Engagement
Executive Metric Briefing
A half-day session that prepares founders and boards to read subscription revenue and churn without debating definitions in the room.
Who it is for
Leadership teams preparing for fundraising, board meetings, or a new finance hire.
What you leave with
A shared vocabulary for MRR, churn, and retention, plus a one-page board glossary.
Included
- Pre-read of your current charts
- Facilitated briefing with Q&A
- One-page glossary customized to your plans
- Follow-up email with recommended next engagements
Not included
- Dashboard construction
- Investor introduction services
Process
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Pre-read
We review your existing packs and note conflicting definitions.
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Brief
Live walkthrough with concrete examples from your numbers.
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Glossary
Leave with a one-pager your board can keep.
Preparation & constraints
Prepare: Latest board pack or internal revenue slides, even if imperfect.
Constraints: Best with 3–8 attendees so discussion stays practical.
Next step: Propose two dates that work for your leadership calendar.
Request a scoping call