SaaS Diagnostics Report — pinpoint your highest EV levers (fixed fee).

If you’re unsure what to prioritize next — pricing, GTM, churn/NRR, efficiency, or M&A readiness — this diagnostic gives you clear focus, grounded in enterprise value (EV) creation, not opinions.

WHO IT’S FOR

You’ll get the most value if you’re:

• Growth has slowed and you need to know what to fix first

• You’re preparing for fundraising, board review, or a strategic move

• You suspect you have a pricing / churn / GTM bottleneck but can’t prove it

• You want a PE-style lens without a PE process

Not a fit if:

• You want a long-term retainer or “agency execution”

• You don’t have access to basic metrics (even rough numbers)

WHAT YOU GET

Included deliverables

• EV Driver Scorecard
  A clear view of what most impacts EV in your business: growth, retention/NRR, margin, efficiency, and risk.

• Bottleneck Diagnosis
  What’s constraining performance right now (and what’s not).

• Top 5 Priority Levers (ranked)
  With expected impact, effort, dependencies, and “how to start.”

• 90-Day Action Plan
  Initiatives, owners, milestones, metrics, and cadence.

• Board/Investor Memo (1–2 pages)
  Your situation + thesis + plan, written in a board-ready format.

• Metrics & Definitions Clean-up (lightweight)
  Quick alignment on the key KPIs and definitions so decisions aren’t built on noise.

Optional add-ons

• Customer interviews (5–8) + synthesis

• Pricing/packaging deep dive sprint

• Churn diagnostic deep dive

• M&A target screening / thesis build

• Implementation support (workshops + execution cadence)

WHAT WE ANALYZE

We typically assess:

• Growth engine: ICP fit, funnel conversion, sales efficiency, channel mix, cycle length

• Retention & expansion: cohort churn, NRR drivers, onboarding/activation, usage depth

• Pricing & packaging: value alignment, discounting, monetization, expansion paths

• Unit economics: gross margin, CAC payback, LTV logic, efficiency

• Operating model: priorities, execution cadence, metrics hygiene, risk areas

HOW IT WORKS

Step 1 — Intake (Day 1)
Short questionnaire + data request checklist.

Step 2 — Analysis (Days 2–7)
We review metrics, segmentation, cohorts, funnel, pricing signals, retention drivers, and efficiency.

Step 3 — Working session (Day 8–9)
90 minutes with key stakeholders to validate findings and pressure-test priorities.

Step 4 — Delivery (Day 10)
Diagnostics Report + EV scorecard + 90-day plan + board memo.

Typical timeline: 10 business days from receiving data access.

WHAT WE NEED FROM YOU

Minimum (choose what you have):

• ARR/MRR trend, customer count, ARPA

• GRR/NRR (or churn + expansion)

• Basic funnel numbers (leads → opps → wins) and sales cycle

• Pricing/packaging overview + discounting norms

• Top reasons for churn / lost deals (even anecdotal is fine)

Optional but helpful:

• Product usage/export, support ticket themes, onboarding flow, cohort data

PRICING

Fee (excl. VAT): €10,000 (fixed)

Includes: analysis + sessions + final report + board memo + 30-day follow-up call.

Guarantee (recommended):
If you don’t leave with clear priorities + a 90-day plan, we’ll extend support until you do (within the defined scope).

(You can decide whether to include the guarantee — conversion lift is usually meaningful.)

SAMPLE REPORT OUTLINE

1. Executive summary (what matters most)

2. EV driver scorecard (growth, retention, margin, efficiency, risk)

3. Key findings (what’s true, what’s assumed)

4. Bottleneck diagnosis (the constraint)

5. Top 5 priority levers (ranked)

6. 90-day action plan (who does what, when)

7. KPI targets + measurement cadence

8. Appendix: assumptions, definitions, data notes

FAQs