SME diagnostics & bootcamps · South Africa

Send a credible SME diagnostic in minutes — not days.

Equilearn gives independent coaches, consultants and training providers the same diagnostic engine, scoring and reports used in institutional SME programmes — without running one. Invite a business, run the checkup, deliver with evidence.

Available nowDiagnostics & workshop bootcamps, available todayNo programme setup required
Thandi's Textiles
Manufacturing · Gauteng · Founded 2020
Growth segment
3.2/ 5.0Growth
  • Financial mgmt2.1
  • Sales & marketing1.4
  • Operations3.7
  • Strategy4.1
PDF report ready — score, segment, pillar breakdown & gap flags

Available now

Two ways to deliver, both live today

Start with credible diagnostics or run a full bootcamp. Same platform, same rigour — pick the depth your client needs.

Live

Coach Diagnostic Portal

Pay per assessment · no programme setup

Send a professional SME diagnostic in minutes. Your client completes a structured 8-minute checkup; you download a report you'd be proud to put your name on.

  • Same scoring engine and report quality as institutional programmes
  • Branded invite emails — one credit per business invited
  • Business health score, segment, six-pillar breakdown and gap flags
  • Exportable PDF report; you own the client relationship
Live

Bootcamp Flow

Workshop day + 30 days online learning

Run a professional, topic-focused SME workshop with diagnostics, attendance and surveys — then unlock gated online learning that keeps the room working long after it empties.

  • Seven ready-made SME bootcamps, or build your own — your brand, your cohort
  • Pre-bootcamp diagnostic with SME and facilitator reports
  • Attendance grid, satisfaction surveys and gated LMS unlock
  • Automated client engagement reporting on your cadence

How the Coach Diagnostic works

From invite to professional report in four steps

Credit-based and low friction. No cohorts to configure, no programme to launch — just credible diagnostics on demand.

  1. Step 01

    Set up & buy credits

    Create your coaching organisation and top up diagnostic credits. One credit covers one business.

  2. Step 02

    Send an invite

    Enter a name, business and email. Your client receives a branded, secure signup link.

  3. Step 03

    They complete the checkup

    An ~8-minute structured assessment. Track status from pending to in-progress to complete.

  4. Step 04

    Download the report

    Score, segment, pillar breakdown and gap flags — a polished PDF ready to take into the session.

What it measures

A structured checkup — not a generic questionnaire

Three steps, around eight minutes, segment-adaptive to South African SMEs. Every answer maps to a capability pillar or an urgent priority.

Step 1 — 11 weighted questions

Segmentation survey

Scale, growth momentum, complexity and founder ambition place the business on the segment index.

Step 2 — adaptive

Capability diagnostic

Questions tailored to the segment — Micro, Stabilising, Growth or Scaling — for an honest read.

Step 3 — founder-selected

Priorities

The pain points the founder picks add urgency weighting, so the report leads with what matters now.

Six capability pillars scored 1–5

  • Financial management
  • Sales & marketing
  • Customers & market
  • Operations
  • Strategy & leadership
  • Access to finance

Segmentation

Every business placed, not guessed

The engine sorts each SME into one of four segments — so your advice fits where the business actually is. The pyramid fills as the business matures; the lime column marks the breakthrough.

Micro segment badge

Micro

Early-stage or survival-focused. Needs foundational operating discipline before anything else.

Stabilising segment badge

Stabilising

Has traction but inconsistent systems. Needs structure and control to hold the gains.

Growth segment badge

Growth

Scaling revenue and teams. Needs stronger execution and leadership systems to keep pace.

Scaling segment badge

Scaling

Advanced and expansion-minded. Preparing for investment readiness and governance.

Platform bootcamp library

Seven ready-made bootcamps. Your brand, your cohort.

Mental-models-based courses with South African SME case contexts, interactive recall gates and narrated audio — not generic slide decks. Pick a template or build custom content.

Product & UX

Build What Humans Need

Empathy, narrative identity, affordance theory, threshold concepts.

Sales & Marketing

The Human Sale

Hero's journey, dramatic tension, framing, subtext, loss aversion.

Strategy & Growth

Competitive Strategy

Thucydides trap, blind spots, the Overton window, network economies, counter-positioning.

People & Culture

Organisational Building

Institutional inertia, the veil of ignorance, in-group dynamics, culture.

Leadership & Comms

Leadership Communication

Dramatic tension, framing, narrative identity, subtext, change & alignment.

Operations & Systems

Business Operations

The owner trap, value-journey mapping, SOP capture, embed & optimise.

Incentives & Performance

Incentive & Systems Design

The Cobra effect, Goodhart's law, the incentive half-life, system design.

Each template ships with a topic-aligned diagnostic, facilitator report and facilitation notes.

Why coaches choose Equilearn

Institutional rigour, without the institution

The infrastructure is the same one used to run multi-year donor and corporate programmes. You get the credibility; your client gets the relationship with you.

Structured diagnostics

Segmentation, six pillars, priorities and gap flags — consistent, defensible scoring every time.

Automated email

Branded invites, reminders and report delivery sent for you, under your sender name.

Professional PDF reports

SME, facilitator and cohort reports your clients will trust and keep.

Audit trail

Invite status, completion and attendance logged — clean records when you need them.

South African context

Segment-adaptive questions and local case studies built for the market you work in.

Role-based access

Admin, coach, facilitator and SME views — everyone sees exactly what they should.

Questions

Good to know

Do I need to run a full programme to use the diagnostic?
No. The Coach Diagnostic Portal is a standalone, credit-based product. You buy credits, invite a business and download a report — no cohort, no programme setup, no long-term commitment.
How long does the checkup take a founder?
Around eight minutes. It's three structured steps — a segmentation survey, a segment-adaptive capability diagnostic and a priorities selection. Founders can save and resume if they need to.
What does my client receive at the end?
A professional PDF report: a business health score, their segment, a breakdown across the six capability pillars and clearly flagged gaps — ready to take straight into a coaching conversation.
Is the platform built for South African SMEs?
Yes. The scoring is segment-adaptive, the case studies are South African SME contexts, and the language and metrics are designed for the local market — from micro traders to scaling businesses preparing for investment.
What's the difference between the diagnostic and a bootcamp?
The diagnostic is a single assessment with a report. A bootcamp is a full delivery: a live workshop day plus a pre-bootcamp diagnostic, attendance, satisfaction surveys and 30 days of gated online learning — all under your brand.
When will the full coaching programme be available?
The Full Cohort Coaching Programme, LNA reports, coach allocation and impact dashboards are on the roadmap. Book a demo and we'll add you to the early-access list.

On the roadmap

Where current customers are taking the platform

The diagnostics and bootcamps you can run today are the foundation. The full institutional programme layer is in active development — book a demo to get early access.

Coming soon

Full Cohort Coaching Programme

The flagship institutional model — workshops, tools and targeted 1:1 coaching over 1–14 months, with diagnostic-driven coach allocation and budget tracking.

  • Learning Needs Assessment (LNA) reports, exportable to Word
  • Coach & mentor allocation with hourly budgets and donor rollups
  • Auto-generated SME learning journeys
Coming soon

Impact dashboards

Before-and-after diagnostics, revenue and employment change, and endline reporting for donors and corporates.

Coming soon

Mentor marketplace

Ecosystem support that matches founders to mentors across the programme roster.

Book a demo

Deliver with evidence, not guesswork

See the diagnostic engine and bootcamp flow in a 30-minute walkthrough. We'll tailor it to how you work — coaching, consulting or running workshops.

30 minutes, no commitment. We'll reply within one business day.