The Growth Diagnostic Toolkit

Find the leak.
Fix the quarter.

A free diagnostic toolkit for founders and revenue leaders who want to see where revenue is leaking — before they pick up the phone. The live spreadsheet and 90-day playbook we built for owners who'd rather do the work themselves first.

Get the Toolkit · Free

Two files. Sent to your inbox the moment you sign up.

No spam. Unsubscribe any time. By signing up you'll receive the toolkit plus occasional notes from James on revenue, pipeline, and what's actually working.

If any of this sounds familiar

Most revenue leaks
aren't where you think.

Your pipeline number doesn't feel real

It looks fine on paper but you don't trust it. Some of those deals have been sitting for months. You're not sure which ones will actually close.

Every quarter is a scramble

You hit target some quarters and miss it others. There's no rhythm, no system. Just hustle, then hope, then panic, then repeat.

You know what's broken — sort of

You have hunches about where revenue is leaking but no clean diagnosis. You're guessing which fix to make first. The guess is expensive.

What's inside

Two tools.
Built to work together.

● Pipeline Dashboard Live

Pipeline coverage

2.4x

Weighted forecast

$284k

Stuck deals

% stuck

38%

● Warning 38% of pipeline value is stuck past target stage duration. This is a closing problem, not a prospecting one. Run a stuck deal review this week.

Tool 01

The Pipeline Health Check

An Excel diagnostic that reads your live pipeline and tells you in plain English where revenue is leaking. Not another generic CRM template — a working diagnostic with logic that fires on your actual data.

Enter your deals once. The model calculates coverage, weighted forecast, stuck deals, and stage health automatically.
Six live findings flagged Critical, Warning, or Healthy — written in plain English, not jargon.
50-row deal register with sample deals pre-loaded so you can see how it works before you start.
Owner and stage breakdowns so you know exactly where the problem sits.
Weekly review agenda built in. Use it to run a 30-minute pipeline meeting that ends with decisions.

Day 1 — Day 90

The 90-Day
Revenue
Turnaround
Playbook

21 chapters · 4 phases · 5 templates

28 pages

Tool 02

The 90-Day Revenue Turnaround Playbook

A 28-page PDF that compresses a 90-day Blueprint engagement into a book you can run yourself. Four phases, 21 chapters, five appendix templates. Designed to be read once and used for the whole quarter.

Phase 1 · Diagnose (Days 1–14). Revenue, pipeline, churn, pricing, and team audits. The honest look most owners skip.
Phase 2 · Stabilise (Days 15–30). Pipeline hygiene, kill the dead deals, tighten qualification, win-back campaigns, quick pricing wins.
Phase 3 · Build (Days 31–60). The weekly operating rhythm, KPIs that matter, accountability framework, sales process documentation.
Phase 4 · Scale (Days 61–90). Channels, partnerships, repeatable lead generation, your first BDM hire.
Five appendix templates ready to copy and use — weekly review agenda, qualification checklist, pricing framework, KPI dashboard, monthly board pack.

Inside the playbook

Four phases. One quarter.
Sequenced for a reason.

Phase 01

Diagnose

Days 1–14. You cannot fix what you cannot see. Two weeks of honest looking, no fixing yet.

Phase 02

Stabilise

Days 15–30. Stop the bleed before you try to grow. Where most of the value of 90 days lives.

Phase 03

Build

Days 31–60. Install the operating system. Routines, rhythms, documentation.

Phase 04

Scale

Days 61–90. Build levers. Channels, partnerships, headcount with intention.

Honesty check

Who this is —
and isn't — for.

Made for

Founders running a business between $500k and $20m in revenue
Revenue leaders who inherited a team and need to sort the pipeline
Owners who know their numbers should be better and want to fix it themselves
Leaders who want to do the work, not pay someone else to do it
Anyone willing to be honest about what's broken

Not for

Pre-revenue startups still finding product-market fit
Enterprise sales orgs with 50+ reps and a CRM admin team
Owners looking for a magic bullet or done-for-you service
Anyone expecting growth without doing the diagnostic work first
People who want theory. This is operational, not philosophical

The

[ Blueprint ]

Growth by Design

Christchurch · Aotearoa

The Blueprint is built for founders and revenue leaders who want clarity, not complexity.

This toolkit is the DIY version of where we start. It'll show you where revenue is leaking and give you a 90-day plan to fix it. Most owners who use it properly won't need anything else.

The work we do together is something different — embedded engagements, sitting beside you in the team meetings, doing the work alongside you when the stakes are high enough to want a second operator in the room. Different problem, different price.

Questions

The honest answers.

What do I actually get when I sign up?

Two files, delivered to your inbox right after you confirm your email. An Excel spreadsheet (Pipeline Health Check) and a PDF (90-Day Revenue Turnaround Playbook), packaged as a single download. No subscription, no login, no waiting. They're yours forever once you have them.

Why is it free?

Because the people who use it well are often the same people who, six months later, want a second operator in the room to help with the harder problems. That's what the work we do together is for. Most won't get there — and that's fine. Either way, you've got two tools that pay back the time it took to sign up.

Will the spreadsheet work in Google Sheets or Numbers?

It's built in Excel and uses standard formulas, so it imports into Google Sheets cleanly. Numbers users may see minor formatting differences but the diagnostic logic works. If you're a heavy Google Sheets user and want a native version, reply to the welcome email and we'll sort it.

How is this different from the free templates on the internet?

Most free templates are static — they look pretty but don't tell you anything. The Pipeline Health Check has a live diagnostic engine that reads your data and writes plain-English findings (Critical, Warning, Healthy) on six different leak indicators. It's the diagnostic logic, not the template, that does the work.

I'm a solo founder, not running a team. Will this still work?

Yes — most of the playbook is written with both founders and leaders in mind, with specific notes for solo operators. The appendix includes a "Monthly board pack for solo founders" template designed for people who don't have a board to report to.

How long does it take to actually use?

The spreadsheet takes about 30 minutes to set up the first time. The playbook is a 60-minute read and then 90 days of running the actual programme. Don't expect to read it in one sitting and have everything fixed. Expect to read it, run it, and come back to chapters as you need them.

What about the Growth Diagnostic and working together?

The Free Growth Diagnostic is a 30-minute conversation where we look at your business together. The work that follows is hands-on — embedded support on the deals and decisions that matter most. Most people who download this toolkit run it themselves and never need anything else. If you do want a second operator in the room, the door is open.

Find the leak.Fix the quarter.

Most revenue leaksaren't where you think.