Canvass assessment. The fastest way to get to truth.

In 2–4 weeks we baseline retention and unit economics, identify the highest-value leaks, and deliver an executable fix plan. You leave knowing what's actually happening and what to fix first.

Most programs try random changes. They tighten scripts, change vendors, add training, and hope for improvement. Diagnostics force a better sequence: measure, prioritize, execute. That's how you stabilize fast. A canvass assessment gives you the baseline that makes the sequence possible.

Who it's for

You have volume but net revenue is weak.
Retention is flat or falling.
Leadership doesn't trust the reporting.
Vendor performance is hard to verify.
Payment failure feels like a constant tax.

        What we analyze
        Cohort retention by model, team, and vendor.
Early churn in the first 30–90 days.
Payment declines and recovery rates.
QA process and coaching cadence.
Expectation setting and verification steps.
Vendor incentives and contract alignment.
Reporting definitions and dashboard requirements.

    

What you get

A baseline scorecard that defines what is true.
A prioritized fix plan with owners and timelines.
Draft standards and QA rubric if missing.
A measurement plan for retention, payment health, and LTV.

Timeline: 2–4 weeks, depending on data access and complexity.

Why sequence matters

Most programs try random changes because they don't know which lever matters most. The assessment forces a sequence: measure, prioritize, execute. That's how you stabilize fast without burning out the team on changes that don't move the metric you care about.

Frequently Asked Questions

Do you need perfect data?

No. We can work with messy inputs, but we will also define what needs to improve.

Do you evaluate in-house and vendor programs?

Yes. The diagnostic applies to both.

Do you give a plan or do you implement?

Both. This engagement ends with a plan. Implementation is optional via other services.

Start here

If you want face-to-face fundraising that compounds, start with a diagnostic. We'll baseline retention and unit economics, identify the leaks, and give you a plan with owners.

Book a Diagnostic Assessment Service