Performance diagnostic

Every dashboard tells a different story, every metric points in a different direction. What if the frustration you're experiencing isn't a data problem but a pattern recognition problem?

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

Engagement, conversion, churn, CAC, LTV, revenue, support tickets, team utilization...the list goes on.

Red ball on calm sea, light beam in distance

More data isn't giving you more clarity—it's creating more confusion.

Why do a performance diagnostic?

determine
we are a good fit.

You're too close to see that most of what you're measuring is noise. The frustration you're experiencing is not often a data problem, it signals pattern blindness. With three things typically becoming visible:

STOP CHASING WHAT DOESN'T MATTER

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

SEE WHERE YOU ACTUALLY STAND

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

RECOGNIZE YOUR NEXT RIGHT MOVE

With pattern clarity comes decision confidence—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 receive a simplified 3-5 metric dashboard that cuts through the noise. No more drowning in reports—just executive-level clarity on what actually drives your growth.

1. Pattern Discovery

Through deep discussion about what you're seeing (and not seeing) in your current situation, patterns begin to emerge. We'll examine your metrics alongside industry patterns to see what's actually predictive vs. what's just noise.

2. Clarity Breakthrough

You'll discover which 3-5 metrics actually predict your success for your specific situation. These aren't metrics I choose for you—they're the patterns that emerge from collaborative analysis.

3. A Personal Dashboard

You'll receive a customized dashboard focused only on what matters, plus an estimated timeline for improvement with early indicators that signal you’re moving in the right direction and moments when to reassess and adapt.

the assessment

Upon submission of financial materials—

Our diagnostic analyzes 16 key areas across profitability, operations, and customer success specifically relevant to EdTech, developed from working with companies at various scaling stages.

Each recommendation is based on your specific goals, growth stage, and market position. Not every metric will be relevant to your situation.

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: collaborative discussion on objectives and gathering of basic financials (P&L, balance sheet, cash flows, etc.).
Week 2-3: Performance diagnostic & benchmarking development
Week 4: Delivery
Abstract colored timeline