A Simple, 3-Step Process to Align Your Metrics
We've designed a fast, human-centric method that eliminates confusion around MRR, churn, leads, or any metric causing friction. In just a couple of weeks, your entire team will share the same "source of truth"—no heavy enterprise tools or months-long audits needed.
1. Discovery & Interviews
We gather each team's definitions and understand your metrics ecosystem
2. Alignment Workshop
Teams come together to resolve discrepancies and agree on unified definitions
3. Documentation & Handoff
We create your "Metrics Handbook" and maintenance plan for lasting alignment
Step 1: Discovery & Interviews
Week 1: Rapid Discovery
First, we talk to the key stakeholders—Finance, Product, Marketing, or any team that reports on metrics. We gather existing docs, dashboards, and how each group defines things like MRR or "active users."
- Interviews (30–60 mins each): We learn where each metric is coming from, how it's calculated, and what's causing confusion.
- Existing Docs & Dashboards: We review spreadsheets, CRM reports, or product analytics to understand your current data environment—no direct system access required.
- Pre-Call Questionnaire: (optional) We might use a short questionnaire to gather baseline info before interviews, saving time.
Outcome: We create a short summary of each team's "version" of the key metrics, highlighting conflicts or gray areas that need alignment.
Step 2: Alignment Workshop
Week 2: The Alignment Workshop
We schedule a 1–2 hour workshop with the major stakeholders to resolve discrepancies. This is where we compare definitions side by side, debate any sticking points, and agree on a single approach.
- Discrepancy Matrix: We present a table showing how Finance defines MRR versus how Product does it, visually exposing the conflicts.
- Facilitated Discussion: We guide the conversation, ensuring each department's needs are heard. If needed, the project sponsor (CFO, CEO, etc.) can make the final call.
- Agreed Resolutions: By the end, everyone confirms the new, official formula for each metric—covering details like annual deals in MRR or what counts as an "active user."
Outcome: You walk away with a unified set of definitions for your 3–10 most important metrics—no more confusion or conflicting dashboards.
Step 3: Documentation & Handoff
Final Week: Your Metrics Handbook
We compile the newly aligned definitions into a concise document—like a mini "playbook"—that your team can reference anytime. This becomes your single source of truth.
- Metrics Handbook (using Notion,
Confluence, or your preferred tool):
- Details on each metric's formula, data sources, owners, and usage guidelines.
- Highlights any exceptions or special cases (e.g., annual billing, partial refunds).
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- Maintenance Plan:
- We set a review schedule (quarterly or monthly) and designate "metric owners" so definitions stay current.
- Optional check-ins for ongoing support.
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- Walkthrough & Final Sign-Off: We review the document with your team to ensure everyone's on the same page before final sign-off.
Outcome: A living document that eliminates future confusion—everyone knows where to go for the "official" MRR or churn definition.
Timeline & Key Milestones
| Milestone | Target Timeframe |
|---|---|
| Kickoff & Stakeholder Interviews | Week 1 (Days 1–3) |
| Alignment Workshop | Week 2 (Days 4–5) |
| Draft Documentation | End of Week 2 |
| Final Walkthrough & Sign-Off | Week 3 (if needed) |
Frequently Asked Process Questions
View all FAQsDo we need to give you direct database access?
No, we rely mostly on interviews and sample reports—you maintain full control of your data.
What if we discover more metrics mid-project?
We'll discuss whether they fit within the current scope or plan them for a follow-up phase.
How do we handle disagreements we can't resolve?
We facilitate the discussion, but if consensus still isn't reached, the project sponsor can finalize the decision.
Have more questions about our process, pricing, or deliverables?
Browse our complete FAQ