Follow the customer
Trace value from demand through conversion, onboarding, retention, and expansion.
CEO working tool | StrategicRX
A focused assessment of where existing demand and customer relationships may be losing revenue, margin, and control.
Use this when the company has proven demand, active customers, and several customer-facing teams. It works best when value may be lost between functions, markets, or customer stages.
A self-reported signal, not an audit or verified company diagnosis. Score what is true now, not what is intended or planned.
Before you score the company
This tool challenges quick explanations. It asks how value moves, where it is lost, and who can act when performance changes.
Trace value from demand through conversion, onboarding, retention, and expansion.
Test revenue against margin, acquisition costs, delivery costs, discounts, and long-term value.
Separate verified evidence from reports, assumptions, anecdotes, and unknowns.
A visible sales issue may begin in pricing, product, handoffs, incentives, or ownership.
The scoring rule
U counts as 1. More unknowns reduce confidence in the overall score.
The overall score is only one view. Review the five red flags separately. One serious weakness can matter more than several strong ratings.
Your initial commercial signal
Your score shows the self-reported strength of commercial control. Your U count shows how much of that view leadership cannot currently verify.
Initial score bands: 85-100 strongly governed | 65-84 governed with gaps | 45-64 working but fragile | 25-44 establish reality first
Red-flag review
A red flag can outweigh a respectable average.
Your diagnostic is complete
Enter your details to view your score, evidence confidence, main exposure, and next actions.
Your result includes:
Your initial commercial signal
Red-flag review
Where to look first
The diagnostic shows a pattern, not the root cause. Start with the weakest areas. Test them against customer evidence, operating data, and frontline experience.
From signal to commercial reality
A self-diagnostic reflects one leadership view. A full diagnosis tests that view against customers, data, and daily operations.