Deep strategic reset with full performance analysis. Identify system-level bottlenecks, validate strategy, and set the next roadmap.
Quarterly business reviews are your strategic reset. Monthly reviews handle tactics; quarterly reviews challenge the strategy itself. Is our ICP still right? Has our growth motion shifted? What's the biggest constraint blocking 10x growth? This session reviews the full quarter's performance across all four engines, identifies the system-level bottleneck, validates strategic assumptions, and sets the roadmap for the next 90 days. It's where tactics become strategy.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.
Monthly growth planning translates quarterly strategy into monthly tactics. Set the top 5 priorities for the month, assign owners, and ensure everyone knows what ships when.
Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.
See playbookSet ambitious goals and measurable outcomes that cascade through your organisation, creating alignment and accountability for strategic priorities.
Choose one metric that best predicts long-term success to align your entire team on what matters and avoid conflicting priorities that dilute focus.
Track predictable yearly revenue from subscriptions to measure business scale and growth trajectory in B2B SaaS and recurring revenue models.
Track revenue growth from existing customers through expansion and contraction to prove your product delivers increasing value over time.
Track predictable monthly subscription revenue to monitor short-term growth trends and make faster decisions than waiting for annual revenue reports.
Calculate the total cost of winning a new customer to evaluate marketing efficiency and ensure sustainable unit economics across all channels.
Calculate the total revenue a customer relationship generates over its entire duration to guide acquisition spending and retention priorities.
Group customers by acquisition period to compare behaviour patterns and identify which acquisition channels and time periods produce the best long-term value.
Analyse profit per customer to determine if your business model works at scale before investing heavily in growth and customer acquisition.
