Revenue Diagnostic

See what your retention is really worth.

A fixed-scope diagnostic that puts a number on it: the gross and net revenue retention at risk in your installed base today, the expansion upside you're leaving on the table, and the sequenced plan to capture both. Built to be read in a board meeting — not just a CS stand-up.

diagnostic · revenue exposuresample
$1.9M

annual revenue exposed after the sale — 47% of the book

At risk · GRRUpside · NRRProtected
Expansion upside+$880K
Read-outboard-ready
Why now

Retention risk is invisible until the renewal — and by then it's already a write-off. The diagnostic surfaces it while you can still act, in the terms your board already tracks: dollars, GRR and NRR.

What you get · a diagnosis and a plan01 — 04
01

Revenue at risk, quantified

The gross and net revenue retention exposure sitting in your installed base today — in dollars, not adjectives.

02

Your durable-growth upside

The expansion revenue your existing base can yield with no new customer-acquisition cost — the cheapest growth on your P&L.

03

The efficiency gap

What it costs to re-acquire the revenue you're losing versus retaining it — CAC payback measured against retention, not just new logos.

04

A board-ready roadmap

The sequenced plan to close the gap — what to do first, who owns it, and the retention and expansion metrics your board will track against it.

How it works · a few focused weeks01 — 03
01

Kickoff & data

We align on your goals and pull the usage, health and lifecycle signals.

02

Diagnose

Interviews and review across the four levers to find where value leaks.

03

Readout & roadmap

A working session on the findings — quantified, with a prioritized plan.

It's a fixed-scope engagement — and if you go on to a full engagement, the assessment fee is credited toward it.

Who owns the number

This is a revenue problem, not a CS one.

For the CFO

The cheapest growth on the P&L.

Retention and expansion carry almost no re-acquisition cost — and NRR sets the multiple your revenue is valued at. See the dollars at risk before you spend to protect them.

GRR · NRR · CAC payback

For the CRO

Next quarter's number is in the base you already own.

Expansion and retention compound the quota without paying to acquire the same revenue twice. Stop leaking the revenue sales already closed.

Net revenue retention · expansion

For the CCO

Turn retention into a revenue function.

You own GRR and every renewal. This makes the state of each account provable and the plays to protect it tracked — a customer org that defends the number, with the evidence to show it.

GRR · logo & net retention

For the CEO

Durable growth the board pays a premium for.

NRR above 100% compounds without new logos — the growth story that moves enterprise value, not just this quarter's bookings.

Valuation multiple · durable growth

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