Welcome in.
Here is where to start.

This guide takes you through your first week. Follow it in order and by the end you will have a baseline, a short priority list, and a weekly rhythm. About an hour the first time. Twenty minutes a week after that.

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34 diagnostics · All four tiers · Operator Pro + Strategist Pro + Bonus Pro + Starter Pro
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20 diagnostics · 15 Operator Pro + 5 Starter Pro · Weekly operating rhythm
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Strategist Pro — Decision intelligence
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15 diagnostics · 10 Strategist Pro + 5 Starter Pro · Decision intelligence
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Contribution Margin · CAC Payback · Revenue Retention · Financial Clarity Check · Fast Founder Cap Table
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Your data never leaves your device. We store nothing.
Every number you enter is processed in your browser and discarded when you close the tab. Nothing is transmitted to our servers. Your numbers are yours, completely. Which means you keep your own record — the baseline table in step two is where that starts.
Week one — four steps
Establish your baseline. Find your priority. Start moving the numbers.
Do not try to fix everything at once. The goal of week one is clarity — knowing exactly where you are, and picking the three to five things that will matter most if you move them.
01
Have your numbers ready before you open anything

The diagnostics produce real results when you enter real numbers. Five minutes of preparation means every result reflects your actual business. Gather these before you start. Approximate where you do not know exactly — a rough number beats a blank.

Monthly revenueTotal, and split by product or service if you can
Variable costsDirect cost per sale — materials, fulfilment, commissions
Acquisition spendMonthly sales and marketing spend, new customers last month
Customer baseTotal active customers, average monthly revenue each
Cash positionBank balance, monthly outgoings, any loan repayments
ChurnCustomers or revenue lost in the last 30 days
Headcount and payrollNumber of employees, total monthly salary bill
Fixed costsRent, software, salaries — costs that do not move with revenue
02
Run every diagnostic you have access to. Record every result. Date it.

This is your baseline. Run everything — not just the diagnostics you think will be interesting. The ones you assume are fine sometimes produce the most surprising results. We store nothing, so keep your own record: copy the headings below into a spreadsheet or a note and fill it in as you go.

This is the number you beat. Your baseline is not a judgement on where you are. It is the starting line. Every week from now you measure against this date — that is how improvement becomes visible, and how you know when something is actually working rather than just feeling like it is.

Record for each diagnosticResult · Status (Healthy / Watch / Thin / Critical) · Date · One note on the next action
03
Find where to start. Let the results lead you.

Not every diagnostic produces a concerning result. One or two will. Those are your starting point — not the areas you assumed needed attention before you ran the numbers. The evidence decides, not the instinct.

Critical This number needs to move before anything else happens. Start here. Everything else waits.
Thin Working but fragile. Growth will strain it further. Address it once Critical items are moving.
Watch Acceptable but worth monitoring. Include it in your Friday check.
Healthy Note it, monitor it weekly, and spend your time elsewhere this week. It is working.
04
Pick three to five things to move. Write them down. Revisit every Friday.

No more than five. The businesses that improve fastest pick a small number of levers and move them deliberately, rather than trying to fix everything at once. Each item needs a specific target and a weekly action.

What a good priority looks like. Not "improve margins." Instead: "increase contribution margin from 34% to 42% by reviewing the three highest-cost product lines before next Friday." The diagnostic gives you the number. You decide the action. Write the action, not just the goal.

From week two onwards — your Friday rhythm
Five to ten minutes. Every Friday. That is the operating rhythm.

Open the two or three diagnostics tied to your priorities. Enter the current numbers. Compare to your baseline. Note what moved and what did not. By Monday you already know where to focus. Within a month you stop being surprised by your numbers. Within three months you start anticipating them.

How the diagnostics connect
The five free diagnostics feed everything else.
They are not just a free taster. They are the foundation most paid diagnostics build on. Run them first — they make every other result more useful.
Run first
Financial Clarity Check
Where you know your numbers, and where the blind spots are.
Informs
Financial Health Scorecard80/20 ChecklistScenario Planner
Run first
Contribution Margin
What is left from each sale after direct costs.
Unlocks
PricingBreak-EvenGross MarginProfit per CustomerHire ROIProduct Mix Optimiser
Run first
CAC Payback
Months to earn back what you spend winning a customer.
Unlocks
RunwayBurn RateCustomer ValueGrowth Rate
Run first
Revenue Retention
Whether revenue from existing customers grows or leaks.
Unlocks
ChurnExpansion RevenueGrowth RateCustomer Value
Run first
Fast Founder Cap Table
How much you own at each stage, and what it is worth.
Informs
Business ValuationAdvanced Cap TableScenario Planner
When to reach out
Some moments need a person, not a diagnostic.
If you cannot complete the inputs, do not guess your way through.
Some owners open the diagnostics and realise they do not have the numbers — never calculated their margin, never tracked their CAC, never looked at their runway. That is not a platform problem. It is a business problem, and it needs a human. Book a free Clarity Call first. Twenty minutes with a qualified professional who will tell you exactly what you need, where to find it, and what it means.
Book your free Clarity Call →
Seeing a result that concerns you?
A free Clarity Call turns a number into a plan.
The diagnostic tells you what the number is and what it means. If you want a qualified professional to look at it with you and tell you what to do next, book the call.
Book free Clarity Call →

Lost your credentials or not sure which access you purchased? We can help.

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