Executive diagnosis
The primary constraint, contributing causes, evidence, counter-evidence, and confidence level.
Onboarding Performance Diagnostic
Find the constraint before you fund the fix.
A fixed three-week engagement for growing B2B SaaS companies that need an evidence-based answer before they hire, rebuild, or automate.
What you receive
A decision-ready diagnosis.
Operating assessment
A seven-dimension view across value and TTV, readiness, handoffs, delivery, consistency, measurement, and capacity.
90-day action plan
Prioritized recommendations, sequencing, owners, success measures, and what should deliberately wait.
Three weeks
Frame. Gather. Analyze. Decide.
Week 1 — Frame & gather
Align on the decision, collect process artifacts and data, and interview the people closest to the work.
Week 2 — Analyze & test
Study TTV, variance, readiness, handoffs, dependencies, and capacity. Test competing explanations.
Week 3 — Synthesize & plan
Deliver the diagnosis, maturity profile, recommendations, and an executive readout with a 90-day plan.
Strong fit
Enough repetition to see a pattern. Enough urgency to act.
- Series A through growth-stage B2B SaaS
- CS still owns onboarding or the function is newly specialized
- Launches are slow, unpredictable, or increasingly custom
- An executive sponsor can act on the findings within 90 days
- The team can provide reasonable access to people, artifacts, and data
Not designed for: fractional leadership, staff augmentation, implementation without diagnosis, or founder-led motions too new to contain repeatable evidence.
Investment
Let’s discuss scope and investment live.
If the diagnostic appears to be the right fit, I’ll walk you through the engagement scope, investment, timing, and payment structure during our conversation.
You will have the full commercial picture—and space to ask questions—before deciding whether to proceed.
A useful next step
Is this the right problem to diagnose now?
A 30-minute working conversation will help us determine whether the Onboarding Performance Diagnostic is the right next step.