Name: 3dopenwebsite.com
Telephone: +359 889536699
Price range: €1649 - €4124

Diagnose SaaS business health across growth, retention, efficiency, and capital. Use when preparing a business review or prioritizing urgent fixes.

Purpose Diagnose overall SaaS business health by analyzing growth, retention, unit economics, and capital efficiency metrics together. Use this to identify problems early, prioritize actions by urgency, and deliver a comprehensive health scorecard for board meetings, quarterly reviews, or fundraising preparation. This is not a single metric check—it's a holistic diagnostic that connects revenue, retention, economics, and efficiency to reveal systemic issues and opportunities. Input Works best with: Whatever business metrics you have access to — growth rate, NRR/GRR, CAC payback, burn multiple, runway. Partial data is fine; the diagnostic flags what's missing. Also useful: The occasion (board meeting, quarterly review, fundraise prep) and what you already suspect is wrong. Anything supplied with the invocation itself — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it and skip whatever it covers; don't re ask. Arriving empty handed? That works too. The diagnostic opens by asking your company stage and which metric families you can pull. Example invocation: Run a health check: $8M ARR, 60% YoY growth, NRR 96%, CAC payback 21 months, 14 months runway — board meeting in 3 weeks. Key Concepts The Business Health Framework A SaaS business is healthy when four dimensions work together: 1. Growth & Retention — Are you growing and keeping customers? Revenue growth rate NRR (Net Revenue Retention) Churn rate Quick Ratio 2. Unit Economics — Is the business model profitable at the customer level? CAC (Customer Acquisition Cost) LTV (Lifetime Value) LTV:CAC ratio Payback period Gross margin 3. Capital Efficiency — Are you using cash efficiently? Burn rate Runway Rule of 40 Magic Number 4. Strategic Position — Are you positioned for sustainable success? Market positioning (below, at, above market pricing) Competitive moat (network effects, data, brand) Revenue concentration risk Operating leverage Stage Specific Benchmarks Early Stage (Pre $10M ARR): Focus: Product market fit, unit economics Growth: 50% YoY LTV:CAC: 3:1 Gross Margin: 70% Runway: 12 months Acceptable: Negative margins, high burn (if unit economics work) Growth Stage ($10M $50M ARR): Focus: Scaling efficiently Growth: 40% YoY NRR: 100% Rule of 40: 40 Magic Number: 0.75 Acceptable: Moderate burn if growth is strong Scale Stage ($50M+ ARR): Focus: Profitability, efficiency Growth: 25% YoY NRR: 110% Rule of 40: 40 Profit Margin: 10% Required: Positive or near positive cash flow Red Flag Categories Critical (Fix immediately): Runway <6 months LTV:CAC <1.5:1 Churn accelerating cohort over cohort NRR <90% Magic Number <0.3 High Priority (Fix within quarter): Rule of 40 <25 Payback 24 months Quick Ratio <2 Gross margin <60% Revenue concentration 50% in top 10 customers Medium Priority (Address within 6 months): NRR 90 100% (flat, not growing) Magic Number 0.3 0.5 Operating leverage negative Churn rate stable but high ( 5% monthly) Anti Patterns (What This Is NOT) Not a single metric: "Revenue is growing 50%, we're great!" (ignoring burn, churn, unit economics) Not stage agnostic: Early stage burn is acceptable; scale stage burn is a problem Not static: Health is directional—are metrics improving or degrading? Not just numbers: Context matters (competitive pressure, market changes, team capacity) When to Use This Framework Use this when: Preparing for board meetings or investor updates Quarterly business reviews (QBR) Fundraising preparation (know your numbers) Annual planning (identify improvement areas) You suspect problems but can't pinpoint them New PM/exec joining and needs health assessment Don't use this when: You're pre revenue (focus on product market fit first) You're in pure research mode (not enough data) You need tactical guidance (use specific skills: feature, channel, pricing) Facilitation Source of Truth Use [ workshop facilitation ](../workshop facilitation/SKILL.md) as the default interaction protocol for this skill. It defines: session heads up + entry mode (Guided, Context dump, Best guess) one question turns with plain language prompts progress labels (for example, Context Qx/8 and Scoring Qx/5) interruption handling and pause/resume behavior numbered recommendations at decision points quick select numbered response options for regular questions (include Other (specify) when useful) This file defines the domain specific assessment content. If there is a conflict, follow this file's domain logic. Application This interactive skill asks up to 4 adaptive questions , then delivers a comprehensive diagnostic with prioritized recommendations. Step 0: Gather Context Agent asks: "Let's diagnose your business health. I'll need metrics across four dimensions: growth, retention, unit economics, and capital efficiency. Company context: Stage: (Pre $10M ARR, $10M $50M ARR, $50M+ ARR) Business model: (PLG, sales led, hybrid) Target market: (SMB, mid market, enterprise, mixed) Why this matters: Benchmarks vary by stage. Early stage optimizes for growth; scale stage optimizes for efficiency. Please provide the following metrics. Use 'unknown' if you don't have a metric." Step 1: Growth & Retention Metrics Agent asks: " Growth & Retention: 1. Revenue: Current MRR or ARR: $ Revenue growth rate: % (MoM or YoY) 2. Retention: Monthly churn rate: % NRR (Net Revenue Retention): % Quick Ratio: (or I can calculate it) 3. Expansion: Expansion revenue as % of total MRR: % 4. Cohort trends: Are recent cohorts retaining better or worse than older cohorts? 1. Better (improving) 2. Same (stable) 3. Worse (degrading) 4. Unknown" Based on answers, agent evaluates: ✅ Healthy growth: Growth 40% YoY (growth stage) or 25% (scale stage) ✅ Healthy retention: NRR 100%, churn <5% monthly, Quick Ratio 2 🚨 Growth problems: Growth <20% YoY 🚨 Retention problems: NRR <100%, churn 5%, cohort degradation Step 2: Unit Economics Metrics Agent asks: " Unit Economics: 1. Acquisition: CAC (Customer Acquisition Cost): $ Blended or by channel? (If by channel, what's your best channel CAC?) 2. Value: LTV (Lifetime Value): $ LTV:CAC ratio: (or I can calculate it) Payback period: months (or I can calculate it) 3. Margins: Gross margin: % Contribution margin (if known): % 4. Trends: Is CAC increasing, stable, or decreasing over time? 1. Decreasing (improving efficiency) 2. Stable 3. Increasing (diminishing returns) 4. Unknown" Based on answers, agent evaluates: ✅ Healthy economics: LTV:CAC 3:1, payback <12 months, gross margin 70% ⚠️ Marginal economics: LTV:CAC 2 3:1, payback 12 18 months 🚨 Poor economics: LTV:CAC <2:1, payback 24 months, gross margin <60% Step 3: Capital Efficiency Metrics Agent asks: " Capital Efficiency: 1. Cash: Cash balance: $ Monthly net burn rate: $ Runway: months (or I can calculate it) 2. Efficiency ratios: Rule of 40: (Growth % + Profit Margin %) (or I can calculate it) Magic Number: (S&M efficiency) (or I can calculate it) 3. Operating expenses: S&M as % of revenue: % R&D as % of revenue: % Is OpEx growing faster than revenue? 1. No (positive operating leverage) 2. Yes (negative operating leverage) 3. Unknown 4. Profitability: Profit margin: % Path to profitability: (already profitable, 6 12 months, 12 24 months, 24 months, unknown)" Based on answers, agent evaluates: ✅ Healthy efficiency: Rule of 40 40, magic number 0.75, runway 12 months ⚠️ Acceptable efficiency: Rule of 40 25 40, magic number 0.5 0.75, runway 6 12 months 🚨 Poor efficiency: Rule of 40 <25, magic number <0.5, runway <6 months Step 4: Deliver Comprehensive Diagnostic Agent synthesizes all metrics and delivers: 1. Overall Health Score — Healthy / Moderate / Concerning / Critical 2. Dimension Scores — Growth, Retention, Economics, Efficiency 3. Red Flags — Critical, High Priority, Medium Priority 4. Prioritized Recommendations — Top 3 5 actions with expected impact 5. Stage Appropriate Benchmarks — How you compare to peers Diagnostic Pattern 1: Healthy Business When: Growth, retention, economics, and efficiency all meet stage appropriate benchmarks No critical red flags Improving trends Output: " ✅ Overall Health: Healthy Your business shows strong fundamentals across all dimensions. Health Scorecard Dimension Score Status Growth & Retention ✅ Healthy Growth % YoY, NRR %, Churn % Unit Economics ✅ Healthy LTV:CAC :1, Payback months Capital Efficiency ✅ Healthy Rule of 40: , Runway months Overall ✅ Healthy Strong position for scaling Key Strengths 1. [Specific strength 1] Metric: [e.g., NRR 120%] Why it matters: [Expanding within base without new logos] 2. [Specific strength 2] Metric: [e.g., LTV:CAC 5:1] Why it matters: [Sustainable unit economics support scaling] 3. [Specific strength 3] Metric: [e.g., Rule of 40 = 65] Why it matters: [Excellent balance of growth and efficiency] Opportunities for Optimization Even healthy businesses can improve. Here are your top opportunities: 1. [Opportunity 1] Current: [e.g., Magic Number 0.9] Opportunity: [Could scale S&M spend 2x and maintain efficiency] Impact: [+$ MRR/month] 2. [Opportunity 2] Current: [e.g., Expansion revenue 15% of total] Opportunity: [Build upsell paths, target 25% expansion revenue] Impact: [NRR 110% → 120%] 3. [Opportunity 3] Current: [e.g., CAC $500, stable] Opportunity: [Improve conversion, reduce CAC to $400] Impact: [Faster payback, better LTV:CAC] Recommended Actions (Next Quarter) Priority 1: Scale what's working [e.g., Double content marketing budget (best channel)] Expected impact: [+ customers/month, +$ MRR] Priority 2: Expand within base [e.g., Launch premium tier for 20% of customers] Expected impact: [NRR 110% → 115%] Priority 3: Improve efficiency [e.g., Optimize paid acquisition (reduce CAC 10%)] Expected impact: [Payback 8mo → 7mo] Monitor These Metrics Weekly: NRR (should stay %) Churn rate (should stay < %) Quick Ratio (should stay ) Monthly: Rule of 40 (should stay ) Magic Number (should stay ) LTV:CAC (should stay :1) Quarterly: Cohort retention trends Revenue concentration risk Operating leverage Benchmarks (Your Stage: [Growth/Scale]) Metric Your Performance Benchmark Status Growth Rate % 40% (growth) / 25% (scale) ✅ NRR % 100% ✅ LTV:CAC :1 3:1 ✅ Rule of 40 40 ✅ Gross Margin % 70% ✅ You're performing at or above benchmarks across the board." Diagnostic Pattern 2: Moderate Health (Fixable Issues) When: Most metrics acceptable, but 1 2 dimensions have problems Medium priority red flags Solvable with focus Output: " ⚠️ Overall Health: Moderate (Fixable Issues) Your business has good fundamentals but needs attention in [specific dimension]. Health Scorecard Dimension Score Status Growth & Retention [✅ / ⚠️ / 🚨] [Details] Unit Economics [✅ / ⚠️ / 🚨] [Details] Capital Efficiency [✅ / ⚠️ / 🚨] [Details] Overall ⚠️ Moderate [Primary issue area] needs attention Red Flags Identified High Priority 🚨 1. [Specific red flag] Metric: [e.g., NRR

business-health-diagnostic