Performance diagnostic

Every dashboard telling a different story? It's not a data problem. It's a pattern recognition problem. See which 3-5 metrics actually predict your success and ignore the rest.

Red ball within abstract sea
You're tracking everything...

Engagement, conversion, churn, CAC, LTV, revenue, support tickets, team utilization.

Red ball on calm sea, light beam in distance

It's exhausting to measure this much, yet trust very little of it.

Why do a performance diagnostic?

determine
we are a good fit.

Three things tend to surface when you stop measuring noise and start seeing what matters:

what you've been chasing

You discover you've been tracking symptoms while the real predictive patterns stayed invisible.

WHERE YOU ACTUALLY STAND

When you can finally see which metrics actually predict success, industry comparisons become meaningful (or even irrelevant) rather than overwhelming.

YOUR NEXT RIGHT MOVE

Seeing the pattern clearly brings with it the conviction to act—not because the options changed, but because your ability to evaluate them transformed.

Ball on abstract wavy lines

What to
expect

What’s the outcome?

You'll recognize the 3-5 metrics that actually predict your success—and let go of the ones that don't. A customized dashboard captures what you discover.

1. What you'll see

The 3-5 metrics that actually predict your success for your specific situation. These aren't metrics I choose for you—they're what emerges when we look together.

2. What you'll ignore

Any noise you've been measuring out of habit. We'll examine your metrics alongside industry patterns to separate what's predictive from what's just been filling dashboards.

3. What you'll have

A dashboard that holds what matters (and nothing else), plus an estimated timeline for improvement with early indicators that signal you’re moving in the right direction or when to reassess.

the assessment

After a deep discussion—

Our diagnostic examines 16 key areas across profitability, operations, and customer success developed from working with EdTech companies at various stages.

Most of these won't matter for you. The diagnostic's job is to find which ones do.

Profitability

Recurring Revenue
Customer Acquisition Cost (CAC)
Average Revenue Per User (ARPU)
Net Profit
Cash Cushion
Revenue Concentration
Utilization/Realization

Operations

Cloud Infrastructure Efficiency
Salary Load
Revenue per FTE
R&D Investment Ratio

Customers

Content Utilization Rate
User Retention Rate
Adoption Rate
Learning Outcome Correlation
Lifetime Value (LTV)
timeline

A performance diagnostic typically takes 4 weeks to complete.

You’ll get the most benefit if two things are true:

(1) You have access to your company’s financial data and will participate in delivery of diagnostic.

(2) You are in a position to impact your company’s performance, either directly (by making changes) or indirectly (by making recommendations to someone who can).

Week 1: Discovery discussion with financial materials gathered in background (P&L, balance sheet, cash flows, etc.).
Week 2-3: Pattern confirmation and dashboard development
Week 4: Send-off conversation
Abstract colored timeline