Workshop Participant Feedback Survey Name First Last Email(Required) Enter Email Confirm Email 1. Overall clarity of the seriesLooking across the series how clear were the main concepts and using them within your organization? Very clear – I felt confident I understood the key ideas Mostly clear – a few areas were fuzzy Somewhat unclear – I followed parts but not the whole picture Unclear – I struggled to understand many concepts If anything felt unclear overall, please describe (up to 500 characters):2. Operations and FinancialsHow clearly does “every operational action has a financial reaction” and the idea of unit economics and applying a profit or margins of safety within your operations feel? Very clear – I can now see the financial impact of operational decisions Mostly clear – I got the gist but would benefit from one more example Somewhat unclear – I’m still not sure how to apply this to my organization Not clear at all How confident do you feel about the concept of adding a profit margin or margin of safety and why they are essential (not “nice to have”)? Very confident Somewhat confident Not very confident Not at all confident If parts of Module 1 were confusing please describe (up to 500 characters):3. Building time vs Billable timeHow clear was the “building time vs billable time” distinction, and its impact on your organization’s sustainability? Very clear – I can map our own time roughly into these buckets Mostly clear – I understand in theory but not sure how to measure it Somewhat unclear – I’m unsure which activities go where Not clear at all If Building time vs Billable time were confusing please describe (up to 500 characters):4. Revenue Drivers and Unit EconomicsHow clear were the core metrics/ideas introduced within building a revenue model of CAC, MRR, ARR, LTV, churn? Very clear – I can explain each term in my own words Mostly clear – I recognize the terms but might mix some up Somewhat unclear – I remember the terms but not what they mean Not clear at all a) Estimating CAC (client acquisition costs)– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentb) Recognizing recurring revenue in your operations– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentc) Thinking about retention/Life Time Value vs churn and constantly finding new clients– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentComments5. Presented FrameworkHow effective did you find the online platform/tools provided for calculating breakeven and or profitability? Very clear – I can see how the steps link together Mostly clear – I understood individual steps, less so the whole flow Somewhat unclear – the steps felt abstract or overwhelming I haven’t used it yet a) Estimate true hourly cost– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentb) Read and use the output– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentc) Share confidently with key stakeholders– SELECT _Very confidentSomewhat confidentNot very confidentNot at all confidentIf any pieces of the guided instructions (either from the playbook or within the platform’s instruction itself) felt confusing, please describe (up to 500 characters):6. Perceived impact and behavioral shiftOverall, how much has this series changed or sharpened the way you think and act about the financial success within your organization? A lot – it significantly changed how I/we think and plan Somewhat – it provided a new lenses and language A little – a few useful ideas, but not a big shift Not much – it mostly confirmed what we already do Which of the concepts felt most “actionable” for you in the next 6–12 months? (Select all that apply) Feeling confident when reading and interpreting your financial statements Clarifying value proposition and “financial physics” (the linkage between the cost of operations and financial success) Mapping staff time into building admin vs billable delivery time Using CAC / LTV / churn / recurring revenue to shape financial success and long-term viability Calculating your unit-economics (cost/unit or cost/hour) Doing an internal financial reality check/audit (to find previously unknown gaps and or surpluses) None of the above feel actionable right now If you have any additional comments on what was most (or least) useful, please share (up to 500 characters):7. Suggestions for improvementIs there anything you would change about the pacing, depth, or order of the content? The pacing and order worked well I would have liked more time for examples and exercises I would have preferred less time on some of the technical details I would reorder some modules or topics If yes, what would you change? (up to 500 characters):Would you recommend this workshop series to others? Yes, definitely Probably Unsure Probably not If you’re willing, please share a short sentence about your experience that could be used (with your permission) as anonymous feedback or a testimonial (up to 500 characters): Δ
