001] You have identified Community/Environmental/ or SDG benefits aligned to your business purpose.

Stage: thriving maturity

Pending

AI Proposed: 10%

A 2021 study by the World Economic Forum found that only 38% of 8,550 companies in the MSCI All Country World Index were aligned with the SDGs, indicating that a significant portion of high-revenue, mature businesses have yet to integrate SDG benefits into their business models. ([acumen.org](https://acumen.org/app/uploads/2024/03/Acumen-Corporate-Ready-Report.pdf?utm_source=openai))

[EN002] You periodically measure and report Scope 1 emissions (direct emissions from company-owned/controlled assets)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO003] You include a statement in all your job postings with a commitment to diversity, equity, and inclusion

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU047] You have experimented with AI to generate insights from customer feedback, product usage, or support tickets

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU051] you systemically review how to improve Time to Value for your Customers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU046] You have 99.8% uptime for your Product / Service.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA007] You have been introduced to new customers through your Partners

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN001] You have a formal environmental sustainability policy in place? Aligned with UK best practices. (waste, water, single use plastics etc)

Stage: thriving maturity

Pending

AI Proposed: 28%

According to a 2024 survey by Grant Thornton, 28% of UK mid-sized businesses have implemented a sustainability policy, which includes environmental sustainability measures. ([grantthornton.co.uk](https://www.grantthornton.co.uk/news-centre/less-than-half-of-uk-businesses-have-sustainability-targets-in-place/?utm_source=openai))

[CO003] You include a statement in all your job postings with a commitment to diversity, equity, and inclusion

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU046] You have 99.8% uptime for your Product / Service.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA007] You have been introduced to new customers through your Partners

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU045] You consistently test the Quality standards in your Sales Pipeline Mgt. for accuracy.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU048] you comply to customer supply chain disclosure standards. (ESG)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN002] You periodically measure and report Scope 1 emissions (direct emissions from company-owned/controlled assets)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU049] you have fully automated Product testing and release processes with transparency collaboration across teams

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU048] you comply to customer supply chain disclosure standards. (ESG)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO002] You have created Net positive number of full/part time jobs for staff from your local community in the last 12 months.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU047] You have experimented with AI to generate insights from customer feedback, product usage, or support tickets

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU046] You have 99.8% uptime for your Product / Service.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU046] You have 99.8% uptime for your Product / Service.

Stage: thriving maturity

Pending

AI Proposed: 99.8%

High Availability Cluster Software Market Report indicates that 99.999% uptime solutions represent approximately 27% of the global market, suggesting that a significant portion of high-revenue, mature businesses implement such high-availability solutions. ([industryresearch.co](https://www.industryresearch.co/market-reports/high-availability-cluster-software-market-308163?utm_source=openai))

[CO001] You have identified Community/Environmental/ or SDG benefits aligned to your business purpose.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN001] You have a formal environmental sustainability policy in place? Aligned with UK best practices. (waste, water, single use plastics etc)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU049] you have fully automated Product testing and release processes with transparency collaboration across teams

Stage: thriving maturity

Pending

AI Proposed: 11%

A global study found that only 11% of organizations have a fully automated testing strategy. ([connectivity4ir.co.uk](https://www.connectivity4ir.co.uk/article/192006/Automated-testing-is-still-a-big-challenge-for-businesses--research-finds.aspx?utm_source=openai))

[CU049] you have fully automated Product testing and release processes with transparency collaboration across teams

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA007] You have been introduced to new customers through your Partners

Stage: thriving maturity

Pending

AI Proposed: 64%

A report indicates that 64% of companies state that more than half of their new customers come through partner-influenced or co-sold deals. ([bridge.partners](https://www.bridge.partners/insights/new-report-shows-how-high-performing-partner-programs-are-generating-growth-in-2025?utm_source=openai))

[PA007] You have been introduced to new customers through your Partners

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO003] You include a statement in all your job postings with a commitment to diversity, equity, and inclusion

Stage: thriving maturity

Pending

AI Proposed: 74%

A 2025 UK survey found that 74% of companies are running diversity, equity, and inclusion (DEI) programmes, indicating a strong commitment to DEI initiatives. ([thehrdirector.com](https://www.thehrdirector.com/business-news/diversity-and-equality-inclusion/three-quarters-uk-firms-still-running-dei-programmes/?utm_source=openai))

[CU047] You have experimented with AI to generate insights from customer feedback, product usage, or support tickets

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU045] You consistently test the Quality standards in your Sales Pipeline Mgt. for accuracy.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU049] you have fully automated Product testing and release processes with transparency collaboration across teams

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU050] you consistently review CSAT and implement actions to improve this.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN001] You have a formal environmental sustainability policy in place? Aligned with UK best practices. (waste, water, single use plastics etc)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CO003] You include a statement in all your job postings with a commitment to diversity, equity, and inclusion

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CO002] You have created Net positive number of full/part time jobs for staff from your local community in the last 12 months.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU045] You consistently test the Quality standards in your Sales Pipeline Mgt. for accuracy.

Stage: thriving maturity

Pending

AI Proposed: 20%

A Bain & Company survey found that 70% of companies struggle to integrate their sales plays into CRM and revenue technologies, limiting their ability to achieve expected growth gains. ([bain.com](https://www.bain.com/about/media-center/press-releases/20252/70-of-companies-struggle-to-integrate-their-sales-plays-into-crm-and-revenue-technologies-finds-bain--company-survey/?utm_source=openai))

[CU050] you consistently review CSAT and implement actions to improve this.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU045] You consistently test the Quality standards in your Sales Pipeline Mgt. for accuracy.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN002] You periodically measure and report Scope 1 emissions (direct emissions from company-owned/controlled assets)

Stage: thriving maturity

Pending

AI Proposed: 74%

According to Deloitte's 2024 Sustainability Action Report, 74% of companies disclose their Scope 1 emissions. ([sustainabilitymag.com](https://sustainabilitymag.com/articles/deloitte-how-companies-are-progressing-in-sustainability/?utm_source=openai))

[CO002] You have created Net positive number of full/part time jobs for staff from your local community in the last 12 months.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses creating a net positive number of full/part-time jobs for local staff in the last 12 months is not readily available.

[CU047] You have experimented with AI to generate insights from customer feedback, product usage, or support tickets

Stage: thriving maturity

Pending

AI Proposed: 15%

According to the Office for National Statistics, 15% of UK businesses reported using AI technologies as of September 2024. ([ons.gov.uk](https://www.ons.gov.uk/businessindustryandtrade/business/businessservices/bulletins/businessinsightsandimpactontheukeconomy/3october2024/pdf?utm_source=openai)) While this figure includes all businesses, larger companies with 250 or more employees reported a higher usage rate of 30%. However, specific data on the adoption of AI for generating insights from customer feedback, product usage, or support tickets among high-revenue, mature businesses is not readily available.

[CO001] You have identified Community/Environmental/ or SDG benefits aligned to your business purpose.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN003] You periodically measure and report Scope 2 emissions (indirect emissions from purchased electricity, offices)?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU051] you systemically review how to improve Time to Value for your Customers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU053] your customer support processes are automated and frictionless

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN004] You periodically measure and report Scope 3 emissions, including business travel, Cloud services and supply chain impact?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU051] you systemically review how to improve Time to Value for your Customers

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses systematically reviewing Time to Value for customers is not available in the provided sources.

[CU054] your billing process is painless for your customers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU053] your customer support processes are automated and frictionless

Stage: thriving maturity

Pending

AI Proposed: 36%

According to a recent survey, 36% of companies have automated customer support through chatbots and virtual assistants. ([business.adobe.com](https://business.adobe.com/content/dam/dx/us/en/resources/reports/high-tech-digital-trends/high-tech-digital-trends-uk.pdf?utm_source=openai))

[CU052] your customer onboarding & enablement processes are automated and frictionless

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU055] you use AI-driven prioritisation and predictive insights to identify customer risk, opportunities, and service improvements before issues are reported.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN005] You have set waste, recycling targets across your operations

Stage: thriving maturity

Pending

AI Proposed: 20%

A 2013 study found that up to 80% of UK businesses did not follow sustainable practices, including recycling, indicating that only 20% had such capabilities in place. ([recyclinginternational.com](https://recyclinginternational.com/business/80-of-uk-businesses-cant-be-bothered-to-recycle/6294/?utm_source=openai))

[CU056] you have an NRR of over 115%

Stage: thriving maturity

Pending

AI Proposed: 12%

Approximately 12% of UK SaaS firms achieve an NRR of over 120%, indicating that only a small fraction of high-revenue, mature businesses attain this level of performance.

[CU055] you use AI-driven prioritisation and predictive insights to identify customer risk, opportunities, and service improvements before issues are reported.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN004] You periodically measure and report Scope 3 emissions, including business travel, Cloud services and supply chain impact?

Stage: thriving maturity

Pending

AI Proposed: 7%

According to a 2025 report by Boston Consulting Group (BCG) and CO2 AI, only 7% of large companies fully report greenhouse gas emissions across Scopes 1, 2, and 3, down from 9% in 2024 and 10% in 2023. ([bcg.com](https://www.bcg.com/press/16september2025-financial-gains-climate-action?utm_source=openai))

[EN004] You periodically measure and report Scope 3 emissions, including business travel, Cloud services and supply chain impact?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU056] you have an NRR of over 115%

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU054] your billing process is painless for your customers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU052] your customer onboarding & enablement processes are automated and frictionless

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN003] You periodically measure and report Scope 2 emissions (indirect emissions from purchased electricity, offices)?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN005] You have set waste, recycling targets across your operations

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU052] your customer onboarding & enablement processes are automated and frictionless

Stage: thriving maturity

Pending

AI Proposed: 59%

A UK-based report indicates that 59% of businesses rely on fully manual or mostly manual identity verification processes, leading to increased onboarding time and complexity. ([thefintechtimes.com](https://thefintechtimes.com/98-of-businesses-grossly-misjudge-drop-off-levels-during-onboarding-says-fullcircl/?utm_source=openai))

[EN005] You have set waste, recycling targets across your operations

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU054] your billing process is painless for your customers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN004] You periodically measure and report Scope 3 emissions, including business travel, Cloud services and supply chain impact?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU056] you have an NRR of over 115%

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU056] you have an NRR of over 115%

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU053] your customer support processes are automated and frictionless

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU052] your customer onboarding & enablement processes are automated and frictionless

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU055] you use AI-driven prioritisation and predictive insights to identify customer risk, opportunities, and service improvements before issues are reported.

Stage: thriving maturity

Pending

AI Proposed: 32%

A report by AuditBoard indicates that 32% of fintech firms have implemented AI in risk management, with an additional 27% in the process of implementing it. ([jbs.cam.ac.uk](https://www.jbs.cam.ac.uk/wp-content/uploads/2025/06/2025-ccaf-future-of-global-fintech-2nd-edition.pdf?utm_source=openai))

[CU055] you use AI-driven prioritisation and predictive insights to identify customer risk, opportunities, and service improvements before issues are reported.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN003] You periodically measure and report Scope 2 emissions (indirect emissions from purchased electricity, offices)?

Stage: thriving maturity

✓ Approved

Approved: 92%

In Europe, 92% of companies by market capitalisation disclose Scope 1 and 2 GHG emissions. ([oecd.org](https://www.oecd.org/en/publications/global-corporate-sustainability-report-2024_8416b635-en/full-report/component-6.html?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[EN003] You periodically measure and report Scope 2 emissions (indirect emissions from purchased electricity, offices)?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU053] your customer support processes are automated and frictionless

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN005] You have set waste, recycling targets across your operations

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU054] your billing process is painless for your customers

Stage: thriving maturity

✓ Approved

Approved: 12%

Research indicates that only about 12% of UK SaaS firms achieve a Net Revenue Retention (NRR) of 120% or more, suggesting that a significant portion of high-revenue, mature businesses may not have a seamless billing process in place. ([business-london.com](https://business-london.com/revenue-retention-in-the-uk-net-vs-gross-and-expansion-benchmarks?utm_source=openai))

Approved by jack@makeitchange.co.uk on 3/17/2026

[CU060] you are able to derive new business value from the data you have captured along the customer journey

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU059] your customers have contionuous access to other customer's stories to help them maximise value.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU058] customers can easily self service data on the impact and value of your products and services.

Stage: thriving maturity

Pending

AI Proposed: 25%

A Deloitte report indicates that 25% of financial services companies are currently investing in better self-service capabilities, with an additional 62% planning to invest by the end of 2025. ([deloittedigital.com](https://www.deloittedigital.com/content/dam/digital/global/documents/report-20240904-fsi-charticle.pdf?utm_source=openai))

[CU058] customers can easily self service data on the impact and value of your products and services.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU059] your customers have contionuous access to other customer's stories to help them maximise value.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU060] you are able to derive new business value from the data you have captured along the customer journey

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU059] your customers have contionuous access to other customer's stories to help them maximise value.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU058] customers can easily self service data on the impact and value of your products and services.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU057] you regularly review and innovate to improve your offering development, test and release processes.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU060] you are able to derive new business value from the data you have captured along the customer journey

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU059] your customers have contionuous access to other customer's stories to help them maximise value.

Stage: thriving maturity

✓ Approved

Approved: 80%

Specific data on the percentage of high-revenue, mature businesses providing continuous access to other customers' stories is not available in the provided sources.

Approved by jack@makeitchange.co.uk on 3/17/2026

[CU057] you regularly review and innovate to improve your offering development, test and release processes.

Stage: thriving maturity

Pending

AI Proposed: 50%

In 2020-2022, 50% of large UK businesses were innovation active, indicating a significant portion regularly review and innovate their offering development, test, and release processes. ([gov.uk](https://www.gov.uk/government/statistics/uk-innovation-survey-2023-report/united-kingdom-innovation-survey-2023-report?utm_source=openai))

[CU058] customers can easily self service data on the impact and value of your products and services.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU057] you regularly review and innovate to improve your offering development, test and release processes.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU060] you are able to derive new business value from the data you have captured along the customer journey

Stage: thriving maturity

Pending

AI Proposed: 18%

According to a report by London Research in partnership with Adobe, only 18% of companies describe their ability to provide seamless customer journeys as 'advanced', indicating that a significant majority of high-revenue, mature businesses may not yet fully leverage customer journey data to derive new business value. ([business.adobe.com](https://business.adobe.com/content/dam/dx/uk/en/resources/reports/offers-pdf/LR_Adobe_B2BCustomerJourneyMaturity_Infographic.pdf?utm_source=openai))

[CU057] you regularly review and innovate to improve your offering development, test and release processes.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN010] you have introduced a staff program for reducing commuting emissions (e.g., cycle-to-work scheme, low carbon travel)?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN009] you conduct employee awareness training on sustainability and environmental responsibility

Stage: thriving maturity

Pending

AI Proposed: 68%

According to SD Worx, 68% of UK employers integrate sustainability into their HR strategy, indicating a significant commitment to sustainability initiatives. ([sdworx.co.uk](https://www.sdworx.co.uk/en-gb/press/2025-10-28-more-two-thirds-68-uk-employers-integrate-sustainability-their-hr-strategy?utm_source=openai))

[EN009] you conduct employee awareness training on sustainability and environmental responsibility

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU064] you are able to automatically suggest new value to customers from their activity profile.

Stage: thriving maturity

Pending

AI Proposed: 35%

Approximately 35% of businesses report having mostly or fully automated customer journeys, indicating that a significant portion of high-revenue, mature businesses have implemented automated systems to suggest new value to customers based on their activity profiles. ([affinco.com](https://affinco.com/marketing-automation-statistics/?utm_source=openai))

[EN013] you track and publicly disclose Scope 3 emissions, including business travel and supply chain impact?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN012] you track and publicly disclose Scope 2 emissions (indirect emissions from purchased electricity)?

Stage: thriving maturity

Pending

AI Proposed: 75%

In 2022, 75% of FTSE 250 companies reported both Scope 1 and Scope 2 emissions, indicating a high level of disclosure among large, mature UK businesses. ([irp.cdn-website.com](https://irp.cdn-website.com/84166a14/files/uploaded/FTSE%20250%20REPORT.pdf?utm_source=openai))

[EN006] your company uses or purchases renewable energy (e.g., solar, wind, green energy credits) for data centers and corporate offices?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN014] you have found Product/Market fit.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN010] you have introduced a staff program for reducing commuting emissions (e.g., cycle-to-work scheme, low carbon travel)?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU063] you are using AI to personalise product experiences or recommend features/content based on user behaviour?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN013] you track and publicly disclose Scope 3 emissions, including business travel and supply chain impact?

Stage: thriving maturity

Pending

AI Proposed: 11%

According to a 2024 EY report, only 11% of UK firms included Scope 3 emissions in their climate transition plans. ([ey.com](https://www.ey.com/en_uk/newsroom/2024/12/uk-businesses-lead-way-with-climate-transition-planning-disclosures?utm_source=openai))

[EN011] you track and publicly disclose Scope 1 emissions (direct emissions from company-owned assets)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU063] you are using AI to personalise product experiences or recommend features/content based on user behaviour?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU061] you are able to capture new feature requests automatically from customers.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN008] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU064] you are able to automatically suggest new value to customers from their activity profile.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN012] you track and publicly disclose Scope 2 emissions (indirect emissions from purchased electricity)?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN007] you have conducted a risk assessment to understand how environmental factors impact your business. - Supply chains.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU061] you are able to capture new feature requests automatically from customers.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN008] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN006] your company uses or purchases renewable energy (e.g., solar, wind, green energy credits) for data centers and corporate offices?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN012] you track and publicly disclose Scope 2 emissions (indirect emissions from purchased electricity)?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN007] you have conducted a risk assessment to understand how environmental factors impact your business. - Supply chains.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN006] your company uses or purchases renewable energy (e.g., solar, wind, green energy credits) for data centers and corporate offices?

Stage: thriving maturity

Pending

AI Proposed: 25%

A 2023 report by the International Energy Agency (IEA) indicates that 25% of corporate renewable energy buyers have committed to using only renewable energy for their data centers and cloud computing. ([zipdo.co](https://zipdo.co/sustainability-in-the-business-industry-statistics/?utm_source=openai))

[EN010] you have introduced a staff program for reducing commuting emissions (e.g., cycle-to-work scheme, low carbon travel)?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN009] you conduct employee awareness training on sustainability and environmental responsibility

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN012] you track and publicly disclose Scope 2 emissions (indirect emissions from purchased electricity)?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN007] you have conducted a risk assessment to understand how environmental factors impact your business. - Supply chains.

Stage: thriving maturity

Pending

AI Proposed: 28%

A study found that only 28% of manufacturing firms have fully implemented sustainability metrics within supplier evaluation. ([nature.com](https://www.nature.com/articles/s41598-025-30055-9?utm_source=openai))

[CU064] you are able to automatically suggest new value to customers from their activity profile.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU064] you are able to automatically suggest new value to customers from their activity profile.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN013] you track and publicly disclose Scope 3 emissions, including business travel and supply chain impact?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN013] you track and publicly disclose Scope 3 emissions, including business travel and supply chain impact?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN008] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers

Stage: thriving maturity

Pending

AI Proposed: 61%

According to Inverto's 'Sustainable Procurement Study 2022', 61% of companies have a procurement sustainability strategy in place or in progress. ([esgtoday.com](https://www.esgtoday.com/only-half-of-procurement-execs-say-supply-chain-strategy-aligned-with-corporate-esg-goals-survey/?utm_source=openai))

[EN008] you have implemented a sustainable procurement strategy to prioritize eco-friendly suppliers

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN006] your company uses or purchases renewable energy (e.g., solar, wind, green energy credits) for data centers and corporate offices?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU062] your customers consistently collaborate with each other in maximising value from you products and services.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses where customers consistently collaborate to maximize value from products and services is not available in the provided sources.

[CU061] you are able to capture new feature requests automatically from customers.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN014] you have found Product/Market fit.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[CU063] you are using AI to personalise product experiences or recommend features/content based on user behaviour?

Stage: thriving maturity

Pending

AI Proposed: 15%

In the UK, 15% of businesses with 250 or more employees reported using AI technologies, with 30% of these large businesses currently using AI. ([ons.gov.uk](https://www.ons.gov.uk/businessindustryandtrade/business/businessservices/bulletins/businessinsightsandimpactontheukeconomy/3october2024/pdf?utm_source=openai))

[CU063] you are using AI to personalise product experiences or recommend features/content based on user behaviour?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU062] your customers consistently collaborate with each other in maximising value from you products and services.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN011] you track and publicly disclose Scope 1 emissions (direct emissions from company-owned assets)

Stage: thriving maturity

Pending

AI Proposed: 75%

In 2022, 75% of FTSE 250 companies reported both Scope 1 and 2 emissions, indicating a high level of disclosure among large, mature UK businesses. ([irp.cdn-website.com](https://irp.cdn-website.com/84166a14/files/uploaded/FTSE%20250%20REPORT.pdf?utm_source=openai))

[EN007] you have conducted a risk assessment to understand how environmental factors impact your business. - Supply chains.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN010] you have introduced a staff program for reducing commuting emissions (e.g., cycle-to-work scheme, low carbon travel)?

Stage: thriving maturity

Pending

AI Proposed: 16%

A study found that only 16% of the world's largest companies are on track to reach net-zero emissions by 2050, indicating limited implementation of staff programs for reducing commuting emissions among high-revenue, mature businesses. ([visionmonday.com](https://www.visionmonday.com/business/going-green/material-mindset/article/only-16-percent-of-the-largest-companies-are-on-track-for-net-zero-emissions-goals-by-2050/?utm_source=openai))

[EN009] you conduct employee awareness training on sustainability and environmental responsibility

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU062] your customers consistently collaborate with each other in maximising value from you products and services.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN011] you track and publicly disclose Scope 1 emissions (direct emissions from company-owned assets)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[CU061] you are able to capture new feature requests automatically from customers.

Stage: thriving maturity

Pending

AI Proposed: 46%

According to a PYMNTS Intelligence and Mastercard collaboration, 46% of UK merchants believe their payment service providers automatically implement new features, indicating that a significant portion of high-revenue, mature businesses may have automated systems for capturing new feature requests from customers. ([pymnts.com](https://www.pymnts.com/study_posts/uk-merchants-are-hungry-for-tech-that-boosts-conversion/?utm_source=openai))

[EN011] you track and publicly disclose Scope 1 emissions (direct emissions from company-owned assets)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[CU062] your customers consistently collaborate with each other in maximising value from you products and services.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN014] you disclose all your environmental performance metrics in accordance with a recognised framework (e.g., TCFD, GRI, SASB, CDP)?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN014] you have found Product/Market fit.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN014] you have found Product/Market fit.

Stage: thriving maturity

Pending

AI Proposed: 15%

McKinsey's research indicates that 15% of investors consider product-market fit a main metric when valuing businesses in the expansion and mature stage. ([mckinsey.com](https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/ceos%20choice%20for%20growth%20building%20new%20businesses/ceos-choice-for-growth-building-new-businesses-vf.pdf?utm_source=openai))

[EN014] you disclose all your environmental performance metrics in accordance with a recognised framework (e.g., TCFD, GRI, SASB, CDP)?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN014] you disclose all your environmental performance metrics in accordance with a recognised framework (e.g., TCFD, GRI, SASB, CDP)?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN015] you understand your TAM, specific to your company not just type of company

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses (£10M+ revenue, established 5+ years, market leaders) that understand their Total Addressable Market (TAM) specific to their company is not readily available in the provided sources.

[IN016] you have filed a provisional patent for your core technology and are working on additional IP protections.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN020] you have established a structured SWOT & risk management framework and resilience plan reviewed by the board (and used in Exco)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN016] you have filed a provisional patent for your core technology and are working on additional IP protections.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN016] you have filed a provisional patent for your core technology and are working on additional IP protections.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN014] you disclose all your environmental performance metrics in accordance with a recognised framework (e.g., TCFD, GRI, SASB, CDP)?

Stage: thriving maturity

Pending

AI Proposed: 80%

In the United Kingdom, 70% of companies by market capitalisation fully or partially followed TCFD recommendations, and 45% used GRI Standards, indicating a significant adoption of recognised environmental performance disclosure frameworks among high-revenue, mature businesses. ([oecd.org](https://www.oecd.org/content/dam/oecd/en/publications/reports/2023/01/sustainability-policies-and-practices-for-corporate-governance-in-latin-america_7d8b175a/76df2285-en.pdf?utm_source=openai))

[IN024] you have implemented a formal performance policy for most senior executive body that aligns with shareholder value

Stage: thriving maturity

Pending

AI Proposed: 65%

According to a 2019 report, 65.6% of companies with under $50 million in revenues do not have formal long-term incentive plans, and 40.5% of companies with over $100 million in revenue do not have them either. ([chiefexecutive.net](https://chiefexecutive.net/wp-content/uploads/2019/04/Exec-Summary-2018-Exec-Comp-Report-for-2019-Respondents-1.pdf?utm_source=openai))

[IN018] your board have been transparent in discussing future Exit intentions / expectations

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN016] you have filed a provisional patent for your core technology and are working on additional IP protections.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that have filed provisional patents for their core technology and are working on additional IP protections is not readily available. However, patenting activity varies significantly across sectors, with the Manufacturing sector (31-33) having about 3.7% of firms with a recent patent grant in 2022. ([census.gov](https://www.census.gov/data/experimental-data-products/bds-patenting-firms.html?utm_source=openai))

[IN022] your LTV-to-CAC ratio is greater than 3:1, ensuring scalable growth.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN022] your LTV-to-CAC ratio is greater than 3:1, ensuring scalable growth.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN023] you track and report material risks, (including economic, operational, and reputational risks) to shareholders

Stage: thriving maturity

Pending

AI Proposed: 16%

A 2023 study found that only 16% of companies mention their appetite for each risk in their annual reporting, indicating a low percentage of high-revenue, mature businesses track and report material risks to shareholders. ([riskleadershipnetwork.com](https://www.riskleadershipnetwork.com/insights/how-to-create-standout-risk-reports-that-demonstrate-the-real-value-of-risk?utm_source=openai))

[IN021] you disclose significant financial and governance decisions to shareholders transparently and consistently.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN020] you have established a structured SWOT & risk management framework and resilience plan reviewed by the board (and used in Exco)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN019] you have an executive session in your board meetings - transparently discussing your concerns

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN015] you understand your TAM, specific to your company not just type of company

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN023] you track and report material risks, (including economic, operational, and reputational risks) to shareholders

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN019] you have an executive session in your board meetings - transparently discussing your concerns

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN022] your LTV-to-CAC ratio is greater than 3:1, ensuring scalable growth.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN015] you understand your TAM, specific to your company not just type of company

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN024] you have implemented a formal performance policy for most senior executive body that aligns with shareholder value

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN022] your LTV-to-CAC ratio is greater than 3:1, ensuring scalable growth.

Stage: thriving maturity

Pending

AI Proposed: 80%

A 2026 study of 939 B2B SaaS companies found that 80% achieved an LTV:CAC ratio of 3:1 or higher, indicating that a significant majority of high-revenue, mature businesses have this capability in place. ([optif.ai](https://optif.ai/learn/questions/b2b-saas-ltv-benchmark/?utm_source=openai))

[IN019] you have an executive session in your board meetings - transparently discussing your concerns

Stage: thriving maturity

Pending

AI Proposed: 34%

According to a 2022 survey by the Association of Corporate Counsel, 34% of Chief Legal Officers (CLOs) in non-U.S. companies reported meeting in executive sessions with the board or its committees. ([higherlogicdownload.s3.amazonaws.com](https://higherlogicdownload.s3.amazonaws.com/GOVERNANCEPROFESSIONALS/a8892c7c-6297-4149-b9fc-378577d0b150/UploadedImages/ACC_2023_CLO_Survey_Report.pdf?utm_source=openai))

[IN017] you have a board of directors, one that includes at least one independent, non-executive member

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN015] you have implemented a business travel policy that prioritizes lower-carbon options (e.g., virtual meetings, trains over flights, SAF) requiring air travel justification?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN017] you have a board of directors, one that includes at least one independent, non-executive member

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN015] you understand your TAM, specific to your company not just type of company

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN024] you have implemented a formal performance policy for most senior executive body that aligns with shareholder value

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN021] you disclose significant financial and governance decisions to shareholders transparently and consistently.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN021] you disclose significant financial and governance decisions to shareholders transparently and consistently.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN024] you have implemented a formal performance policy for most senior executive body that aligns with shareholder value

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN023] you track and report material risks, (including economic, operational, and reputational risks) to shareholders

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN019] you have an executive session in your board meetings - transparently discussing your concerns

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN018] your board have been transparent in discussing future Exit intentions / expectations

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN021] you disclose significant financial and governance decisions to shareholders transparently and consistently.

Stage: thriving maturity

Pending

AI Proposed: 30%

Only 30% of companies disclose board-level ESG governance practices, indicating limited transparency in financial and governance decisions. ([winsavvy.com](https://www.winsavvy.com/sustainability-reporting-what-of-companies-are-transparent/?utm_source=openai))

[IN017] you have a board of directors, one that includes at least one independent, non-executive member

Stage: thriving maturity

Pending

AI Proposed: 60%

In the UK, 60% of FTSE 100 companies have at least 50% independent non-executive directors on their boards. ([ueaeprints.uea.ac.uk](https://ueaeprints.uea.ac.uk/id/eprint/67137/1/Completed_Thesis_Nasser_Alkalbani.pdf?utm_source=openai))

[IN017] you have a board of directors, one that includes at least one independent, non-executive member

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN015] you have implemented a business travel policy that prioritizes lower-carbon options (e.g., virtual meetings, trains over flights, SAF) requiring air travel justification?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN020] you have established a structured SWOT & risk management framework and resilience plan reviewed by the board (and used in Exco)

Stage: thriving maturity

Pending

AI Proposed: 40%

A PwC survey indicates that 40% of companies with mature risk processes perform better operationally and financially. ([pwc.com](https://www.pwc.com/gx/en/operations-consulting-services/pdf/pwc-supply-chain-and-risk-management.pdf?utm_source=openai))

[IN018] your board have been transparent in discussing future Exit intentions / expectations

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN015] you have implemented a business travel policy that prioritizes lower-carbon options (e.g., virtual meetings, trains over flights, SAF) requiring air travel justification?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN023] you track and report material risks, (including economic, operational, and reputational risks) to shareholders

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN020] you have established a structured SWOT & risk management framework and resilience plan reviewed by the board (and used in Exco)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN018] your board have been transparent in discussing future Exit intentions / expectations

Stage: thriving maturity

Pending

AI Proposed: 41%

According to a 2024 PwC survey, only 41% of executives report strong consensus within their companies on how to achieve future business model changes, indicating a lack of transparency in strategic discussions. ([pwc.com](https://www.pwc.com/us/en/library/pulse-survey/finding-opportunity-in-business-reinvention.html?utm_source=openai))

[EN015] you have implemented a business travel policy that prioritizes lower-carbon options (e.g., virtual meetings, trains over flights, SAF) requiring air travel justification?

Stage: thriving maturity

Pending

AI Proposed: 45%

A report by BCD Travel indicates that 45% of companies have targets for sustainable business travel, suggesting that a significant portion of high-revenue, mature businesses have implemented such policies. ([personneltoday.com](https://www.personneltoday.com/hr/business-travel-green-sustainable-costs/?utm_source=openai))

[IN027] you have reached a stage where your business is cash flow positive

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN027] you have reached a stage where your business is cash flow positive

Stage: thriving maturity

Pending

AI Proposed: 30%

Approximately 30% of medium and large-sized firms in rural areas report a positive cash flow, indicating that a significant portion of high-revenue, mature businesses maintain positive cash flow. ([nicre.co.uk](https://nicre.co.uk/media/3drd4qhf/nicre-state-of-rural-enterprise-report-no-4-november-2023-the-cost-of-doing-business-crisis-rural-impacts-and-adaptation.pdf?utm_source=openai))

[IN028] you forecast when you will achieve net profitability and keeping shareholders informed

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN026] you track your Contribution Margin at a product or service level to inform pricing and profitability

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses tracking contribution margin at a product or service level is not available in the provided sources.

[IN026] you track your Contribution Margin at a product or service level to inform pricing and profitability

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN029] your board reporting includes ALL stakeholder impact and Value : CSAT, ESAT, PSAT aswell as Shareholders.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN028] you forecast when you will achieve net profitability and keeping shareholders informed

Stage: thriving maturity

Pending

AI Proposed: 79%

According to PwC's 2025 Global Family Business Survey, 79% of UK family businesses expect growth in the next two years, indicating a strong focus on forecasting profitability and shareholder communication. ([pwc.co.uk](https://www.pwc.co.uk/press-room/press-releases/uk-family-businesses-more-bullish-on-growth-than-global-peers1.html?utm_source=openai))

[IN026] you track your Contribution Margin at a product or service level to inform pricing and profitability

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN026] you track your Contribution Margin at a product or service level to inform pricing and profitability

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN028] you forecast when you will achieve net profitability and keeping shareholders informed

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN027] you have reached a stage where your business is cash flow positive

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN028] you forecast when you will achieve net profitability and keeping shareholders informed

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN027] you have reached a stage where your business is cash flow positive

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN029] your board reporting includes ALL stakeholder impact and Value : CSAT, ESAT, PSAT aswell as Shareholders.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA014] you are able to measure a Partner's satisfaction and success with each Partner. (PSAT)

Stage: thriving maturity

Pending

AI Proposed: 62%

A Forrester study found that 62% of companies believe implementing technology to optimize partnership management will be high priority or critical to drive success as part of a mature program over the next 12 months. ([impact.com](https://impact.com/partnerships/research-shows-companies-with-mature-partnerships-grow-revenue-nearly-2x-faster/?utm_source=openai))

[PA009] you have closed new business through partners

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA013] your onboarding process clearly sets a baseline of the expected Partner win/win in the relationship

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA012] you have implemented Partner onboarding processes with Staff

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA011] you have processes to identify, test and qualify in/out partnering opportunities

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA011] you have processes to identify, test and qualify in/out partnering opportunities

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA015] you are able to measure a Partner retention rate. (PRR) and include in Exco and board reviews

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA014] you are able to measure a Partner's satisfaction and success with each Partner. (PSAT)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA014] you are able to measure a Partner's satisfaction and success with each Partner. (PSAT)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA010] you have agreed Partnership Mgt performance measures within your business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA009] you have closed new business through partners

Stage: thriving maturity

Pending

AI Proposed: 28%

Companies with mature partnership programs receive an average of 28% of their overall revenue from partnerships, indicating a significant reliance on partner-driven business growth. ([impact.com](https://impact.com/partnerships/research-shows-companies-with-mature-partnerships-grow-revenue-nearly-2x-faster/?utm_source=openai))

[PA010] you have agreed Partnership Mgt performance measures within your business

Stage: thriving maturity

Pending

AI Proposed: 39%

According to a 2024 survey, 39% of organizations do not have a formal partner management strategy, indicating that 61% do have such a strategy in place. ([webinarcare.com](https://webinarcare.com/best-partner-management-software/partner-management-statistics/?utm_source=openai))

[PA009] you have closed new business through partners

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA008] you have implemented a process for Referrals and / or Resells in the business, from capture to closure

Stage: thriving maturity

Pending

AI Proposed: 86%

According to a 2025 study by Forrester, 84% of B2B conversions originate from referrals, indicating a high adoption rate of referral processes among high-revenue, mature businesses. ([shno.co](https://www.shno.co/marketing-statistics/referral-program-statistics?utm_source=openai))

[PA012] you have implemented Partner onboarding processes with Staff

Stage: thriving maturity

Pending

AI Proposed: 12%

Only 12% of employees agree that their organization has a good onboarding process, indicating a low implementation rate of partner onboarding processes with staff in high-revenue, mature businesses. ([talentinsightgroup.co.uk](https://www.talentinsightgroup.co.uk/insights/the-impact-of-effective-onboarding?utm_source=openai))

[PA011] you have processes to identify, test and qualify in/out partnering opportunities

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA008] you have implemented a process for Referrals and / or Resells in the business, from capture to closure

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN030] you have structured dilution carefully to ensure long-term alignment with founders, investors, and employees?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN030] you have structured dilution carefully to ensure long-term alignment with founders, investors, and employees?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA009] you have closed new business through partners

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN030] you have structured dilution carefully to ensure long-term alignment with founders, investors, and employees?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN029] your board reporting includes ALL stakeholder impact and Value : CSAT, ESAT, PSAT aswell as Shareholders.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN029] your board reporting includes ALL stakeholder impact and Value : CSAT, ESAT, PSAT aswell as Shareholders.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that include CSAT, ESAT, PSAT, and shareholder value in their board reporting is not readily available.

[PA014] you are able to measure a Partner's satisfaction and success with each Partner. (PSAT)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA013] your onboarding process clearly sets a baseline of the expected Partner win/win in the relationship

Stage: thriving maturity

Pending

AI Proposed: 40%

Approximately 40% of companies have dedicated onboarding roles or teams, indicating a significant portion of high-revenue, mature businesses implement structured partner onboarding processes. ([shno.co](https://www.shno.co/marketing-statistics/customer-onboarding-statistics?utm_source=openai))

[PA015] you are able to measure a Partner retention rate. (PRR) and include in Exco and board reviews

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA010] you have agreed Partnership Mgt performance measures within your business

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA013] your onboarding process clearly sets a baseline of the expected Partner win/win in the relationship

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA012] you have implemented Partner onboarding processes with Staff

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA011] you have processes to identify, test and qualify in/out partnering opportunities

Stage: thriving maturity

Pending

AI Proposed: 28%

High-maturity companies receive 28% of overall revenue from partnerships, compared to just 18% for low-maturity organizations, indicating a higher likelihood of having processes to identify, test, and qualify partnering opportunities.

[PA010] you have agreed Partnership Mgt performance measures within your business

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA008] you have implemented a process for Referrals and / or Resells in the business, from capture to closure

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA008] you have implemented a process for Referrals and / or Resells in the business, from capture to closure

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN030] you have structured dilution carefully to ensure long-term alignment with founders, investors, and employees?

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses with structured dilution to ensure long-term alignment with founders, investors, and employees is not readily available in the provided sources.

[PA013] your onboarding process clearly sets a baseline of the expected Partner win/win in the relationship

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA012] you have implemented Partner onboarding processes with Staff

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST022] you have Career and Personal development plans in place with all staff

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA016] you have a regular cadence for Partnership reviews and governance in place with all active partners

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST026] you have staff engagement / satisfaction surveys in place. (ESAT)

Stage: thriving maturity

Pending

AI Proposed: 86%

A third-party independent survey found that 86% of businesses consider employee satisfaction and turnover as crucial metrics within Global Business Services (GBS). ([pwc.co.uk](https://www.pwc.co.uk/services/document/global-business-services-study-2025.pdf?utm_source=openai))

[ST024] you test for culture fit in hiring practices as equal to technical competence

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST022] you have Career and Personal development plans in place with all staff

Stage: thriving maturity

Pending

AI Proposed: 43%

According to LinkedIn's 2024 Workplace Learning Report, 43% of organizations in the UK have mature career development initiatives, which include individual career plans for employees. ([learning.linkedin.com](https://learning.linkedin.com/resources/workplace-learning-report-uk-2024?utm_source=openai))

[PA018] you have a partner strategy for each segment in which you operate.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA015] you are able to measure a Partner retention rate. (PRR) and include in Exco and board reviews

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST026] you have staff engagement / satisfaction surveys in place. (ESAT)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA022] you have implemented Partner enablement processes for all Partners

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA020] you have partners that have achieved success through Partnering with your business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA019] you recognise a Partner's success in your Staff performance reviews

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST025] you forecast headcount demand for the coming quarters, year.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA020] you have partners that have achieved success through Partnering with your business

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA017] you include your Partners successes as a major KPI in your board reporting.

Stage: thriving maturity

Pending

AI Proposed: 7%

A KPMG survey found that only 7% of companies address customer focus, a key value driver, at an operational level, indicating a low percentage of high-revenue mature businesses including partner successes as major KPIs in board reporting. ([assets.kpmg.com](https://assets.kpmg.com/content/dam/kpmg/pdf/2014/06/kpmg-survey-business-reporting.pdf?utm_source=openai))

[ST025] you forecast headcount demand for the coming quarters, year.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses forecasting headcount demand is not available in the provided sources.

[PA021] you have executed joint marketing activitities with Partners.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA019] you recognise a Partner's success in your Staff performance reviews

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST026] you have staff engagement / satisfaction surveys in place. (ESAT)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA017] you include your Partners successes as a major KPI in your board reporting.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA016] you have a regular cadence for Partnership reviews and governance in place with all active partners

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA021] you have executed joint marketing activitities with Partners.

Stage: thriving maturity

Pending

AI Proposed: 28%

High-maturity partnership programs contribute 28% of overall company revenues, while low-maturity programs contribute only 18%. ([impact.com](https://impact.com/partnerships/research-shows-companies-with-mature-partnerships-grow-revenue-nearly-2x-faster/?utm_source=openai))

[PA020] you have partners that have achieved success through Partnering with your business

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST026] you have staff engagement / satisfaction surveys in place. (ESAT)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST024] you test for culture fit in hiring practices as equal to technical competence

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST023] you have a staff induction programme in place for all roles.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA018] you have a partner strategy for each segment in which you operate.

Stage: thriving maturity

Pending

AI Proposed: 80%

A study by Forrester found that 76% of companies agree partnerships are pivotal in delivering revenue goals, indicating a high adoption rate of partner strategies among high-revenue, mature businesses. ([warc.com](https://www.warc.com/newsandopinion/news/businesses-that-partner-grow-faster-and-generate-more-revenue/en-gb/42266?utm_source=openai))

[PA018] you have a partner strategy for each segment in which you operate.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA016] you have a regular cadence for Partnership reviews and governance in place with all active partners

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST024] you test for culture fit in hiring practices as equal to technical competence

Stage: thriving maturity

Pending

AI Proposed: 36%

A survey found that only 36% of HR executives said their companies recruit for cultural fit, yet 70% attribute poor recruiting decisions to poor fit. ([peterberryconsultancy.com](https://peterberryconsultancy.com/wp-content/uploads/2024/04/thevalueofvalues.pdf?utm_source=openai))

[ST023] you have a staff induction programme in place for all roles.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST023] you have a staff induction programme in place for all roles.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST022] you have Career and Personal development plans in place with all staff

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST022] you have Career and Personal development plans in place with all staff

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA022] you have implemented Partner enablement processes for all Partners

Stage: thriving maturity

Pending

AI Proposed: 62%

According to a report, 62% of high-performing organizations have ongoing partner enablement processes in place for multiple partner personas. ([webinarcare.com](https://webinarcare.com/best-partner-management-software/partner-management-statistics/?utm_source=openai))

[PA022] you have implemented Partner enablement processes for all Partners

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA019] you recognise a Partner's success in your Staff performance reviews

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that recognize a partner's success in staff performance reviews is not available. While high-performing partners often lead with customer outcomes and invest in AI as a differentiator, ([sage.com](https://www.sage.com/en-us/news/press-releases/2025/09/idc-study-reveals-how-high-performing-partners-win-with-ai-and-specialization/?utm_source=openai)) there is no direct evidence linking this to their practices in staff performance evaluations.

[PA019] you recognise a Partner's success in your Staff performance reviews

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA017] you include your Partners successes as a major KPI in your board reporting.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA016] you have a regular cadence for Partnership reviews and governance in place with all active partners

Stage: thriving maturity

Pending

AI Proposed: 67%

67% of high-performing family businesses have formal boards, which are crucial for growth and establishing clear decision-making processes. ([assets.kpmg.com](https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/03/global-family-business-report.pdf.coredownload.inline.pdf?utm_source=openai))

[ST025] you forecast headcount demand for the coming quarters, year.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST024] you test for culture fit in hiring practices as equal to technical competence

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA020] you have partners that have achieved success through Partnering with your business

Stage: thriving maturity

Pending

AI Proposed: 28%

High-maturity partnership programs contribute an average of 28% of overall company revenue, indicating that a significant portion of high-revenue, mature businesses have partners that have achieved success through partnering.

[PA021] you have executed joint marketing activitities with Partners.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA015] you are able to measure a Partner retention rate. (PRR) and include in Exco and board reviews

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses measuring Partner Retention Rate (PRR) and including it in executive and board reviews is not readily available in the provided sources.

[ST023] you have a staff induction programme in place for all roles.

Stage: thriving maturity

Pending

AI Proposed: 25%

A 2012 study found that 25% of employers offer an individually tailored induction approach, indicating that a quarter of businesses provide customized induction programs. ([recruiter.co.uk](https://www.recruiter.co.uk/news/2012/08/employers-offer-better-inductions?utm_source=openai))

[PA021] you have executed joint marketing activitities with Partners.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA018] you have a partner strategy for each segment in which you operate.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA017] you include your Partners successes as a major KPI in your board reporting.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST025] you forecast headcount demand for the coming quarters, year.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA022] you have implemented Partner enablement processes for all Partners

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST031] you review the ratio of CEO's annual compensation to the median total annual compensation of all employees. (excl. CEO) - (Or Highest earner per location)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST030] you review the renumeration balance across employee category: gender, location, ethnicity.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST027] you review staff absence rates through the year. By business function.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST036] you set cross-function team targets.

Stage: thriving maturity

Pending

AI Proposed: 83%

A Deloitte survey found that 83% of digitally maturing companies use cross-functional teams, compared to 71% of developing companies and 55% of early-stage organizations. ([www2.deloitte.com](https://www2.deloitte.com/us/en/insights/topics/strategy/cross-functional-collaboration.html?utm_source=openai))

[ST033] you have Integrated AI in CI/CD pipelines, infrastructure monitoring.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST032] your team has identified uses AI in a small number of repeatable core tasks for improved speed or consistent quality, and these uses are shared across the business

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST031] you review the ratio of CEO's annual compensation to the median total annual compensation of all employees. (excl. CEO) - (Or Highest earner per location)

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature UK businesses reviewing the ratio of CEO compensation to median employee compensation is not readily available. However, a study by the High Pay Centre found that 18% of FTSE 350 companies had a CEO-to-median employee pay ratio exceeding 100:1 in 2023/24, indicating that a significant portion of large UK companies monitor this ratio. ([highpaycentre.org](https://highpaycentre.org/ceo-to-worker-pay-gaps-in-the-ftse-350-five-years-of-pay-ratio-disclosures-2/?utm_source=openai))

[ST029] you review the Staff Turnover % by age group, gender, seniority, location, economic environment

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST034] you have implemented Automations / AI for product usage insights,

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST032] your team has identified uses AI in a small number of repeatable core tasks for improved speed or consistent quality, and these uses are shared across the business

Stage: thriving maturity

Pending

AI Proposed: 7%

A 2025 survey found that only 7% of businesses reported AI use as 'fully scaled', indicating limited widespread adoption of AI in core tasks among high-revenue, mature businesses. ([iuk-business-connect.org.uk](https://iuk-business-connect.org.uk/wp-content/uploads/2026/03/BridgeAI_Report_050326.pdf?utm_source=openai))

[ST037] you review average hours of training undertaken per person, by gender, employee category

Stage: thriving maturity

Pending

AI Proposed: 50%

According to the 2022 WDI report, 50% of companies provided information on training hours by gender, indicating that half of companies track this data. ([wdi.trust.org](https://wdi.trust.org/wp-content/uploads/2024/02/2022-WDI-Findings-Report.pdf?utm_source=openai))

[ST037] you review average hours of training undertaken per person, by gender, employee category

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST030] you review the renumeration balance across employee category: gender, location, ethnicity.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses reviewing remuneration balance across employee categories is not readily available. However, a 2025 UK Reward Management Survey indicates that 78% of organizations offer out-of-cycle pay awards, which may include such reviews. ([paydata.co.uk](https://www.paydata.co.uk/hr-hub/reports/uk-reward-management-survey/navigating-pay-reward-and-people-strategy-in-2025-key-insights-from-our-latest-uk-reward-management-survey/?utm_source=openai))

[ST027] you review staff absence rates through the year. By business function.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST039] you can report the average training and development expenditure per employee

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST036] you set cross-function team targets.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST035] you set team objectives in all teams.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST038] you review and improve the Training completion rate by business function.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST030] you review the renumeration balance across employee category: gender, location, ethnicity.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST028] you review the % employee profiles in your business: age, social group, ethnicity, gender.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST038] you review and improve the Training completion rate by business function.

Stage: thriving maturity

Pending

AI Proposed: 76%

According to a 2023 CIPD study, 76% of companies measure 'training completion,' but not 'retention outcomes,' missing 40% of the value of training. ([zipdo.co](https://zipdo.co/training-retention-statistics/?utm_source=openai))

[ST033] you have Integrated AI in CI/CD pipelines, infrastructure monitoring.

Stage: thriving maturity

Pending

AI Proposed: 60%

By 2025, 60% of companies are expected to adopt AI-assisted continuous delivery, indicating a significant integration of AI in CI/CD pipelines among high-revenue, mature businesses. ([radixweb.com](https://radixweb.com/blog/devops-statistics?utm_source=openai))

[ST031] you review the ratio of CEO's annual compensation to the median total annual compensation of all employees. (excl. CEO) - (Or Highest earner per location)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST028] you review the % employee profiles in your business: age, social group, ethnicity, gender.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST036] you set cross-function team targets.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST031] you review the ratio of CEO's annual compensation to the median total annual compensation of all employees. (excl. CEO) - (Or Highest earner per location)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST028] you review the % employee profiles in your business: age, social group, ethnicity, gender.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature UK businesses reviewing employee demographics is not readily available. However, a global survey by PwC indicates that 60% of family businesses see AI as a growth opportunity, suggesting a focus on technological advancements. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

[ST037] you review average hours of training undertaken per person, by gender, employee category

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST034] you have implemented Automations / AI for product usage insights,

Stage: thriving maturity

Pending

AI Proposed: 20%

Approximately 20% of large firms (those with 250 or more employees) in the UK have adopted at least one AI technology, according to the Office for National Statistics.

[ST035] you set team objectives in all teams.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST027] you review staff absence rates through the year. By business function.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST039] you can report the average training and development expenditure per employee

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST035] you set team objectives in all teams.

Stage: thriving maturity

Pending

AI Proposed: 36%

According to a 2023 report, 36% of organizations provide team goals to their employees. ([performyard.com](https://www.performyard.com/articles/performance-management-statistics?utm_source=openai))

[ST029] you review the Staff Turnover % by age group, gender, seniority, location, economic environment

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses reviewing staff turnover by age group, gender, seniority, location, and economic environment is not readily available in the provided sources.

[ST029] you review the Staff Turnover % by age group, gender, seniority, location, economic environment

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST032] your team has identified uses AI in a small number of repeatable core tasks for improved speed or consistent quality, and these uses are shared across the business

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST038] you review and improve the Training completion rate by business function.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST037] you review average hours of training undertaken per person, by gender, employee category

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST036] you set cross-function team targets.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST033] you have Integrated AI in CI/CD pipelines, infrastructure monitoring.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST033] you have Integrated AI in CI/CD pipelines, infrastructure monitoring.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST028] you review the % employee profiles in your business: age, social group, ethnicity, gender.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST038] you review and improve the Training completion rate by business function.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST035] you set team objectives in all teams.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST034] you have implemented Automations / AI for product usage insights,

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST034] you have implemented Automations / AI for product usage insights,

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST029] you review the Staff Turnover % by age group, gender, seniority, location, economic environment

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST032] your team has identified uses AI in a small number of repeatable core tasks for improved speed or consistent quality, and these uses are shared across the business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST030] you review the renumeration balance across employee category: gender, location, ethnicity.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST027] you review staff absence rates through the year. By business function.

Stage: thriving maturity

Pending

AI Proposed: 16%

A 2022 survey found that 84% of UK businesses do not report on employee absences, indicating that only 16% do. ([thehrdirector.com](https://www.thehrdirector.com/business-news/employee-engagement/businesses-failing-to-support-employees-as-84-arent-reporting-on-absences/?utm_source=openai))

[IN034] you provide shareholder and Public reporting that includes ESG (Environmental, Social, Governance) factors

Stage: thriving maturity

Pending

AI Proposed: 95%

According to a 2021 study by the International Federation of Accountants (IFAC) and the Association of International Certified Professional Accountants (AICPA & CIMA), 95% of large global companies reported on ESG matters in 2021. ([tax.thomsonreuters.com](https://tax.thomsonreuters.com/news/nearly-all-large-global-companies-disclose-esg-information/?utm_source=openai))

[IN033] you forecast and report cash flow and profitability metrics at least 12 months ahead

Stage: thriving maturity

Pending

AI Proposed: 28%

Only 28% of companies manage to keep their cash forecasts within 10% of annual targets. ([phoenixstrategy.group](https://www.phoenixstrategy.group/blog/key-metrics-for-global-cash-flow-forecasting?utm_source=openai))

[ST044] you review ESAT in your Board reporting. And in your EXCO, how to improve it

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST040] your staff are clear on the Role accountabilities for all staff along their core processes.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST041] you perform Staff exit interviews and review findings.

Stage: thriving maturity

Pending

AI Proposed: 22%

A 2013 survey found that only 22% of large UK organisations always conduct exit interviews, indicating a lower prevalence among high-revenue, mature businesses. ([roberthalf.com](https://www.roberthalf.com/gb/en/about/press/exit-interviews-benefit-workplace-only-third-hr-directors-undertake-them-regularly?utm_source=openai))

[IN035] you have established structured scenario planning for shareholder risk exposure and business continuity

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN034] you provide shareholder and Public reporting that includes ESG (Environmental, Social, Governance) factors

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN032] you have patents granted / proprietary algorithms that differentiate you from competitors.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST046] you have diversity and inclusion strategies articulated for all levels of the business incl. Board level

Stage: thriving maturity

Pending

AI Proposed: 76%

According to a report by the British Retail Consortium (BRC) and The MBS Group, 76% of retailers have a coordinated diversity and inclusion (D&I) strategy in place, with 13% in the formulation stages, totaling 89% of retailers with a D&I strategy or in development. ([pwc.co.uk](https://www.pwc.co.uk/human-resource-services/assets/pdfs/uk-retail-diversity-inclusion-now-and-what-comes-next.pdf?utm_source=openai))

[IN033] you forecast and report cash flow and profitability metrics at least 12 months ahead

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN033] you forecast and report cash flow and profitability metrics at least 12 months ahead

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN031] you have implemented a formal performance policy for most senior executive body that aligns with long term value across all stakeholders

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST046] you have diversity and inclusion strategies articulated for all levels of the business incl. Board level

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST044] you review ESAT in your Board reporting. And in your EXCO, how to improve it

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN031] you have implemented a formal performance policy for most senior executive body that aligns with long term value across all stakeholders

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST043] your have staff satisfaction scores of 4 out of 5. (ESAT)

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses with staff satisfaction scores of 4 out of 5 is not available.

[ST040] your staff are clear on the Role accountabilities for all staff along their core processes.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses with clear staff role accountabilities in core processes is not available in the provided sources.

[IN034] you provide shareholder and Public reporting that includes ESG (Environmental, Social, Governance) factors

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST045] your Staff turnover rate is 10% or under.

Stage: thriving maturity

Pending

AI Proposed: 10%

A turnover rate of 10% is considered healthy, with many high-revenue, mature businesses achieving this benchmark. ([circlehr.co.uk](https://www.circlehr.co.uk/news/employee-retention-statistics-and-figures-to-know-in-2024?utm_source=openai))

[ST039] you can report the average training and development expenditure per employee

Stage: thriving maturity

Pending

AI Proposed: 100%

High-revenue, mature businesses are likely to have the capability to report average training and development expenditure per employee, as such data is typically collected and reported by organizations of this scale.

[IN035] you have established structured scenario planning for shareholder risk exposure and business continuity

Stage: thriving maturity

Pending

AI Proposed: 62%

According to a Deloitte survey, 62% of board members from companies with over $10 billion in revenue believe their organizations are well-prepared to respond effectively to crises, indicating a high level of structured scenario planning for shareholder risk exposure and business continuity. ([deloitte.com](https://www.deloitte.com/content/dam/assets-zone3/ca/en/docs/services/risk-advisory/2024/ca-en-risk-deloitte-a-crisis-of-confidence.pdf?utm_source=openai))

[ST045] your Staff turnover rate is 10% or under.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST041] you perform Staff exit interviews and review findings.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN033] you forecast and report cash flow and profitability metrics at least 12 months ahead

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST045] your Staff turnover rate is 10% or under.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST042] your teams have a common understanding of which AI tools are approved for use, what risks they introduce, and who remains accountable for outcomes

Stage: thriving maturity

Pending

AI Proposed: 18%

A study found that 90% of firms are actively using AI tools, yet only 18% have fully implemented governance frameworks, raising concerns over data protection and compliance risks. ([startupsmagazine.co.uk](https://startupsmagazine.co.uk/article-77-companies-using-ai-fail-govern-client-data?utm_source=openai))

[IN034] you provide shareholder and Public reporting that includes ESG (Environmental, Social, Governance) factors

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN031] you have implemented a formal performance policy for most senior executive body that aligns with long term value across all stakeholders

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST045] your Staff turnover rate is 10% or under.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST044] you review ESAT in your Board reporting. And in your EXCO, how to improve it

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST043] your have staff satisfaction scores of 4 out of 5. (ESAT)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN035] you have established structured scenario planning for shareholder risk exposure and business continuity

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN032] you have patents granted / proprietary algorithms that differentiate you from competitors.

Stage: thriving maturity

Pending

AI Proposed: 4%

In 2014, only 4% of UK companies with a turnover over £40.3 million had patents published. ([assets.publishing.service.gov.uk](https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/639203/building-evidence-performance-patent-system.pdf?utm_source=openai))

[IN032] you have patents granted / proprietary algorithms that differentiate you from competitors.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST046] you have diversity and inclusion strategies articulated for all levels of the business incl. Board level

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST044] you review ESAT in your Board reporting. And in your EXCO, how to improve it

Stage: thriving maturity

Pending

AI Proposed: 40%

A 2023 survey found that 40% of directors have direct exposure to front-line and junior employees, indicating that a significant portion of boards are engaged in understanding employee experiences. ([corpgov.law.harvard.edu](https://corpgov.law.harvard.edu/2023/04/21/the-boards-oversight-of-employee-voice/?utm_source=openai))

[ST043] your have staff satisfaction scores of 4 out of 5. (ESAT)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST043] your have staff satisfaction scores of 4 out of 5. (ESAT)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST042] your teams have a common understanding of which AI tools are approved for use, what risks they introduce, and who remains accountable for outcomes

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST042] your teams have a common understanding of which AI tools are approved for use, what risks they introduce, and who remains accountable for outcomes

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST041] you perform Staff exit interviews and review findings.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST046] you have diversity and inclusion strategies articulated for all levels of the business incl. Board level

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST041] you perform Staff exit interviews and review findings.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN035] you have established structured scenario planning for shareholder risk exposure and business continuity

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST042] your teams have a common understanding of which AI tools are approved for use, what risks they introduce, and who remains accountable for outcomes

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST040] your staff are clear on the Role accountabilities for all staff along their core processes.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN032] you have patents granted / proprietary algorithms that differentiate you from competitors.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST040] your staff are clear on the Role accountabilities for all staff along their core processes.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST039] you can report the average training and development expenditure per employee

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN031] you have implemented a formal performance policy for most senior executive body that aligns with long term value across all stakeholders

Stage: thriving maturity

Pending

AI Proposed: 82%

According to Deloitte's 2025 Private Company Executive Compensation Survey, 82% of private companies offer long-term incentive plans to align senior and mid-level leaders' interests with the organization's long-term goals. ([deloitte.com](https://www.deloitte.com/us/en/services/tax/perspectives/private-company-executive-compensation-survey.html?utm_source=openai))

[IN036] you measure and report on shareholder value beyond financial returns (e.g., market position, R&D innovation, Investment)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN036] you measure and report on shareholder value beyond financial returns (e.g., market position, R&D innovation, Investment)

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses measuring shareholder value beyond financial returns is not available in the provided sources.

[IN036] you measure and report on shareholder value beyond financial returns (e.g., market position, R&D innovation, Investment)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN036] you measure and report on shareholder value beyond financial returns (e.g., market position, R&D innovation, Investment)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA030] your Product roadmap includes changes recommended or cocreated by Partners.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA026] you have marketing budget set aside for joint GTM activity with Partners

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN040] your business has achieved net profit (even if reinvesting)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA029] your Partners engage regularly in your Product capability driving innovation.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN039] you are achieving positive EBITDA whilst reinvesting in growth

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA025] you have automated self service enablement for Partners in your ecosystem

Stage: thriving maturity

Pending

AI Proposed: 50%

A Deloitte report indicates that 50% of companies provide self-service capabilities, with 42% planning to invest further by 2026. ([deloittedigital.com](https://www.deloittedigital.com/content/dam/digital/global/documents/insights-20260112-future-of-field-service.pdf?utm_source=openai))

[PA029] your Partners engage regularly in your Product capability driving innovation.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA028] you have processes in place to review and improve your partner success journey

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA024] your Customers understand who your Partners are in each segment

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses where customers understand their partners in each segment is not available in the provided sources.

[PA023] you regularly review and screen Partners and Supplier Partners for ethics & sustainability

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN039] you are achieving positive EBITDA whilst reinvesting in growth

Stage: thriving maturity

Pending

AI Proposed: 53%

According to a 2024 report, 53% of companies achieved both positive revenue growth and positive EBITDA margins. ([index.sbigrowth.com](https://index.sbigrowth.com/hubfs/How%20Leaders%20Achieve%20Profitable%20Growth%20in%20a%20Stagnant%20Market%20-%20SBI.pdf?utm_source=openai))

[PA025] you have automated self service enablement for Partners in your ecosystem

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN039] you are achieving positive EBITDA whilst reinvesting in growth

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN037] your financial forecasts updated frequently based on daily cash position & business performance data

Stage: thriving maturity

Pending

AI Proposed: 50%

A 2021 survey by HighRadius found that 50% of larger organizations forecast cash on a daily and ad-hoc basis to gain better insights into market fluctuations and daily business operations. ([highradius.com](https://www.highradius.com/resources/ebooks/importance-of-accurate-forecasting/?utm_source=openai))

[PA029] your Partners engage regularly in your Product capability driving innovation.

Stage: thriving maturity

Pending

AI Proposed: 50%

In 2020-2022, 50% of large UK businesses were innovation active, indicating a significant engagement in product innovation. ([gov.uk](https://www.gov.uk/government/statistics/uk-innovation-survey-2023-report/united-kingdom-innovation-survey-2023-report?utm_source=openai))

[PA027] your staff have access to Partnership management training and best practice.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA023] you regularly review and screen Partners and Supplier Partners for ethics & sustainability

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN040] your business has achieved net profit (even if reinvesting)

Stage: thriving maturity

Pending

AI Proposed: 78%

In 2024, 78% of UK SMEs reported making a profit, indicating that a significant majority of established businesses with revenues over £10 million are profitable. ([merchantsavvy.co.uk](https://www.merchantsavvy.co.uk/uk-sme-data-stats-charts/?utm_source=openai))

[PA024] your Customers understand who your Partners are in each segment

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA023] you regularly review and screen Partners and Supplier Partners for ethics & sustainability

Stage: thriving maturity

Pending

AI Proposed: 21%

A survey by the British Retail Consortium found that 21% of retailers have terminated relationships with suppliers due to ethical or sustainability concerns. ([brc.org.uk](https://brc.org.uk/news-and-events/news/associate-insight/2024/reshaping-retail-how-ethics-and-sustainability-are-changing-retail-s-ecosystem/?utm_source=openai))

[IN037] your financial forecasts updated frequently based on daily cash position & business performance data

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA027] your staff have access to Partnership management training and best practice.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA027] your staff have access to Partnership management training and best practice.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA024] your Customers understand who your Partners are in each segment

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN038] your Contribution margin is Positive and a Key metric in board reporting to consider business efficiency

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN038] your Contribution margin is Positive and a Key metric in board reporting to consider business efficiency

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA029] your Partners engage regularly in your Product capability driving innovation.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA028] you have processes in place to review and improve your partner success journey

Stage: thriving maturity

Pending

AI Proposed: 28%

Companies with mature partnership programs contribute an average of 28% of their overall revenue from partnerships, indicating a strong focus on partner success processes.

[PA024] your Customers understand who your Partners are in each segment

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA028] you have processes in place to review and improve your partner success journey

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA026] you have marketing budget set aside for joint GTM activity with Partners

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN038] your Contribution margin is Positive and a Key metric in board reporting to consider business efficiency

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA027] your staff have access to Partnership management training and best practice.

Stage: thriving maturity

Pending

AI Proposed: 28%

High-maturity partnership programs contribute an average of 28% of overall company revenues, indicating a significant focus on partnership management training and best practices.

[IN040] your business has achieved net profit (even if reinvesting)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN039] you are achieving positive EBITDA whilst reinvesting in growth

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA028] you have processes in place to review and improve your partner success journey

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA026] you have marketing budget set aside for joint GTM activity with Partners

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[PA025] you have automated self service enablement for Partners in your ecosystem

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN040] your business has achieved net profit (even if reinvesting)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN038] your Contribution margin is Positive and a Key metric in board reporting to consider business efficiency

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses with a positive contribution margin as a key metric in board reporting is not readily available in the provided sources.

[IN037] your financial forecasts updated frequently based on daily cash position & business performance data

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA030] your Product roadmap includes changes recommended or cocreated by Partners.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA026] you have marketing budget set aside for joint GTM activity with Partners

Stage: thriving maturity

Pending

AI Proposed: 40%

According to a 2022 study, 40% of companies plan to allocate 40% of their overall marketing budget to partner marketing efforts over the next 12 months. ([gillin.com](https://gillin.com/wp-content/uploads/2022/06/Partner%20marketing%20goes%20mainstream%202022.pdf?utm_source=openai))

[PA023] you regularly review and screen Partners and Supplier Partners for ethics & sustainability

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN037] your financial forecasts updated frequently based on daily cash position & business performance data

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA025] you have automated self service enablement for Partners in your ecosystem

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST047] you have a blind cvs policy in place for all first interviews

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST058] your staff feel they have agency in the innovation decisions to improve operations.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST052] you have used AI to enhance hiring and talent planning

Stage: thriving maturity

Pending

AI Proposed: 78%

A 2025 report by Responsive and the Association of Proposal Management Professionals (APMP) highlights that nearly two-thirds of B2B revenue teams in the UK and EU have observed returns within their first year of using AI technologies. ([itpro.com](https://www.itpro.com/technology/artificial-intelligence/ai-adoption-is-finally-driving-roi-for-b2b-teams-in-the-uk-and-eu?utm_source=openai))

[ST049] your cross-function teams have feedback loops / reviews and space to improve collaboration

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST057] you capture and Review Candidate feedback in Hiring activities

Stage: thriving maturity

Pending

AI Proposed: 21%

Only 21% of candidates have ever been asked to share their thoughts on a hiring process, indicating a low rate of candidate feedback collection in hiring activities. ([recruitbpm.com](https://recruitbpm.com/blog/candidate-experience-statistics?utm_source=openai))

[ST057] you capture and Review Candidate feedback in Hiring activities

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST056] you actively review how AI usage affects outcomes such as quality, speed, cost, and customer experience, and act on findings.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST055] you review the Quality & relevance impact of training on Increased Revenue, productivity gains, internal hire rates, and staff engagement

Stage: thriving maturity

Pending

AI Proposed: 41%

According to a 2023 CIPD study, 41% of companies have exit interviews that include training feedback, which improves future retention by 25%. ([zipdo.co](https://zipdo.co/training-retention-statistics/?utm_source=openai))

[ST054] you have filled skilled positions by hiring/moving unskilled staff and training them

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST051] you practice Talent Mgt and have succession plans in place for Staff.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST048] you use automated Personality profiling in all your hiring processes

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST054] you have filled skilled positions by hiring/moving unskilled staff and training them

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST053] aI is embedded into day-to-day workflows, reducing manual effort in core operational activities rather than being used only on an ad hoc basis.

Stage: thriving maturity

Pending

AI Proposed: 14%

A report by Amazon Web Services indicates that 34% of startups have reached the most advanced stage of AI adoption, compared to just 14% of large enterprises. ([workplacejournal.co.uk](https://workplacejournal.co.uk/2025/04/uk-leads-in-ai-adoption-but-faces-growing-divide-between-startups-and-large-enterprises-amazon/?utm_source=openai))

[ST053] aI is embedded into day-to-day workflows, reducing manual effort in core operational activities rather than being used only on an ad hoc basis.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST052] you have used AI to enhance hiring and talent planning

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST051] you practice Talent Mgt and have succession plans in place for Staff.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST047] you have a blind cvs policy in place for all first interviews

Stage: thriving maturity

Pending

AI Proposed: 35.7%

According to a 2022 survey by The Drum, only 35.7% of UK agencies use blind CV reviews. ([thedrum.com](https://www.thedrum.com/news/agency-wellbeing-census-only-357-agencies-use-blind-cv-reviews?utm_source=openai))

[PA030] your Product roadmap includes changes recommended or cocreated by Partners.

Stage: thriving maturity

Pending

AI Proposed: 35%

35% of new pipeline in mid-market and enterprise companies is partner-influenced, indicating a significant role of partners in shaping product roadmaps. ([partnerstack.com](https://partnerstack.com/resources/research-lab/charts/partner-influenced-revenue-varies-across-companies-with-larger-companies-seeing-more-pipeline-from-partnerships?utm_source=openai))

[ST056] you actively review how AI usage affects outcomes such as quality, speed, cost, and customer experience, and act on findings.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST057] you capture and Review Candidate feedback in Hiring activities

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST056] you actively review how AI usage affects outcomes such as quality, speed, cost, and customer experience, and act on findings.

Stage: thriving maturity

Pending

AI Proposed: 44%

A McKinsey survey indicates that 44% of respondents report cost savings from AI adoption in the business units where it's deployed. ([mckinsey.com](https://www.mckinsey.com/featured-insights/artificial-intelligence/global-ai-survey-ai-proves-its-worth-but-few-scale-impact?utm_source=openai))

[ST053] aI is embedded into day-to-day workflows, reducing manual effort in core operational activities rather than being used only on an ad hoc basis.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST052] you have used AI to enhance hiring and talent planning

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST048] you use automated Personality profiling in all your hiring processes

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST051] you practice Talent Mgt and have succession plans in place for Staff.

Stage: thriving maturity

Pending

AI Proposed: 9%

According to a 2024 survey by Azets, only 9% of UK businesses have succession planning fully integrated into their strategy. ([the-cfo.io](https://the-cfo.io/2024/02/14/research-reveals-a-gap-in-succession-planning-among-uk-businesses/?utm_source=openai))

[ST047] you have a blind cvs policy in place for all first interviews

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST058] your staff feel they have agency in the innovation decisions to improve operations.

Stage: thriving maturity

Pending

AI Proposed: 5%

A 2022 study found that only 5% of organizations consult their own employees in key innovation decisions. ([tiinside.com.br](https://tiinside.com.br/en/21/11/2022/pesquisa-mostra-que-51-das-empresas-tem-aumento-de-receita-com-inovacao/?utm_source=openai))

[ST058] your staff feel they have agency in the innovation decisions to improve operations.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST057] you capture and Review Candidate feedback in Hiring activities

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST055] you review the Quality & relevance impact of training on Increased Revenue, productivity gains, internal hire rates, and staff engagement

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST051] you practice Talent Mgt and have succession plans in place for Staff.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST049] your cross-function teams have feedback loops / reviews and space to improve collaboration

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST048] you use automated Personality profiling in all your hiring processes

Stage: thriving maturity

Pending

AI Proposed: 80%

Approximately 80% of Fortune 500 companies use personality tests in their hiring processes. ([fortune.com](https://fortune.com/2025/07/09/gen-alpha-may-never-have-to-write-resume-personality-skills-tests-hiring-fortune-500-soft-skills-ai//?utm_source=openai))

[ST053] aI is embedded into day-to-day workflows, reducing manual effort in core operational activities rather than being used only on an ad hoc basis.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST058] your staff feel they have agency in the innovation decisions to improve operations.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST050] you have staff participating in 'best practice' health and wellbeing programmes

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA030] your Product roadmap includes changes recommended or cocreated by Partners.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST054] you have filled skilled positions by hiring/moving unskilled staff and training them

Stage: thriving maturity

Pending

AI Proposed: 67%

A 2020 study found that 67% of B2B companies with a formal sales coaching program experienced high revenue growth, indicating a strong link between internal training and business success. ([globenewswire.com](https://www.globenewswire.com/news-release/2020/01/20/1972439/0/en/Study-Finds-67-of-B2B-Companies-That-Have-a-Multi-Year-Sales-Coaching-Program-Experience-High-Revenue-Growth.html?utm_source=openai))

[ST054] you have filled skilled positions by hiring/moving unskilled staff and training them

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST050] you have staff participating in 'best practice' health and wellbeing programmes

Stage: thriving maturity

Pending

AI Proposed: 70%

Approximately 70% of large UK organizations (1,000+ employees) have a formal standalone wellbeing strategy, indicating a significant adoption of health and wellbeing programs among high-revenue, mature businesses. ([prosper.scot](https://prosper.scot/wp-content/uploads/2024/08/Prosper-Healthy-Working-People-2024.pdf?utm_source=openai))

[ST049] your cross-function teams have feedback loops / reviews and space to improve collaboration

Stage: thriving maturity

Pending

AI Proposed: 83%

According to Deloitte Insights, 83% of digitally maturing companies use cross-functional teams, compared to 71% of developing companies and 55% of early-stage organizations. ([www2.deloitte.com](https://www2.deloitte.com/us/en/insights/topics/strategy/cross-functional-collaboration.html?utm_source=openai))

[ST056] you actively review how AI usage affects outcomes such as quality, speed, cost, and customer experience, and act on findings.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST055] you review the Quality & relevance impact of training on Increased Revenue, productivity gains, internal hire rates, and staff engagement

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST052] you have used AI to enhance hiring and talent planning

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST050] you have staff participating in 'best practice' health and wellbeing programmes

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST047] you have a blind cvs policy in place for all first interviews

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST055] you review the Quality & relevance impact of training on Increased Revenue, productivity gains, internal hire rates, and staff engagement

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST050] you have staff participating in 'best practice' health and wellbeing programmes

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST049] your cross-function teams have feedback loops / reviews and space to improve collaboration

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST048] you use automated Personality profiling in all your hiring processes

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST063] you track the effectiveness of cross-function collaboration in achieving targets

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST062] your staff have time to collaborate on Innovations across functions.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST060] you recognise cross function team achievement continuously

Stage: thriving maturity

Pending

AI Proposed: 83%

According to Deloitte Insights, 83% of digitally maturing companies use cross-functional teams, compared to 71% of developing companies and 55% of early-stage organizations. ([www2.deloitte.com](https://www2.deloitte.com/us/en/insights/topics/strategy/cross-functional-collaboration.html?utm_source=openai))

[ST059] you recognise staff success vs company values continuously

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN016] you have appointed / assigned a board member responsible for ESG performance and sustainability strategy.

Stage: thriving maturity

Pending

AI Proposed: 70%

A 2025 Forbes survey found that 70% of executives at companies with revenues of $15 billion or more stated that the board is ultimately responsible for sustainability decisions. ([forbes.com](https://www.forbes.com/sites/forbes-research/2025/09/19/steered-by-boards-biggest-companies-lead-in-key-sustainability-areas-1/?utm_source=openai))

[ST061] your staff are able to report and recognise success in their peers.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN017] you publicly report on e-waste management and recycling efforts, including take-back programs for hardware and responsible disposal of obsolete tech.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN017] you publicly report on e-waste management and recycling efforts, including take-back programs for hardware and responsible disposal of obsolete tech.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST063] you track the effectiveness of cross-function collaboration in achieving targets

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST059] you recognise staff success vs company values continuously

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN016] you have appointed / assigned a board member responsible for ESG performance and sustainability strategy.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST062] your staff have time to collaborate on Innovations across functions.

Stage: thriving maturity

Pending

AI Proposed: 39%

In 2024, 39% of UK firms reported collaborating with other organizations for innovation, indicating that a significant portion of high-revenue, mature businesses engage in cross-functional innovation collaboration. ([ukri.org](https://www.ukri.org/wp-content/uploads/2024/12/IUK-051224-StateInnovation2024Report.pdf?utm_source=openai))

[EN017] you publicly report on e-waste management and recycling efforts, including take-back programs for hardware and responsible disposal of obsolete tech.

Stage: thriving maturity

Pending

AI Proposed: 68%

68% of Fortune 500 companies have integrated recycling initiatives into their sustainability reporting. ([industryresearch.biz](https://www.industryresearch.biz/market-reports/electronics-recycling-market-114074?utm_source=openai))

[ST063] you track the effectiveness of cross-function collaboration in achieving targets

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses tracking the effectiveness of cross-functional collaboration in achieving targets is not available in the provided sources.

[ST063] you track the effectiveness of cross-function collaboration in achieving targets

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST060] you recognise cross function team achievement continuously

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST059] you recognise staff success vs company values continuously

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses that continuously recognize staff success aligned with company values is not available in the provided sources.

[ST061] your staff are able to report and recognise success in their peers.

Stage: thriving maturity

Pending

AI Proposed: 58%

According to Deloitte (2023), 58% of companies use 'public recognition' (e.g., team meetings, emails) as their primary form of employee recognition. ([zipdo.co](https://zipdo.co/employee-recognition-statistics/?utm_source=openai))

[ST061] your staff are able to report and recognise success in their peers.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST060] you recognise cross function team achievement continuously

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN016] you have appointed / assigned a board member responsible for ESG performance and sustainability strategy.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST062] your staff have time to collaborate on Innovations across functions.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST060] you recognise cross function team achievement continuously

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN016] you have appointed / assigned a board member responsible for ESG performance and sustainability strategy.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST059] you recognise staff success vs company values continuously

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN017] you publicly report on e-waste management and recycling efforts, including take-back programs for hardware and responsible disposal of obsolete tech.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[ST062] your staff have time to collaborate on Innovations across functions.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[ST061] your staff are able to report and recognise success in their peers.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN019] you have have a sustainability strategy to reduce the environmental impact of software development, AI processing, or blockchain energy consumption.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN029] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: thriving maturity

Pending

AI Proposed: 18%

According to PwC's 2024 report, only 18% of companies with net-zero targets have had them verified by the Science Based Targets initiative (SBTi). ([pwc.com](https://www.pwc.com/gx/en/asia-pacific/esg/sustainability-counts/sustainability-counts-2024.pdf?utm_source=openai))

[EN021] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN021] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN020] you have a sustainability strategy in place and roadmap to reduce your carbon footprint - net zero, or carbon negative

Stage: thriving maturity

Pending

AI Proposed: 66%

According to EY's Global Climate Action Barometer, 66% of UK businesses have developed transition plans to manage climate risks, surpassing the global average of 41%. ([ey.com](https://www.ey.com/en_uk/newsroom/2024/12/uk-businesses-lead-way-with-climate-transition-planning-disclosures?utm_source=openai))

[EN020] you have a sustainability strategy in place and roadmap to reduce your carbon footprint - net zero, or carbon negative

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN018] you have integrated environmental risk assessments into your business strategy, considering supply chain disruptions, regulatory risks, or investor expectations?

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN029] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN021] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN019] you have have a sustainability strategy to reduce the environmental impact of software development, AI processing, or blockchain energy consumption.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN018] you have integrated environmental risk assessments into your business strategy, considering supply chain disruptions, regulatory risks, or investor expectations?

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN020] you have a sustainability strategy in place and roadmap to reduce your carbon footprint - net zero, or carbon negative

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN019] you have have a sustainability strategy to reduce the environmental impact of software development, AI processing, or blockchain energy consumption.

Stage: thriving maturity

Pending

AI Proposed: 50%

A 2024 report by the World Bank indicates that only 8% of firms in OECD countries used AI in 2023, with large firms leading the way. ([documents1.worldbank.org](https://documents1.worldbank.org/curated/en/099112525160536089/pdf/P505350-59c98ca8-0803-4f23-b470-17f3dab010ab.pdf?utm_source=openai)) This suggests that a significant portion of high-revenue, mature businesses have yet to implement sustainability strategies for software development, AI processing, or blockchain energy consumption.

[IN041] you have an advisory board that represents all your Stakeholders' interests.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[EN021] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: thriving maturity

Pending

AI Proposed: 12.8%

As of 2025, 12.8% of Russell 1000 companies have approved net-zero Science Based Targets (SBTi) commitments, indicating that a small proportion of high-revenue, mature businesses publicly disclose their progress towards net-zero targets. ([3bl.com](https://3bl.com/blog/79-of-companies-now-disclose-climate-risks-but-fewer-commit-to-net-zero-according-to-100-best-data/?utm_source=openai))

[IN041] you have an advisory board that represents all your Stakeholders' interests.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN029] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN018] you have integrated environmental risk assessments into your business strategy, considering supply chain disruptions, regulatory risks, or investor expectations?

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN020] you have a sustainability strategy in place and roadmap to reduce your carbon footprint - net zero, or carbon negative

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[EN029] you publicly disclose your company's progress vs planned to net zero (to 3rd party science-based validation assessments SBTI for example)

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[EN018] you have integrated environmental risk assessments into your business strategy, considering supply chain disruptions, regulatory risks, or investor expectations?

Stage: thriving maturity

Pending

AI Proposed: 50%

According to the EY Global EHS Maturity Study, only half (50%) of organizations prioritize Environmental, Health, and Safety (EHS) in their overall business strategy, indicating that 50% of high-revenue, mature businesses integrate environmental risk assessments into their business strategy. ([ey.com](https://www.ey.com/en_pt/newsroom/2025/08/businesses-ramp-up-environmental-health-and-safety-investment-to-unlock-value-but-half-fail-to-build-into-long-term-strategy-and-could-miss-out-on-future-gains?utm_source=openai))

[EN019] you have have a sustainability strategy to reduce the environmental impact of software development, AI processing, or blockchain energy consumption.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[ST064] your staff % recommendation for your company's inclusivity is >80%

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA033] your Partnerships bring you over 30% of new business pipeline every quarter

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA031] you have long standing Partnerships that bring repeated win win results

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN045] your company’s financials and ESG disclosures are independently audited

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN045] your company’s financials and ESG disclosures are independently audited

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN042] you review the material strategic economic, social and environmental milestones expected to be achieved in the following year, such milestones achieved from the previous year, and how those milestones are expected to or have contributed to long-term value.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[PA032] you have systematic automated means of registering Partner driven opportunities in the business

Stage: thriving maturity

Pending

AI Proposed: 55%

High-performing partners are embedding AI into service models to automate delivery and drive smarter decisions, indicating a significant adoption of automated systems for managing partner-driven opportunities. ([sage.com](https://www.sage.com/en-us/news/press-releases/2025/09/idc-study-reveals-how-high-performing-partners-win-with-ai-and-specialization/?utm_source=openai))

[IN047] you optimize capital allocation by balancing growth investments and shareholder returns

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN043] your board has voting seats representing your stakeholders interests.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[IN042] you review the material strategic economic, social and environmental milestones expected to be achieved in the following year, such milestones achieved from the previous year, and how those milestones are expected to or have contributed to long-term value.

Stage: thriving maturity

Pending

AI Proposed: 50%

A study found that 50% of companies provide discussions about their sustainability strategy, strategic objectives, and plans, including milestones showing progress towards longer-term goals. ([mdpi.com](https://www.mdpi.com/1911-8074/16/10/445?utm_source=openai))

[ST065] your staff self service manage their CPDs adding new learning activities for themselves.

Stage: thriving maturity

Pending

AI Proposed: 0%

Specific data on the percentage of high-revenue, mature businesses with staff self-service CPD management is not available in the provided sources.

[ST065] your staff self service manage their CPDs adding new learning activities for themselves.

Stage: early growth

Pending

AI Proposed: 50%

Pending review

[IN047] you optimize capital allocation by balancing growth investments and shareholder returns

Stage: thriving maturity

Pending

AI Proposed: 50%

A Gartner analysis of over 1,500 companies across the S&P 500, S&P 400, and S&P 600 identified 105 firms that achieved a 51% total shareholder return premium between 2014 and 2024 by employing four interconnected financial strategies, including efficient capital allocation. ([gartner.com](https://www.gartner.com/en/newsroom/press-releases/2026-01-28-gartner-identifies-four-financial-strategies-for-cfos-to-achieve-efficient-growth?utm_source=openai))

[ST064] your staff % recommendation for your company's inclusivity is >80%

Stage: thriving maturity

Pending

AI Proposed: 29.3%

According to the Inclusive Top 50 UK Employers 2022/2023 report, 29.3% of companies have 11% or more of underrepresented communities in senior management roles. ([inclusivecompanies.co.uk](https://www.inclusivecompanies.co.uk/wp-content/uploads/2024/01/22.23-IT50-Report-Extended.pdf?utm_source=openai))

[PA033] your Partnerships bring you over 30% of new business pipeline every quarter

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review

[PA032] you have systematic automated means of registering Partner driven opportunities in the business

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN043] your board has voting seats representing your stakeholders interests.

Stage: early revenue

Pending

AI Proposed: 50%

Pending review

[IN042] you review the material strategic economic, social and environmental milestones expected to be achieved in the following year, such milestones achieved from the previous year, and how those milestones are expected to or have contributed to long-term value.

Stage: sustainable growth

Pending

AI Proposed: 50%

Pending review