How is “Profit Lock” different from budgeting?

We lock your target profit first, then design spend and pricing around it—so growth doesn’t erase profit.

Yes. We model lumpy cash cycles and add a working-capital buffer so you’re never growth-strapped.

Sometimes. We use a SKU-level margin view and value framing; price moves are paired with an offer upgrade, not just a hike.

Sometimes. We use a SKU-level margin view and value framing; price moves are paired with an offer upgrade, not just a hike.

Sometimes. We use a SKU-level margin view and value framing; price moves are paired with an offer upgrade, not just a hike.

Targets: hold or lift margin, reduce OPEX 5–12%, and shorten decision time so growth doesn’t stall.

HERE’S WHAT YOU’LL GET

STEERABLE PLAN

  • Sales plan with weekly targets shows what must happen each week which means projects and hires are obvious.

  • Hiring plan tied to output
    maps headcount to the goal
    letting you add roles only when the numbers back it.

  • Pricing & packaging upgrades
    clearer tiers, bundles, and minimums leading to higher average order value.

  • Ad spend & channel limits
    fund only what earns back fast
    therefore you scale without waste.

  • 13-week cash + 12-month plan
    near view plus long view
    result: no end-of-month surprises.

WEEKLY DECISION HUDDLE

  • One-page dashboard pipeline and weekly targets only which means leaks are found and fixed early.

  • Weekly working call (30–45 min)
    founder + revenue lead + finance partner together which means decisions are made in the room.

  • Decision log with owners & dates
    what / who / by when captured live
    in turn momentum holds all week.

  • Spend & cost checks on big items
    quick approve + variance review
    making growth protect profit.

  • Forecast snapshot with scenarios
    best / base / worst at a glance
    giving you confidence to commit.

BOARD-READY

  • Clear story with charts what happened and what’s next which means alignment in minutes.

  • Forecast pack with simple switches
    flip best / base / worst instantly
    and it’s easy to say yes—or not yet.

  • Hiring & targets one-pager
    capacity, productivity, cost
    hence the ROI path is obvious.

  • Growth scorecard
    traffic, conversion, order value, churn result: green / amber / red at a glance.

  • Risk list with triggers
    when to brake or push
    leading to fewer surprises on the way up.

STEERABLE PLAN

Steerable Plan — 13-week cash + 12-month P&L/CF.

A REVENUE GROWTH

Scale with confidence

  • Weekly working session — so that you get faster yes/no on projects and hires.
  • Decision log & owners — so that work moves on schedule and stalls are visible.
  • Leadership pack — so that the founder isn’t the bottleneck and the team is aligned.
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  • On-Time Decisions
  • Weekly session + decision log — so that you get faster yes/no and momentum.
  • Owner & due-date tags — so that the founder isn’t the bottleneck.
  • Board-ready pack — so that stakeholders align in minutes, not meetings.
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  • Revenue Model & Targets — capacity, pricing, and mix mapped, so that you know exactly what must happen weekly to hit goal.
  • Pricing & Packaging Uplift — tiers, bundles, minimums, so that ARPU rises without tanking win-rates.
  • CAC Guardrails — channel caps and payback rules, so that spend scales only when the math works.

ON-TIME CALLS

On-Time Calls — reviews, KPIs, approvals, decision log.

  • Pipeline Hygiene + Stage-by-Stage KPIs — one dashboard, so that you spot leaks early and fix them fast.
  • Headcount & Quota Plan — reps, SDRs, CS tied to productivity, so that hiring improves revenue per head.
  • Monthly OPEX & COGS Controls — approvals + variance reviews, so that margin holds while you scale.

BOARD-READY

Board-Ready — crisp narrative, charts, and priorities.

Board-ready Forecast Pack — P&L/CF with scenario toggles, so that you can say “yes/no” with confidence.

FAQS

  • Start smaller? Begin with the $997 Audit; we credit it if you upgrade.
  • Do you replace bookkeeping? No—we lead decisions; we coordinate with providers.

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  • How is “Profit Lock” different from budgeting?
  • We lock your target profit first, then design spend and pricing around it—so growth doesn’t erase profit.
  • Can this work if revenue is lumpy?
  • Yes. We model lumpy cash cycles and add a working-capital buffer so you’re never growth-strapped.
  • Will prices have to increase?
  • Sometimes. We use a SKU-level margin view and value framing; price moves are paired with an offer upgrade, not just a hike.
  • How often do we meet?
  • Weekly for the first 4–6 weeks, then monthly cadence with a quarterly reset.
  • What tools do you use?
  • Google Sheets + Xero/QuickBooks exports—no new software to learn.
  • What results should we expect?
  • Targets: hold or lift margin, reduce OPEX 5–12%, and shorten decision time so growth doesn’t stall. Get the Toolkit →
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FAQs

How quickly do results show?

Early wins in 2–6 weeks (pricing/pipeline). Full 90-day cycle locks them in.

Will this replace my controller/bookkeeper?

No — we partner with them. This is CFO-level revenue architecture and decision cadence.

Time commitment?

One 60–90 min working session weekly. We prep, you decide, the team executes.

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Pricing / What’s Included (summary)

  • 90-day Fractional CFO engagement
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  • Revenue Engine Audit + 90-Day Roadmap
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  • Weekly working sessions & KPI dashboard
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  • Pricing/packaging experiments + CAC/payback guardrails
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Forecast pack (12-month rolling) + monthly board update

CTA: Get Your Revenue Engine Audit

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Did You Know?” Wildcard

  • A 5% discount can wipe out 30–50% of profit on many offers.
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  • If payback > 12 months, each new customer consumes cash instead of funding growth.
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  • A 2–3 pt uplift in gross margin often beats a big new channel launch in net cash impact.
  • Translation: scale = pricing + CAC discipline + pipeline clarity.
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Objection Buster Wildcard

“We just need more leads.”

More leads without guardrails grows costs faster than revenue. We scale the right channels at the right CAC — or we pause them.

“Raising prices will tank conversion.”

We test value-anchored changes (tiers, bundles, floors) in small cohorts, then roll out what keeps win-rates healthy.

 

 

Who We’re For (and not)

Great fit if…

  • $1–10M+ ARR / $1–20M rev, consistent demand, messy economics.
  •  
  • You’ll follow a weekly KPI cadence and enforce pricing/approval rules.
  •  

Not a fit if…

  • You want dashboards, not decisions.
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  • You won’t hold a margin floor or CAC/payback limits.
  •  

 

 

Us vs. Them

With Us

  • Price floors + contribution margin targets
  •  
  • CAC caps + payback rules by channel
  •  
  • Forecast you can run the company on
  •  
  • Weekly decisions from a 1-page KPI
  •  

With Them

  • “More traffic” + deeper discounts
  •  
  • Spend until “it feels right”
  •  
  • Forecasts that slip monthly
  •  
  • Meetings that admire the problem
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Proof / Testimonials (slots)

“ARR grew 28% and payback dropped from 14 to 7 months in two quarters.” — [Client]

“We finally trust the forecast — and cash matches the plan.” — [Client]

 

Most “scaling” pain is late decisions, not missing data.

 

 

OBJECTION → REPLY

“We already have finance staff.” → We lead decisions & rhythm; they keep books flowing.

 

HOW IT WORKS (first 4 weeks)

  • Week 1: kickoff, data hookups, baseline KPIs & risks
  • Week 2: forecast v1, OPEX guardrail, sweeps check
  • Week 3: pricing/margin review; initiative backlog & ROI rules
  • Week 4: leadership pack; 90-day priorities locked

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“Finally making decisions on time—and profit’s no longer guesswork.”

— SaaS CEO