Assessments
The assessment is your entry point to Instfy: a diagnosis of your business tailored to your type of company. Explore the options for each segment.
Every business has a different nature, and that completely changes the analysis. That is why our assessment begins by identifying who the client is and, from there, adjusts the focus, the questions and the deliverables. It is the first part of the Discovery and sets the direction for everything that follows.
How the assessment works
In every segment, the assessment answers the same five questions from the Instfy methodology:
- Who is it? The nature of the business and of the people behind it.
- Where does it stand? The current moment: revenue model, customers, operations, people, technology, marketing and sales, finance, brand and data.
- Where does it want to go? Business goals, growth, brand, expansion and, when it makes sense, the entrepreneur's personal goals.
- What context is it in? An outside-in reading: global, national, regional, local, business and individual.
- What are the constraints? Capital, time, team, execution capacity, legislation and risk appetite.
What changes from one segment to another is where we look more deeply. Choose the profile closest to yours below.
Company in formation
Who it is for: entrepreneurs who are getting a business off the ground.
What we assess more deeply
Key questions
- Is there real demand?
- What is the smallest viable business?
- What should be done first and what can wait?
You receive: a snapshot of the starting point, the hypotheses to validate and a clear direction for the first steps.
Startup
Who it is for: technology-based companies seeking traction or preparing for a new phase of growth.
What we assess more deeply
Key questions
- Does the product solve a problem the market pays to solve?
- Is the growth sustainable?
- What limits scale?
You receive: a diagnosis of product, traction and operations, with risks, opportunities and priorities for the next phase.
Small and mid-sized business
Who it is for: operating businesses that want to grow with better margins and less improvisation.
What we assess more deeply
Key questions
- Where is the company losing money or time?
- What is keeping it from the next revenue level?
- What can be automated?
You receive: the real bottlenecks in the business, quick-win opportunities and a direction for growth.
Family business
Who it is for: businesses where family and company move forward together.
What we assess more deeply
Key questions
- Who decides what?
- Is the company ready for the next generation?
- Where does the family relationship help the business and where does it hold it back?
You receive: a clear reading of governance and management, with paths to professionalize without losing the essence.
Established company
Who it is for: companies with an established market and operation that are looking for their next cycle.
What we assess more deeply
Key questions
- Will what got the company here still take it forward?
- Where are the new sources of revenue?
- What no longer makes sense?
You receive: a diagnosis of the current moment and scenarios for the next strategic move.
Business group
Who it is for: groups with several companies, brands or business units.
What we assess more deeply
Key questions
- Which businesses create the most value?
- Where is there overlap or an opportunity for integration?
- How do you decide where to invest?
You receive: an integrated view of the group, with portfolio priorities and synergy opportunities.
Manufacturing
Who it is for: manufacturers and industrial operations.
What we assess more deeply
Key questions
- Does the business depend on a few channels or customers?
- Is there room to sell direct or to a new audience?
- Where does the operation lose efficiency?
You receive: a commercial and operational diagnosis, with channel, market and efficiency opportunities.
Retail
Who it is for: brick-and-mortar stores, chains and e-commerce operations.
What we assess more deeply
Key questions
- Where is margin being lost?
- Do customers come back?
- Do the channels work together?
You receive: a diagnosis of sales, operations and experience, with priorities for profitable growth.
Services
Who it is for: professional services firms, agencies, consultancies, healthcare, education and other people-based operations.
What we assess more deeply
Key questions
- Does the company sell hours or results?
- Does delivery depend on a few people?
- How do you grow without losing quality?
You receive: a diagnosis of positioning, sales and operations, with paths to scale delivery.
Franchise
Who it is for: franchisors and businesses that want to become replicable.
What we assess more deeply
Key questions
- Does the business work without the founder?
- Is the unit profitable for the franchisee?
- Is the network ready to grow?
You receive: a diagnosis of the model and the network, with priorities to standardize and expand.
Personal brand
Who it is for: experts, creators and professionals who are their own brand.
What we assess more deeply
Key questions
- What do you want to be remembered for?
- How do you turn an audience into revenue?
- How do you grow without depending only on your own time?
You receive: a diagnosis of positioning and revenue model, with a direction to build the brand as a business.
Public institution
Who it is for: public agencies and institutions.
What we assess more deeply
Key questions
- Where do citizens face the most friction?
- Which processes can be simplified or digitized?
- Which legal limits guide the choices?
You receive: a diagnosis of services and processes, with priorities for efficiency and digital transformation within the law.
Multinational
Who it is for: global companies and companies that want to operate in other countries, including entering the US or Brazilian market.
What we assess more deeply
Key questions
- Does the target market want what you offer?
- What needs to be adapted?
- What is the lowest-risk entry path?
You receive: a reading of the market and of the operation required, with entry scenarios and priorities.
How to request an assessment
- Choose your profile above and click Start the assessment: the form opens with the questions for your segment. If you prefer, download the questionnaire PDF first to see everything you will be asked.
- We will have an initial conversation to understand the situation and confirm the most suitable segment.
- You receive the assessment proposal, with scope, timeline and investment.
- After you sign on, follow the guide [I just hired Instfy](#/instfy-onboarding).
Prefer to talk first? Write to relationship@instfy.com.
Frequently asked questions
What is the difference between an assessment and the Discovery?
The assessment is the starting point of the Discovery: the initial diagnosis tailored to your type of business. The full Discovery deepens that reading and produces the strategic snapshot that underpins the project proposal.
My business fits more than one segment. What now?
That's common. A family business can also be a manufacturer, for example. In the initial conversation we combine the focus areas of the segments that make sense for you.
Do I need a lot of data to do the assessment?
No. Share what you have: part of the work is precisely organizing the existing information and identifying what is missing.
Does the assessment already include the solution?
It provides the diagnosis, the opportunities, the risks and a direction. The detailed solution is designed in the following stages of the methodology, based on what was discovered.