IRIntake ReviewRevenue diagnostics · Methodology
Methodology

Twenty-five questions your revenue has to answer.

Every SaaS diagnostic runs the Revenue Integrity System: 25 frameworks in five families, each tied to a dollar outcome. The other eight industries run an 18-framework version built for their own economics.

25frameworks for SaaS
5families of five
18frameworks for the other 8 industries
What every framework produces

Four answers, the same way every time.

A scoreWhere you stand on the question, annotated against benchmarks for your stage.
A dollar figureThe revenue at stake each year, calculated from the numbers you give us.
A confidence levelEvidence-based from your data, or directional from benchmarks. Always labelled.
The first fixThe first move to make, sequenced against everything else in the report.
Frameworks 01–05

Pricing & Monetization

01

Pricing-model fit

Keep per-seat, move to usage, or hybrid — and what does that do to revenue + the next raise?

02

Monetization / WTP gap

How underpriced are you vs the value you deliver, and which packaging move closes the gap?

03

Gross-margin integrity

Are gross margins SaaS-grade (75-80%+) or quietly eroding under inference / hosting costs?

04

Discounting discipline

Is discounting a written policy or a panic reflex — and what margin does each point given away cost?

05

Multi-year contract mix

What share of ARR is locked multi-year — and what would +10 points do to retention stability and valuation?

Frameworks 06–10

Retention & Expansion

06

NRR & expansion

Where exactly is NRR leaking — downsell, churn, or flat expansion — and what is the dollar repair?

07

GRR / logo churn

What is gross retention before expansion masks it — and which segment is quietly bleeding logos?

08

Cohort gross retention

Do this year's cohorts retain better or worse than last year's — and exactly where does the decay start?

09

Expansion playbook

Is expansion a designed motion with triggers and owners — or an accident — and what NRR headroom is unworked?

10

Win-back rate

What share of churned logos return — and is there a timed, priced win-back motion at all?

Frameworks 11–15

Acquisition & Funnel

11

Acquisition CAC efficiency

What does a new dollar of ARR cost by channel — and which channel is quietly underwater?

12

CAC payback

How many months to recover CAC — inside or outside the 12-18 month bar your stage is judged on?

13

PLG funnel conversion

Where does the self-serve funnel leak — signup, activation, or upgrade — in real percentages?

14

Sales-led conversion

What converts from qualified pipeline to close, at what cycle length — and where do deals die?

15

Lead-source mix

How concentrated is pipeline by source — and what happens to growth if the top source halves?

Frameworks 16–20

Activation & Conversion

16

Time-to-value

How long from signup to first real value — and what does every extra day cost in conversion?

17

Activation rate

What share of signups reach the aha moment — and which step loses the most users?

18

Free-to-paid rate

What share of free users ever pay — is the free tier a funnel or a parking lot?

19

Self-serve vs assisted

Which motion closes which segment most efficiently — and where is sales effort subsidising deals self-serve should close?

20

Customer-success ratio

How much ARR does each success owner defend vs benchmark — staffed to protect NRR or just to answer tickets?

Frameworks 21–25

Capital Efficiency & Moat

21

Rule of 40

Growth plus margin: where do you sit against the bar your next raise will be priced on?

22

Magic Number

How much new ARR does each sales-and-marketing dollar produce — efficient growth or bought revenue?

23

Burn multiple

How much cash burns per dollar of net-new ARR — and how fast does that close your funding window?

24

Capital efficiency

How much ARR per dollar raised versus peers — does your cap table read efficient or expensive?

25

AI-defensibility moat

Could one person + AI rebuild this in a weekend? The board / acquirer DD question.

Run all 25 on your own numbers.

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