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SaaS Growth and Risk Diagnostic - Intake Form
What is your product name, and in one sentence, what does it do?
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Who is your ideal customer? Include industry, job title, company size, and their main pain point.
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What is your pricing model? List your plans, price points, and billing cycle (monthly or annual).
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Who are your top 3 competitors, and what do they do better than you? Be honest - this calibrates the diagnostic.
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What is your approximate MRR, month-over-month growth rate, funding status, and if known - monthly burn rate and cash runway? Estimates are fine.
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What is your monthly website traffic, number of new signups, and roughly what percentage of signups use the product in their first week?
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What is your monthly churn rate?
Untitled multiple choice field
A
Under 2%
B
2-5%
C
5-10%
D
Over 10%
E
Unknown
What is the most common reason customers cancel, and roughly how long does a typical customer stay before leaving?
How do most customers find you right now? Select all that apply.
Untitled checkboxes field
Word of mouth
Cold outreach
Paid ads
SEO or content
Partnerships
Community
Not sure
What is your CAC (cost to acquire one customer) if known? Estimates are fine.
What is your team size, what are the key roles, and how does your team make decisions - fast, slow, or unclear?
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What is your single biggest challenge right now, and what is the biggest bottleneck slowing your team down? Be specific.
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Walk me through what a new user experiences in their first 5 minutes after signing up. What is the aha moment - when does a user first feel the value of your product?
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What is your tech stack (frontend, backend, database, hosting)? Do you have monitoring, error tracking, and a staging environment in place?
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What analytics or data tools do you currently use, and what is the single most important metric your business tracks - your north star metric?
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Do you currently use AI in your product, or are you planning to? Describe what you are doing or considering.
How clean and structured is your data?
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What is your number 1 goal for the next 90 days? What software tools does your team use daily? And what is the most time-consuming manual process in your business each week?
What does your hiring plan look like for the next 12 months? What are the 1-2 roles that would make the biggest impact on growth right now? And is there anyone on the team whose departure would significantly disrupt operations?
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What is your approximate gross margin, average customer LTV (lifetime value), and how long does it take for a new customer to pay back their acquisition cost? Estimates are fine.
Have you had any significant outages, data incidents, or product failures in the past 12 months? What is your target uptime, and do you have any on-call process or documented incident response?
Upload screenshots of your product (optional - improves the quality of your findings). Recommended: landing page, signup flow, onboarding screen, dashboard, pricing page.
Click to choose a file or drag here
Size limit: 10 MB
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