The Five Diagnostic Lenses
Revenue Quality
Are the right revenue streams doing the work?
You ask:
- Where is revenue coming from? Which offers/clients generate the most?
- Is it consistent or random? Are there patterns or spikes?
We Identify:
Strong vs. weak revenue streams, and which to double down on vs. deprioritize
Profit Structure
Is the business actually profitable — not just busy?
You ask:
- What does it cost to deliver each service or product?
- What’s the actual margin after direct costs and overhead?
We Identify:
Whether the business model generates real profit — or just activity
Cash Flow Timing
Why does the founder feel broke even when revenue looks okay?
You ask:
When does money come in? What’s the payment cycle?
When does money go out? What are the timing gaps?
We Identify:
The specific cash timing gap causing financial stress — and how to close it
Cost Behavior
Where is money leaking?
You ask:
- What are the biggest expense categories? Are they fixed or variable?
- Which costs scale with revenue, and which are dead weight?
We Identify:
Cost structure problems: where money is leaking, where cuts are possible
Decision Alignment
Are financial decisions aligned with the goal?
You ask:
What is the founder trying to grow or achieve in the next 6–12 months?
Are current spending decisions actually moving toward that goal?
We Identify:
Strategic misalignment: where money is going vs. where it should go
CLIENT DELIVERABLE
What You Receive
1. A CLEAR DIAGNOSIS: Here’s what’s actually happening in your business financially.
2. 3–5 KEY PROBLEMS (specific): e.g., pricing misalignment
3. A DECISION PLAN: Here’s what to change immediately. A prioritized action list.Â
4. PRIORITIES: Do THIS first. The single most important action that creates the most improvement.