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Financial Report

GROWTH CLARITY

Turn guesswork into growth.
Four weeks. One clear plan.

WHO IT'S FOR

This plan is for small and mid-sized businesses that:

  • Already completed the Clarity in 5 engagement and want deeper insight, or

  • Know they’re struggling with growth, retention, or cross-sell/upsell, but aren’t sure why.
     

If sales are slowing, customers are leaving, or marketing spend isn’t paying off, this plan gives you clear answers.

WHY IT MATTERS

You’ve spotted the symptoms—flat sales, fading engagement, churn.


This diagnostic reveals why they’re happening and how to fix them by showing:

  • Which customers drive your growth (and which don’t)

  • Where money is being wasted

  • Why customers leave—and how to stop it

HOW IT WORKS

  • Share Data: You provide recent sales, customer, and marketing performance data.

  • Analysis: We trace revenue drivers, attrition patterns, and channel ROI.

  • Recommendations: Findings are distilled into clear priorities: what to start, stop, and change.

WHAT YOU GET

  • A 30-minute executive briefing (10–12 slide deck)

  • Return-on-spend validation across channels

  • A customer cohort view showing who drives the most value

  • Your top 2–5 growth tests, ready to implement

  • A lightweight dashboard prototype for key metrics

  • Delivered within 4 weeks of receiving your data

Typical Consulting Reports

Bloated 50 page presentations.

 

Everyone gets the same cookie cutter approach.

 

Analysis without a clear path forward, leaving you to determine next steps on your own.

Tracking needs to be in standard formatting before analysis can begin.

Can take months to gather data, analyze, and return findings.

Goal is to sell more services.

vs.

Growth Clarity

Focused outline of the most important impacts to your business.

Custom insights tailored to your business. No two clients get the same actionable insights

You get guidance on why it happened, what it means, and what to do next.

Your data/numbers/reports can be as clear as mud and we will work with it.

Insights in weeks, not months. Fast enough to act before the information gets stale.

Goal is to give you a foundation you can use immediately, with the option to continue working together.

You’ll know exactly which levers to pull to drive measurable growth.

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