Business diagnostics and planning tools

Work through the numbers and assumptions before you commit.

Business decisions often span customers, cash, people and delivery at the same time. Chase Tools brings diagnostics, calculators and planning tools into a browser-based workspace so you can structure the question, compare options and decide what to do next. On the product platform, it is called Chase Business Tools.

Who it is for and how to access it

For owners and leadership teams working through strategy, customer, people, finance and operational decisions. Chase Tools, presented as Chase Business Tools, currently offers public registration on its separate platform. Open the product to create an account or sign in and check current plan inclusions. Calculator access, AI features, saving and integrations vary by plan; consulting support is optional.

02

Get a clearer starting point

Use strategy and assessment tools to examine business health, capability gaps, AI readiness, brand health and competing priorities. A consistent structure helps teams discuss the same question using the same assumptions.

The suite includes Business Model Canvas, PESTLE Analysis, Risk Register, OKR Tracker and Strategic Decision Matrix. AI-supported features are available according to the selected plan.

03

Connect marketing decisions to customer economics

Work through customer lifetime value, acquisition costs, marketing return, pricing choices and sales-funnel drop-off. These tools help bring acquisition, conversion and retention into one commercial discussion.

Customer tools also cover NPS and CSAT surveys, personas, churn risk and feedback themes. Use the results to identify questions worth investigating and the evidence needed to answer them.

04

Look across people, finance and operations

People tools cover hiring costs, role descriptions, onboarding, performance reviews, engagement and turnover costs. Financial calculators and a meeting cost calculator help make everyday trade-offs more explicit.

Operational tools support project return, vendor evaluation, inventory turnover, capacity planning, standard operating procedures and prioritisation. Document tools can help organise an initial draft for appropriate review.

05

Explore connected support with the AI Business Advisor

The connected advisory tools include an AI Business Advisor, Capital Allocation Coach, Cash Runway tools, an Action Queue, guardrails and alerts. They provide a place to work through related business questions using the information available to the platform.

Review recommendations against current business data. Access and connected features vary, so confirm the tools and integrations you need when choosing a plan. If accounting integration matters, tell us which system your business uses.

06

Turn an output into a decision someone owns

A useful tool should leave the business with a clearer next step. Agree what the output tells you, which assumptions need checking and who will act. Use Chase Tools independently or ask us to help interpret the findings and organise the work that follows.

FAQ

Questions answered

Is Chase Tools the same as Chase Business Tools?

Yes. Chase Tools is the product name used here. The platform presents the workspace as Chase Business Tools.

Which features are included?

Plans separate basic calculator access, the wider standalone tool suite and connected advisory features. Saving, exports, sharing, AI features and integrations vary by plan. Confirm current inclusions on the product platform.

Can a calculator or AI recommendation make the decision for us?

The tools help structure analysis. Your team remains responsible for checking inputs and choosing the action. Financial, legal and compliance questions may also need advice from the relevant professional.

Can you help us use the findings?

Yes. We can discuss a decision review or practical implementation support. You can also use the product without a wider consulting engagement.

What would you like to achieve or change?

Tell us what you are deciding, the tools you are considering and whether you want help interpreting the output. We can discuss the appropriate product access and support.