Value clarity diagnostic

Section 01

Company Profile

Tell us about your business so we can calibrate benchmarks correctly.

How long have you been in business?

This calibrates the reliability of your trend data.

How many full-time employees do you have?

Include yourself. Exclude contractors unless full-time equivalent.

Do you pay yourself a salary from the business?

Owner compensation is often excluded from expenses — distorting true margins.

Yes No

What is your primary business model?

This determines how we calculate LTV and structure your forecast.

Subscription / RetainerTransactional / One-timeProject-basedMixed

Section 02

Revenue

Raw revenue inputs. We calculate the metrics — you just provide the numbers.

What was your total revenue last month?

This becomes your MRR baseline for all calculations.

$

How much of last month's revenue came from clients acquired more than 90 days ago?

This separates recurring from new revenue quality.

$

What is the average amount a single client pays you per month?

Used to calculate ARPC, LTV, and validate your MRR figure.

$

What were your highest and lowest revenue months in the last 12 months?

Used to calculate seasonality index and forecast variance bands.

Highest month

$

Lowest month

$

What percentage of your monthly revenue is reversed through refunds, chargebacks, or disputes?

%

Section 03

Costs

Three distinct cost buckets — each unlocks different margin calculations.

What do you spend per month on sales and marketing?

Ads, commissions, events, tools, agency fees.

$

What does it cost to deliver your product or service to one client per month?

Direct delivery costs only — labor, materials, software, fulfillment per client.

$

What are your total monthly overhead expenses, excluding sales, marketing, and delivery costs?

Rent, utilities, software, admin salaries, insurance — fixed operating costs.

$

Section 04

Client Base

These numbers form the denominator for almost every rate-based metric.

How many total active clients do you have right now?

Active = paid or engaged in the last 90 days.

How many new clients did you acquire last month?

How many total clients did you have exactly 12 months ago?

What percentage of your revenue comes from your top 3 clients?

Revenue concentration risk — one departure could be catastrophic above 50%.

%

Compared to when you first acquired them, how much are your existing clients spending now?

This reveals Net Revenue Retention.

More than when acquiredAbout the sameLess than when acquired

Section 05

Retention

The most diagnostic section. Retention is the single biggest driver of long-term business value.

How many clients cancelled or stopped purchasing in the last 30 days?

On average, how many months does a client stay with you before leaving?

months

Do you have a formal process for renewing, upselling, or re-engaging clients?

Yes — documented and activeInformally — nothing structuredNo — we don't have one

What are the top reasons clients leave?

Section 06

Pipeline

The only forward-looking section. Turns your diagnostic into a 12-month forecast.

How many prospects are you currently in active conversations with?

What percentage of your prospects typically convert to paying clients?

%

How long does it typically take from first contact to a prospect becoming a paying client?

Where should we send your report?

Your personalized diagnostic will be ready in seconds.