The actual deliverable — see before you buy

This is what $4,500 buys.

An illustrative slice of a real diagnostic format — executive summary, scored findings, dollar-quantified impact, and the 90-day roadmap. Delivered as a structured Notion workspace in 4 days.

Executive Summary · NestFlow (illustrative)

SaaS at $112K MRR — strong product, leaking revenue at three seams

48

Overall health 48/100 — "Mixed." The product is loved (NPS 41) but pricing, activation, and a single concentration risk are quietly costing ~$1.9M/yr in recoverable revenue.

Top findings (3 of 25 shown)

P0Pricing leaves 18–28% on the table.

Single flat plan, no annual option, no usage tier. Best-fit accounts are capped at the same price as low-usage ones.

≈ $640K/yr recoverable · Confidence: High — from your MRR + plan data

First fix: introduce an annual plan (12% discount) + a usage tier above the flat plan. Connected to → Framework 21 (Pricing Psychology).

P0Activation cliff: 54% of signups never reach first value.

Time-to-first-value is 4+ steps with no guided path; most drop at the integration step.

≈ $820K/yr recoverable · Confidence: Medium — inferred from signup→paid ratio

First fix: a 3-step guided onboarding to the "aha" action + a one-click sample integration. Connected to → Framework 13 (Retention).

P134% of ARR sits in one account.

A single customer is >1/3 of revenue — a churn there halves the runway.

≈ $430K/yr at risk · Confidence: High — from your largest-customer figure

First fix: a named-account expansion plan + a concentration-risk dashboard. Connected to → Framework 16 (Financial Health).

F06 Pricing & Monetization — score 4/10 …
F08 GTM & Marketing Funnel — score 5/10 …
F11 Data & Analytics — score 6/10 …
+ 22 more frameworks in this exact format

90-Day Roadmap (excerpt)

Days 1–30 · Quick wins
  • Ship annual plan
  • Guided onboarding v1
  • Concentration dashboard
Days 31–60 · Structural
  • Usage tier launch
  • Activation A/B tests
  • Expansion playbook
Days 61–90 · Scale
  • Pricing rollout to base
  • Lifecycle messaging
  • Renewal automation

Note: NestFlow is an illustrative composite — not a paid client. It shows the exact format, scoring, and dollar-quantification you receive. Real, consented case studies replace this as founding clients complete.

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