The KPI Diagnostic
A focused engagement to explain how your business actually makes money, identify constraints, and install a KPI system so decisions become obvious.
Deliverables are designed for owners: explainable, decision-grade, and durable.
- KPI model: one page, end-to-end
- Simple dashboard: monitoring infrastructure
- Written narrative: “what’s happening and why”
When growth feels hard, the system is usually unclear.
Owners often experience stress signals (cash surprises, margin confusion, missed capacity, inconsistent delivery) without a model that explains cause and effect. The KPI Diagnostic builds that model and makes it operational.
Cash vs Profit
Clarify timing and drivers so cash stops surprising you.
Unit Economics
Understand contribution margin by service line, client type, or delivery unit.
Constraints
Identify the real limiter (sales, capacity, pricing, churn, operations).
What we do during the Diagnostic
- Build a KPI model tied to how money moves through your business
- Reconcile KPIs to financials so numbers are trustworthy
- Locate the constraint and quantify its impact
- Design a minimal KPI set for weekly decision-making
- Install a simple dashboard as monitoring infrastructure
- Deliver a written narrative with implications and next steps
We keep the system small. The goal is to make decisions obvious, not to impress with complexity.
Who this is for
- Owner-operators who want decision-grade visibility
- $500k–$5M service businesses with complexity creep
- Teams that need alignment on “what matters”
Not for
- Template-only KPI requests
- Organizations that won’t share basic financials
Convert clarity into leverage
Once the KPI system exists, options open up: ongoing KPI ownership, operational improvement, pricing and capacity redesign, and advisory support to move the needle on the constraint.
If you’re unsure whether you need a dashboard or the Diagnostic, apply and we’ll route you to the right path.
Apply / Ask