How This Works

An honest breakdown of what this diagnostic can (and can't) tell you about your growth.

This Tool Is For You If...

  • You're a B2B tech founder or growth leader ($1-10M revenue)
    SaaS, agency, tech services, or tech-enabled business - growth has plateaued and you're not sure where the problem is
  • You know the rough numbers
    Revenue, customers, churn, and marketing spend - even estimates work
  • You want objective diagnosis, not validation
    You're willing to face uncomfortable truths about what's broken
  • You need to know WHERE to focus
    Is the problem acquisition? Retention? Unit economics? Scaling cost?

This Won't Help If...

  • You're pre-revenue or pre-launch
    The tool needs actual customer data to diagnose bottlenecks
  • You already know exactly what's broken
    If you know the problem and how to fix it, skip straight to execution
  • You want tactical playbooks
    This shows you WHERE the problem is, not HOW to fix it step-by-step
  • You just want validation
    The math doesn't lie - it might confirm things you don't want to hear

What This Diagnostic Tells You

  • Clarity on the gap
    "I'm not crazy - the numbers confirm I'm 15 customers/month short of my goal"
    Turns vague anxiety into a specific target you can measure against
  • Bottleneck prioritization
    "My problem is retention (5% monthly churn), not acquisition volume"
    Saves you from throwing money at the wrong thing
  • Reality check on scaling
    "Closing the gap would cost $50k/month - I can't afford that"
    OR "My CAC is $500, I just need to scale spend - that's doable"
  • Unit economics wake-up call
    "LTV:CAC is 0.8 - I'm losing money on every customer"
    Prevents you from scaling broken economics and losing more money
  • Permission to ask for help
    "This is more complex than I thought - I should talk to an expert"
    The tool shows you what you DON'T know

How the Diagnostic Calculates Your Results

The diagnostic delivers objective truth calculated from your own numbers. No industry benchmarks, no external assumptions beyond two basics:

Assumption #1: Gross Margin by Business Type

The tool uses 70% for SaaS and 40% for agencies/services, based on industry norms. Used to calculate LTV and payback period. If your actual margin differs significantly, results will be directionally accurate but not precise.

Assumption #2: Linear Growth Model

The tool assumes steady monthly customer additions vs. exponential hypergrowth. Simpler, more conservative, and more realistic for $1-10M companies.

Key Metrics Calculated:

Net New Customers/Month: New customers - Lost customers

Growth Rate: (Net new / Total customers) x 100

The Gap: Customers needed per month to hit 12-month revenue goal

CAC: Marketing spend / New customers acquired

LTV: (Revenue per customer x Avg lifetime x margin) - 70% for SaaS, 40% for services

Payback Period: Months to recover CAC from gross profit

Cost to Scale: Additional monthly spend needed to close the gap at current CAC

Frequently Asked Questions

Rough estimates work fine. The tool is designed for directional insights, not precise predictions. If you're within 20% on your inputs, the diagnosis will still be valuable. What matters is identifying the bottleneck, not getting decimal-point accuracy.

Not directly. The tool assumes revenue scales linearly with customer count. If you have significant expansion revenue (customers growing MRR over time), your actual trajectory may be better than the tool suggests. That said, the bottleneck diagnosis (acquisition vs retention) will still be directionally correct.

Use your "typical"month or an average. Seasonality will make month-to-month numbers swing, but the underlying unit economics (CAC, LTV, churn) and bottleneck diagnosis will still be valid. The tool helps you see the structural problem, not predict next month's revenue.

The diagnostic uses smart benchmarks, not generic ones.

The tool applies different thresholds based on your business type:

  • Software/SaaS: 3:1 LTV:CAC, <30% marketing spend, <5% monthly churn
  • Agencies/Services: 2:1 LTV:CAC, <40% marketing spend, <7% monthly churn

But it doesn't compare you to competitors or show league tables. The diagnostic shows what YOUR numbers require to hit YOUR goal, then flags if your current path is financially inefficient compared to what's achievable in your segment.

Example: If you're spending 40% of revenue on marketing, the tool will flag that as unsustainable - not because "the average is 25%", but because the math shows you'll burn cash even if you hit your goal.

This is about YOUR internal consistency + realistic benchmarks, not external comparison.

Yes. The tool adapts to your business model.

Software/SaaS businesses typically have:

  • 70-80% gross margins (low cost of goods)
  • Higher acceptable LTV:CAC ratios (3:1 or better)
  • Lower acceptable marketing spend (<30% of revenue)

Agencies/Services businesses typically have:

  • 35-50% gross margins (labor costs)
  • Lower but still healthy LTV:CAC ratios (2:1 is solid)
  • Higher acceptable marketing spend (<40% of revenue)

When you select your business type in Question 7, all calculations and benchmarks automatically adjust. This ensures you get accurate unit economics and realistic strategic advice for YOUR business model - not generic SaaS formulas applied to a services business (or vice versa).

All calculations happen in your browser. Unless you choose to generate a shareable link, your financial data never leaves your device.

If you do create a shareable link, the results (not the raw inputs) are stored so the link works for anyone you share it with. You can also download your results directly and skip the link entirely.

Basic usage analytics (like whether the tool was started or completed) are collected to improve the experience, but these never include your financial numbers.

That's actually the most valuable outcome - it prevents you from scaling a losing model. If LTV:CAC is under 1, you lose money on every customer. Scaling that just loses money faster. The diagnostic shows you this BEFORE you burn cash, not after. From there, you can work on improving retention (increasing LTV) or reducing CAC before scaling.

No - that's not the goal. This tool diagnoses WHERE your problem is. A growth expert helps you figure out HOW to fix it (improving retention, optimizing CAC, scaling channels, etc.). Think of this as an X-ray that shows the broken bone. You still need a doctor to set it.

You can download your results as a PDF to share with your team or advisors. If the diagnostic shows problems you need help fixing, you'll have the option to schedule a conversation to discuss execution. But there's zero pressure - the tool is useful on its own.

Ready to Find Your Bottleneck?

2 minutes. 7 questions. No BS.

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