Performance diagnostic

You've been staring at the numbers for months and still can't tell if you're winning or losing. If you know which 3-5 metrics actually matter, you can stop watching the ones that don't.

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, and trust very little of it.

Why do a performance diagnostic?

determine
we are a good fit.

When you're tracking everything and trusting none of it, there's usually a reason:

What you've been measuring

You've been measuring and optimizing what investors and industry reports told you to. But you've never asked if it's telling you anything useful to your business.

What your numbers are actually saying

The 3-5 metrics that survive aren't just numbers. They're the clearest picture you've had of where you're actually headed.

What the real problem is

Often the metrics weren't the problem at all. They were pointing to a problem that was easier to ignore while the dashboard kept you busy.

Ball on abstract wavy lines

What to
expect

What’s the outcome?

A deep conversation, a fresh perspective, and a dashboard built from what survives.

1. What you'll see

We'll start with a conversation. Not about your data, about what you actually want to do with it. Which numbers do you make decisions from? What would you want to know 90 days before it happens? Most leaders haven't been asked that before.

2. What you won't see

You'll wait. We'll look at your numbers with fresh eyes. This might be the first time anyone outside the company has seen the full picture without an agenda.

3. What you'll have

You get a customized dashboard with 3-5 metrics instead of 30. What's often surprising isn't what survived. It's what the simplicity reveals.

the assessment

After our deep discussion—

The diagnostic covers 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