How It Works

From data to dollars in three phases.

A proven process designed to minimize friction and maximize results. Here's exactly what to expect when you work with FixNext.

01
Phase 01 — Week 1–2

Audit

We connect to your data sources — CRM, billing, analytics — and let our AI engine map your revenue landscape. It analyzes customer segments, pricing tiers, churn signals, channel performance, and upsell opportunities. What takes humans weeks, our AI does in hours.

  • Connect your data (CRM, billing, analytics) with secure read-only integrations
  • AI engine maps customer segments, pricing tiers, and churn signals
  • We identify 10–20 revenue opportunities ranked by impact
  • Pricing efficiency, churn patterns, channel attribution, upsell pathways
Deliverable: Discovery Audit Report
02
Phase 02 — Week 3

Plan

We present our findings in a collaborative strategy session. Together, we review the data, discuss what's realistic for your team, and prioritize 3–5 highest-impact initiatives. We also present a personalized Growth Retainer proposal with pricing based on your company size and the scope of opportunity we've identified. You leave with a clear 90-day execution roadmap that your team can start implementing immediately.

  • We present findings in a strategy session with your team
  • Prioritize 3–5 highest-impact initiatives based on effort vs. return
  • Receive a personalized Growth Retainer proposal with pricing
  • Build a detailed 90-day execution roadmap
  • Clear owners, timelines, and success metrics for every initiative
Deliverable: Revenue Growth Plan
03
Phase 03 — Ongoing

Execute

This is where we become your growth partner. We provide monthly implementation support, track progress with shared dashboards, and continuously optimize based on what the data says. Real results, real accountability.

  • Monthly implementation support from your dedicated growth advisor
  • Track progress with shared dashboards updated in real time
  • Iterate based on real results — double down on what works
  • Quarterly business reviews to assess progress and reset priorities
Deliverable: Monthly Growth Reports

Choose Your Engagement Path

Both paths follow the same process through Phase 2. The difference is how much support you want after that.

Discovery Audit

$495–$995

One-time fee — credited toward first retainer month

Best for: businesses that want a complete diagnostic and a clear roadmap they can execute internally.

  • A full analysis of your pricing, customers, and channels
  • Prioritized growth roadmap with ROI estimates
  • Written report & strategy presentation
  • 90-day execution plan
View Services →
Recommended

Growth Retainer

Priced after audit

Ongoing — pricing based on your company size

Best for: businesses that want a dedicated growth partner to execute the plan alongside them.

  • Everything in the Discovery Audit
  • Monthly implementation support
  • Real-time KPI dashboards
  • Quarterly business reviews
Start Your Audit →

Ready to Start Your Growth Journey?

Your free discovery call is just 30 minutes away. Let's find your revenue gaps together.