Services & Product offerings
KPI PACK (BOARD-READY)
MODEL SPRINT (SaaS + DTC)
KPI PACK (BOARD-READY)
Your monthly, one-click board pack that turns Shopify/Stripe/GA4/QBO data into a clean narrative leaders can act on. You get the exact pages execs ask for—already formatted, already explained.
INSIGHTS + ADD-ON
MODEL SPRINT (SaaS + DTC)
KPI PACK (BOARD-READY)
An insight layer on top of the KPI Pack that sets spend guardrails, unblocks cash, and stress-tests forecasts—so growth and finance operate on the same playbook.
MODEL SPRINT (SaaS + DTC)
MODEL SPRINT (SaaS + DTC)
MODEL SPRINT (SaaS + DTC)
A fast build of your cohort-native model and the one-click deck workflow. You own the templates; we wire them to your stack and hand you the keys.
KPI PACK (BOARD-READY)
What's Inside (Every Month)
Executive Summary with auto-narration: “What moved / Why / What now.”
Plan vs Actuals with target lines (Revenue, GM%, CAC, etc.).
Cash Bridge: EBITDA → Working Capital → Capex → Debt (what actually changed cash).
Cohorts:
- DTC repeat curve (30/60/90, AOV, reorder cadence)
- SaaS cohorts (logo/gross/net churn, NRR/GRR, expansion)
Onboarding Validator (✅/❌ access checks and data freshness).
One-click export: board one-pager + detailed appendix PDF.
Perfect For
Shopify brands ($2M–$50M GMV) or SaaS companies ($1M–$30M ARR) with lean teams.
Founders/FP&A/Marketing leaders who want signal—not another dashboard.
Why You Need It
You’re spending time making numbers instead of using them.
Leadership meetings drift into number disputes instead of decisions.
You want a repeatable pack that ships on time—every time—without adding headcount.
Outcomes
Meetings shift from “what happened?” to “what do we do now?”
Reporting time drops 70–90%.
Everyone agrees on one source of truth.
Set up & Cadence
Light lift (we map your sources). First pack in days, then one-click monthly.
Optional monthly 30-min readout to align actions.
INSIGHTS + ADD-ON
What's Inside (Every Month)
Channel payback guardrails: caps & guidance by channel/campaign based on CAC/LTV.
CCC unlocks + 90-day cash plan: how to shorten the cash cycle now.
LTV sensitivity & forecast bias tests: best/base/worst, automatic deltas vs plan.
Cohort drill-downs:
- DTC by SKU/geo/campaign/offer
- SaaS by segment/plan/onboarding cohort
Deltas vs Plan call-outs on charts (Revenue, GM%, CAC, NRR).
Perfect For
Teams scaling paid efficiently, protecting runway, and aligning board budgets to reality.
Why You Need It
Paid budgets creep without a clear payback target.
Forecasts look fine until reality hits—then the plan unravels.
Cash gets tight because CCC drivers aren’t visible.
Outcomes
Spending rules everyone follows, with exact “go/hold” thresholds.
Faster budget corrections; fewer gotchas at month-end.
Clear line of sight from ops changes → cash impact.
MODEL SPRINT (Saas + DTC)
What's Inside (Every Month)
Cohort model with CAC/LTV/payback for both DTC & SaaS.
Named ranges + KPI macros that generate the monthly deck automatically.
Looker Studio schema + GA4 event checklist for a 10-minute report build.
Demo mode + sample data so you can align internally before go-live.
Perfect For
Teams that want a clean foundation once, then light maintenance forever.
Why You Need It
You’re rebuilding the same model each quarter—still not cohort-true.
Finance and Growth don’t agree on CAC/LTV/payback definitions.
You want a durable system, not a consultant to update slides.
Outcomes
Shared definitions = fewer debates, faster decisions.
A model that scales with channels, products, and pricing changes.
First pack ships fast; updates take minutes.