Section 01 of 13
The headline leak
Where you lose the most revenue, in dollars.
Your biggest leak, with the dollars attachedIllustrative
$212ka year in lost revenue, from trials that finish setup and never reach first value
Signs you need this
Do you need an onboarding audit?
If signups are healthy but revenue isn't following, yes. Other signs:
- Trial to paidTrial-to-paid has been flat for months, and no one can say where trial users drop off.
- Signup and setupYour weekly meeting keeps debating what “activated” means.
- Every stageAnalytics is installed, but the events are noise no one trusts.
- UpgradingHeavy free users never upgrade.
- RenewalCustomers cancel without warning, and you only find out in your billing.
- Your developersDevelopers spend hours on one-off queries that never turn into fixes.
What you get
What's in the 48-hour diagnostic?
A 13-section report on where revenue leaks between signup and renewal, the queries behind every number, a ready-to-build spec for the top fix, and a 30-minute readout with your team.
- 13report sections
- Everyquery behind the numbers
- 1ready-to-build spec
- 30 minreadout with your team
The 13 sections
Pick a section to see what it shows.Section 02 of 13
Your activation definition
The action that predicts who stays, tested against your own retention data.
Still paying at month 3, by what they did in week 1Illustrative
Section 03 of 13
Signup-to-activation funnel
Where users drop off, step by step.
Signup to activation, last 90 daysIllustrative
Section 04 of 13
Trial-to-paid diagnosis
Which drop-offs cost you paying customers.
Drop-offs ranked by paying customers lostIllustrative
No data imported41 a month
Skipped the invite step27 a month
Never opened the first report12 a month
Section 05 of 13
Plan mix and upgrades
Where upgrades stall, and where customers downgrade.
Plan moves, last 90 daysIllustrative
Section 06 of 13
Checkout and payment friction
Checkout barriers, failed payments and seat add-ons.
What stops the money arrivingIllustrative
Failed card payments, never retried6% of renewals
Adding a seat3 clicks deep
Annual plans at checkoutNot shown
Section 07 of 13
Dormant revenue
Power users over their plan limits who aren't paying for it.
Use you aren't billing forIllustrative
Accounts over their plan limit23
Extra seats in use, not billed118
Upgrade revenue if billed$41k a year
Section 08 of 13
Churn warning signs
Accounts likely to cancel in the next 30 days.
At risk in the next 30 daysIllustrative
Account A: logins down 60%Renews in 21 days
Account B: the admin leftRenews in 9 days
Account C: no reports in 30 daysRenews in 27 days
Section 09 of 13
Feature value
Which features keep customers and which ones they ignore.
Month-3 retention when used in week 1Illustrative
Section 10 of 13
Why customers buy
The jobs your product is hired to do, read from real usage.
The jobs, by share of paying accountsIllustrative
Section 11 of 13
Ten prioritized fixes
Ranked by revenue impact against effort.
Ten fixes, impact against effortIllustrative
Revenue impactEffort for your developers
Section 12 of 13Spec ready to build
The one fix
A ready-to-build spec for the highest-impact fix: screens, triggers, logic, and how you'll know it works. Plus the case for building it: what it's worth to you, and roughly how much of your developers' time it takes.
Fix specIllustrative
Screens
TriggerWorkspace still empty after day 1
LogicShow the starter template, then a guided first task
How you'll knowSetup to first value, week on week
Worth to you: $212k a yearDeveloper time: about 6 days
Section 13 of 13
Method and data notes
Sample sizes, thresholds and limits, so you know how far to trust each finding.
How far to trust each findingIllustrative
Accounts in the sample4,812
WindowLast 180 days
Smallest group we report200 accounts
Left outEvents before a tracking change
Also included
- The SQL or HogQL queries behind every finding, so your team can re-run them.
- A 30-minute readout call to walk your team through the findings.
How it runs
How does the diagnostic work?
A 20-minute call, then read-only access, then 48 hours.
- 20 minutes
Book a call
20 minutes with Jamie to check the diagnostic fits your product and data.
- Read-only
Give read-only access
The 48 hours start once we have everything below.
- 48 hours
We run the analysis
Your funnels, your retention cohorts, and product usage matched to your invoices and payments.
- 30-minute readout
Report and readout
The report arrives within two business days, followed by a 30-minute readout with your team.
- Your call
You decide
Build the top fix in-house from the spec, or have us build it in a sprint or the Overhaul with the credit below taken off.
Access on a Thursday? The report is yours by the end of Monday.
What we need from you
What access do you need?
Three things, all read-only:
No long intake calls and no complex contracts.
- 1. Product analyticsRead-onlyRead-only access or an API key for your analytics tool: PostHog, Amplitude, Mixpanel or another.PostHogAmplitudeMixpanelor another
- 2. BillingRead-onlyYour billing data: an export or read-only access from Stripe, Chargebee, Paddle or wherever it lives, plus a summary of your plans and their limits.StripeChargebeePaddleor an export
- 3. What you have todayAny funnel notes or activation definitions your team uses, even if they're disputed.
The credit
$500 comes off the fix
Book a sprint or the Overhaul within 60 days of the readout and $500 comes off the price. Once the founding price ends, the credit is $1,500. Book a sprint straight away and the diagnostic is included.
ExampleWithin 60 days
Onboarding Sprint$14.5k
Diagnostic credit-$500
You pay$14k
Questions
Can't we do this ourselves with AI?
AI can query your data once the terms are defined. It can't decide what an activated or at-risk account means for your business, and without that the answers are guesses. Defining it, from a scoping call and your retention data, is the first thing we do.
What if we don't use PostHog, Amplitude or Mixpanel?
We can work with almost any analytics setup. If you have none, we can still run the diagnostic: we work from your billing data and product, form hypotheses and tell you how to test them. We can also set up your analytics properly with our Analytics Setup service.
Is our data safe?
We only ask for read-only access, and we never need your source code. Your data stays in a secure AWS environment, and we're happy to sign an NDA or a data processing agreement. If you need HIPAA or similar compliance, tell us on the call; it's quoted separately.
What happens after the report?
You own the spec and can build the fix yourselves. If you'd rather we build it, book a sprint or the Overhaul within 60 days of the readout and $500 comes off the price ($1,500 once the founding price ends).
What does “48 hours” mean?
Two business days from the moment we have all three kinds of access. Access confirmed on a Thursday means the report arrives by the end of Monday.
Why does it cost $500 and not nothing?
The free review shows what a new user sees from the outside. The diagnostic reads your own analytics and billing data, so it can put a dollar figure on the leak. It's priced to be an easy yes, and the credit comes off any sprint or the Overhaul you book within 60 days of the readout.
Is this for us if we're sales-led?
Yes, if people sign up, trial or use the product before they pay or renew. The diagnostic reads product usage and billing, whichever way customers arrive.
What comes next
After the diagnostic
If you want us to build the fix, book one within 60 days of the readout and $500 comes off the price ($1,500 once the founding price ends).
Book a call
Tell us where users drop off. We'll tell you why.
Share a few details and Jamie will look at your signup and onboarding before you talk.
- Jamie looks at your product before the call
- 20 minutes on video
- Free, with no obligation to buy