Capital Efficiency Report

Start your diagnostic

A rigorous, board-grade diagnostic of what a customer costs you to win, what they are worth, and whether your marketing is building capital or burning it. This is a paid piece of work, and a substantial one. You complete every input at no charge and see a headline finding; payment then unlocks the full report and your reviewed read with a consultant.

Important — please read

What to know, and prepare, before you begin

This is a substantive diagnostic, not a quick calculator. A few minutes reading this now will make the intake far smoother, and the finding far more accurate.

01

Every figure matters

The diagnostic is only as good as its inputs, so all fields are needed. Where a number is an estimate, note your assumption as you go, you will have a place to record it.

02

Work to one reporting period

Choose a single period, a full financial year works best, and make sure every figure sits inside it: spend, revenue, and customer counts alike. Mixing periods is the most common cause of a misleading result.

03

It saves as you go

Nothing is lost between sittings. You will get a private return link by email so you can step away and pick up exactly where you left off, as many times as you need.

04

Bring in colleagues

The data spans functions. Finance, marketing and sales can each complete their own section, so you are never chasing figures you do not hold yourself.

05

Reviewed personally before it is finalised

When the inputs are complete you see a headline finding. After that, your full report is reviewed by a consultant, checked against your assumptions and your context, before it is delivered. This is a considered document, not an automated printout.

We use your email only to save your progress and send your return link. Nothing is charged until you have completed the inputs and seen your headline finding.