How it works

A structured process. A clear output. No ambiguity.

Every DAVI assessment follows the same methodology — independently conducted, benchmarked against your sector, and delivered as a professional report formatted for real-world use.

6
Weighted components assessed
/100
DAVI score with sector benchmark
2–3
Weeks, SME engagement
0
Agency relationships or referral fees

The engagement process

Six stages, from enquiry to final report

01

Discovery call

A 30-minute conversation to understand your situation, confirm the scope is appropriate, and answer any questions about the process. No commitment required at this stage.

What we need from you A brief description of the business, the context for the assessment, and any known deadlines.
Timing 30 minutes — scheduled within 48 hours of enquiry.
02

Scoping & access setup

We confirm the scope, agree deliverables, and issue a read-only access request for your analytics platforms, Google Search Console, and advertising accounts.

What we need from you Read-only access to your analytics platform, Google Search Console, and primary advertising accounts. Granted via standard user-sharing — no credentials required.
Timing 1–2 business days.
03

Independent assessment

The core assessment work. All six DAVI components are systematically reviewed using platform data, benchmarking datasets, and documented analysis. No input from the client during this phase.

What we need from you Nothing further. The assessment is conducted independently.
Timing 5–8 business days for SME engagements.
04

Draft report preparation

Findings are compiled into the formatted DAVI report — scored, benchmarked, with risk assessment and recommendations. A complete draft is prepared before any client review.

What we need from you Nothing at this stage.
Timing 2–3 business days.
05

Review & feedback

The draft is shared for factual review. You may flag any data inaccuracies or context we may have missed. Assessment conclusions and scores are not subject to negotiation — but accuracy matters.

What we need from you A review of the draft for factual accuracy. Feedback typically provided within 48 hours.
Timing 1–3 business days depending on feedback volume.
06

Final report & debrief

The finalised report is delivered. A debrief session walks through all findings and ensures the report is understood and ready for use by all relevant parties.

What we need from you Attendance at the debrief session. The report may be shared with buyers, sellers, brokers, or advisers at your discretion.
Timing Final report within 1 business day of feedback sign-off. Debrief scheduled within the following week.

Scoring methodology

How the DAVI score is constructed

Six components, each independently assessed and weighted. Your score is benchmarked against comparable businesses in your sector — so you see where you stand relative to the market, not just an absolute number.

01
Customer acquisition systems
20%

Channel diversification, acquisition cost efficiency, transferability, attribution accuracy, and scalability.

02
Search visibility & organic performance
18%

Organic traffic, keyword rankings, domain authority, and year-on-year growth trends.

03
Content & digital asset library
15%

Website authority, published content, case studies, whitepapers — assets that compound in value over time.

04
Marketing technology & infrastructure
15%

Platform maturity, data quality, documentation, and operational independence from individuals.

05
Customer database & CRM
18%

Database quality, segmentation, consent documentation, engagement rates, and system integration.

06
Digital channel performance
14%

ROI by channel, trend lines, benchmark comparisons, and balance of spend versus results.

Weights shown are indicative. Final weightings are applied based on business type and context.

What you receive

The DAVI report — what's inside

A professionally formatted document designed to be read alongside financial and legal due diligence. Not a slideshow. Not a summary email. A structured assessment report.

DAVI score & sub-scores

An overall score out of 100, plus individual scores for each of the six components with weighted sub-analysis.

Sector benchmark comparisons

Your scores set against comparable businesses — so all parties can see relative strength or weakness, not just an absolute number.

Digital asset inventory

A structured record of every digital asset assessed — platforms, accounts, content, data — in language that sits naturally alongside legal documentation.

Risk assessment

Identified risks across each component — channel dependency, platform obsolescence, data compliance gaps, key-person reliance.

Strategic recommendations

Prioritised actions for whoever takes ownership of the digital infrastructure next — whether buyer, new management, or existing team.

Post-report debrief

A session to walk through findings, answer questions, and ensure the report is understood by all parties who need to use it.

Independence

What structural independence actually means

Independence is easy to claim. Here is what it means in practice.

No agency relationships

We have no commercial relationships with any marketing agency — no referral fees, no preferred partner arrangements, no follow-on services to sell. We are retained only by the party commissioning the report.

No financial interest in the outcome

We are paid a fixed fee for the assessment. We have no stake in the transaction value, no equity arrangements, and no incentive to shade findings in either direction.

One client, one report

The report is prepared for the commissioning party only. It is not shared with any other party without the client's instruction. We do not provide informal briefings outside the agreed process.

Ready to start?

Book a 30-minute discovery call — no commitment, no sales pitch. We'll establish whether a DAVI assessment is right for your situation and answer any questions about the process.

Weekly newsletter

The Invisible Balance Sheet

Every Thursday — what gets missed in digital marketing valuations, what gets measured, and why it matters. Independent insights with no sales agenda.