Every constraint we diagnose — and what to actually do about it.
The diagnosis tells you what. This page tells you how: the strategy to set, the tactics to run in the next 30 days, and the assets you'll need to ship.
Show tactics for:
Tactics are mapped to the closest benchmark family (agency) so every business model — service, retail, e-commerce, SaaS, healthcare, education, manufacturing — gets a relevant playbook.
Offer / Methodology
Thin LTV:CAC
ltvcac_thin
You're acquiring profitably, but each customer doesn't generate enough margin over their lifetime to fund the next two.
Tactics (next 30 days)
Reprice the next 5 proposals as a retainer + project hybrid (75/25 split).
Add a paid discovery sprint that recovers 60% of CAC up front.
Send a results case study to every active account this quarter to seed expansion.
Assets to create
Retainer + project hybrid proposal template.
Paid discovery scope-of-work doc.
Account expansion email sequence keyed to the 90-day milestone.
Offer / Methodology
Acquiring at a loss
ltvcac_loss
Every new customer costs more than they ever return. Growth here destroys cash.
Generic playbook applies for this constraint in Agency. Run your assessment for a fully tailored fix.
Operating
Long CAC payback
payback
It takes too many months to earn back what you spent to acquire. Scaling chokes cashflow.
Generic playbook applies for this constraint in Agency. Run your assessment for a fully tailored fix.
Client Experience
High churn / repeat-purchase gap
churn
Customers leave (or don't come back) faster than your LTV math assumed.
Tactics (next 30 days)
Send a one-page monthly outcomes report tied to the buyer's KPI.
Run a QBR with the economic buyer (not just the day-to-day contact).
Replace ad-hoc requests with a 30-day roadmap reviewed jointly.
Assets to create
Outcomes report template (one chart, one win, one ask).
QBR deck with retention-focused talking points.
Joint roadmap board in Notion or Asana.
Demand
Low call → close
close
You're getting at-bats but not converting. Usually pricing, qualification, or proof.
Generic playbook applies for this constraint in Agency. Run your assessment for a fully tailored fix.
Demand
Lead volume shortfall
lead
Not enough qualified leads in the top of the funnel to hit growth goals.
Tactics (next 30 days)
Rewrite the homepage hero around one vertical and one outcome.
Publish 3 specific case studies (industry + result + timeline) and link from every CTA.
Test a free audit / teardown lead magnet on your top traffic page.
Assets to create
Vertical-specific landing page.
Case study template with industry, scope, result, timeline.
Audit/teardown lead magnet + delivery SOP.
Operating
Compressed gross margin
margin
Cost of delivery is eating the room you need for sales, R&D, and profit.
Generic playbook applies for this constraint in Agency. Run your assessment for a fully tailored fix.
Offer / Methodology
Low recurring revenue mix
recurring_mix
Too much of revenue restarts at zero each month. You're rebuilding the business every 30 days.
Tactics (next 30 days)
Convert your top 3 happiest project clients into 6-month retainers this month.
Add a monthly 'optimisation' tier as the default offboarding from any project.
Repackage your most-repeated deliverable as a fixed monthly SKU.