Sample report

Your revenue, diagnosed to the dollar.

Not a list of leaks: the complete diagnosis. Every issue across the Revenue Integrity System, each priced in dollars, with the 90-day plan to recover it. Delivered in writing, as a PDF and a private Notion workspace.

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Intake Review · Revenue diagnosticIllustrative composite

48OF 100

Executive Summary · NestFlow (illustrative)

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

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

Pricing leaves 18-28% on the table.

≈ $640K/yr recoverable

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

First fix: introduce an annual plan (12% discount) + a usage tier above the flat plan.

Confidence: High, from your MRR + plan data

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

≈ $820K/yr recoverable

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

First fix: a 3-step guided onboarding to the "aha" action + a one-click sample integration.

Confidence: Medium, inferred from signup→paid ratio

34% of ARR sits in one account.

≈ $430K/yr at risk

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

First fix: a named-account expansion plan + a concentration-risk dashboard.

Confidence: High, from your largest-customer figure

Pricing & Monetization: score 4/10 …
GTM & Marketing Funnel: score 5/10 …
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 early clients complete. A PDF sample is also available.

What's inside

Ten sections, in every full diagnostic.

Every section ships in your PDF and Notion workspace. They are included from Essentials upward, from $900 one-time; Starter is a shorter first read.

01
Personalised CoverAddressed to you, built around your actual MRR, team size, and stage, not a generic template.
02
Cost-of-Inaction ProjectionSee exactly how much revenue you lose every month you delay, calculated from your own metrics.
03
Stage-Aware Priority StackPriorities ordered by your fundraise status, team size, and the #1 challenge you named in the intake.
04
"Ship This Week" Card3 concrete actions, each under 4 hours: no multi-week projects, no committee needed.
05
Data-Coverage BadgeEvery finding is flagged: evidence-based (from your data) or directional (inferred from benchmarks). You always know which is which.
06
Benchmark AnnotationsEvery key finding is annotated against real SaaS benchmarks, so you know if you're ahead, median, or trailing.
07
Board-Shareable BriefingA board-ready executive briefing you can send directly: no reformatting, no editing required.
08
Sequencing NarrativeWe explain why we order fixes the way we do, so you understand the dependencies, not just the list.
09
Next-step verdictA plain verdict: can your team self-implement the roadmap as written?
10
30-Day Self-Audit ChecklistA personalised 30-day scorecard: check off fixes as they land and measure your own momentum.

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